web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / "Set Personal Opt...
Microsoft Dynamics CRM (Archived)

"Set Personal Options" everything grayed out

(0) ShareShare
ReportReport
Posted on by D S 535

Why is it that when a user in CRM 2011 goes to File --> Options, everything is grayed out and they can't change any of the settings.

If I do it from the Admin credentials, everything is available to me.  Is there some kind of security setting around this that I am unaware of? I thought those settings were always available to the user.

Any help is appreciated.

Thank you,
Dave 

*This post is locked for comments

I have the same question (0)
  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    Yes. Within the Settings -> Administration -> System Settings in CRM 2011, Navigate to the "Outlook" tab and make sure all the options are set to 'Yes'. If they are set to 'Yes', then the problem might be that the CRM Add in in Outlook is Offline.

  • D S Profile Picture
    D S 535 on at

    Checked the system settings, everything in the Outlook tab is set to "Yes".

    So what you're saying is that the user has to download and install the CRM for Outlook Connector to get those settings to be editable in the browser even if they don't won't to use the Outlook Connector?

  • Verified answer
    D S Profile Picture
    D S 535 on at

    Found the problem.  It was a setting under Security Roles --> Business Management --> User Settings was set to Read only

  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    Wait...I thought you were referring to the Outlook CRM options.

    I apologize.

    What's happening is that the permissions to modify the User Settings have been removed. Find which Security Role this user is assigned to in CRM, Open that Role, Navigate to the Business Management Tab and Make sure that the ability to make changes is checked.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans