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It’s not uncommon when setting up a new Dynamics CRM, and you realise that the default dates and currency values are in the wrong format e.g. United States versus United Kingdom. This can be frustrating and can become even more stressful when trying to fix the error.
We recently had this experience when one of our developers created a new instance of CRM, when importing the details for the CRM users, to an upgraded version of Dynamics CRM. Everything went as planned until we realised all the dates and currency values were displayed in US format for all users.
The first thing we thought of was to open the overall Dynamics CRM System settings and revert the values to English (United Kingdom). However, when we head back into the system, the dates and currencies for all users still show the US settings.
We tried to resolve this by going back to System settings and clicking the “customize” button to check that we hadn't inadvertently set the currency and date fields by mistake. After numerous checks, everything seemed as it should be. Our next port of call was to log out, clear the browser cache and log back in again (the proverbial switch it off, switch it back on again). This again was to no avail.
We then came to the realisation that we committed the cardinal sin for ‘UK CRM set up’; we created the users before putting the system settings to UK format.
In Dynamics CRM, users will inherit the system settings at the time they’re created and once created cannot be centrally changed. Once the users are created the only solution is for each individual user to change their settings via the Options setting. This has to be repeated by each user, or alternatively a third party tool such as XRM Toolbox can be used to update the settings for all users.
For more information on Microsoft Dynamics CRM please Contact Us for a consultation and assistance.