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Dynamics 365 Blog

Upgrading to the CRM 2013 User Experience 

Goals This document covers the User Experience (UX) enhancements delivered with the CRM 2013 and CRM Online Fall ‘13 release of Microsoft Dynamics CRM. A limited set of these experiences were delivered with the Microsoft Dynamics CRM December 2012 Service update for the CRM Online customers and this fall 2013 release is a milestone in...

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Increasing CRM Adoption with Inline Reporting 

Last week at Convergence I lead a session on reporting for Microsoft Dynamics CRM. At that session I’d promised to provide some more details on how you can embed SQL Server Reporting Services reports into your CRM forms. This technique improves adoption of CRM by adding context to forms and by providing a richer user...

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Business Card Design and Data Entry 

I recently returned from the Convergence 2007 conference in San Diego. At such events one acquires a neat little stack of business cards. I finally got around to entering them into our CRM system the other day and I had some interesting observations. CardScan Firstly let me just say I love my CardScan. It eats...

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CRM Toolbar Ribbon 

After the release of V3C, where we ‘ribbonized’ the CRM toolbar in the new Office 2007 Ribbon, I’ve been getting questions about why the CRM ribbon chunk appears in once place, but not in others. More often than not, this behavior is by design. To set the record straight, here’s where users will get to...

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When is a Browser not a Browser? 

I’ve recently had discussions with some colleagues about the user experience of the CRM Web Client, particularly in light of changes in behavior in IE 7. If you’ve been keeping up to date on the blog, you know from Michael Lu’s recent post that CRM startup behavior isn’t so smooth with IE 7’s tabbed browsing....

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Geographic Scheduling in CRM 

I’m going to beat the service scheduling horse one more time. That last time I posted on this topic I provided some information about the scheduling models that CRM’s service scheduling can handle. In that previous post I noted that service scheduling in CRM is a great fit for field service companies: it allows service managers...

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Making CRM Terminology Intuitive 

What is terminology in Microsoft CRM? Terminology is what we use to describe the collection of terms used for specific items in CRM, from entities/record types to wizard names to field labels. I spend a lot of time researching terms across Microsoft and in various industries trying to figure out which words will mean the...

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