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Tip #71: Option Set and Form Layout

Option Set Drop Down After Editing the Layout

Currently there is a User Interface ‘bug’ where users are seeing a very small drop down list for option sets. When the drop down list tries to extend past the Section Line or overlaps another Field, it gets cut off. We are waiting for Update Release to fix it. But in the meantime there are […]

Posted on February 17, 2014 by Jerry Weinstock in CRM 2013, Usability
Tagged customize, form | Leave a comment

Tip #59: Marketing List Form Layout for List Type

Marketing List Form with Type in upper left column

On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]

Posted on January 30, 2014 by Jerry Weinstock in CRM 2011, CRM 2013, Marketing, Usability
Tagged customize, form, marketing lists | Leave a comment

Tip #57: Secure Real-time Workflow Execution

Real-time Workflows

Executing real-time workflows has it’s own security setting. It is in addition to and separate from executing a background workflow. Open up the security role, move the Customization tab, scroll down to Miscellaneous Privileges and assign the appropriate scope.

Posted on January 28, 2014 by Jerry Weinstock in CRM 2013, Security, Workflow
Tagged administration, security, workflow | Leave a comment
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