Chapter 4. Personalizing Your System

One of the first things you should do is set your personal options to control the way Microsoft CRM displays information. You can use these personal settings to streamline the system so it best suits your function in the organization and your style. For example, you can determine which window appears when you start Microsoft CRM each day. If your role is strictly in customer service, you might want the system to go directly to the list of your cases.

In this chapter, we discuss the choices you have and how to set them. It's unlikely that you'll need to change every option, but it's good to know what's available.


Customization is important, and the process shouldn't take long. A little attention to customization now will enable you to work more efficiently as you become familiar with the system.

Tailoring the System to Suit Your Needs

You can streamline your use of CRM by setting your regular workday hours, how you want your scheduled activities to appear, the starting point for the system each morning, and many other options. Options like these are called your personal settings. Basically, you're telling Microsoft CRM how you like to operate.

To access your personal settings from the Web Client, follow these two steps:

  1. At the bottom of the navigation pane, click the Workplace button.

    An option to Personalize Workplace appears in blue just above the Workplace button.

  2. Click the Personalize Workplace option.

    The Set Personal Options window appears, with ...

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