New Dynamics 365 Version 9.0 System Settings

The release of Dynamics 365 Version 9.0 at the beginning of October brought new options within the System Settings. So, let’s look at the some of these new options.

Text Wrapping for Field Labels

Although this is a small option setting, it can make a difference in the form layouts. You may have noticed in prior versions that the field labels would be truncated. There was a way to make the labels longer, but it was a painful one-by-one process.

Well now you have the option to text wrap the field labels:

You can find this option in the Settings>Administration>System Settings>General Tab. Once you set this to “Yes”, you should see the labels look like this:

 

Expand Cards in Interactive Dashboards

This setting in minimal, and could be left to personal preference, but, if you would like to apply this, you can access this setting under Settings>Administration>System Settings>General Tab.

After you apply this setting, the cards displayed in the interactive Dashboards will be expanded. Below are Before and After screen shots:

BEFORE

AFTER

Session Timeouts

As noted here, the default session timeout for Dynamics 365 online is 24 hours. So, the user is logged out of the system after this period of time.

Now, you have the ability to adjust the timeout period for your business needs. This setting is found under Settings > Administration > System Settings > General tab>Set session timeout – OR – Set inactivity timeout.

However, the “Session Timeout” has a few stipulations you should be aware of. First, this setting needs to be applied to each instance. Second, there are a few areas where this is NOT enforced:

1. Dynamics 365 for Outlook
2. Dynamics 365 for phones and Dynamics 365 for tablets
3. Unified Service Desk client using WPF browser (Internet Explorer is supported)
4. Live Assist (Chat)

The second area for timeouts is the Inactivity Timeout.

Lastly, the “Inactivity Timeout” has a couple of stipulations as well. First, the minimum duration of inactivity can only be set to 5 minutes. Second, the maximum duration of inactivity needs to be less than maximum session length (1,440 minutes).

So, while these features may be small, it’s worth taking note of them as you may want to leverage these settings within your environment.

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Aaron Back is Microsoft Certified Professional with many years experience with Microsoft Dynamics 365 (CRM). He is actively involved with the Microsoft Dynamics CRMUG (User Group) Community. His involvement includes: Serving as Chapter Leader for his local CRMUG Chapter, serving on the CRMUG Board of Advisors, and speaking at the annual CRMUG Summit conference.

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For more information or assistance with Dynamics 365 (CRM) contact ACE!