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 […]
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 […]
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, […]
Wow. 100 tips! We’ve covered a lot of tips in the past five months. Each of us learned many useful things from the other tipsters. One question we get asked from time to time is how do we come up with a steady stream of fresh tips? If you want to start your own blog […]
Did you now that Microsoft Dynamics CRM 2013 Business Process Flows: Are considered processes and are created from the Process area in the Settings module You can have up to 10 active process flows per entity Can contain up to 30 stages One process flow can use up to five different entities Users can switch […]
As MVP’s we get a lot of unsolicited questions from some members of the community. Just so you know, as a method of practice, I do not respond to these and that also goes for some other members of the MVP community. Our recommendation, which will definitely get you better results than asking one person, […]
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 […]
Today’s handy tip comes from none other than Amy “Deity of CRM Documentation” Langlois: We know we have more work to do to inform our customers where to go to get product information and we are working on some ideas to help alleviate that problem. In the meantime, in your communications with customers, please point […]
This is quite an old one but I keep finding people that don’t know about it. To quickly open your user settings record without hunting for a lookup link to your user record: Click on the settings cogwheel (in the top right hand corner next to your profile picture) Click Options Click on the user […]
If you have a date/time attribute as part of your Business Process Flow, you may notice that the time dropdown does not quite fit on BPF ribbon: Currently there is no solution to the problem, but there is a simple workaround: change your personal time format to a 24 hours format. Click on the Settings […]
of the