of the
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. On the General tab of System Settings, set “Users see app download message” to “No.”
- The “First Things First” woman. On the General tab of System Settings, set “Display navigation tour to users when then sign in” to “No.”
Thanks to Andre Margono for suggesting this tip. Got any burning tips? Send them to jar@crmtipoftheday.com
In an on-premise environment you can disable the navigation tour with a registry key:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM.
Create a DWORD (32-bit)
– Name “DisableNavTour”
– Value “1″
This is handy if you have more than one organization on a single server and don´t want to edit the settings one by one.