Configuring Organization Settings (Chapter-9)

Chapter 9: Configuring Organization Settings
CHAPTER 9: CONFIGURING ORGANIZATION

SETTINGS
Objectives
Actively participating during this lesson helps you:
• Set several "one-time" only organization settings that control various

system-wide functionalities.
• Understand the use of the web.config file and the system
functionality which it controls.
Overview
This lesson examines types of configuration settings in Microsoft CRM 3.0. In
most cases, the default settings are sufficient for your organization. However,
you may need to modify the default settings to satisfy your organization's
requirements.
In each case, these are typically one-time only settings configured during system
start-up. Normally, you will not need to re-visit them unless you find that your
organization is best served by changing a setting to a different value.
The first series of configuration settings are found within Microsoft CRM.
Referred to as Organization Settings, they include the following configuration
parameters:
• System settings
• Auto-Numbering options by entity
• Fiscal Year settings
Additional configuration settings are located in the web.config file. This file
controls application-specific functionality, including event log tracking, and user
interface functionality. These settings are optional and do not require change if
the default values satisfy your organization's requirements.
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Microsoft CRM Installation and Configuration
Scenario
Fabrikam Inc. is a mid-sized manufacturer of various chain products. These
include oil field roller chain, precision roller chain, agricultural conveyor chain,
and engineering class chain. Although their customer base spans multiple
manufacturing industries, their target base includes manufacturers of agricultural
machinery. They run their manufacturing, distribution, and financial operations
on Microsoft Dynamics GP™. Fabrikam has recently purchased Microsoft CRM
to improve their Sales, Marketing, and Customer Service operations.
Problem
Fabrikam hired an implementation consultant to lead their Microsoft CRM 3.0
implementation. The company's project planning team performed a complete
needs analysis of the company culture, and the consultant analyzed and upgraded
the hardware and software environments and installed the Microsoft CRM 3.0
Server and Outlook client software.
To configure Microsoft CRM to meet their organization's needs, the planning

team analyzed the system setting parameters and the web.config file to determine
what settings they needed to modify, and the values they need to assign to each.
Goal
Now that Microsoft CRM is installed and the business units and security roles
have been configured, the consultant needs to configure both the system settings
and the web.config file and update the following parameters:
• The format in which each user's full name is stored in the database
• The format in which amounts, negative numbers, dates, and times are
displayed in the Microsoft CRM user interface
• The format of each new order number
• The fiscal year calendar settings
• The options available in the web.config file.
Solution
The implementation consultant must update system settings and the web.config
file.
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Organization Settings
Microsoft CRM includes a number of system settings you can configure
following your Microsoft CRM installation. Because you set them once, you
rarely, need to revisit them. These options are found on the Organization Settings
page.
FIGURE 9-1: ORGANIZATION SETTINGS
The Organization Settings window allows you to access the following

configuration options:
• System Settings − System settings apply to all users in the

deployment.
• Auto-Numbering − Defines the numbering scheme for new
records created.
• Fiscal Year Settings − Settings related to the fiscal period for sales
quota management.
This section focuses each of these system configuration settings.
System Settings
The System Settings allows system administrators to modify system settings such
as name order, number grouping, negative number format, currency symbol
usage, and date and time formats.
Selecting the System Settings link from the Organization Settings window opens
the System Settings dialog box. This window contains the following tabs:
• General
• Calendar
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• E-mail Tracking
• Marketing
• Customization
• Outlook Synchronization
• Report Categories
General Tab
The General tab contains a variety of system-level settings.
FIGURE 9-2: GENERAL TAB OF THE SYSTEM SETTINGS
Name Format
The Name Format option configures how the full names of contacts and users are
displayed. The following are six pre-defined formats that are available:
Last Name, First Name First Name Last Name

Last Name, First Name Middle Initial First Name Middle Initial Last Name
Last Name, First Name Middle Name First Name Middle Name Last Name
NOTE: Changing the Name Format after users have already been added does not
change the way those names are displayed. A change to the Name Format only
changes new entries.
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Number Grouping
The Number Grouping configures how numeric amounts appear. The following
options are available:
#, ###.00 #.###,00
# ###,00 #'###,00
Negative Number Format

