Set privacy preferences for an organization
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
Manage users’ data privacy by controlling when to send error notifications, and also let users know how their privacy is protected by displaying your organization’s own privacy statement instead of the one from Microsoft.
Important
This feature was introduced in Dynamics CRM Online 2015 Update 1 and CRM 2016 (on-premises).
Interested in getting this feature? Find your Dynamics 365 administrator or support person
Set error reporting preferences for the organization
When errors occur in the product, data about the problem is sent to Microsoft. This data – an error report - allows Microsoft to track and address errors relating to Microsoft Dynamics 365. You can help Microsoft improve products and services when you allow the system to send these error reports.
By default, individual users in Dynamics 365 have a measure of control over whether to send error reports to Microsoft. But you, as an administrator, can override their preferences and set up the error reporting preferences for the entire organization.
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Administration.
Choose Privacy Preferences.
Under Select your error notification preferences, choose Specify the Web application error notification preferences on behalf of users, and then select one of the options.
.jpeg "Select error notification preferences for users")
When you use this setting, you can control error reporting for the entire organization by:
Not allowing users to make changes in how error reporting occurs.
Changing the default behavior for how error reporting happens.
Replace the privacy statement for the organization
By default, the Microsoft privacy statement is always shown to users with an administrator role only, and not to other (business) users. As an administrator, you can add a link to specify your organization's privacy statement, which is then shown to other users in your organization.
Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Administration.
Choose Privacy Preferences.
Under Select your privacy statement link preferences, choose Show a link to the privacy statement, and then, in the Privacy statement URL box, type the link of the webpage you want to show.
.jpeg "Replace privacy statement for the organization")
To make sure the link is correct, choose Test URL.
After you add the privacy statement URL, the link directs all Microsoft Dynamics 365 users to the specified link.
Note
Any user with the System Administrator security role will always see the Microsoft privacy statement and not the organization’s privacy statement.