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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 #40: Forty and twelve
It’s been 40 [business] days since our first post. Is it a coincidence that Western Christians have been waiting and preparing for adventus for the exactly forty days ? May be. While Eastern Christians keep the bodies in check throughout 40 days of the Рождественский Пост, we’ve been feeding your minds a steady, healthy and […]
Tip #37: Update user information in CRM Online (Office 365)
If you use CRM Online on the Office 365 platform, you will notice that the main fields on the user record are read only. This is because user information is managed in Office 365 and synchronizes to CRM. For example, say you have a CRM environment that already contains active users, and you want to […]
Tip #35: Bring back member management for marketing list
When dynamic marketing list is copied to a static one, the new list appears to be disabled and Manage Members button is nowhere to be found. According to our guest tipster Scott Durow, this is because when Dynamic list is copied to a static one, it is marked ‘locked’ by default. If you set Locked […]
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. […]
Tip #9: Make the user record form a user adoption dashboard
By default, the Microsoft Dynamics CRM user form does not display all related owned or created record relations, because the user entity is related to virtually every entity multiple times. However, you can add subgrids to the user form to display records filtered by any created by or owning user relationship. This can make the […]