If you have CRM Online orgnanization that still uses Live ID authentication, by now you would have received an email reminder that opens with: Our records show you have not completed the Transition wizard. Completion of the Transition wizard is necessary to move your Microsoft Dynamics CRM Online subscription to the Microsoft online services environment. […]
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 […]
Happy New Year Ladies and Gentlemen – Gus Gonzalez here driving the CRM Tipping Truck today! One of the biggest additions to Microsoft Dynamics CRM 2013 is Business Process Flow and when you start using Microsoft Dynamics CRM 2013 you will notice that Microsoft has included three new BPF processes for you to understand how […]
A little known secret for CRM Online users and a good reminder from Daniel Cai. If you’ve added additional search fields to your Quick find or other views, the underlying entity contains a large number of records, and the response time is slow, you might need a custom SQL index added to improve the performance. […]
If you use CRM Online on the Office 365 platform, you will notice that the main fields on the user record are read only. This is because user information is managed in Office 365 and synchronizes to CRM. For example, say you have a CRM environment that already contains active users, and you want to […]
If you were an early adopter of CRM 2013, you will be happy to hear that Update Rollup 1 is available for Microsoft Dynamics CRM 2013. Get the download here. Read the knowledge base article here, which details everything that is changed in Update Rollup 1.
Stuck with a shortsighted choice of URL for your organization, like choosespain.crm.dynamics.com? Now you can easily change it in Office 365 Admin Center. Simply edit the URL and, if it’s available, it’s yours! Few things to be aware of: Old URL will be available for 24 hours after the change. Advise users of the new […]
If you have a CRM Online with 25 or more paid Professional user licenses, your subscription includes additional non-production instance. Paid is a keyword here that excludes some types of subscriptions like Partner IUR (Internal Usage Rights) benefits. The other non-obvious step, as told by none other but our guest tipster Gus Gonzalez, is enabling […]
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