Thursday, May 19, 2011

Setting up CRM 2011? Set the Calender format *first*

When you create a new Dynamics CRM 2011 organizational instance, the localization settings for that Organization default to US format, totally ignoring the settings of the installing user, defaults for the server etc…

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You can change this in Settings \ Administration \ System Settings \ Format, but make sure you do so before you add any users to the CRM instance, because when you change it it doesn’t apply retrospectively to users already created. Hardly intuitive, I think you’ll agree, and you’d at very least expect a note (or warning) on the dialog that all you are changing (apparently) is the new user default.

eg: After changing to Australian format, new users correctly see this:

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However, a user created before the change still sees this:

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These users must each and every one go into their dashboard options and change their personal format settings to get what is now the system setting.

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You’d notice this fairly early on I imagine, but you could still have created a bunch of content and a bunch of users, so this could be a real administrative pain in the arse.

2 comments:

Mitch Wheat said...

I can't believe they have got you installing software! And CRM to boot! ;)

piers7 said...

I believe you never understand a piece of software until you've installed it. There's so much *context* that you get from all the pre-reqs and seeing where all the bits get deployed.

If you ever want to cut through the marketing BS and see what a piece of software *actually is*, read the install guide.

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