Tip #450: System Settings – Previews Tab

CRM Online System Settings

As of CRM Online version 7.1 there is another new tab on the Systems Setting configuration window. The new previews tab is where the CRM Admin will enable access for their organization to some really cool new features – IFRAME in tablets, the Web API Developer Preview and my personal new favorite the CRM App […]

Tip #448: Tipster guide to Dynamics CRM for Phones: Customizer View

Dynamics CRM recently released an updated Dynamics CRM for Phones app as part of the Spring Update 1. It’s Friday and it’s time for a video walk-through. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas […]

Tip #401: Dynamics CRM for Good

Microsoft and Good Technology recently introduced a version of the Dynamics CRM for Tablets app. The Dynamics CRM for Good app adds a layer of security by verifying the user’s identity when launching the app. You can find out more at the Good Technology website. Here are the things that you need to know. You […]

Tip #227: View desktop version of CRM in IOS 8

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 […]

Tip #160: If all I have is a Surface, how do I test Windows client?

Windows 7 & 8 in Azure

My work laptop is a mighty Lenovo W530 with upteen cores, bazillion GBs of RAM and quadrillions of TBs of SSD drive space. The only problem is that carrying it around keeps my chiropractor very busy. So when I travel, I dock this monster behind the firewall and carry around something like Surface or the […]

Tip #140: Working with Dynamics CRM on iPad as System Admin or Customiser

System settings on iPad

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 #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 […]