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?

Bulk editing fields properties

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 […]

Tip #101: Can you transate this please?

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, […]

Tip #94: Cancel workflow in style

Sample message for canceled workflow

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. […]

Tip #85: Optimal Internet Explorer Settings for CRM

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 […]

Tip #84: What a difference a date makes

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 […]