Tip #227: View desktop version of CRM in IOS 8

Dynamics CRM hides some links when the application is opened in a mobile browser, like IOS Safari. This includes admin functions that are not designed for mobile browsers, like run report, Advanced Find, and the Settings area. If you still would like to have these buttons appear on your tablet, third party browsers like Google […]

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 […]