General Options for Both Web and Outlook Clients

The General options include the capability to set the general layout, view, and options (see Figure 7.3).

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FIGURE 7.3 Personal options, General (Outlook client).

Default pane (available only in the web client) refers to which area receives the focus and is expanded by default when the system is started. By default, this is set to Sales and Dashboard, but you can set it to any pane and tab. This is helpful if you work in the marketing department, for example; you can have that area selected when you open Microsoft Dynamics CRM. We personally set the default pane to Settings because we do so much ...

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