Tip #140: Working with Dynamics CRM on iPad as System Admin or Customiser

System settings on iPad

As reported by Andre “I’ve got 88 in my handle” Margono: Recently I stumbled across a question in Dynamics CRM Forum regarding “How to see CRM Settings on a tablet browser” Out of my curiousity, I tried something on my iPad. The steps that I used to achieve this is using Google Chrome on iPad […]

Tip #133: Do not add CRM application pool account as a user

It’s quite common to configure Microsoft Dynamics CRM during the installation to use domain account to run web application service. In fact, this is exactly how you configure load balancing front-end configuration. It might be tempting to add the domain account selected to run CRMAppPool as CRM user. (Have no idea why, it just is). […]

Tip #128: Are you confusing your users?

Bulk editing fields properties

Don’t leave your end users scratching their heads due to the number of unused fields listed in Advanced Find.  Ensure you set the Searchable characteristic of all “unused” attributes to No.  Unused attributes are those fields that do not show up in Views or on Forms.  From an end user perspective, they are not used since […]

Tip #126: Removing an entity from “Quick Create”

One of the new features of Microsoft Dynamics CRM 2013 is the ability to use Quick Create: The Quick Create menu contains multiple entities out of the box but you can remove an entity the organization is not using by following these 3 simple steps – we will remove the “Competitor” entity in this example: 1. Navigate […]

Tip #101: Can you transate this please?

So just how many languages does Microsoft Dynamics CRM speak?  Is it 10, 15 or maybe 25?  Dynamics CRM speaks a whopping 41 languages.  It’s a translating machine. Chinese (Hong Kong), Chinese (PRC), Chinese (Taiwan), Danish, Dutch, English, French, German, Italian, Japanese, Korean, Portuguese (Brazil), Spanish (International), Basque, Bulgarian, Catalan, Croatian, Estonian, Galician, Hindi, Kazakh, […]

Tip #63: Execute javascript code during debug session

Changing current frame in IE

There are times when you want to quickly test out a piece of form Javascript code in the Developer Tools console. Microsoft Dynamics CRM 2013 renders form content in frames and you have to prefix frames[0] or frames[1] to “Xrm.” to get the code running. In Chrome you can choose the target frame that you […]