The Negative Number Format determines how amounts appear when a negative
value is entered. The following options are available:
-1.1 - 1.1 (1.1)

1.1- 1.1 -
Currency Symbol
The Currency symbol identifies how the monetary values appear. There can only
be a single currency symbol entered in the system, and it can be any currency
symbol. There are no restrictions as to the currency symbol you can enter. Some
currency symbol examples include the following:
$ £ ¥ €
Currency Format
The Currency Format determines how currency amounts are displayed with the
Currency Symbol selected in the prior option. When you select the Currency
Format drop-down, notice that it includes the currency symbol. If you change the
currency symbol and select the drop-down list again, it displays the new currency
symbol. The following options are available (using the $ as the currency
symbol):
$1.1 $ 1.1 1.1$ 1.1 $
Pricing Decimal Precision

The Pricing Decimal Precision option controls the number of decimals that
appears with any currency amount. The options are zero (0) through four (4).
Share reassigned entities with original owner
The Share reassigned entities option allows you to indicate whether objects
assigned to a new owner remain shared with the original owner. This is a Yes/No
option.
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Calendar Tab
The Calendar tab configures application settings related to various date and time
options.
FIGURE 9-3: CALENDAR TAB OF THE SYSTEM SETTINGS
Start Day
When you view a calendar, the Start Day option controls the day displayed as the
start day for each week. The options are Sunday through Saturday.
Date Format
The Date Format option determines how dates appear. The following options are
available:
M/d/yyyy MM/dd/yyyy d/M/yyyy

dd/MM/yyyy yyyy/M/d yyyy/MM/dd
yyyy. MM. dd
Date Separator
Date Separator configures how the date format is separated within the system.
The following separators are available:
/ - ,
Time Format
The Time Format determines how the time appears. The following formats are
available:
h:mm tt hh:mm tt H:mm HH:mm

tt h:mm tt hh:mm
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Show Week Number

When you view a calendar, the Show Week Number option controls whether the
number of each week in the year appears. This is a Yes/No option.
E-mail Tracking Tab
The E-mail Tracking tab allows you to indicate whether outgoing e-mails are
tracked as Microsoft CRM e-mails via a tracking token, and if so, the format of
the tracking token for your organization.
FIGURE 9-4: E-MAIL TRACKING TAB OF THE SYSTEM SETTINGS
Track E-mail
The Track E-mail option controls whether a tracking token is assigned to each
outgoing Microsoft CRM e-mail message. The following features apply to this
Yes/No option:
• If you select Yes to Track E-mail, you also implicitly enable the
Auto-Response, Auto-Unsubscribe, and Auto-Acknowledge
capabilities within the Microsoft CRM.
• If you select Yes, you can modify the format of the tracking token
through the remaining fields on this tab.
• If you select No, the tracking token formatting fields are disabled.
If you Track E-mail, the fields in the tracking token become available for
modification. The tracking token has the following format: prefix + Id base +
tracking number.
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Exclude e-mail
This option controls whether e-mail activity records are created for incoming and
outgoing e-mail between Microsoft CRM users.
• If you set the Exclude e-mail option to No, Microsoft CRM creates
one e-mail activity for outgoing e-mail and a separate activity for
incoming e-mail.
• If you set the Exclude e-mail option to Yes, an e-mail activity record
is not created for incoming internal mail; however, an e-mail activity
record is created for outgoing internal mail.
Specify the tracking token configuration

In Microsoft CRM 3.0, e-mail messages created in Microsoft CRM can
optionally have a tracking token attached to the e-mail's subject line. The
tracking token is used in the following manner:
• The tracking token is a unique identifier that tracks and matches e-

mail activities with e-mail messages.
• When Microsoft CRM generates an outgoing e-mail activity, it can
optionally attach a tracking token to the subject line of the outgoing
e-mail message.
• An incoming e-mail response to the Microsoft CRM system is
correlated to the originating activity.
– Microsoft CRM considers an e-mail response to be a solicited e-
mail when a tracking token is attached to the e-mail message.
– An unsolicited e-mail is a message incoming to the Microsoft
CRM system that does not have a tracking token and cannot be
correlated with an originating activity.
• The Microsoft CRM Exchange E-mail Router checks each message

