Microsoft Dynamics CRM

Home » Microsoft Dynamics CRM » Rock My CRM » All Tags » mscrm

Browse by Tags

Related Posts

  • Blog Post: Training, Training, Training

    Mitch Milam
    Earlier in the month I participated in an MVP Roundtable with the xRMVirtual Users Group where I discussed the importance of training in overall success of your CRM implementation.  Let us review some of the key points:   Who to Train Well, everyone, actually.  Starting with the...
    on 31 Jan 2012

  • Blog Post: Changing the Lead Qualification Status Values

    Mitch Milam
    The Lead Entity within Microsoft Dynamics CRM 2011 is used to track your relationship with prospective customers. At some point in the relationship, they change from being simply a Lead into either a customer or someone who is no longer a prospect. The Lead Qualification Process Here is how leads...
    on 5 Jan 2012

  • Blog Post: Multi-Column Sorting Views in Dynamics CRM 2011

    Mitch Milam
    Views within Microsoft Dynamics CRM 2011, by default, support up to two pre-defined sortable columns, which are selected when the view is defined. However, it is possible to manually sort any View on multiple columns using a combination of your mouse and keyboard. Let’s walk through the process...
    on 27 Dec 2011

  • Blog Post: Refreshing a CRM View

    Mitch Milam
    In case you didn’t know, there is a refresh button built into the display of each and every View within CRM. If you look in the upper-right corner of the View, you’ll see two circular-green arrows: Clicking this button will refresh the contents of the grid. There is one caveat, however...
    on 15 Dec 2011

  • Blog Post: Be careful changing the full name format within Dynamics CRM

    Mitch Milam
    One of the settings that is available to a Dynamics CRM administrator is the ability to change the format of the full name.  The options can be seen below:     I’ve seen a few customers change the the format from the default, First Name Last Name , to Last Name, First Name...
    on 10 Dec 2011

  • Blog Post: Dynamics CRM: There is a whole lot of clicking going on

    Mitch Milam
    People new to Dynamics CRM are sometimes a little confused, and sometimes baffled, by the user interface. The most important thing to remember is that Dynamics CRM is a web application, even though there are times when it doesn’t look or act like a web application. Since it is a web application...
    on 9 Dec 2011

  • Blog Post: CRM 2011: Changes to the way things are deleted

    Mitch Milam
    It is worth nothing that there was a major change in the way that Dynamics CRM handles the deletion of records. In CRM 4.0, records were merely "marked" for deletion when the user deleted the record. An automated process would occur once every 24 hours to physically remove the records from...
    on 8 Dec 2011

  • Blog Post: CRM 2011: Using Sample Data

    Mitch Milam
    As you may know, Microsoft Dynamics CRM has a log of parts and pieces and sometimes it is difficult to determine what data goes into what box. Part of the problem is that when Dynamics CRM is first installed, it is a blank canvas, with no data to show you the interactions between the various Entities...
    on 29 Nov 2011

  • Blog Post: CRM 2011 Tip o’the Day: Hide the Getting Started Pane

    Mitch Milam
    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...
    on 18 Jul 2011

  • Blog Post: What is CRM doing with my Email?

    Mitch Milam
    If 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...
    on 13 Jul 2011

  • Blog Post: Displaying Properties for a CRM record

    Mitch Milam
    There 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...
    on 12 Jul 2011

  • Blog Post: CRM 2011 Tip o’the day: Disabling the Install Outlook Notification

    Mitch Milam
    When 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 wish to...
    on 24 Jun 2011

  • Blog Post: Categorize your CRM Contacts using Relationship Type

    Mitch Milam
    One of the most powerful fields on the Dynamics CRM Contact entity is something called the Relationship Type. This field allows you to categorize your contacts by specifying who they are: customer, vendor, partner, etc. Unfortunately, for some unknown reason, this field is missing from the default...
    on 23 Jun 2011

  • Blog Post: CRM 2011 Tip o’the Day: Keyboard Shortcuts

    Mitch Milam
    It’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 ...
    on 22 Jun 2011

  • Blog Post: CRM 2011 Tip o’the Day: Moving to the next and previous records

    Mitch Milam
    By 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...
    on 20 Jun 2011

  • Blog Post: Using CRM workflow to detect company email addresses within contacts

    Mitch Milam
    Introduction 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...
    on 17 Jun 2011