Feels like Friday today and that means new video from our underground lab. “Your CRM is boring!” Not anymore! Would you like your CRM to take on Barbie palette? No problem! In this video we walk you though the new theming feature that was release as part of the spring update 2015, which means CRM […]
Tip #55: How to make your time control look nice on BPF ribbon
If you have a date/time attribute as part of your Business Process Flow, you may notice that the time dropdown does not quite fit on BPF ribbon: Currently there is no solution to the problem, but there is a simple workaround: change your personal time format to a 24 hours format. Click on the Settings […]
Tip #15: Auto refresh CRM dashboard
Some implementations manage fast-paced processes that bring fresh data to CRM every minute (for example, busy call center). Dashboards in these scenarios can be very useful, however they will age very quickly and potentially display obsolete information. While it is probably not an issue for the most end-users who drive CRM interface as part of […]
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 […]