Where did my default start page settings go?

A user called me last week with a problem.  They were wanting to set the Microsoft Dynamics CRM web client to open to a Wunderbar area other than the default workplace.  In CRM, when you click “Personalize Workplace,” typically the first option is to set the default Wunderbar pane and tab.  So, for example, if you have a user who is a Marketing Manager, you can have Microsoft CRM 4.0 open directly to the Marketing area Campaign tab.

The user’s problem was that when they went to the CRM Personal Options, they did not have the option to set the default pane—the top option that they saw was to set the number of records shown per page.

It turns out that this user was running CRM for Outlook at the time. The Personal Options form is shared between CRM web client and CRM for Outlook.  The default pane option does not apply to CRM for Outlook, as the folders are managed through Outlook.

When a user is logged on to CRM for Outlook, if you go to the personal options form, the default start page option will be hidden, even if you launch it through the web client.

The answer is to log out of CRM for Outlook—right click on the Dynamics icon in the system tray by your Windows clock, and click “sign out.”  Now when you go to the Personal Options you will see the default start page options.

 

Technorati Tags: Microsoft CRM,CRM for Outlook,set default page,opening page,default pane

Comments

[James]

This really can't be the solution still? I remember this being a problem in 3.0 and kind of forgot about it. Why is this not fixed yet?

[Coco]

All my google default settings disappeared overnite. I sign in & nothing is saved. Looks like I have to reset everything. Any clue how to recover?