Tip #151: What happens if you don’t install the SP1 updates?

After your organization is updated to SP1/CRM Online Spring ’14 update, platform enhancements and bug fixes are enabled, but the new customer service features and the new service management area in the Settings menu are not enabled until you go to Settings–>Administration and click “install product updates.” So what if you don’t use Cases and Queues? Do you need […]

Tip #149: If you are missing the “Service Management” link after upgrading to SP1

After your Dynamics CRM 2013 organization is upgraded to SP1/Spring ’14 update, and you install product updates in the Settings–>Administration area, you should see a new link called “Service Management” in the Settings area. If you don’t see this link after you install the product updates, clear your browser cache or click CTRL+F5 If after […]

Tip #139: Train your users on CRM for Tablets

If you are deploying CRM for Tablets for iPad, how do you train your users? Like with any CRM deployment, you will want to conduct user training and maybe record the training for future reference. This can be a challenge, because you can’t easily display your iPad screen on all screen sharing solutions (like Microsoft […]

Tip #132: Consider how users will be accessing CRM

Now that we live In a multi-browser, multi-device world, it is very important to consider how your users will be accessing CRM when you configure forms. Dynamics CRM 2013 includes a fantastic responsive design that rearranges the tabs and sections to fit the screen size on which it is being viewed. This means that, if […]