Dynamics CRM hides some links when the application is opened in a mobile browser, like IOS Safari. This includes admin functions that are not designed for mobile browsers, like run report, Advanced Find, and the Settings area. If you still would like to have these buttons appear on your tablet, third party browsers like Google […]
If you wish to have a link in the Dynamics CRM sitemap menu only appear for certain people, this can be accomplished by adding the privilege tag to the subarea in the sitemap XML. This allows you to specify that users must have the permission specified to see the link. For example, in the standard […]
Friday, September 19 International Talk Like a Pirate Day 2014 If ye be usin’ Dynamics C Arrrrrrrrrrrr M fer several years, ye may spy wit’ ye eye that CRM starts runnin’ like a scallywag. Here be several thin’s ye can do to swab th’ deck ‘o ye CRM system, hoist performance, ‘n spit shine th’ cobwebs […]
In Tuesday’s tip, George Doubinski threw me under the bus gave a great alternative use for translation files in Dynamics CRM. The eight year old boy that I pay to write tips for me thought that this was a great tip, and made me think of some other alternative uses for Dynamics CRM features. By […]
Browsers are on a war path. First, in case you were wondering why editing emails in workflows no longer work, that’s because Chrome disabled showModalDialog, breaking bucketloads of CRM functionality relying on that. See this good summary for a comprehensive feature list and a temporary workaround. Firefox has been much sneakier than that. It kind […]
In Dynamics CRM 2013 or 2013 SP1, sometimes you will find that an option set won’t drop-down when you click on it. It doesn’t happen every time, but occasionally, when you click on the option set with your mouse, the option set will not drop down, but you can toggle through the options with your […]
In a comment on Tip 211: When upgrading, don’t forget the team form, Pebo asked “what about the possibility for showing roles in subgrids of teams and user forms?” This is a great question, and we have an answer. First, you need to understand security roles in Dynamics CRM. There is not just one record for […]
When upgrading a deployment of Microsoft Dynamics CRM to version 2013, it is easy to overlook some of the back-end forms. These don’t get the attention of entities like Accounts and Cases, but they are very important to the people who use them. One of my favorite new forms in 2013 is the Team form. […]
It’s the last day in the series of topic specific video posts for the Spring ’14 Dynamics CRM Online release. Today we have finish up with a collection of 6 different topics that I have grouped together. When you finish this set in the series give yourself the Spring ’14 Badge of Knowledge. Misc Items […]
It’s day number 4 and hopefully you have an invested one hour each day for the last 3 days getting up to speed on all the great new features in CRM Online. Today there are few more videos than the other days and they are a bit longer. Why? Because the Service Module got a […]
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