Besides writing tips, I also post on the CRM TechNet wiki. I recently wrote a post listing the optimal settings for Internet Explorer. This is something I frequently get asked for. Even if you use a different browser, if you use Microsoft Dynamics CRM for Outlook, when you access records, you will still be using Internet Explorer to render the forms.
Read the list here. Have anything to add to the list? If you have a Microsoft account, you can edit the wiki!
At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, but one question kept coming up time and time again, no matter whether the session was for administrators or developers. That’s right: how to deal with timezones when date-only field is used. Since our tipping truck is a fast moving machine we don’t have time (ba dum tsh) for a full explanation so here the abridged version:
Problem: user saves value in date-only field but since database field does contain time, another user may see a different date value in their timezone.
Solution: plugin that sets time portion of the field to 10:59AM in UTC.
For a mildly entertaining but much longer full explanation see How to correctly record the end of the world in CRM by yours truly.
One of the items that is missed by some users after upgrading to Microsoft Dynamics CRM 2013 is the record properties dialog. This is the 2011 feature that shows you the created by, created on, and modified information about a record. Many users loved this feature, because it gave them an easy way to see when a record was updated or created without having to clutter the form with those details.
Fortunately, that dialog is still there, it is just hidden by default.
Mr. Ribbon Workbench, Scott Durow, has graciously written a great solution to add the properties link to the 2013 CommandBar. Read more and download it here.
If you use the offline capability in Microsoft Dynamics CRM, did you know that you can make the go offline process automatic? So if you lose your internet connection, you can continue to work in CRM without having to hit the “Go Offline” button.
Turn on background local data synchronization. In CRM 2013 Update Rollup 1, this setting is not displayed in user settings, but it is still there. Open the Outlook client diagnostic and check the box for Offline Data Updates. Then click “Save.”
Once you enable Offline Data Updates, CRM will automatically synchronize data to the local database every 15 minutes. Then if you get disconnected from the internet, when you reopen Outlook, CRM will start in offline mode. when you get reconnected to the internet, when you reopen Outlook, CRM will start in Online mode.
Did you now that Microsoft Dynamics CRM 2013 Business Process Flows:
- Are considered processes and are created from the Process area in the Settings module
- You can have up to 10 active process flows per entity
- Can contain up to 30 stages
- One process flow can use up to five different entities
- Users can switch process flows if needed
- Can be restricted based on security roles
- Order determines the default process flow used
Thanks to MVP Donna Edwards for the great tip!
Maybe you don’t want to turn auditing on because you think you don’t need it or are concerned about the additional storage space it will consume. But enabling auditing is a CRM Administrator’s best friend when it comes to understanding the consequences of the assigned security roles. So at the minimum be sure to enable auditing for the COLAC entities: Contacts, Opportunities, Leads, Accounts and Cases.
At the risk of significant human induced catastrophe, don’t assign the System Administrator or System Customizer security roles to anyone that hasn’t received in-depth training in customizing, configuring and managing the CRM system. No matter how expedient it might be to assign the role to a marketing team member that needs to go into the system and update and option set for ‘how did you hear of us’ with the latest advertising options, don’t do it.
CRM System Admin Role
The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the business who is probably also paying the bills. Why? Because most likely, this person is the one that was too busy to attend the user training they had you give to their employees.
Without the proper perspective and insight it can do a lot of damage. If you must, copy it and then remove all the Delete rights.
CEO Business Manager Security Role
Before you can create the security architecture or manage your security, you need to know the terms:
- Privileges are the verbs in CRM: Create, Read, Write, Delete, Append, Append To, Share, Assign.
- Access levels, from most to least generous: organization, parent-child business unit, business unit, user, none.
- Entities are the units to which a security role applies an access level for every privilege.
As MVP’s we get a lot of unsolicited questions from some members of the community. Just so you know, as a method of practice, I do not respond to these and that also goes for some other members of the MVP community.
Our recommendation, which will definitely get you better results than asking one person, is to do a number of things.
1. Do a Bing/Google search for your problem: There are a number of great blogs and forums out there. Chances are you are not the first person to experience your particular issue.
If that Google/Bing search doesn’t work, then…
2. Use your forums: There are so many great ones to choose from. Here are a few good ones.
We don’t mean to seem so rigid, but the reason for this is two fold. Here’s the reasons:
1. If you ask your question in these public arenas then people can search for it in the forums and through search engines in the future. So you are contributing to the community with your question.
2. If you ask the question to just one or two MVP’s then only one or two people will see it. If you ask the question in the public forums you will have many people see it. I guarantee you that you have a lot better chance of getting a better answer that way.