for this token to determine whether the e-mail is a reply to a
Microsoft CRM e-mail or an unsolicited message.
A tracking token is an alphanumeric string generated by Microsoft CRM. It is

appended to the subject immediately following the original subject line of the
outbound e-mail. There is only one space separating the Tracking Token from the
original subject.
Tracking tokens can be turned on or off and configured to be unique for a

specific Microsoft CRM deployment. This means that an organization with
multiple Microsoft CRM deployments (such as for departmental use), can
configure tracking tokens unique to each deployment.
If you use tracking tokens, this tab allows you to configure the format of the
token.
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Prefix
The prefix is a 20-character field at the start of the tracking token. The default
value is CRM:
Base tracking ID
Following the prefix is the Base Tracking ID. If you have multiple Microsoft
CRM deployments, this base number should be different for each deployment.
This allows you to link e-mails to each specific deployment.
Number of digits for users
The Number of digits for users field identifies the number of users. You can
select between one and ten digits.
Number of Digits for incremental counter
The final field in the tracking token is the number of digits for the incremental
counter, which is an automatically generated tracking number. This field controls
the number of digits to use for the tracking number, which can be from one to
nine.
Marketing Tab
The Marketing tab includes settings that control how e-mail messages are
processed for several marketing automation features.
FIGURE 9-5: MARKETING TAB OF THE SYSTEM SETTINGS
Enable Direct E-mail in Campaigns

This Yes/No option controls whether direct e-mails can be sent via mail merge to
selected customer or prospects in Marketing Automation campaigns.
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Campaign Responses
This option is only available if e-mail tracking is enabled on the E-mail
Tracking tab. This Yes/No option controls whether a response e-mail is
automatically created when an e-mail is received relating to a Marketing
Automation campaign.
Control Unsubscribe Options
This option is only available if e-mail tracking is enabled on the E-mail
Tracking tab. When an unsolicited or unsubscribed e-mail is received, this
option controls whether marketing material is sent in response to the e-mail. This
option works with the Do Not Send Marketing Material option as follows:
• If you select Yes, an e-mail with marketing material is Not sent to

the person who sent the unsolicited e-mail.
• If you select No, an e-mail with marketing material is automatically
sent to the person who sent the unsolicited e-mail.
If you select Yes, marketing material is not sent, but the next option to send an
acknowledgement to the customer becomes enabled. When an e-mail is received
that is not a response to a prior Microsoft CRM e-mail, you do not send the
person marketing material, but you may still want to send them a receipt
acknowledgement.
The following options are available:
• If you select No, no acknowledgement is sent to the person who sent

the unsolicited e-mail.
• If you select Yes, an acknowledgement e-mail is automatically sent
to the person who sent the unsolicited e-mail. In addition, you can
select the e-mail template to use for the acknowledgment e-mail
message.
Customization Tab
Microsoft CRM 3.0 allows you to enter custom entities and custom attributes.
This tab controls the naming convention assigned to each custom entity.
FIGURE 9-6: CUSTOMIZATION TAB OF THE SYSTEM SETTINGS
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Schema name prefix for custom entities and attributes

This option identifies the prefix appended to the names of custom entities and
attributes. The default value is New.
BEST PRACTICE: As a best practice, we recommend that Partners creating

customizations create a prefix that reflects their company. The entities and attributes
from different Partners' customizations will not conflict with one another.
Outlook Synchronization Tab

A new Schedulable Synchronization feature has been added to the Outlook
Synchronization process in Microsoft CRM 3.0. Schedulable synchronization
reduces user concern about not having up-to-date Microsoft CRM data in their
working Outlook folders.
The new Schedulable Synchronization process includes the following features:
• Outlook Synchronization can be scheduled to run at periodic time

intervals; thus ensuring the user always sees the most up-to-date
Microsoft CRM data in their Outlook folders.
• Users can specify the time intervals at which Outlook
Synchronization should occur.
• Schedulable Synchronization runs in the background. It does not
interrupt the user from interacting with Outlook.
The options presented in this tab relate to this Schedulable Synchronization

