{"id":414,"date":"2017-05-18T21:06:56","date_gmt":"2017-05-18T21:06:56","guid":{"rendered":"http:\/\/www.toponecrm.com\/blog\/?p=414"},"modified":"2017-09-02T09:24:19","modified_gmt":"2017-09-02T09:24:19","slug":"set-up-personal-settings","status":"publish","type":"post","link":"https:\/\/toponecrm.com\/blog\/crm\/set-up-personal-settings\/","title":{"rendered":"Set up Personal Settings"},"content":{"rendered":"

Because I receive many queries on Linkedin<\/strong> how to set up personal settings at D365<\/strong> using User Settings Utility please find my answer in following post. I usually set up Personal Settings that way for CRM systems based UK. I hope it helps you – as a good example.\u00a0<\/strong> I published one post about it on Linkedin<\/strong> as well. Here is url: https:\/\/www.linkedin.com\/feed\/update\/urn:li:activity:6277245355968995328<\/a>
\n<\/strong><\/span><\/p>\n

I would like to introduce\/recommend User Settings Utility for all readers . It is a part of XrmToolBox<\/a><\/strong>. That way you can easily set up the personal settings for ALL CRM users<\/strong> in ONE GO<\/strong> e.g. time zone (UK), default currency(Pound),… Recently this tool saved me a lot of time. It is a little thing, but it really makes a difference, doesn’t it ? – a CRM’ game changer.<\/strong>
\n<\/span><\/p>\n

Usually I set up these 7 Personal Settings for All users (UK based CRM systems) like on following screenshot:<\/p>\n

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1,2,3. General Settings at CRM<\/strong><\/span><\/p>\n

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4,5,6. Email Settings at CRM<\/span><\/strong><\/p>\n

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\n<\/strong><\/p>\n

Particularly setting number 5 <\/strong>on my screenshots is very interesting. It is important in tracking emails.<\/strong> Shortly I will write a post about tracking emails related to Case at D365 – a good example to understand tracking emails at CRM.<\/p>\n

5. Select the e-mail messages to track in Microsoft Dynamics CRM \u2013\u00a0<\/strong>the following summarizes the various options. I usually choose All e-mail messages<\/span><\/strong> rather than E-mail messages in response to CRM e-mail.
\n<\/span><\/strong><\/p>\n

    \n
  1. All e-mail messages <\/strong><\/span> \u2013 This will track all e-mail messages regardless no matter if it is a Dynamics CRM record or not<\/li>\n
  2. E-mail messages in response to CRM e-mail <\/strong><\/span>\u00a0– This will track e-mails in response to current e-mails based on either the Tracking Token or Smart Matching configuration in System Settings. It looks to see if this e-mail has already been tracked in Dynamics CRM as well as the tracking token if one is being used.<\/li>\n
  3. E-mail messages from CRM Leads, Contacts and Accounts –<\/strong>\u00a0This will only track e-mails only if the sender is a lead, contact, or account.<\/li>\n
  4. E-mail messages from CRM records that are e-mail enabled<\/strong>\u00a0\u2013 This will track e-mails from all record types (all entities), including custom record types (custom entities) that contain an e-mail address field.<\/li>\n<\/ol>\n

    6. Automatically create record in D365
    \n<\/span><\/strong><\/p>\n

    I usually select NO<\/strong>, because we don’t know for 100% sure it should be created automatically Contact<\/strong> or Lead<\/strong>, but I image it can depend of very specific requirements and you want to create Contact\/Lead every time.<\/p>\n

    7. Error notification<\/span><\/strong><\/p>\n

    I usually disable the errors notification to not frustrate the users. By the way I opened a very interesting discussion about it on Linked. Please look at this post.<\/strong><\/a><\/p>\n

     <\/p>\n","protected":false},"excerpt":{"rendered":"

    Because I receive many queries on Linkedin how to set up personal settings at D365 using User Settings Utility please find my answer in following post. I usually set up Personal Settings that way for CRM systems based UK. I hope it helps you – as a good example.\u00a0 I published one post about it … <\/p>\n

    Continue reading “Set up Personal Settings”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":416,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":[],"_tribe_ticket_has_attendee_info_fields":false},"categories":[3,15,16,17,18,9,30,6],"tags":[71,72],"ticketed":false,"_links":{"self":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/414"}],"collection":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=414"}],"version-history":[{"count":28,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/414\/revisions"}],"predecessor-version":[{"id":818,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/414\/revisions\/818"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/media\/416"}],"wp:attachment":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}