System Settings dialog box - General tab

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Use the settings on this page to change general system-level settings like preferences for saving, decimal and currency precision, and other default settings for Microsoft Dynamics 365.

Open the System Settings dialog box (if it isn’t already open)

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration.

  3. Click the System Settings > General tab.

Settings

Description

Select the default save option for forms

Enable auto save on all forms

If Yes, which is the default, after a record is created (initially saved), any changes made to a form will automatically be saved thirty seconds after the change is made. The 30-second period starts again after a change is made. If no changes are made, the automatic save doesn’t happen.

More information:  Manage auto-save

Set the IM presence option

Enable presence for the system

If Yes, which is the default, instant messaging will display the current status for users, contacts, opportunities, or leads. This only applies to lists and sub-lists for entities with an updated user interface.

Set the full-name format

Name Format

Select the order in which you want customer and user names to be displayed. The default is First Name Last Name.

Set the currency precision that is used for pricing throughout the system

Pricing Decimal Precision

Select how many decimal points to use for a currency. The default is 2.

Set whether reassigned records are shared with the original owner

Share reassigned records with original owner

Select whether a record is shared with the original owner of the record, or completely reassigned to another user. The default is No.

Set blocked file extensions for attachments

Prevent users from attaching files with specific file name extensions.

Set the currency display option

Display currencies by using

Set how to display currencies, either by a currency symbol, which is the default setting, or by currency code. For example, a currency symbol could be $, and the currency code could be USD.

Set up search

Enable Relevance Search

If enabled, you can use Relevance Search to find records across multiple entities, sorted by relevance.

Enable Quick Find record limits

If Yes, which is the default, if more than 10,000 records are found, a message will be displayed that suggests a more selective search.

More information:  Configure Relevance Search for the organization

Select entities for Categorized Search

Click Select to choose the entities to include when users do a search in Microsoft Dynamics 365 for tablets.

Enable Bing Maps

Show Bing Maps on forms

If Yes, which is the default, Microsoft Dynamics 365 on-premises users will need to enter a Bing Maps key. Dynamics 365 (online) users don’t need to enter a key.

Please enter Bing Maps key (on-premises)

On-premises users can obtain a Bing Maps key from: Bing Maps Dev Center

Set the default country/region code

Enable country/region code prefixing

If enabled, which is the default, Dynamics 365 will prefix the country/region code to numbers that users are trying to call.

Country/Region Code Prefix

The default is+1, which is the country/region calling code for North America.

Set the telephony provider

Select provider for Click to call

Choose which provider to enable outbound calls from within Dynamics 365. This setting doesn’t apply to Dynamics 365 for tablets or Microsoft Dynamics 365 for phones.

Set whether users see Dynamics 365 message

Users see app download message

If Yes, which is the default, users will see a message regarding downloading the Microsoft Dynamics 365 for tablets app.

Set custom Help URL

Use custom Help for customizable entities

If you want to replace the default Help content with custom Help designed for your users, click Yes. After you enable custom Help, you can enter a Global Custom Help URL.

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

Global custom Help URL

To replace the default Help with a single URL for all customizable record types (entities), enter the URL here. You also have the option of entering override URLs for each record type (entity) for customizable record types. More information:  Customize the Help experience

Append parameters to URL

If you click Yes to append parameters to the URL, you can make your Help content more dynamic. For example, you can access parameters for User Language Code, Entity Name, Entry Point, and Form ID. More information:  Customize the Help experience

Enable Learning Path

Changes access to Learning Path for an entire organization. More information:  On/off switch for Learning Path (guided help).

Enable Learning Path Authoring

Defaults to No. Set to Yes if you want enable users to author Learning Path content.

More information:  Create your own guided help (Learning Path) for your customers

Disable Social Engagement

Prevent feature from receiving social data in Dynamics 365

Defaults to No. If you don’t want to receive social data in Dynamics 365, select Yes. If you disable social engagement, your organization will not be able to receive social data in Dynamics 365. Users can continue to work with existing social data, however.

Set whether users see welcome screen

Display welcome screen to users when they sign in

When users start Dynamics 365, they’re presented with a welcome screen (navigation tour) that provides a quick overview of Dynamics 365. Click No to disable this tour for all users in your organization.

This feature was introduced in CRM Online 2015 Update and CRM 2015 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person.

Use legacy form rendering

For compatibility, use the legacy form rendering engine. Note that performance may be adversely affected.

In CRM Online 2015 Update 1 and Dynamics 365 on-premises, we made enhancements to Microsoft Dynamics 365 forms so that they load faster.

However, if you have forms that include unsupported customizations, these enhancements can cause compatibility problems. To avoid this, you can temporarily turn the form enhancements off by choosing Yes. We recommend that you reset this setting to No after addressing scripting problems so you can take advantage of optimized forms.

Note

When a form that includes unsupported customizations is used, such as unsupported JavaScript, the form may fail to load or the user will receive an error message.

  • If the form just fails, set the Use legacy form rendering option to Yes. If the form loads after you select this option, you may have unsupported customizations.

  • If the user receives an error, click "View the data that will be sent to Microsoft" and see the details in the <CrmScriptErrorReport> tags. More information:  What kind of customizations aren’t supported?

Set options for the default app: Dynamics 365 – custom

Show default app on landing page and in app switch

Default is Yes. Change to No to prevent the default app from appearing on the Dynamics 365 home page and in the app selector menu.

More information:  For admins and end users: Introducing the Dynamics 365 home page

Default app name

Enter the label to use for the default app. This appears on the Dynamics 365 home page. The default label is Dynamics 365 - custom.

More information:  For admins and end users: Introducing the Dynamics 365 home page

See Also

Manage auto-save
Customize the Help experience
What kind of customizations aren’t supported?