When user wants to add item to a queue, the default view used to perform the lookup is the “Business Queues” view. Don’t try to look it up in customizations – it’s not there and seems to be hard-coded. Not only that, it’s not documented anywhere [I could find] making it extremely difficult to understand […]
You may have wondered what to do with all fiscal periods when they are not used by the business. Turns out, they could come really handy for crafting some advanced views. Just yesterday I needed to find in our CRM all past time entries excluding current month, that have not been invoiced yet (of course, […]
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 […]
One question I have been asked by several people upgrading to CRM 2013 is “where is Advanced Find.” In the simplified command bar of 2013, the Advanced Find button is not available from as many places as it was in CRM 2011. You can always find it by going to your “home” area, but there […]
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