System Settings dialog box - General tab

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

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 Dynamics 365 for Customer Engagement apps.

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
Allow text wrapping in form fields labels and values Default: Yes. Choose Yes to allow text wrapping.
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 Skype for Business Options
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 Dynamics 365 for tablets.
Enable Bing Maps
Show Bing Maps on forms If Yes, which is the default, Dynamics 365 for Customer Engagement apps (on-premises) users will need to enter a Bing Maps key. Customer Engagement apps 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, Customer Engagement apps 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 Customer Engagement apps. This setting doesn’t apply to Dynamics 365 for tablets or Dynamics 365 for phones.
Set whether users see Dynamics 365 for Customer Engagement apps message
Users see app download message If Yes, which is the default, users will see a message regarding downloading the 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.

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 guided help (Learning Path) for your app
Disable Social Engagement
Prevent feature from receiving social data in Dynamics 365 for Customer Engagement apps Defaults to No. If you don’t want to receive social data in Customer Engagement apps, select Yes. If you disable social engagement, your organization will not be able to receive social data in Customer Engagement apps. 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 Customer Engagement apps, they’re presented with a welcome screen (navigation tour) that provides a quick overview of Customer Engagement apps. Click No to disable this tour for all users in your organization.

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 (online), version 8.2 on-premises, we made enhancements to Dynamics 365 for Customer Engagement apps 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.
Set options for the default app: Dynamics 365 for Customer Engagement apps – 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 for Customer Engagement home page and in the app selector menu.

More information: For admins and end users: Introducing the Dynamics 365 for Customer Engagement apps home page
Default app name Enter the label to use for the default app. This appears on the Dynamics 365 for Customer Engagement home page. The default label is Dynamics 365 for Customer Engagement apps - custom.

More information: For admins and end users: Introducing the Dynamics 365 for Customer Engagement apps home page
Set the default card state for Interactive Dashboards
Display cards in expanded state Click Yes to see the detailed card form in a dashboard. If set to No (default), only the header and minimal details are displayed in the card form.
Set session timeout More information: User session timeout management
Session timeout settings Choose Set custom to specify values different from default values.
Enter maximum session length Enter the number of minutes for a session to remain open.
How long before the session expires do you want to show a timeout warning? Enter the number of minutes prior to session expiration for a timeout warning to be displayed.
Set inactivity timeout More information: Inactivity timeout
Enable session timeout due to inactivity Choose Yes to enable inactivity timeout.
Duration of inactivity before timeout Enter the number of minutes of inactivity after which a session timeouts.
How long before the session expires do you want to show an inactivity warning? Enter the number of minutes prior to session expiration for an inactivity warning to be displayed.
Set Azure Content Delivery Network options
Load default static content from Content Delivery Network Default is Yes and Dynamics 365 for Customer Engagement will load out-of-the-box static content from the Azure Content Delivery Network (CDN) service. For firewall restrictions and IP whitelisting related issues, system administrators can select No to disable the Azure Azure Content Delivery Network feature.

See also

Manage auto-save
Customize the Help experience