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Dynamics 365 Community / Blogs / Friyank’s blog / Setting > Administration...

Setting > Administration > Privacy Preference

Friyank Profile Picture Friyank 944

  Select your error notification preferences

  • Whenever System found some issue while loading data or performing some activity which are not related to customization, Than CRM prompt user the error with option to send error details to Microsoft or not.
  • This is default behaviour of CRM.
  • But if we Admin wants to control this,
  • May be admin want that all the error occurred during CRM functioning, to be send to Microsoft every time.
  • Or maybe send no error to Microsoft or ask user to decide to send or not(default behaviour)

  • This can be controlled here at this setting.
  • Admin can decide to set error notification preference for all users in the system
  • Admin needs to check Specify the Web application error notification preferences on behalf of users  option and specify if user can continue see the prompt as before and decide to send or not
    or send directly to Microsoft all the error
    or do not send any error to Microsoft.
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  • You can view privacy statement provided by CRM or can view your custom privacy statement, which can be Configured in below setting.
  • You can view what data will be send to Microsoft or if you wish to change the setting of this error prompt, you can click on Change error notification setting  which will open up the personal
    Setting options.
  • Also note That Same setting is available in Person Options as well.
    Login to CRM > Click Setting Icon on navigation bar > Options > Privacy Tab.
  • There one behaviour of CRM
    We have Privacy Setting to be configured at Organization  level for all user
    Setting > Administration > Privacy preference.
    Also we have User specific setting of privacy preference
    Navigation bar > System Icon > Option > Privacy Tab.
    Sometime you will be able to see this tab and sometime not. It’s not a bug or some issue with CRM.
    Case is as follow.
    1. When admin specify privacy preference setting at organization level than user are not allowed to configured at personal setting and so the tab is not visible.
    2. When Admin do not specify privacy preference setting at organization level than all the user are allowed to configured at personal setting and so the tab is visible
  • Select your Privacy Statement Link Preference
  • In this setting , Admin can specify which URL can be viewed to user as privacy statement.
  • Admin can specify custom URL which can be used to view all other user as privacy statement
    or user can view default privacy statement provided by Microsoft.
  • There are following options to view privacy statement
    1. Navigation bar > Click Setting Icon > Privacy statement option will be there
    2. Navigation bar > Click Setting Icon > Options > Privacy Tab > click privacy statement.
    3. When Error is prompt > Click View privacy statement.
  • Clicking on this link Behave different for users having System administrator Role and user with any other Role
    Case 1 : If Admin has Selected Do not Show a link to privacy statement > all the user except user having Security role as system administrator will not see
    option of Privacy and Cookies in Navigation bar > click setting Icon.
    but Admin will be able to see this option because only user with System administrator role will be able to see this option even in setting its define as do not show privacy preference setting.
    Case 2 : if Admin Selected Show a link to the privacy statemen and specified URL (tested is optional) ,
    All user except user having system Admin role will see the option of privacy and cookies in Navigation Bar > click setting icon and clicking on this will open custom specified
    privacy statement link
    And Admin user or user with system admin role will see the same option in of privacy and cookies in Navigation Bar > click setting icon but clicking on link will still show same Microsoft provided Privacy statement.
  • ////IMPORTANT NOTE
    Any user with the System Administrator security role will always see the Microsoft privacy statement and not the organization’s privacy statement.
    Source : https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-privacy-preferences-organization

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Links for reference  :
https://www.microsoft.com/en-us/dynamics/crm-customer-center/set-privacy-preferences-for-an-organization.aspx

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-privacy-preferences-organization

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