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This article outlines steps of the recommended settings for first-time LRM users.


When you first log into LRM, you may see an error stating "You do not have permissions to see this view. Contact a system administrator." This is only talking about one specific part of the default dashboard, and can be ignored. You still have access to the rest of the system. Instructions on changing your default dashboard can be found at the bottom of this article.


Preferred Browser

With the move to 2016, the LRM now works in more browsers. This is the official list of supported for browsers by Microsoft:

  • Internet Explorer

  • Microsoft Edge

  • Firefox

  • Safari

  • Chrome

Recommended Browser Settings

All browsers work fine as is, but we recommend some settings be changed to create a better work flow.

A. Open popups in a new tab

For a better LRM user experience, change browser settings to view new open windows in tabs instead of popup windows:


For Internet Explorer:

  1. Click on the Gear icon in the upper right-hand corner, then choose "Internet Options" from the menu.

     
  2. Click on General tab and look for the "Tabs" section, then click "Tabs".

     
  3. Change "When a popup is encountered:" to "Always open popups in a new tab"

 

For Firefox:

  1. By default, this option is already checked.
  2. However, if it is was turned off, go to the settings from the hamburger (three bars) menu in the top right of the screen.

     
  3. Select options in this menu (in the middle, towards the bottom).

     
  4. Under the general settings, select "Open new windows in a new tab instead."


  

For Chrome:

  1. Chrome does not allow you to change this behavior.
  2. You can hold the "CTRL" key while you left click on some things and they will open in a new tab instead of a new window.

B. Set Capability View Settings

For Internet Explorer:

  1. Click on the Gear icon in the upper right-hand corner, then choose "Compability View Settings" from the popup menu.

     
  2. In the "Add this website:" field, enter "wisc.edu" and click the Add button.

     
  3. With the "wisc.edu" value now in the "Websites you've added to Compatibility View" field, click the Close button.



This does not need to be changed for Firefox and Chrome.

C. Set Popup Blocker options

For Internet Explorer:


  1. Click on the Gear icon in the upper right-hand corner, then choose "Internet options" from the popup menu.

     
  2. On the "Internet options" panel, click on the "Privacy" tab.
  3. Check "Turn on Pop-Up Blocker" and click on the Setting button.

     
  4. Enter "wisc.edu" in the Address of Website to Allow field and click on the Add button.

     
  5. Click on the panel Close button, then click OK on the "Internet options" panel.

  

For Firefox:

  1. Return to the settings and options menu for Firefox described above.
  2. On the left hand side, select "Content."
  3. It is recommended to have "Block pop-up windows" checked. Once this is done, select "Exceptions..."


  4. In the exceptions dialog, enter the exact URL of the LRM into the text field (https://lrm.wsb.wisc.edu/WSBLRM/main.aspx). Then hit "Allow," followed by "Save Changes."

  

For Chrome:

  1. Click the three dot settings menu in the top right of the screen.
  2. Select "Settings," towards the bottom of the menu.
  3. Once in the settings menu, scroll down to "Privacy."
  4. In Privacy, select "Content Settings..."


  5. In this menu, scroll down to "Pop-ups." It is recommended to select "Do not allow any site to show pop-ups (recommended)".


  6. Once you have done this, select "Manage exceptions..."
  7. At the bottom of this page in the textbox, type in "https://[*.]wisc.edu" and select "Allow." Press done to exit back to the main screen of the settings menu.

 

C. Cookies

If you are currently blocking third-party cookies in your browser, ClickDimensions needs to be allowed to have cookies by the browser.


For Internet Explorer:

  1. In internet options, go to Privacy and then Advanced.

     
  2. Select "Accept" for both first-party and third-party cookies.


For Firefox:

  1. Navigate to Privacy & Security in Options. Select "Exceptions" under Cookies and Site Data.


  2. Add the following address:
    1. mscrmapp.clickdimensions.com
    2. clickdimensions.com
    3. app.clickdimensions.com


  3. Select "Saves Changes"

For Chrome:

  1. Search for "Cookies" at the top of the settings in the settings search bar.


  2. Select "Content settings" where it will highlight cookies appears.
  3. Select Cookies, and then the Add button to the right of Allow.


  4. One at a time, enter in each of the following:
    1. mscrmapp.clickdimensions.com
    2. clickdimensions.com
    3. app.clickdimensions.com

 

Recommended LRM Settings

A. Set Personal Options in the "General" tab

  1. In the LRM, click on the settings gear in the top right of the page, and then select options.




  2. Set the default page that opens when opening LRM. This will make this page open by default when opening the LRM (such as opening directly to dashboards, contacts, applications, etc.).
    1. Select the main menu area (Workplace, Marketing, etc.) the functionality you are looking for is located (most will be in Workplace).

       
    2. Select the tab of this menu you would like to view by default.

       
  3. Change the "Records per page" drop down to "250".


  4. Click the OK button. 
    1. Note: It may take a moment to refresh the LRM screen.

 



 

It is also recommended users navigate to the privacy tab of the options, and select "Never send an error report to Microsoft about Microsoft Dynamics 365." Chrome and Internet Explorer users have noted receiving random error messages, asking them to send information to Microsoft. This setting should prevent this from happening.


Changing Default Dashboard

Some users will be welcomed into the LRM with an error message due to privilege issues caused by dashboards. This is not an error in the system, and can be easily avoided by changing the user's default dashboard. Use the following steps to change your default dashboard:

  1. Select the drop-down for dashboards.


  2. Choose the dashboard you would like to load when opening the LRM.
  3. Towards the top above the drop-down, select the button which has a pin and says "Set As Default."