Microsoft Dynamics “CRM5” Technology Preview Released Worldwide, On Premises and Online

Today is a major milestone in the development of  the next generation of Microsoft Dynamics CRM, code named “CRM5” as we are pleased to announce the availability of the Community Technical Preview 3 (CTP3) for this release. 
 
See full article at
 
 

Sorting on more than one column in Microsoft CRM

It can be done and its really simple:
 
  • Select a view
  • Hold the shift key down and select a column
  • Then select another column

Thats it! Records are sorted by multiple columns.

Sending and Copying Shortcuts of records

Sending Views, individual records or advanced find views can all be achieved from the “More Actions” menu

 

  • Select a record or group of records or an advanced find view, click more actions and then either:
  • Copy Shortcut to copy and paste into somewhere else
  • Send Shortcut to send an email of the link to another user

Outlook Favourites – Make CRM Folders a favourite folder

Really simple:
 
  • Open Outlook
  • Navigate to a Microsoft CRM Folder that you regularly use
  • Right click on the folder and select “Add to Favourite(s) Folder”
  • You can now go straight to the folder via the favourites folder section in Outlook

Using Follow Up to quickly create Activities

One under used options in Microsoftc CRM is the Follow Up button found on most entities in CRM. The Follow up button enables a user to quickly create activities of any type in the Form Assistant of the form they are working on. It removes the need to go to Activities -> New Activity -> Select the activity to create -> then wait for the window to open.
 
Its easy to use just click the follow up button highlighted below:
 
 
Then select the task that you want to create, enter the details and then either save or save an open it to add further details if required.
 
 
This is a really quick way of creating follow up phone call, tasks or any other type of activity, including those campaign activities for quick tracking of ROI on campaigns!!!

Utilising Internet Explorer Tabs for navigation in CRM

Just a quick post about how you can take advantage of the tabbing in Internet Explorer 7+ to improve user experience of Microsoft CRM.
 
I find that sometimes the popping of multiple windows when you click on a link can be confusing to a new user and cumbersome for certain type of users like people in support teams. A simple way of improving the experience I believe is to take advantage of tabbing in Internet Explorer so that each new window opens as a tab. This way a user can follow more clearly the order in which windows and records were openned and quickly navigate back to the start point.
 
So to do this:
 
1) Open Internet Explorer
2) Click Tools -> Internet Options
3) On the General Tab select Tabs Settings
 
 
4) Select the two highlighted settings
 
 
5) Click OK and Ok in Internet options to save the changes
6) All done select a link in CRM and a new tab should open rather than a window