General Tab (System Setting)

Views (1458)

Friyank

944

Like(0)

Report

Allow text wrapping in form fields labels and values.
Default is YES.
Know about Label Name and Display Name of Field
Word wrap is applied on Display Name and not on the label Name of field.
Word wrap is not possible for Link or URL values.
When No selected, extended text of Display Name and Values is hide out.
Single word with big length will not wrap, depend on size of Section and tab it will show and hide out
Sentence with space will be wrapped properly but the lines is 2.5.
wrapped word of 2 lines will be displayed as it is. 3rd line will be half visible and half fade out.

Select the default save option for forms
Default is YES
To Enable or disable Auto saving of form record can be configured here.
You cannot Configured at each form level. But you can customize the onSave Event of Form by writing JavaScript.
No OOB option to Enable/disable auto save for specific Entity.
When Yes is selected :
Record is Auto Save on 30 Sec of time but, Screen should out of focus.
Save/ Save and Close button of command bar is not available on update.
When No is Selected :
Record is not saved unless save, Save and close or Save icon is clicked
User is prompted to save or discard changes if he navigates to some other screen with changes made.
More Details Here
Set Skype for Business Options :
Default is YES.
Setting for IM.
Set the full-name format :
Default : First Name Last Name.
This is composite control Setting for Lead and contact Entity.
OOB CRM has no option to create composite controls.
In Lead we have Name attribute and in Contact we have full Name attribute.
This setting is for both the composite control in system.
When you change the option, Depends on the selection fly-out will controls in it.
for instance : if you select first Name Last Name , then you will find only First Name and Last Name control in composite fly-out.
but if you select format as first Name Middle Name Last Name , then you will find fly-out having three controls in it , First Name, Middle Name and last Name.
The format changes are for new records only, Old records will have same Format.
So Existing records are not impacted with this configuration.
Set the currency precision that is used for pricing throughout the system
You can set the “Pricing Decimal Precision” The words matters here because when you create a field or fields which are already in system with Data type as currency will have Seven option to select for precision.
Options are
1. Pricing Decimal Precision : if Precision is selected as this option, the precision decimal value is picked from
Setting > System setting > General > Pricing Decimal Precision
2. Currency Precision : if Precision is selected as this option, the precision decimal value is picked from
Setting > Business Management > Currency> Currency Precision
Other options are 0 – 4 – This take value of precision as specified.
Also Note : No Matter where you specify decimal precision, you cannot have more then 4 digit after decimal.
The Decimal precision
Set whether reassigned records are shared with the original owner
Blog Here
Set blocked file extensions for attachments
96 file Extensions which are blocked
You Can remove all the extension from this setting and all files will be allowed
This is from CRM 4.0
Even you can add same extension multiple time
Set the currency display option Currency having prefix can be Currency Code or Currency Symbol.
Each Currency has Currency Name, Currency Symbol , Currency Code and Precision.
Admin can control what can be displayed ahead of currency Numbers, either Symbol or Code.
Even in Reports, this will be displayed.

Set up Search
For Online instance you have following 3 option to select for set up search
Enable Relevance Search
Enable Quick Find record limits
Select entities for Categorized SearchFor On-Premises you have following 3 option to select for set up search
Enable Full-Text Search
Enable Quick Find record limits
Select entities for Categorized SearchRelevance Search

Relevance Search delivers fast and comprehensive results across multiple entities in a single list, sorted by relevance.

It uses a dedicated search service external to Dynamics 365 (powered by Azure) to boost Dynamics 365 search performance

Improves performance with external indexing and Azure Search technology

Returns results from all searchable entities in a single list sorted by relevance, based on factors like number of words matched or their proximity to each other in the text

Relevance Search isn’t available for Dynamics 365 (on-premises) organizations

After Relevance Search is enabled, you might have to wait up to an hour or more, depending on the size of your organization, before you start seeing Relevance Search results in the Dynamics 365 web application. Smaller changes in indexed data can take up to 15 minutes to show up in your system

Relevance search is text-based, and can search only on fields of type Single Line of Text, Multiple Lines of Text, Option Sets, or Lookups. It doesn’t support searching in fields of Numeric or Date data type

When Relevance Search is enabled for your organization, it becomes the default search experience.

