In Dynamics CRM, many of the system user prompts can be turned off in System Settings (Settings–>Administration–>System Settings) Get CRM for Outlook. On the Outlook tab of System settings, set “Users see ‘Get CRM for Outlook’ option displayed in the message bar” to “No.” Prompt to use CRM app when running CRM in tablet browser. […]
I recently wrote the book The CRM Mobile Survival Guide. In Chapter 5 I discuss how to configure Dynamics CRM to give users a good user experience when using CRM via the CRM for Tablets app. One thing I found while researching the book is that lookup field behavior in the tablet app is not […]
Our next tip for CRM 2015 comes from Jim “Sourdough Master” Steger and continues nice tradition of warnings against premature actions in Dynamics CRM. When creating a Rollup or Calculated Field, be sure to have all of the information for the field out to your satisfaction BEFORE you click the Edit button to configure the […]
Users have reported that after moving to Server Sync, CRM for Outlook no longer enables the View in CRM and Convert buttons for tracked activities. This is a known issue. The good news is Microsoft has recently published the KB article for Update Rollup 2 for CRM SP1, and this issue is slated to be […]
If you have fields on your CRM form that are read only, it can make administration difficult. For example, if you have read only fields, you cannot bulk update the fields, and you can’t edit the field from the workflow designer. Sure you can customize the form, make the fields editable, and then bulk update the fields, […]
I love the availability of vast amounts of low-cost online storage these days. Microsoft just bumped up my OneDrive to unlimited space, and DropBox is giving me one TB. This means that I can get whatever files I need from almost any device. So if you use a cloud provider as your primary storage medium, […]
If you started to explore enhancements to customer service functionality that came with 2013 SP1/Spring 2014 release, you know that entitlements can be an interesting and challenging beast to deal with. For example, consider a situation when allocation type is set to number of cases and you decrease remaining terms on case resolution. Nothing in […]
One year ago, we published our first tip, “don’t use Salesforce.” For an entire year, we have had a tip every weekday with some breaks for statutory holidays. This is a good excuse to eat cake. But really, who needs an excuse to eat cake? Speaking of birthdays, I was recently asked about birthdays showing up […]
Dear tipsters, I find the personal queues in CRM (the queues starting with “<“) make the queues very cumbersome. We don’t use them. Can I disable them? Yes. Yes you can. Another option, if you have SP1 for 2013, is convert them to private queues. You will notice that for users created post SP1, the […]
When you click the “assign” button to assign a record to a user, you can only choose an active/enabled user, right? Wrong. When you click the assign button and select “Assign to another user or team,” you only see enabled users listed. This is because the lookup field is set to use the “Enabled Users” […]
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