process.
FIGURE 9-7: OUTLOOK SYNCHRONIZATION TAB OF THE SYSTEM SETTINGS
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E-mail Promotion
The E-mail promotion feature reconciles the user's Microsoft Outlook inbox with
e-mails automatically promoted by the Exchange Router, or promoted by other
Microsoft CRM users. If Microsoft CRM finds that an e-mail in the user's inbox
is in Microsoft CRM, it marks and links it accordingly. This is referred to as
tagging promoted e-mail messages.
For a user, any e-mails where the user is a recipient, sender, or owner on an e-
mail promoted into Microsoft CRM is tagged. These messages are tagged
regardless of how they were promoted. The user must have read privilege for
Activities and security access to view the item in Microsoft CRM; otherwise, the
item is not tagged.
Consider the following scenario:
1. Pernille is viewing her Outlook Inbox and notices that an icon

changed for one of the e-mails. The item was "auto-tagged" by a
Microsoft CRM process running in the background.
2. Pernille clicks on the item and notices the "View in Microsoft CRM"
button appears. This indicates a link exists for the item in Microsoft
CRM. The link is in the form of an e-mail activity record, which
exists in Microsoft CRM for that message.
3. Pernille clicks the "View in Microsoft CRM" button and launches the
web form for this e-mail activity.
The background process referenced in step 1 that tags e-mail messages runs
periodically based on the two E-mail Promotion settings in this tab. These
include the following settings:
• "Check for promoted e-mails every __ minutes". This is also

referred to as the standard polling interval. The default value for this
setting will be 10 minutes. The minimum value for this setting is 1;
the maximum value is 9999.
• "Perform additional check for promoted e-mail when new e-mail
is received". The default value for this setting is "Yes".
– If this option is set to No, then the server is polled every "x"
number of minutes for newly promoted e-mails.
– If this option is set to Yes, the server is immediately polled for
new e-mail when a new e-mail is received.
– The "additional check" referenced in this setting includes the
following:
o The system continues to poll every 60 seconds for 2 minutes
(two more times).
o If the new e-mail is tagged in any one of these polls, the
system forwards the last polling time and does not poll again
until the standard polling interval defined in the prior setting
expires.
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o If the system runs through all these polls without tagging the
item, it forwards the last polling time.
o Implementers cannot configure the frequency of this polling
mode.
NOTE: With the polling interval feature, a user may reply to an incoming e-mail
before the polling interval is reached and, thus, before it is recognized or promoted as
a Microsoft CRM e-mail. In this case, the e-mail is treated like a regular non-
Microsoft CRM e-mail. The user can manually promote the e-mail, but it does not
happen automatically.
Schedule Synchronization
This Yes/No option controls whether Outlook client users can schedule Outlook
synchronization.
Minimum time between Synchronizations
If Outlook synchronizations are scheduled, this option controls the minimum
time interval that you must enter between synchronizations.
Report Categories Tab
This tab provides system settings that control how reports appear in Microsoft
CRM.
FIGURE 9-8: REPORT CATEGORIES TAB OF THE SYSTEM SETTINGS
Specify Report Categories

This setting allows you to control the sequence in which report categories appear
in Microsoft CRM. You can arrange existing categories in an order that meets
your organization's requirements. You can also remove existing categories and
add new ones.
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Auto Numbering
Auto Numbering allows you to configure the way records for certain objects are
numbered. Each number has a prefix and a number. Regardless of the Auto
Numbering format used, all sequential numbers begin with 1001.
Two different types of auto numbering formats can be configured within the
system, Prefix + Number Format and Prefix + Number + Suffix format.
The following document types allow auto numbering:
• Contracts
• Cases
• Articles
• Quotes
• Orders
• Invoices
• Campaigns
FIGURE 9-9: AUTO NUMBERING SETTINGS
Prefix + Number format

Knowledge Base (KB) Articles use the Prefix + Number format. This format
configures the first segment of the numbering sequence using a three character
value. The numeric values are consecutive beginning with the value of 1001.
NOTE: The numeric value cannot be changed and cannot be reset.
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Prefix + Number + Suffix format

