Tip #12: Use field descriptions to create tooltips

Field description as tooltip

In all previous versions of CRM field description served no purpose except reminding customizers what the field is about or serving as part of project documentation. CRM 2013 now displays the field description as a tooltip for the field label making it the first port of call to improve form usability and to provide instant […]

Tip #10: Use mouse wheel to navigate the sitemap

Sitemap navigation has dramatically changed in CRM 2013 with horizontal layout replacing classical sitemap tree of CRM 2011. If group contains large number of subareas, horizontal scrolling is added. Large and shiny 24″+ monitors with high resolutions just compound the issue if you need to get to the rightmost item in a large group. Mouse […]

Tip #9: Make the user record form a user adoption dashboard

By default, the Microsoft Dynamics CRM user form does not display all related owned or created record relations, because the user entity is related to virtually every entity multiple times. However, you can add subgrids to the user form to display records filtered by any created by or owning user relationship. This can make the […]

Tip #7: Use In-Private Internet Explorer sessions to work in multiple CRM Online environments

Sometimes you need to work in multiple CRM environments simultaneously. For example, if you are moving customization from a development environment to a production environment. This can be somewhat difficult if you have environments that are both CRM Online, but use different Office 365 accounts. If you just open your browser and log on to […]

Tip #4: The Application Metadata security privilege

In Microsoft Dynamics CRM 2013, to use CRM for Tablets, the user’s security role must have the “CRM for Tablets” permission, but there is also another new permission needed to use the tablet apps. On the Customization tab of CRM security roles, there is a new privilege called “Application Metadata.” The user requires read access […]