Set Personal Options

You can set your personal options for Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook. Not all options are available for both the Web application The version of Microsoft Dynamics CRM that works in Microsoft Internet Explorer. and Microsoft Dynamics CRM for Outlook.

Although you can use Advanced Find to create personal views, you cannot set a personal view as your personal default view for a list.

More information: Work with Views and Work with Advanced Find

View your user profile

Set start page and view options

Use Microsoft Dynamics CRM forms when creating activities in Microsoft Dynamics CRM for Outlook

Set synchronization options in Microsoft Dynamics CRM for Outlook

Set Workplace pane options

Set Activities options

Set regional options for yourself

Create or edit an e-mail template

Specify how your e-mail is tracked

Allow other users to send e-mails for you

Automatically track and save incoming e-mail as Microsoft Dynamics CRM e-mail activities

Automatically create Microsoft Dynamics CRM contact and lead records from e-mail messages and meeting requests

Set address book options in Microsoft Dynamics CRM for Outlook

Set local data synchronization options in Microsoft Dynamics CRM for Outlook

Set privacy options

Set language options

Hide or show Get Started panes