Tip #851: All Themed Up and Nowhere to Go…

In many Dynamics 365 implementations one of the customizations which can have an enormous impact to user adoption is the customization of the CRM Theme.  However, changes made to an organization’s theme are not solution aware.  As a result, each theme customization must be made manually in each environment.  Now, if there were no other way […]

Tip #132: Consider how users will be accessing CRM

Now that we live In a multi-browser, multi-device world, it is very important to consider how your users will be accessing CRM when you configure forms. Dynamics CRM 2013 includes a fantastic responsive design that rearranges the tabs and sections to fit the screen size on which it is being viewed. This means that, if […]

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 #70: 5 ways to make your CRM environment more lovable

We love CRM

Happy Valentine’s Day. If you are like me, you love CRM. But as with any relationship, sometimes there are things that can cause issues with the relationship. The following are some good tips on how to make the relationship between your Microsoft Dynamics CRM environment and its users more harmonious. Make forms easier to navigate. […]

Tip #56: Quickly open your user record

User information hyperlink on Settings form

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 […]

Tip #50: Auto-enable content in exported documents

Tired of selecting the Enable Content every time you open an Excel or Word document you’ve exported from CRM, saved from a mail attachment or downloaded? Good news, it is easy to change your settings. Here are the steps: Using Excel as an example: Select File -> Options Select Trust Center Select the Trust Center […]

Tip #47: Simple multi-select lists in CRM 2013

Multi-select lists in CRM 2013

There is no out of the box support for multi-select pick lists in Dynamics CRM but since the latest UI improvements in CRM2013 you can use a standard N:N Relationship with form sub-grid to get a most respectable multiple selection form field. For example, if we wanted a ‘Languages Spoken’ pick list on a Contact […]

Tip #32: Change your CRM Online URL

Stuck with a shortsighted choice of URL for your organization, like choosespain.crm.dynamics.com? Now you can easily change it in Office 365 Admin Center. Simply edit the URL and, if it’s available, it’s yours! Few things to be aware of: Old URL will be available for 24 hours after the change. Advise users of the new […]

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. […]