Wednesday, April 2, 2014

CRM 2011 - Setting Privacy / Don't Send to Microsoft

When deploying a new CRM implementation, most of the time clients want the default error reporting turned off.  The error message that's displayed to the user is generic and not helpful, and usually the error has nothing to do with Microsoft so the 'Send to Microsoft' button isn't very helpful.

What I've seen done is either one of two things:

A - An Admin will go into the database and write some scripts to automatically set every user's 'choice' to 'Never send an error report to Microsoft.'  This requires direct database access so isn't an option at all for Online, plus it's not a supported modification.

B - Instruct users to go to their options and set this value.  This obviously isn't the best option; Users don't like having to do setup of a system, and some just won't do it.

But then there's the easy way to do this, which most people don't know about since it's tucked away in an area that most people never look:  Privacy Settings.




Once there, click on the 'Error Reporting' tab and you can instantly update the setting for all users (and any future users that are added).



I hope this saves some people deployment time and headaches.  Just remember to turn this off if you actually need to view error logs on a page!

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