• Tips on Using Dynamics CRM 2015 Update 1 Themes

    Though not necessary critical to the success of your organization, there is a new Dynamics CRM feature in CRM 2015 that offers some great personalization is the addition of Themes. Themes allow you to add your logo and customize the coloration of your CRM instance. TO make these changes, go to Settings, Customizations, Themes. You […]

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  • Tips on Using Dynamics CRM 2015 Update 1 Navigation

    Microsoft promised fast and furious updates and they’re not disappointing. You’re no doubt getting lots of communication from Microsoft about your Dynamics CRM instance- and there’s a lot to digest and keep up with.

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  • Dynamics CRM Security Roles – Custom Entities Custom Role

    Microsoft Dynamics CRM Security has many layers, and can get awfully sticky if you’re not careful. We start off many of our Security Role discussions by saying it’s a good GREAT idea to save the out-of-the-box Security Roles provided by CRM and copy these roles to make your changes, or make new roles altogether. This is a safety net so if your changes get the best of you and you can’t quite find your way out of the visibility, append/ append-to, or any other scenario – you have a reset or referenceable option. I so value this tip that I will add it to every post I write on the topic.

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  • Tip: Microsoft Dynamics CRM 2015 Multi-Entity Search Setup

    We’ve covered the great functionality of Multi-Entity Search in CRM2015 here. Microsoft has included, right in the Command Bar, a great magnifying glass icon that takes us right to a page with a search window.  Typing an Account name will bring up Opportunities, Cases, Contacts with the word Coho- which is an awesome feature!   […]

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  • Microsoft Dynamics CRM 2015: A Sneak Peek into Multi-Entity Search

    Microsoft has heard and delivered on some requests that are exciting for users! You’ve likely seen and approved your upgrade date- so you know when this will be coming your way.  A great function we’re getting with CRM2015 is Multi-Entity Search.  It’s as simple as this: wouldn’t it be nice to see any record associated […]

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  • Microsoft Dynamics CRM 2015 Business Process Flow Enhancements

    We often get good teasers about what’s to come in Microsoft Dynamics CRM releases, and one we waited for is the new Business Process Flow enhancements for 2015. Many organizations have Sales Processes that may branch off into different steps dependent on a particular action in selling. Previously we could only construct a fairly one […]

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  • Dynamics CRM 2013 Security Roles- Forms and Dashboards

    Forms and Dashboards are a central piece of Dynamics CRM 2013- and CRM 2013 security roles offer some awesome options to customize the user experience. We heard a lot in the past “can I lock down access to this particular Dashboard?” or “My users don’t need to see all of these in their list of Dashboards, can I […]

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  • Security Roles- Miscellaneous Privileges

    Dynamics CRM 2013 offers so many features and different ways to get users what they need. In some cases, this can be too much access (or even too overwhelming!) for users in organizations.  We’ll talk about Entity and Record visibility or editing later- but there are great options built in to CRM that are very helpful, […]

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  • Modifying Quote “Closed On” Date

    There are many instances in which it may be helpful to see the date that a Quote was closed. CRM includes a field to capture this information (Closed On).  Knowing that for some organizations, it could be important to see a view, or chart including this information- we’ve built out workflow for several instances that […]

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  • Quick Tips: Setting Personal Options

    Isn’t it lovely to customize things to meet your needs?  Dynamics CRM allows users to adjust some options to make their CRM experience even easier than it is already. When we provide User Training for our clients, we always take a few minutes (and we do mean few, as it’s very simple) to let users […]

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