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At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. If you use Microsoft Dynamics CRM 2013 and have seen activities like appointments being duplicated, the following may be the cause. If you create an appointment and change the […]
Tip #87: Somebody needs to own it
At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One great question was how should you deal with issues that can be a problem for any enterprise system, such as performance, poor user adoption, duplicate data, and other […]
Tip #86: Publish Duplicate Detection Rules
At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One question was asked about preventing duplicates in CRM 2013. As you may know, Microsoft Dynamics CRM 2013 no longer includes the duplicate detection dialog on the form that […]
Tip #85: Optimal Internet Explorer Settings for CRM
Besides writing tips, I also post on the CRM TechNet wiki. I recently wrote a post listing the optimal settings for Internet Explorer. This is something I frequently get asked for. Even if you use a different browser, if you use Microsoft Dynamics CRM for Outlook, when you access records, you will still be using […]
Tip #83: Bring back the record properties dialog
One of the items that is missed by some users after upgrading to Microsoft Dynamics CRM 2013 is the record properties dialog. This is the 2011 feature that shows you the created by, created on, and modified information about a record. Many users loved this feature, because it gave them an easy way to see […]
Tip #82: Automate going offline
If you use the offline capability in Microsoft Dynamics CRM, did you know that you can make the go offline process automatic? So if you lose your internet connection, you can continue to work in CRM without having to hit the “Go Offline” button. Turn on background local data synchronization. In CRM 2013 Update Rollup […]
Tip #75: Make iOS7 Remember Your CRM Password
I have heard multiple users report that IOS7 does not remember their passwords, whether for CRM for Phones (Mobile Express) on iPhone or using CRM in Safari on an iPad, and that they have to type in their credentials every time they try to use it. This is due to a new private browsing feature in […]
Tip #74: Print a CRM record
This is one of those “obvious if you know it” tips, but something that several users have asked me about when upgrading to Microsoft Dynamics CRM 2013. Where is the print button? To print a record in Microsoft Dynamics CRM 2013 (web client) Click the gear in the upper right hand corner by your name […]
Tip #73: Be aware of what is compatible with your CRM environment
Microsoft Dynamics CRM depends on multiple other systems, such as Windows, SQL Server, Microsoft Exchange, and Outlook. To work in harmony, you need to be sure the version of those systems and applications is compatible with your version of Microsoft Dynamics CRM. Microsoft maintains and regularly updates a compatibility list for Dynamics CRM. So if […]
Tip #70: 5 ways to make your CRM environment more lovable
Happy Valentine’s Day. If you are like me, you love CRM. But as with any relationship, sometimes there are things that can cause issues with the relationship. The following are some good tips on how to make the relationship between your Microsoft Dynamics CRM environment and its users more harmonious. Make forms easier to navigate. […]