====== General ======

===== Auto Save =====

The magic process that keeps monitoring the form for any changes made and automatically save them** every 30 seconds**. 

  * If AutoSave is enabled, the Save button does not appear while updating existing records. However for new records, the Save button is present and must be explicitly clicked to save the record.
  * You can see the status of the record at the bottom right corner of the form.
  * The auto-save triggers only after you have **tabbed out of the field that was being edited**. This means if you leave the cursor on the field being edited and take more than a minute to update the field, it is not going to trigger the auto-save and save partial field value.
  * All field validations and PBL rules registered for the fields are fired. Any validation error will prevent any changes from being saved. Error messages would be displayed in the bottom right corner and you need to look for error messages there.
  * AutoSave helps all users to see the most recent set of data for the record.
  * Auto-Save does not cause the entire form to refresh/reload. Changes made to BPF due to auto-save would not be reflected on the form unless you re-open the same.
  * When Auto-Save is enabled navigating to other forms causes Auto-Save to fire automatically. If Auto-Save is disabled, navigating out of a dirty form will bring up the prompt to save changes.

==== (Background info) ====

  * Plugins and Workflows designed prior to auto-save need to be rewritten to ensure they trigger at the change of the correct fields.
  * AutoSave is an org level setting and not an Entity level setting, so you can either enable Auto-Save for all or Disable it completely.

===== Personal Default Landing Page =====

The user can select his default landing page. Go to //Personal Settings> General>// (Little gear/wheel, top right corner in the Ribbon).
In the //General// Tab, under the text "Select your home page and settings for Get Started panes", Select the default work area (default pane) and then the entity (default tab). 

You can also set a default view in every //Entity//. See topic //Personal Default Views// below.

===== Personal Default Views =====

The user can select a default View for every individual entity by setting the //Pin// at the specific View in the View drop down lists. This setting is maintained for the user, so next time logging on, the pinned Views are still set as default when opening the view page. 

===== Browser Settings =====

Currently, Google Chrome is preferred, but Microsoft Edge Explorer is supported too. This does not imply that other browsers don't work, but if you experience any issues, it's at your own risk.

==== Google Chrome ====

=== Default Font ===
It turns out that the default font that Dynamics uses these days isn’t actually defined within the program itself, it’s defined by your default browser fonts. As such changing the default fonts will change the default of the emails in CRM for yourself at least:

  - Click the settings button at the top right (3 vertical dots).
  - Click ‘Settings’ in the drop-down.
  - Scroll down and click ‘Advanced’ to expand the available options.
  - Scroll down to the section 'Appearance' and Click ‘Customize fonts’.
  - Change the ‘Standard font’ to 'Verdana'.
  - The example text below the font setting starts with a number. If it is not set at '16:', then use the slide bar to the right of 'Font size' until it matches.
  - Close the settings tab. You are now good to go.



=== Google Chrome Dark Mode ===
Enabling a Dark Mode theme for Dynamics is possible, but will force ALL websites to Dark Mode. Currently (01AUG2024) it is an experimental setting in Chrome, so no guarantee it will continue to work. Here's how to enable it:

  - Open Chrome and type **chrome:/ /flags/** (without space between "/") into the address bar and press **Enter**.
  - Enter **Dark Mode** in the //Search box//.
  - Find Setting //Auto Dark Mode for Web Contents// and change the setting from **Default** to **Enable**.
  - Click the Button **Relaunch** and see the result.


===== Save Record =====

Records in CRM are saved automatically after Attribute changes, but in some cases you might want to save records yourself (fi during price calculations). There are 2 options available for manual record save:

  - Click the Save icon in the low right end corner of the Form.
  - Press <CTRL>S.


===== Terminology =====

//Attribute// : A field in a Record like "Account Name" or "Currency"

//Entity// : A record Type like "Account" or "Quote"

//Form// : The window (aka webpage) that displays an Entity

//Ribbon// : The navigation bars at the top of the Explorer.

//(sub)Grid// : The Rows with Columns in a View

//Quick Activity Form// : The sub-Window in a Form where the Posts, Activities and Notes are listed. Some activities can be created here using a short Form.
 
//View// : The windows (aka webpage) that displays a list of Entities
===== Tooltips =====

Most of the Attributes (Fields) in CRM have Tooltips: a text that details what the Attribute is used for. To see the Tooltip, hover with your cursor over the name of the Attribute.