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If you are facing the login window appearing in the Excel sheet after creating a dynamic Excel export from an IFD-enabled CRM organization, then there’s still a way to get the data into the Excel sheet: Export the Dynamic Worksheets (or Pivot Tables) from Microsoft Dynamics CRM. Open the Dynamic Worksheets with Excel. Excel will […]
Tip #188: How to Display Entity Image on CRM Form
Entity Image is introduced Dynamics CRM 2013. This is a really useful feature where we could have better presentation to quickly glance on the record. As the adage says: “A picture is worth a thousand words”. It seems quite common requirements for customizing the form, but it is not automatically enabled on the form. To […]
Tip #181: Your new favorite keyboard shortcut
If you are using CRM 2013 SP1, there is a great new keyboard shortcut to get performance metrics for a form. Open a record and press CTRL+Shift+Q. When you first press it, you will see the performance center, but it will be empty. Click “enable,” then click “refresh.” The form will reload and you will […]
Tip #153: How much space does my organization use
There are 10 ways to keep you organization on a diet but only one way to find out what’s going on (more or less). if you are a system administrator, click (or, as we say these days, tap) Settings > Administration > Resources In Use. Besides the storage figures (which are conveniently broken down by […]
Tip #142: Piggyback customer’s CRM for support
If you are a solution provider, CRM consultant or ISV, most likely you provide support to end-users in some shape or form. That includes collecting bug reports and feedback from the users. Extend your solution and include one or two additional entities, starting, for example, with Product Feedback and Bug Report, so that users do […]
Tip #140: Working with Dynamics CRM on iPad as System Admin or Customiser
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?
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 #102: Replace the first things first woman
For today’s tip we are going to revisit our most popular tip to date — #68: Do you know this woman? What if you don’t want to get rid of First Things First woman, but rather you would like to replace her with alternative versions? One thing we like to do is replace her with […]