Show Your Users How to Customize Their Microsoft Dynamics CRM

The users in your organization don’t need to wait for the administrator to customize Microsoft Dynamics CRM in a way that might or might not benefit them. Point them to the article “Personal Customizations” (On-Premise, Online), which has details for how to personalize CRM. Users can change the personal options such as the following:

• Create custom record list views
• Create personal e-mail templates
• A default start page and tab to help you get started faster.
• How many records to show per page in any list of records. This is a performance optimization. A smaller set of records displays slightly faster.
• Whether you want the Advanced Find view to open in Simple or Detailed mode by default.
• Your time zone.
• The default currency used for your data.
• Workplace options to control which groups appear within the Workplace area.
• Your default calendar view.
• Your default work hours.
• Whether you want to track your e-mail messages in Microsoft Dynamics CRM.

Cheers,

Carola Klass