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 #139: Train your users on CRM for Tablets
If you are deploying CRM for Tablets for iPad, how do you train your users? Like with any CRM deployment, you will want to conduct user training and maybe record the training for future reference. This can be a challenge, because you can’t easily display your iPad screen on all screen sharing solutions (like Microsoft […]
Tip #138: Update your tablet app
There is a new update available for CRM for tablets app for iPad. The update allows the app to be reconfigured to other users or organizations. This is a big enhancement, and will be welcome news to anyone who works with multiple CRM organizations. It will also be very useful when testing customization changes in […]
Tip #135: What to check if on-disk plugin registration fails
Registering plugin on disk has its benefits but can be tricky business. Plugin registration tool that comes with SDK is very coy about the errors and display the following message (in the log section of the form): ERROR: Occurred while checking whether the assembly exists You can opt to see more details about fault exception […]
Tip #134: How to block click-to-call in CRM
People would like to have an option to switch click-to-call functionality off. Unfortunately, none of the suggestions is going to work. Why? Because this functionality relies on URL protocols skype: (for Skype) and tel: (for Lync). You can try fooling the system by deregistering protocols, fiddling with the registry, disabling addins, blocking addins, directing to […]
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 #132: Consider how users will be accessing CRM
Now that we live In a multi-browser, multi-device world, it is very important to consider how your users will be accessing CRM when you configure forms. Dynamics CRM 2013 includes a fantastic responsive design that rearranges the tabs and sections to fit the screen size on which it is being viewed. This means that, if […]
Tip #131: Test CRM for Tablets from CRM not for Tablets
Following a cool tip about testing CRM for Tablets from my fellow tipster Joel, I figured that if anyone knows your URL and orgname, it’d be your CRM organization and it should be possible to run this test from inside any CRM organization without trying to memorize ngas and orgnames or remember to login before […]
Tip #130: Finding CRM 2013 Trial Key Licenses
Once you get to the download page for Microsoft Dynamics CRM Server 2013 for obtain the code to install the onpremise implementation we often neglect to think to look on the page for the trial key license. All you need to do is to expand the Details tab to expose the keys. Or should not even want to […]
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 […]