All the remaining entities (Contracts, Cases, Quotes, Orders, Invoices and
Campaigns) use a Prefix + Number + Suffix format. The Prefix can be three
alpha characters. The length of the suffix can be a range from four to six
randomly generated alphanumeric characters. The number values are consecutive
beginning with 1001.
NOTE: If you change the suffix length for a specific entity, the new suffix length is also
applied to the other entities that include a suffix. For example, if you change the suffix
length to 5 under the Contracts tab, then the suffix displays as 5 for Cases, Quotes,
Orders, Invoices, and Campaigns.
Fiscal Year Settings

Fiscal year settings must be defined in Microsoft CRM to enable Sales Quota
functionality. Sales Quotas provide productivity information for the sales force.
Use this information when measuring the progress of the sales force against the
quotas that have been set for them, their managers, and the territories in which
they are divided.
NOTE: You can set the Fiscal Period options only once. The settings CANNOT be
edited after they have been set; ensure the fiscal period parameters are correct before
saving the screen.
FIGURE 9-10: FISCAL YEAR SETTINGS
Setting the Fiscal Period

A calendar control configures a specific start date for the fiscal period. There are
pre-defined templates that can be used to calculate the periods. They include
the following:
Annual Semiannual Quarterly

Monthly 4 Weekly
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Fiscal Year Presentation

Two options control how the fiscal year appears in Microsoft CRM. The first
option configures how the fiscal year is presented. The options available to
choose from include (examples are displayed below each option):
yyyy Yy FY yyyy
(2005) (05) (FY 2005)
FYyyyy FY yy FYyy
(FY2005) (FY 05) (FY05)
The second setting controls whether the fiscal year is named based on the year of
the starting day in the fiscal year, or the year of the ending day in the fiscal year.
This option is applicable when a fiscal year spans calendar years. For example, if
an organization's fiscal year runs from July 1, 2005 through June 30, 2006, does
the organization want this year named Fiscal Year 2005 or Fiscal Year 2006? If
they want it named on the start date, then fiscal year 2005 is used; otherwise,
fiscal year 2006 is used.
Fiscal Period
This option controls how the fiscal period is presented in the application. The
choices include:
P1 Period 1 Q1
Quarter 1 M1 Month 1
S1 Semester 1
Display As
This option configures how the fiscal year and period are presented together.
When displaying the period and year together, define the manner in which the
two are connected. The options include:
P1 FYyy P1FYyy
(space between) (No Space between)
P1-FYyy P1/FYyy
(hyphen) (Slash)
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Lab 9.1 − Maintaining Microsoft CRM System Settings

Company: Adventure Works Cycle
Introduction
In this Lab you update each of the system settings in Microsoft CRM. As you
perform the instructions, use the information in the Scenario and Goal
Description to complete the lab.
See the Introduction to Training chapter for information about the two levels of
lab instruction and the lab solution in Appendix B.
Scenario
Adventure Works Cycle is implementing Microsoft CRM. As Technical
Consultant, you are helping the company configure the system to meet their
specific needs. You have completed the installation of the Professional Edition,
configured your business units, security roles, users, and teams. It is now time to
configure the organizational settings.
During needs analysis, the planning team reviewed each of the system settings
and decided which values best fit Adventure Work's requirements. It is your job
as Technical Consultant to implement these changes.
Goal Description
Update the system settings and auto numbering settings to match the values in
their respective tables below. These were the values determined by the project
planning team.
System Settings Adventure Works' value

General Tab
Name Format First Name Last Name
Number Grouping #,###.00
Negative Number format 1.1-
Currency Symbol $
Currency Format $1.1
Pricing Decimal Precision 2
Share reassigned entities Yes
Calendar Tab
Start day of the week Sunday
Date Format yyyy/MM/dd
Date Separator -
Time Format hh:mm tt
Show Week Numbers No
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System Settings Adventure Works' value

