There are some quick changes you can make in your Personal Options that will spare you additional clicks as you navigate your way through Microsoft Dynamic CRM 2011. You can Select your Default Home Page, choose to Show Get Started Panes, choose how many Records Per Page are viewed and select an Advanced Find Default Mode. Don’t get us wrong we know this tool rocks, but some of these little things get overlooked and it can rnhance your experience with Dynamics CRM.
Select your Default Home Page
You can set your Home Page to be the page that YOU want to see when you first open MSCRM. Do you want to jump right into your pending activities? Go straight into Marketing Leads? No problem. You can just set it, and forget it. Each time you open CRM you will save yourself clicks navigating to the area that you use most frequently. Each individual user can choose their default homepage. Let MSCRM take you directly to where you want to go.
Open the Set Personal Options dialog: In the Ribbon, File > Options > General tab
Select a Default Pane
Then, depending on the Default Pane that you chose, Select a related Default Tab. The settings below would make your home page the Activities tab in Workplace.
Show Get Started Panes
Users can choose whether or not to see the Get Started Panes (outlined below in red). New users may find the Get Started panes very helpful. As you become a more experienced user, you can choose to automatically hide the Get Started panes throughout all tabs. (Note: At any time, you can use the arrow at the bottom of the Get Started pane to hide it and expand your view)
In Set Personal Options > General, uncheck the Show Get Started panes on all lists box. This will remove ALL Get Started panes. Simply check the box again to make them visible later.
Note for system administrators: The Get Started Panes can also be removed system-wide for all users in Settings > Administration > System Settings > General
Records Per Page
In Set Personal Options > General, you can also set the number of records shown in any list. The system default is 50, but you can choose to see up to 250. Viewing the maximum number of records will save you the time it would take to click through multiple pages of a list.
Change the Records Per Page to 25, 50, 75, 100, or 250, depending on your preference.
Advanced Find Default Mode
When you open an Advanced Find search screen, it automatically applies the same filters associated with your current view. For example, if you are in Activities and the My Activities system view, when you open Advanced Find, it auto-applies that view’s filters. You can then add additional filters to narrow your search further, and/or remove any of the filters. Opening an Advanced Find while in a related view will save you time by adding those initial filters. You can decide whether or not you want to automatically view the details of these filters, and possibly save yourself yet another click or two.
In Set Personal Options > General, Select the default mode in Advanced Find as Simple or Detailed.
If you choose Detailed, you will see the Details of each filter (see image below). This will allow you to quickly make changes to those filters. You can also switch between a Simple or Detailed view within the Advanced Find by toggling the Details button on the Advanced Find Ribbon.
Make Microsoft Dynamic CRM 2011 work for you! By setting up your Personal Options, you can save yourself a lot of clicks along the way! Post comments with other setting you or your customers find valuable – and let’s create another great list.
As always if you are looking for assistance please reach out to the MSCRM Experts at PowerObjects and we will work hard to get you assistance.