Tip #554: Recently Visited Items in Outlook Client

One fantastic time saving feature in Dynamics CRM is recently visited items. In CRM in browser, if I click the drop-down arrow by an entity tile, I will see the recently viewed records for that entity. But what if I’m using CRM for Outlook? There is not drop-down to display the recently visited records. But […]

Tip #553: Is CRM Online storage expensive?

One of the critiques of CRM Online is the cost of storage. When compared with SharePoint Online, DropBox, Amazon Web Services (AWS), or other online storage providers, CRM Online is more expensive. However, you need to consider the type of storage when comparing storage plans and prices. Neil “New CRM Release – New Country” Benson […]

Tip #541: Don’t use white background for navigation icons

Ivan Kurtev tells us not to use white  (#ffffff) as a color for custom entities in CRM 2016. It causes navigation icons and relationship tiles in the mobile app to appear in glistening white, which is a fine color, that’s also the color of the font that the entity name is displayed on the relationship tiles, […]

Tip #534: Product Bundles

Product bundles is a feature that was added in Dynamics CRM 2015. Bundles addressed some of the major limitations of the old “kit” feature. It allows you to create product bundles that combine multiple products with various quantities, allowing users to add configured bundles to quotes, opportunities, and orders. The biggest improvement over the old […]

Tip #520: Appointment meeting invitations

In Dynamics CRM 2013 or later, synchronized appointments send meeting invitation emails to meeting attendees when they are created or updated. This is a feature that was commonly requested by CRM users, but there are some scenarios where you may not want this to happen. Meetings created or updated after the meeting happens Some users […]