Tip #75: Make iOS7 Remember Your CRM Password
I have heard multiple users report that IOS7 does not remember their passwords, whether for CRM for Phones (Mobile Express) on iPhone or using CRM in Safari on an iPad, and that they have to type in...
View ArticleTip #132: Consider how users will be accessing CRM
Now that we live In a multi-browser, multi-device world, it is very important to consider how your users will be accessing CRM when you configure forms. Dynamics CRM 2013 includes a fantastic...
View ArticleTip #140: Working with Dynamics CRM on iPad as System Admin or Customiser
As reported by Andre “I’ve got 88 in my handle” Margono: Recently I stumbled across a question in Dynamics CRM Forum regarding “How to see CRM Settings on a tablet browser” Out of my curiousity, I...
View ArticleTip #160: If all I have is a Surface, how do I test Windows client?
My work laptop is a mighty Lenovo W530 with upteen cores, bazillion GBs of RAM and quadrillions of TBs of SSD drive space. The only problem is that carrying it around keeps my chiropractor very busy....
View ArticleTip #201: Mobile App New Features Spring ’14
If you are still trying to figure out all the new features in the Spring ’14 release to Microsoft Dynamics CRM Online, join the crowd. It’s the old, drink from the fire hose challenge. So over the next...
View ArticleTip #208: Make Dashboards More Touch Friendly
In Dynamics CRM 2013 when using touch on a PC or a tablet like an iPad, you can view dashboards, but sometimes navigation and scrolling on dashboards via touch can be a bit tricky. When you touch a...
View ArticleTip #227: View desktop version of CRM in IOS 8
Dynamics CRM hides some links when the application is opened in a mobile browser, like IOS Safari. This includes admin functions that are not designed for mobile browsers, like run report, Advanced...
View ArticleTip #401: Dynamics CRM for Good
Microsoft and Good Technology recently introduced a version of the Dynamics CRM for Tablets app. The Dynamics CRM for Good app adds a layer of security by verifying the user’s identity when launching...
View ArticleTip #448: Tipster guide to Dynamics CRM for Phones: Customizer View
Dynamics CRM recently released an updated Dynamics CRM for Phones app as part of the Spring Update 1. It’s Friday and it’s time for a video walk-through. Give us your feedback, all of it: good, bad,...
View ArticleTip #450: System Settings – Previews Tab
As of CRM Online version 7.1 there is another new tab on the Systems Setting configuration window. The new previews tab is where the CRM Admin will enable access for their organization to some really...
View ArticleTip #466: It’s not a privilege
Way back in Tip 226, we talked about the sitemap privilege tag that can be used to hide sitemap subarea links for users that don’t have a specific entity permission. One thing that you should know is...
View ArticleTip #480: Mobile App Troubleshooting
Recently we ran into a vexing issue with the use of the Dynamics CRM (for phone) app. The error was occurring on all three platforms we tested – Windows Phone, Windows Desktop and Android phone. We...
View ArticleTip #481: Mobile App Troubleshooting Part 2
Yesterday I posted a tip about Mobile App Troubleshooting regarding duplicate views creating an error message in the mobile app. Today I would like to add to that with an issue that we experienced...
View ArticleTip #495: Include “Name” as first column in views for mobile or Safari
We now have so many tips coming from Scott “Captain Redlaces” Sewell that the pressure is mounting to add Captain as ah honorary tipster or, at very least, dedicate a category for him. As suggested by...
View ArticleTip #497: Avoid multi-column sections if using mobile
Another awesome TIL from Scott “Captain Redlaces” Sewell. tl;dr Avoid multi-column sections on your CRM forms. (If you’re going to use the Mobile Apps) Today I Learned If you’re going to use one of the...
View ArticleTip #500: Captain Redlaces’ Mobile Manifesto
What would be the better way to celebrate our 500th tip than to welcome Scott “Captain Redlaces” Sewell as our residential tipster? He opens strongly, not with just a tip but a manifesto. Dynamics CRM...
View ArticleTip #541: Don’t use white background for navigation icons
Ivan Kurtev tells us not to use white (#ffffff) as a color for custom entities in CRM 2016. It causes navigation icons and relationship tiles in the mobile app to appear in glistening white, which is...
View ArticleTip #551: Business Rules and “new” lookup values in mobile
In CRM 2015, if you use CRM mobile and you have a business rule that references a lookup field, if you create a new record in the lookup field, the business rule will not fire. This issue is fixed in...
View ArticleTip #562: Tipster guide to Dynamics CRM 2016 New Visual Controls for Mobile...
Woot-woot! It’s Friday, folks, time for another animation. Dynamics CRM 2016 introduces new visual controls that can be used on a variety of different fields types to enhance the user experience on...
View ArticleTip #466: It’s not a privilege
Way back in Tip 226, we talked about the sitemap privilege tag that can be used to hide sitemap subarea links for users that don’t have a specific entity permission. One thing that you should know is...
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