E-mail Tracking Tab
Track E-mail Yes
Exclude e-mail No
Prefix MSCRM-
Base tracking ID 1
Number of digits for users 4
Number of digits for incremental 5
counter
Marketing Tab
Enable Direct E-mail Yes
Create Campaign Response Yes
Set the "Do Not Send Marketing Yes
Material" option
Send acknowledgement on auto- Yes
unsubscribe
Template for acknowledgement e- Marketing communication unsubscribe
mail acknowledgement
Customization Tab
Schema name prefix Custom
Outlook Synchronization Tab
Check for promoted e-mails Every 15 minutes
Perform additional checks for Yes
promoted e-mails
Users can schedule Yes
synchronization
Minimum time between scheduled 10
synchronizations
Report Categories Tab
Report Category sequence Administrative Reports
Marketing Reports
Sales Reports
Month-end Sales Reports (new)
Service Reports
Month-end Service Reports (new)
TABLE 9-1: LAB 9.1 SYSTEM SETTINGS
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Auto Numbering Settings Adventure Works' value

Prefix − Contracts CON
Prefix − Cases SVC
Prefix − Articles KB
Prefix − Quotes QT
Prefix − Order SO
Prefix − Invoices IN
Prefix − Campaigns MKT
Suffix length 4
TABLE 9-2: LAB 9.1 AUTO NUMBERING SETTINGS
IMPORTANT: The Sample Data Load program has already loaded Adventure Works'
fiscal year parameters in the Fiscal Year Settings. Because Fiscal Year Settings can
only be updated once, the settings are now read-only. You cannot update Fiscal Year
Settings in this lab.
Challenge Yourself!
Instructions
Verify you are logged in as the CRM Administrator.
Based on the information in the Goal Description, configure the organization

settings for Adventure Works Cycle by modifying the following:
• System Settings
• Auto Numbering
Need a Little Help?

Instructions
Based on the information in the Goal Description, configure the organization
settings for Adventure Works Cycle.
1. Make sure you are logged in as the CRM Administrator on the Install
Server image. Open Microsoft CRM by double-clicking the shortcut
on your desktop.
2. Navigate to Settings, click Settings, then Organization Settings.
3. In System Settings, update each option as they appear in Table 9-1.
Click OK after all tabs have been updated.
4. In Auto Numbering, update each option as they appear in Table 9-2.
Click OK after all tabs have been updated.
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Web.config File
Microsoft CRM contains a Web.config file that follows the format and
conventions of .NET configuration files. The purpose of this configuration file is
to establish application-specific settings. The web.config file is located in the
folder to which Microsoft CRM has been installed.
The following application settings can be modified in the web.config file:
• Help Catalog Name

• Error Event Logging
• Show Developer Errors
• Launch in App Mode
• ISV Integration
Help Catalog Name

This is the name of the Index Server Catalog to use when executing queries from
Help. The Default Setting is "Microsoft CRM Help."
Error Event Logging

This option determines whether server-side errors are written to the web server's
Event Log. The following options are available:
• Recommended Setting: "On"

• Values: "On" or "Off"
Show Developer Errors

If a server-side error occurs, this setting determines if Debug error messages are
rendered to the user. Debug error messages are not recommended for production
environments, but are useful in attempting to debug a problem in Microsoft
CRM. The following options are available:
• Recommended Setting: "Off"

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Launch in App Mode

This determines if Microsoft CRM is loaded in a browser window that does not
have address, tool, and menu bars. Turning this feature On makes the application
easier to use, as the User is presented with less options, and Microsoft CRM itself
and not Internet Explorer becomes the focus of their experience. The following
options are available:
• Recommended Setting: "On"

ISV Integration
By using /_resources/isv.config, it is possible to customize certain Menus and
Tool Bars throughout the application. This setting is provided as a performance
optimization. However, set to "None" when there are no customizations to be
rendered. The following options are available:
• Recommended Setting: "None" (Unless you have customized the

isv.config file)
• Values:
– "All" (ISV integration is turned on for both Outlook and Web
clients)
– "Outlook" (ISV integration is turned on for just the Outlook
client)
– "OutlookFull" (Turned on just for the full, or laptop Outlook
client)
– "OutlookLight" (Turned on just for the light, or desktop Outlook
client)
– "Web" (ISV integration is turned on for just the Web client)
– "None" (Not turned on)
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Lab 9.2 − Maintaining the Web.Config file

