If you are facing the login window appearing in the Excel sheet after creating a dynamic Excel export from an IFD-enabled CRM organization, then there’s still a way to get the data into the Excel sheet: Export the Dynamic Worksheets (or Pivot Tables) from Microsoft Dynamics CRM. Open the Dynamic Worksheets with Excel. Excel will […]
Tip #178: Do you know what a wildcard is?
From time to time I discover that not everyone on this planet knows what the wildcard is or how to use it. Just the other day I overheard a conversation between two [reasonably advanced] business users that went along the lines: I was looking for this guy in our CRM but couldn’t find him. I […]
Tip #166: Become role customizer ninja
If you frequently modify security role and your wrist hurts because of all tiny mouse movements, there are some undocumented explicit links on the role dialog that could make your life much easier. Clicking on the entity name (e.g. Account) will cycle all privileges for this entity (i.e. Create, Read, etc) through all access levels […]
Tip #165: 1:1 with security twist
Usability of 1:1 relationships stretches far beyond UI candy. They can become a very useful tool that secures parts of the same logical record. For example, financial services company might use account entity to hold information about their customers but due to Chinese walls within the company, investment manager should not be able to access […]
Tip #160: If all I have is a Surface, how do I test Windows client?
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 #157: Beware of the human factor
When you design your business processes in CRM, one red should be if the success of the process depends on a user taking an action in CRM. For example, if you are designing an approval process, and your process says “After approving the record, the approver is going to click “share” and manually share with the […]
Tip #148: Simplify the customer lookup
In Dynamics CRM 2013 when you create a record such as a contact or opportunity that include the “Customer” lookup field that can resolve to an Account or Contact, and you type a company name in the customer field, you may get more results than expected. This is because when you type in the customer lookup […]
Tip #142: Piggyback customer’s CRM for support
If you are a solution provider, CRM consultant or ISV, most likely you provide support to end-users in some shape or form. That includes collecting bug reports and feedback from the users. Extend your solution and include one or two additional entities, starting, for example, with Product Feedback and Bug Report, so that users do […]
Tip #128: Are you confusing your users?
Don’t leave your end users scratching their heads due to the number of unused fields listed in Advanced Find. Ensure you set the Searchable characteristic of all “unused” attributes to No. Unused attributes are those fields that do not show up in Views or on Forms. From an end user perspective, they are not used since […]
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 […]