Setting Personal Options

Personal options in Dynamics CRM are preferences the individual user can set for themselves. From the web client, personal options can be founder under the gear on the top right hand side of your screen. Click on the Gear > Options.  From the Outlook client, they are under File > CRM > Options.

While there are numerous personal options, here is a list of the most important options a user should set.

CRM 2013 Personal Options

View the personal options image in CRM 2011

Home Page

On the General tab, you can set your default home page to whatever you want.  This only applies to users accessing CRM through the web client since the Outlook client does not have a home page.  A common home page is the dashboards where users can get a high-level view of their work to guide them toward what they need to accomplish today.

Records Per Page

On the General tab, you can choose the number of records that you would like to be displayed in the grid without having to scroll to the next page.  The drop-down list shows the options ranging from 25 to 250 with 50 being the default value.

Advanced Find Mode

On the General tab, you can make Detailed as the default option for each advanced find. This decreases the number of clicks to create an advanced find.

Time Zone

On the viewing_records tab, users can set the time zone by picking an option from the drop-down list.

Currency

On the General tab, currency can be selected by clicking on the lookup icon and selecting from the list. A personal default currency different from the default currency set by the system administrator can be set here.

Email Tracking

On the email tab, users have the option to decide which email messages to track. All messages can be tracked and messages in response to CRM emails, leads, contacts and accounts or from CRM records that are email enabled can be tracked. Contact or lead records can be automatically created from the sender or organizer of the tracked email messages.

CRM 2013 Email Tracking

View the email tracking image in CRM 2011



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