Company: Adventure Works Cycle
Introduction
In this Lab you update the Microsoft CRM 3.0 web.config file. As you perform
the instructions, use the information in the Scenario and Goal Description to
complete the lab.
See the Introduction to Training chapter for information about the two levels of
lab instruction and the lab solution in Appendix B.
Scenario
Adventure Works Cycle is implementing Microsoft CRM. As Technical
Consultant, you are helping the company configure the system to meet their
specific needs. You have completed maintenance of the System Settings and are
ready to update the web.config file.
Goal Description
Since Adventure Works is implementing a pilot project with Microsoft CRM,
they plan to make a number of customization changes. They have asked that you
make the following changes to the web.config file:
• Set the ISV integration option to All.

• Set the Launch in App Mode option to Off.
Both of these are temporary changes. They will be changed back to their default
values prior to going live with the system.
The web.config file is located on the Microsoft CRM Server in the following
folder: C:\Inetpub\wwwroot\crm.
Challenge Yourself!
Instructions
Open the Microsoft CRM application. Make not of the appearance of the
Application toolbar.
As a recommended security measure, copy the web.config file and paste it back
in its current folder. This creates a "Copy of web.config" file.
Modify the web.config file based on the information in the Goal Description.
Open Microsoft CRM and verify the changes affected the user interface as
planned.
When you have completed the prior step, change the settings back to their
original values.
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Need a Little Help?

Instructions
In this lab, note the appearance of the Action toolbar in Microsoft CRM. Then
close Microsoft CRM, modify the web.config file, and verify your changes in
Microsoft CRM.
1. Make sure you are logged in as the CRM Administrator on the Install
Server image. Open Microsoft CRM by double-clicking the shortcut
on your desktop.
2. Make note of the appearance of the Action menu. The New and
Advanced Find buttons are the only buttons on the menu bar.
3. As a recommended security measure, copy the web.config file and
paste it back in its current folder. This creates a "Copy of
web.config" file.
4. Open the web.config file in Notepad.
5. Go to the ISV Integration option. Change it to the value mentioned in
the Goal Description.
6. Make the change to the Launch in App Mode option.
7. Save the file and close.
8. Open Microsoft CRM. Note the changes to the application that were
the effect of turning off the Launch in App Mode option. Note the
change to the Application toolbar.
9. Close Microsoft CRM. Open the web.config file and reset the values
of these two options back to their original value.
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Summary
This chapter examined the organization settings that control various system-wide
functionalities It also reviewed the web.config file and the system functionality
which it controls.
This chapter reviewed the following System Customization Settings:
• System Settings
– Name Order
– Number Grouping
– Negative Number format
– Currency Symbol
– Currency Format
– Pricing Decimal Precision
– Assigning Objects
– Start day of the week
– Date Format
– Date Separator
– Time Format
– Show Week Number
– Track E-mail
– Tracking prefix
– Id Base
– Number of digits for Tracking ID
– Number of digits for Tracking Number
– Enable Direct E-mail Channel
– Create Campaign Response
– Set the "Do Not Send Marketing Material" option
– Send acknowledgement on auto-unsubscribe
– Template for acknowledgement e-mail
– Schema name prefix
– Check for promoted e-mails
– Perform additional checks for promoted e-mails
– Allow users to set scheduled synchronization
– Minimum time between scheduled synchronizations
– Report Category sequence
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• Auto Numbering Settings

– Prefix − Contracts
– Prefix − Cases
– Prefix − Articles
– Prefix − Quotes
– Prefix − Order
– Prefix − Invoices
– Prefix − Campaigns
– Prefix − Bulk Operations
– Suffix length
• Fiscal Year Settings

– Start Date
– Template
– Fiscal Year
– Name based on
– Fiscal Period
– Connect As
In addition, it examined the various settings within the web.config file. These
included the following:
• Help Catalog Name

• Error Event Logging
• Show Developer Errors
• Launch in App Mode
• ISV Integration
Page 361
Test Your Knowledge
1. True or False. System Settings are personal settings that are

configurable on a per-user basis.
2. What is the stipulation that accompanies a change to the Name

