Changing Microsoft Dynamics CRM Numerical Formats

Let’s say you want to change the number format that Microsoft CRM uses.  Instead of showing 123,456, you would like to use a space instead of a comma, and make it 123 456.

In CRM, click Settings—> administration—> System Settings and go to the Formats tab.

From here, you can change the default format and customize the settings to change the delimiter.  However, after you make this change, you will notice that the numbers are still formatted the same way they were before you made the change.

The reason is that the System settings format options set the default format; however, the format is actually a user setting.  A change to the format in System Settings will affect any new users that are added, but it will not change any existing users format preferences.  This is actually a good thing, as users can have the number formatted as they like them, even if it is different from the organization default.

For existing users, you will need to go to the personal options, either by clicking Personalize Workplace in the web client or by clicking CRM—>Options in the Outlook client.  From the format tab you will be able to set the formatting options for the user.

Lesson Learned

It is important to set the desired number format prior to adding users, especially if it is different from the default for your region.  Otherwise, you will find yourself spending a lot of time making the change user by user.

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