Tip #218: Sales Literature vs. SharePoint

So you have implemented Dynamics CRM with SharePoint document integration. The mindset of many companies with SharePoint is that SharePoint is where all documents should live, and that is a good idea, as SharePoint provides document collaboration features not found in CRM. However, Microsoft Dynamics CRM includes Sales Literature functionality. The value of sales literature is that […]

Tip #216: In a parallel dimension

I’ve had the following discussion with two different CRM administrators in the past week. We’ll call them “Larry.” Larry: “My CRM organization is very slow. I try to search for records and it takes 25 seconds. I tried to import an organization, and it took 25 hours to complete.” Me: “What is your Max Degrees of Parallelism setting in […]

Tip #213: Add a subgrid of related security roles to the user or team form

In a comment on Tip 211: When upgrading, don’t forget the team form, Pebo asked “what about the possibility for showing roles in subgrids of teams and user forms?” This is a great question, and we have an answer. First, you need to understand security roles in Dynamics CRM. There is not just one record for […]

Tip #211: When upgrading, don’t forget the team form

When upgrading a deployment of Microsoft Dynamics CRM to version 2013, it is easy to overlook some of the back-end forms. These don’t get the attention of entities like Accounts and Cases, but they are very important to the people who use them. One of my favorite new forms in 2013 is the Team form. […]

Tip #197: Don’t forget the cascading

You implement Microsoft Dynamics CRM and create a custom entity called “Account Review” as a child of the account entity. This entity is part of a sales management account review process. You make the entity relationship parental so that deletions and re-assignments of account records will cascade to related Account Review records. Five years later, when […]

Tip #196: Why can’t I funnel or pie?

I received an excellent question this morning: “Dear Tip, why can’t I do a funnel or pie chart? These buttons are grayed out!” The reason the buttons for funnel and pie are grayed out is because the chart definition includes multiple categories. Pie and funnel charts only support single groupings (series and category). When doing […]