Personal customizations
Part 4 of "11 things to know about customization"
Published: March 26, 2007
It is important to recognize that there are personalization options available to Microsoft Dynamics CRM 3.0 users. Instead of implementing a system-wide customization that only benefits several users, show users how to personalize the application to fit their needs.
On This Page
Personal options
On the first screen of the Web application, all users can access personal options by selecting Options on the Tools menu or by clicking Personalize Workplace in the Navigation Pane. In Microsoft Dynamics CRM for Outlook, a smaller set of options is available by selecting Options from the CRM menu. This displays the Set Personal Options dialog box.
Set Personal Options dialog box
In the Web client each user can select:
| • | Their default start page and tab |
| • | How many records to show per page in any list of records |
| • | How they want their Advanced Find view to start |
| • | Their time zone |
| • | Workplace options: | • | This controls which groups appear within the Workplace area. | | • | You can change the options available to users here. |
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| • | Their Default Calendar view (Day, Week, Month) |
| • | Their default work hours (Start and End Time) |
| • | Whether they want to track all their e-mail messages in Microsoft Dynamics CRM |
| • | Any custom e-mail templates they want to use |
Personal views
Users sometimes will ask you to change the columns displayed in a view or other view criteria. They may not realize that they can create and save their own views. Unless the whole organization needs the view, encourage them to create their own views by saving Advanced Find queries. This creates a personal view that they can define and manage on their own. They can even share it with other users. It will appear in the list of views grouped under the heading “My Views”, as shown below.
My Views group
E-mail templates
In a manner similar to views, you can create system-wide e-mail templates that are available to everyone. But users can also create and manage personal e-mail templates, and even share them with the organization. For more information, see Set your e-mail messages apart with a signature.
