CRM 2011, by default, displays a feature at the top of every data view called the Getting Started Pane. Here’s how it looks for Contacts: This is great for new users, but after some period of time, you may wish to have that screen real estate to show more records on the screen. Luckily, you […]
Continue readingIf you have ever wondered if Dynamics CRM is holding on to your email and not sending it, there is a way to check: CRM 2011 In CRM 2011, just perform the following steps: 1) Select your Workplace area. 2) Click Activities. 3) Change your Activities view to E-mail. 4) Select My Pending E-mails: This […]
Continue readingThere is an often overlooked feature within the CRM web client that allows you to view the properties of a record. Here’s how it works: 1) Open a CRM record. 2) Click the File tab, then select properties: 3) The following dialog will be displayed: As you can see, it has created and modified information […]
Continue readingIn case you didn’t know, each CRM user can change their initial web client startup experience by modifying several different settings that control how the home page is displayed. Let’s walk through the process: Changing the Workplace You access your personal options through File, Options: When the Set Personal Options dialog is displayed, click […]
Continue readingWhen the CRM 2011 web client is opened, it performs a check to see if you have the Outlook client installed. If not, then it will display a notification at the top of the screen that will allow you to install the Outlook client, should you wish: This can be very annoying, should have not […]
Continue readingIt’s amazing what you can find browsing through the help file or manual sometimes. Case in point: Did you know Dynamics CRM had hotkeys for certain operations? Well it does. Here they are, grouped by functional area: General Keyboard Shortcuts Action Press Copy text Ctrl+C Paste text Ctrl+V Undo previous text change Ctrl+Z Save […]
Continue readingBy any odd chance have you ever noticed this new piece of chrome in the upper right corner of the CRM data entry forms: Those arrows allow you to move to the previous and next record in the current view without closing the form. Here’s a summary: Moves to the Previous Record. You may also […]
Continue readingIntroduction In case you didn’t know, it is a very bad practice to allow users to create contacts for employees of your company, using their company email address. It causes resolution issues when CRM attempts to automatically associate an inbound email with a person within CRM. If you have a CRM User with dummy@mycompany.com and […]
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