Microsoft Dynamics 365 Blog

Upgrading to the CRM 2013 User Experience 

7 min read

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…Read more

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Setting marked Alerts to Read (or Unread) the “Unread” column doesn’t get updated properly 

1 min read

Recently we recieved an issue where a user managing his Alerts in AX 2012 found, setting a selection of Alerts to “Read” failed to update the UI of the Alert notifications screen properly. How found:The user clicked the Alert Bell on the AX Client’s status bar to open Alert Notification form. In the form there where…Read more

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Increasing CRM Adoption with Inline Reporting 

4 min read

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…Read more

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Business Card Design and Data Entry 

3 min read

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…Read more

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CRM Toolbar Ribbon 

1 min read

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…Read more

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When is a Browser not a Browser? 

3 min read

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….Read more

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Geographic Scheduling in CRM 

2 min read

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…Read more

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Making CRM Terminology Intuitive 

3 min read

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…Read more

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SharePoint Document Libraries in Microsoft CRM 

2 min read

One of the key ways that you can integrate other web applications with Microsoft CRM is to use the Iframe control. When using Iframes to SharePoint Technologies pages you may want to remove the navigation and title bar chrome so that the document library has a more integrated appearance. Below are the steps I use…Read more

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Multi-lingual Support for Microsoft Dynamics CRM 

1 min read

I’m posting this blog so as to clarify the position of Multi-lingual support for Microsoft CRM from product prospective. Current Status Microsoft Dynamics CRM V3.0 although is available in 22 languages, there is no multi-lingual User Interface Support. That means that single Microsoft Dynamics CRM V3 cannot support multiple languages UI within the same installation,…Read more

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