Search Tips

Type word1 word2 word3 to include matches for any word in the search term in the search results.
Type word1+word2+word3 to find only matches that include all three words.
Type word1|word2|word3 to get results that contain word1 or word2 or word3, or all three words

Query Operators for Relevance Search

‘+’ specifies AND operation: token1+token2
‘|’ specifies OR operation: token1|token2
‘-‘ negates a single token: -token0
‘”‘ creates phrases of terms: “term1 term2 …”
‘*’ at the end of terms specifies prefix query: term*
‘~N’ at the end of phrases specifies near query: “term1 term2″~5
‘(‘ and ‘)’ specifies precedence: token1 + (token2 | token3)

You’ll find search results for text in a document that is stored in Dynamics 365, including text in notes, email attachments, or appointments. The following file formats are supported for search: PDF, Microsoft Office documents, HTML, XML, ZIP, EML, plain text, and JSON

You can search for records that are shared with you and records that you own.

There is no maximum limit on the number of entities you can search.

Full-Text Search

Quick Find full-text search is not available with Microsoft Dynamics 365 (online)

Because indexing is a maintenance job that runs one time every day, it can take up to 24 hours for the system to enable or disable full-text search, or add and remove find columns

Enable Quick Find Record Limits
When its Yes –
While searching records from Quick find (Entity Grid Search), if the Return count is greater than 10,000, User is prompted with an error.

When its No –
While searching records from Quick find (Entity Grid Search), if the Return count is greater than 10,000, User is Not prompted with any Error.
but if the Return count is greater than 50,000, User is prompted with an Error.

Enable Bing Maps

You can add only one map on One form.
In V 9.0 Maps are not loaded on form, its showing link to open maps on another tab.
Set the default country/region code AND Set the telephony provider
This two setting works together.
This setting is for field with data type as single line or text with format of Phone.When you click the number value of this field.Scenario 1 :if Enable country/region code prefixing is checked and there is a valid 30 digit or less country code and provider for call is selected as Skype
CRM will search if Skype is installed or not,
if yes then it will make a call from skype to the number by appending Country code as prefix and a flyout will come in activity timeline to add phone call event .
if Not, No call will be made but a flyout will come in activity timeline to add phone call eventScenario 2 :
if Enable country/region code prefixing is checked and there is a valid 30 digit or less country code and provider for call is selected as skype for business/Lync
CRM will search if skype for business/Lync (Not Skype) is installed or not,
if yes then it will make a call from skype for business/Lync to the number by appending Country code as prefix and a flyout will come in activity timeline to add phone call event .
if Not, No call will be made but a flyout will come in activity timeline to add phone call event

Scenario 3:

if Enable country/region code prefixing is Unchecked and provider for call is selected as Skype
CRM will search if Skype is installed or not,
if yes then it will make a call from skype to the number without appending any country code to number and a flyout will come in activity timeline to add phone call event .
if Not, No call will be made but a flyout will come in activity timeline to add phone call event

Scenario 4:

if Enable country/region code prefixing is Unchecked and provider for call is selected as skype for business/Lync
CRM will search if skype for business/Lync is installed or not,
if yes then it will make a call from skype for business/Lync to the number without appending any country code to number and a flyout will come in activity timeline to add phone call event .
if Not, No call will be made but a flyout will come in activity timeline to add phone call event
Set whether users see Microsoft Dynamics 365 message
Set custom Help URL