Format option.
3. What is the purpose for creating Fiscal Year Settings?
4. The Track E-mail option controls what functionality?
5. True or False. The suffix field in the Auto-Numbering settings

applies to Contracts, Cases, Quotes, Orders, Invoices, and
Campaigns. Each of these objects can have its own custom suffix
length.
6. Where is the web.config file located?
Page 362
7. Fill in the blank. For a given user, any e-mails where that user is a
recipient, sender, or owner on an e-mail that has been
_____________ into Microsoft CRM will be tagged.
8. In the Customizations tab under System Settings, what is the

purpose of the schema prefix parameter?
9. In the web.config file, what is the purpose of the Launch in App

Mode option?
10. Fill in the blank. If a server-side error occurs, the Show Developer
Errors setting in the web.config file determines whether or not
________ error messages are rendered to the user.
Page 363
Quick Interaction: Lessons Learned

Take a moment and write down three Key Points you learned from this chapter:
1.
2.
3.
Page 364

Configuring Organization Settings (Chapter-9)

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Chapter 9: Configuring Organization Settings

CHAPTER 9: CONFIGURING ORGANIZATION

• Set several "one-time" only organization settings that control various

To configure Microsoft CRM to meet their organization's needs, the planning

FIGURE 9-1: ORGANIZATION SETTINGS

The Organization Settings window allows you to access the following

• System Settings − System settings apply to all users in the

This section focuses each of these system configuration settings.

FIGURE 9-2: GENERAL TAB OF THE SYSTEM SETTINGS

Last Name, First Name First Name Last Name

Negative Number Format

-1.1 - 1.1 (1.1)

$1.1 $ 1.1 1.1$ 1.1 $

Pricing Decimal Precision

FIGURE 9-3: CALENDAR TAB OF THE SYSTEM SETTINGS

M/d/yyyy MM/dd/yyyy d/M/yyyy

h:mm tt hh:mm tt H:mm HH:mm

Show Week Number

FIGURE 9-4: E-MAIL TRACKING TAB OF THE SYSTEM SETTINGS

Specify the tracking token configuration

• The tracking token is a unique identifier that tracks and matches e-

• The Microsoft CRM Exchange E-mail Router checks each message

A tracking token is an alphanumeric string generated by Microsoft CRM. It is

Tracking tokens can be turned on or off and configured to be unique for a

FIGURE 9-5: MARKETING TAB OF THE SYSTEM SETTINGS

Enable Direct E-mail in Campaigns

• If you select Yes, an e-mail with marketing material is Not sent to

The following options are available:

• If you select No, no acknowledgement is sent to the person who sent

FIGURE 9-6: CUSTOMIZATION TAB OF THE SYSTEM SETTINGS

Schema name prefix for custom entities and attributes

BEST PRACTICE: As a best practice, we recommend that Partners creating

Outlook Synchronization Tab

The new Schedulable Synchronization process includes the following features:

• Outlook Synchronization can be scheduled to run at periodic time

The options presented in this tab relate to this Schedulable Synchronization

FIGURE 9-7: OUTLOOK SYNCHRONIZATION TAB OF THE SYSTEM SETTINGS

Consider the following scenario:

1. Pernille is viewing her Outlook Inbox and notices that an icon

• "Check for promoted e-mails every __ minutes". This is also

FIGURE 9-8: REPORT CATEGORIES TAB OF THE SYSTEM SETTINGS

Specify Report Categories

The following document types allow auto numbering:

FIGURE 9-9: AUTO NUMBERING SETTINGS

Prefix + Number format

NOTE: The numeric value cannot be changed and cannot be reset.

Prefix + Number + Suffix format

Fiscal Year Settings

FIGURE 9-10: FISCAL YEAR SETTINGS

Setting the Fiscal Period

Annual Semiannual Quarterly

Fiscal Year Presentation

Lab 9.1 − Maintaining Microsoft CRM System Settings

System Settings Adventure Works' value

System Settings Adventure Works' value

Auto Numbering Settings Adventure Works' value

Based on the information in the Goal Description, configure the organization

Need a Little Help?

The following application settings can be modified in the web.config file:

• Help Catalog Name

Help Catalog Name

Error Event Logging