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Hello Readers! The following Dynamics CRM tips and tricks might help you to save some time.
Use the following formula, assuming you want to place ‘Created on’ of Case on Email Template:
Use recently viewed ‘Views’ and ‘Records’.
Use up and down arrows (top right) on records to move to the next/previous record.
Use Alphabet bar on the bottom of the page to filter.
Use OrgDBorgsettings Dynamics CRM Organization Settings Editor (works well on Dynamics CRM 2013, 2015 & 2016 Online).
CTRL+S-Saves the record/form.
Esc- Close the Dialog box.
CTRL+D- Delete a record.
AL+S- Save & Close.
Shift+ALT+T- Insert a Template on Email.
Check out and use Dynamics 365 Workflow Tools.
Use Document Templates by Going to settings > Templates.
Auto Generate Word Template in Dynamics CRM 2016 and attach in Email
Use Resco Mobile Woodford Solution for customization. See: Install the Field Service mobile app
Check out this blog post: Adding A Member from One Marketing List to Another
(Technet: Business process flows)
Understanding Business Rules in MS Dynamics CRM
This is the best thing ever happened. link below
Calculated and rollup attributes
Add this tools/diagnostics/diag.aspx to your CRM URL (Suffix) and click run.
Testing Performance on Forms CTRL+SHIFT+Q
Hope this helps.
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