Set system-wide general options

Can I do this task?

  1. Navigate to the general settings.
  2. Make changes to the following options:
    • Show Get Started panes on all lists for all users
      Select whether or not to display the Get Started pane.
    • Set the IM presence option

      Choose whether instant messaging will display the current status for users, contacts, opportunities, or leads.

    • Name Format

      Select the order in which you want customer and user names to be displayed.

    • Pricing Decimal Precision

      Select how many decimal points to use for currency.

    • Set whether reassigned records are shared with the original owner

      Select whether or not a record is shared with the original owner of the record, or completely reassigned to another user.

    • Set blocked file extensions for attachments

      Prevent users from attaching files with specific file name extensions.

    • Display currencies by using

      Select how you want currency to be displayed.

  3. To save your changes and close the dialog box, click OK.

Related Topics

Manage System Settings

Administering Microsoft Dynamics CRM

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