Tip #179: How to change CRM Online password

Demo user account record in CRM

Concerned about bleeding heart’s effects and decided to change your CRM password from pass@word1 to something a bit more robust? Nothing could be easier, right? Right, unless you are not an administrator and you have only CRM license assigned in which case instructions do not apply simply because mentioned menu is not there! “Easy”, say […]

Tip #147: If it’s something weird and it don’t look good

Technology is a temperamental mistress and, from time to time, things may not go quite as planned, and that includes CRM Online. Good news that even basic CRM Online subscription includes reasonable level of support. What is the quickest way to reach for help when you need it? To start with, download Microsoft Dynamics CRM […]

Tip #143: 10 Ways to Free Storage Space in Microsoft Dynamics CRM Online

CRM Online Storage Space Warning

If you get the eerie email warning you that you have reached 80% of the storage available for your CRM Online instance don’t panic. You have several options. One way to go is to buy an additional 1GB of storage for $9/month. The other alternative is to trim some of your existing use of the storage […]

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 #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 #109: Manage CRM documents and attachments when working from an iPad

So you’ve joined the modern world and are using CRM exclusively from an iPad. No more heavy laptop to tie you down. Once the thrill of being mobile wears off, you are struck with the realization, “How am I supposed to save documents and attachments to CRM?” While you have nearly full CRM functionality from […]