Microsoft Dynamics 365 Setup – Personal Options

When logging into Microsoft Dynamics 365 as a new user, there are a few basic and helpful personal options we recommend changing. This is not at all technical. User-level stuff really. To access these settings, go to the gear icon in the upper right of the screen. 

Microsoft Dynamics 365 Personal Options

Here there are a few key things you can adjust in the General Tab:

Default Pane – Think of this like setting the home page of your browser. Your selection here determines what you see and work with when opening Dynamics 365. For example, a sales user may prefer to start their day looking at Opportunities or Activities or Leads. A customer service agent may prefer to start by looking at a list of cases.

Records per Page – When looking at a list of records, you can choose the number of records visible on one page across the system. By default, this is set to 50, but most find the option for 250 to be more helpful.

Set the default mode in Advanced Find – If you will be doing any querying using Advanced Find, it saves a click to set this to Detailed, as users can start querying right when they open Advanced Find.

Set the time zone you are in – Verify your time zone, as this impacts dated activities in Dynamics 365.

Select a Default Currency – Set to US Dollar (assuming you’re working in the US). Simple enough, right?

Select how email messages are tracked in Microsoft Dynamics 365 – Click the Email tab. The below options determine the emails that will be automatically tracked from your email to D365 if Server-Side Sync is set up for your organization and mailbox. The tracking is related to the record with an email address type field.

  • All email messages – typically not recommended as any personal or confidential email would track and be visible in D365.

  • Email messages from Dynamics 365 Leads, Contacts and Accounts – a common option which auto-tracks emails if their email address is related to one of those record types.

  • Email messages from Dynamics 365 records that are email enabled – if there are records in D365 that have an email associated with them specifically, this will capture any related emails (including the above).

  • No email messages – Do not track any emails.

Automatically create records in Microsoft Dynamics 365 – When tracking an email from Outlook, create a Contact or Lead associated by default.

By Erin Karatkiewicz, Dynamics 365 Application Consultant, Dyn365Pros, Microsoft Dynamics 365 Partner, San Diego, Southern California.

Personal options are just a start

It takes more than setting up personal options to make a deployment successful. Talk to our team and make sure your entire system is poised for success.