Change your default starting point

Problem


User wants to choose a different Entity to show when launching CRM

 

 

Environment


Dynamics CRM

 

 

Resolution


1. Inside CRM click on the "gear" icon, top right corner, in the teal-colored bar. This is the "Settings" icon.

2. Choose "Options" from the drop-down menu.

3. On the General tab, locate the option for "Default Pane" and choose the one you want to show on startup.

4. Now is also a good time to adjust the "Records per Page" option, right below the Default Pane selection. The maximum is 250 records.

5. Click the teal OK button at the bottom of the dialog box.

 

 

Cause


 

 

 

 

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Details

Article ID: 138092
Created
Wed 2/16/22 4:08 PM
Modified
Wed 4/3/24 10:15 AM