D365 - Personalisation Settings

About -

In Dynamics 365, Personalization Settings allow users to customize their individual experience within the system to enhance productivity and usability

 Personalisation Settings enable users to tailor aspects like default views, time zones, and notification preferences without affecting other users or requiring admin privileges.

Steps -

Go to the Settings Cog in the top right and select 'Personalization Settings'

Set Personal Options - 

General:

• Default Pane: Allows preferred module (e.g., Sales, Customer Service) that loads upon login, streamlining access to frequently used features such as queues or activities.
• Records Per Page: Displays the number of records per page 
• Timezone: Set your current timezone to ensure emails and other activities display the correct date and time.