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Personalization Settings
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To make Engage more useful to you, set your Personal Options to update the default displays you see and create email templates based on different entities. Default your settings like your home page and settings for Getting Started panes, the number of records shown per page in any list of records, your time zone for meetings, events, and due dates, etc.

Update your home page and default tab (click to enlarge)

General:

  • Select your home page and settings for Get Started panes
  • Set the number of records shown per page in any list of records
  • Select the default mode in Advanced Find
  • Set the time zone you are in
  • Select a default currency
  • Support high contract settings
  • Set the default country/region code
  • View your user information

Synchronization:

  • Synchronize Microsoft Dynamics 365 items with Outlook or Exchange
  • Manage your offline filters and take your information offline in Dynamics 365 for Outlook

Activities:

  • Default View
  • Set your default work hours

Formats:

  • Personal Standards and Formats - Select how Microsoft Dynamics 365 displays number, currency, time, and date formats. Select a format or click Customize to specify custom formats.

Email Templates:

  • Create an modify email templates

Email Signatures:

  • Create and modify personal email signatures

Email:

  • Selected whether other users can send email for you
  • Select the email messages to track in Microsoft Dynamics 365
    • Configure Folder Tracking Rules
  • Automatically create records in Microsoft Dynamics 365
  • Set record form options

Languages:

  • Select the language you prefer to see Microsoft Dynamics 365 displayed in
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Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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