One of the changes from CRM 2011 to CRM 2013 is that the display name on the form for a field no longer wraps to the next line. It just kinds of fades off into the sunset. You can fix it by changing the width of the section that the fields is in. Take a […]
So just how many languages does Microsoft Dynamics CRM speak? Is it 10, 15 or maybe 25? Dynamics CRM speaks a whopping 41 languages. It’s a translating machine. Chinese (Hong Kong), Chinese (PRC), Chinese (Taiwan), Danish, Dutch, English, French, German, Italian, Japanese, Korean, Portuguese (Brazil), Spanish (International), Basque, Bulgarian, Catalan, Croatian, Estonian, Galician, Hindi, Kazakh, […]
If you decided to follow our previous tip and cancel workflows only when necessary, you may wonder what does the Set Properties button for this step do. As it turns out, stopping workflow has a single property called Status message: The best use of this property comes with the new real-time workflows in CRM 2013. […]
Besides writing tips, I also post on the CRM TechNet wiki. I recently wrote a post listing the optimal settings for Internet Explorer. This is something I frequently get asked for. Even if you use a different browser, if you use Microsoft Dynamics CRM for Outlook, when you access records, you will still be using […]
At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, but one question kept coming up time and time again, no matter whether the session was for administrators or developers. That’s right: how to deal with timezones when date-only field is used. Since our tipping truck is a […]
Currently there is a User Interface ‘bug’ where users are seeing a very small drop down list for option sets. When the drop down list tries to extend past the Section Line or overlaps another Field, it gets cut off. We are waiting for Update Release to fix it. But in the meantime there are […]
On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]
This is quite an old one but I keep finding people that don’t know about it. To quickly open your user settings record without hunting for a lookup link to your user record: Click on the settings cogwheel (in the top right hand corner next to your profile picture) Click Options Click on the user […]
If you have a date/time attribute as part of your Business Process Flow, you may notice that the time dropdown does not quite fit on BPF ribbon: Currently there is no solution to the problem, but there is a simple workaround: change your personal time format to a 24 hours format. Click on the Settings […]
Sometimes I receive an email that requires some kind of action, but I don’t have time to do that action now. I want to schedule time to work on it when I’m not as busy as I am at the moment. I track the email in Microsoft Dynamics CRM, then I drag the email from […]
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