Tip #42: Adding Ready-to-use Business Processes

Happy New Year Ladies and Gentlemen – Gus Gonzalez here driving the CRM Tipping Truck today! One of the biggest additions to Microsoft Dynamics CRM 2013 is Business Process Flow and when you start using Microsoft Dynamics CRM 2013 you will notice that Microsoft has included three new BPF processes for you to understand how […]

Tip #26: Self-service for CRM users

One of the most valuable input channels for CRM customizers and developers is direct feedback from the users. The problem is that average user is either too reluctant or too busy to spend time on feedback and that pretty much rules out third-party systems like getsatisfaction, uservoice, etc, however useful and clever they might be. […]

Tip #12: Use field descriptions to create tooltips

Field description as tooltip

In all previous versions of CRM field description served no purpose except reminding customizers what the field is about or serving as part of project documentation. CRM 2013 now displays the field description as a tooltip for the field label making it the first port of call to improve form usability and to provide instant […]

Tip #10: Use mouse wheel to navigate the sitemap

Sitemap navigation has dramatically changed in CRM 2013 with horizontal layout replacing classical sitemap tree of CRM 2011. If group contains large number of subareas, horizontal scrolling is added. Large and shiny 24″+ monitors with high resolutions just compound the issue if you need to get to the rightmost item in a large group. Mouse […]