Tip #206: Change the password expiration policy on Office365/CRM Online

Arghhhh – AGAIN? If your company uses Office365 (Exchange Online), I am sure you’ve had reactions like the one above several times in your life. Every 90 days actually. 90 days is the default Password Expiration Policy for Office365 (shorter than the 42 days of Active Directory) and this affects CRM Online. I get this question […]

Tip #126: Removing an entity from “Quick Create”

One of the new features of Microsoft Dynamics CRM 2013 is the ability to use Quick Create: The Quick Create menu contains multiple entities out of the box but you can remove an entity the organization is not using by following these 3 simple steps – we will remove the “Competitor” entity in this example: 1. Navigate […]

Tip #42: Adding Ready-to-use Business Processes

Happy New Year Ladies and Gentlemen – Gus Gonzalez here driving the CRM Tipping Truck today! One of the biggest additions to Microsoft Dynamics CRM 2013 is Business Process Flow and when you start using Microsoft Dynamics CRM 2013 you will notice that Microsoft has included three new BPF processes for you to understand how […]