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Configure your preferences

Use your user preferences to establish the way the site behaves while you’re signed in. Your settings here won’t affect other users.

View user preferences

To open the User Preferences page, choose the Settings button in the nav bar to open the settings menu, and then choose Preferences.

Customize the quick-add links available in your nav bar

Quick-add links appear as a drop-down list under the New button in the nav bar. Use this menu to create new records of various types no matter where you are on the site. Just choose the New button to the left of the search field and then choose an item type to create it.

Use the various check boxes under the Header Bar heading on the User Preferences page to establish the set of shortcuts included in the quick-add menu, thus fine-tuning the menu so it’s always relevant for your daily work. Select the check box for each feature you would like to include; clear the check box for each feature that isn’t relevant for your role in the system.


Tip

The One Click Task feature is slightly different from the other items here. This feature is only available on certain pages of the site, and appears in the toolbar rather than in the quick-add menu. Use it, for example, to create a completed task to log an activity such as making a call or sending an email (see also Manage tasks).


General options

The following preferences are available under the General Options heading:

  • Language: Choose the language you want to view the site in.

  • Time Zone: Set your time zone. All dates and times shown to you and entered by you will be adjusted accordingly.

  • Items per Page: Enter the maximum number of items you would like the system in show on list-view pages (pagination controls will be provided for longer lists). Pages with a large number of items take longer to load; we recommend a setting between 25 and 50.

  • Locale: Choose the country/region where you are working. This setting affects things like date and time formats, decimal separators, etc.

  • Calendar: Choose the type of calendar system in use at your location. This can affect actual date values that are displayed.


Note

Your site administrator sets up default language, locale, and time zone settings at the site level. However, your user preferences will override site settings while you’re logged in.


Widget options

Widgets enable you to customize your home page and side-dock with table views and graphs that are most relevant for your daily work. For more information about widgets, see Learn how to work and get around in Microsoft Dynamics Marketing.

Here on the User Preferences page, you can set a limit for how many items will be shown by widgets that display tables (such as the Tasks widget, which lists tasks that are assigned to you). Use the Items per Page field under the Widget Options heading to set this limit. Your pages will take longer to load if they contain widgets that display a large number of items, so we recommend that you set this limit between 5 and 10. If more campaigns are available, a Load More button is provided.

Seller portal options

The seller portal enables users of both Dynamics Marketing and Microsoft Dynamics 365 to see which campaigns and marketing messages their customers have been receiving from Dynamics Marketing. The display is similar to the marketing calendar (see also Keep track of company-wide projects with the marketing calendar).

You can limit the number of campaigns per contact or company that will be shown on each page of the seller portal. If more campaigns are available, the seller portal will show a View more records button, which enables users to load more campaigns. Use the Items per Page field under the Seller Portal Options heading to set this limit. The calendar will take longer to load if it displays a large number of campaigns, so we recommend that you set this limit between 15 and 25.


Note

These settings affect only the seller portal, not the otherwise similar marketing calendar.


Email options

Select the Copy to Self check box if you want every email you send via Microsoft Dynamics Marketing to also be sent to your email inbox.


Note

You can configure rules on your email software to automatically move emails you send to yourself to your Sent mail folder.


The Signature is added to the bottom of every email message that you send. Usually it contains your name, email address, physical address and other pertinent information. You can include hyperlinks to websites or images on websites.