Tip #268: Beware of the implications of “non searchable” fields

One of my favorite ways to improve usability of Dynamics CRM Advanced Find is to set the fields that are not being used to be “non searchable.” You can do this by either selecting the fields in customization and clicking “edit” or by using the excellent field property editor in the XRM Toolbox (thanks again […]

Tip #260: Globally manage user settings in CRM

In Dynamics CRM, settings like default currency, number of records per page of view, and email tracking options are stored in the MSCRM database as user settings. This means that a user manages these settings. There are supported ways of updating these settings via the SDK, but Microsoft does not provide a UI for administrators […]

Tip #259: Upload files to CRM from OneDrive, DropBox or Google Drive

I love the availability of vast amounts of low-cost online storage these days. Microsoft just bumped up my OneDrive to unlimited space, and DropBox is giving me one TB. This means that I can get whatever files I need from almost any device. So if you use a cloud provider as your primary storage medium, […]