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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface FREE CHAPTER
2. Working with Sales 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Dynamics 365 personal option settings

Personal options in Dynamics 365 allow users to set some settings that are applicable just for them. These settings are not applied to the entire set of users in Dynamics. Settings such as default currency, default pane, records per page, working hours, and email signature are controlled by these settings.

To manage these settings, navigate to the Settings option available in the top-right corner of the application. The following screenshot shows how users can navigate to the Set Personal Options page:

Once you've clicked on the Options button, a dialog should open up:

The following are some of the personal options users can configure:

  • Default Pane: If you would like to set a pane as one that opens by default when Dynamics opens up, you can use this option:
  • Records Per Page: This controls the maximum number of records when users...
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