Setting for Help and training
Disable Social Engagement

To control Social Site Data to be seen in CRM or not.
MS Social Engagement needs to be purchased.
Set whether users see welcome screen
A welcome pop up with guide links will be displayed on every login
Use legacy form rendering
- CRM has two rendering form type
  1. Legacy (will be removed in coming major release)
  2. Turbo ( from CRM 2015 V 7.1)
  Legacy forms are still available but for that this setting need to be enable,
  Currently D365 has turbo forms
  Javascript code or web resources written before CRM 2015 V 7.1, may include some code which is not supported now in turbo forms.
  for Example :
  - Any attempt to access DOM in the content iframe using JS, jQuery or other 3rd party libraries (document.getElementById() or jQuery selectors)
  - Creating a new HTML content in the parent window for persistent content (and assumed that the parent window was the main CRM iframe.
  - Window.load, parsing iframe/form URL
  - Attempting to use unsupported (non-XRM) APIs, especially undocumented ones that may have been shipped with CRM for internal usage only
  - Accessing window.parent() from a web resource that may assume for example there’s a variable set in the current window context.
- Turbo forms are in CRM from CRM 2015 V 7.1
- 8 times faster than legacy forms
Set options for the default app: Dynamics 365 – custom
Show default app on landing page and in app switcher :
We can see all apps in two location in CRM,
@CRMHomePage –

@AppSelectorSideBar

Selecting “Yes” will show you default app on both the above area , and that can be helpful to navigate to CRM.
Selecting “No” will hide default app selection option and you will have to login and redirect from “https://port.crm8.dynamics.com” this Dynamics 365 admin Center.
Default App Name :
We can even change name to of this default app.
Set the default card state for Interactive DashboardsClick Yes to see the detailed card form in a dashboard. If set to No (default), only the header and minimal details are displayed in the card form.
Set session timeout Session timeout can be Custom or System DefaultSystem Default for session Expiry is 1440 Min that is 24 hours. So , Every 24 hours session will be Expired and you will have to login again.
We can even specify time when user will be prompted a warning for session is going to expire.
System Default timeout warning will be shown 20min before session is going to expire.
So by System Setting , if you login at 1 PM , your session will expire on next day 1 PM but , you will get warning prompt that your session will be expired in 20 min at 12:40 PM.
Now when you select to add custom timeout session limit, you have to specify warning alert as well.
You cannot have Enter maximum session length less than 60 minutes and greater than 1440 minutes.
You cannot have How long before the session expires do you want to show a timeout warning? less than 20 minutes and greater than Session length or 1440 minutes whichever is greater.
Cases 1
Max Session Length < 60
Show Timeout warning < 20
Not allowed
Cases 2
Max Session Length < 1440 and > 60
Show Timeout warning < 1440 and > 20
Allowed

Cases 3
Max Session Length > 1440
Show Timeout warning >= 1440
Not allowed

Case 4
Max Session Length = 1200
Show Timeout warning >= 1200
Not Allowed
Case 5
Max Session Length = 1200
Show Timeout warning <= 1199
Allowed

so max session length and show timeout warning time cannot be same.
show timeout warning time has to be always less than max session length.

Note : This Session expiry does not works for incognito/private windows of browser
Set inactivity timeout
So Session time out can be a default which can trigger as max session length or it can be trigger when user is inactive.
Let’s say we want user to be active and if he is not active for quite long time (e.g. 10 mints) we will expire the session and ask to re login.
or we can give him the warning and later will expire the session if he is still not active.
This requirement can be configured here.
Setting No will keep this as session setting.
Setting Yes will override the Session configured above.
if Yes is selected
Duration of inactivity before timeout and How long before the session expires do you want to show an inactivity warning? Need to be entered.
Duration of inactivity before timeout – value cannot be less than 5 minutes and greater than 1440 minutes.
How long before the session expires do you want to show an inactivity warning? – value cannot be less than 1 minutes and greater than 1440 minutes or Duration of inactivity before timeout value whichever is greater.
The basic difference between Session timeout and Inactivity time out is that , Session timeout will be expiring the session even if user is active for 1440 minutes, but Inactivity time out will check first user is active or not, and will expiry the session or give the warning only the used is not active.
Set Azure Content Delivery Network options :
Yes and Dynamics 365 will load out-of-the-box static content from the Azure Content Delivery Network (CDN) service
No will Load static content from Server where your CRM is hosted
Enabling and disabling can be helped for dealing with firewall and

Comments

*This post is locked for comments

Community site session details

General Tab (System Setting)

Comments

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!