How to Update Personalization Settings in CRM

Overview:  

This article explains how to configure your CRM personalization settings to ensure that key features, email tracking, date formats, and language settings function correctly.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, click the Settings icon in the upper-right corner and select Personalization Settings.

2. Configure General Settings:

   2. On the General tab:

      6. Select your local currency in the Currency field.

      7. Enable Set the time zone to synchronize CRM with Outlook and ensure that dates and times display correctly.

3. Configure Date Format:

   2. Open the Formats tab.

   3. Select the appropriate regional format for your location.

      • This setting determines how dates are displayed (for example, DD/MM/YYYY or MM/DD/YYYY).

4. Configure Email Settings:

   2. Open the Email tab and update the following settings:

      • Clear the Create Contacts in Microsoft Dynamics 365 checkbox.

      • Set Select the email messages to track in Microsoft Dynamics 365 to No email messages.

      • Enable Show emails as conversation on Timeline.

      Important: These settings support Outlook and CRM integration by helping maintain accurate email tracking and conversation history.

5. Configure Language Settings:

   2. Open the Languages tab.

   3. Set the following options to English:

   • Language

   • Help Language

   Note: Using a language other than English may result in incomplete or inaccurate translations within CRM.

6. Click OK or Save to apply your changes.

Your personalization settings are now configured to support consistent CRM functionality, email tracking behavior, regional formatting, and language preferences.