• Improved View Filters in CRM 2013

      Roshan Mehta, 12 September 2013

      Microsoft Dynamics CRM 2011 introduced filtering for system views across multiple entities which allows users to apply Excel-like filters to different sets of data in order to drill down and categorise records. To save these filtered views, users would have to click on the View tab on the ribbon, bu

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    • Set Your Default Start Page in CRM 2013

      Roshan Mehta, 11 September 2013

      In CRM 2013, users have the ability to set their default start page which is the first screen they see when they login to CRM. Each user can configure their start page through the Personal Options screen, but there are a number of different options available based on their job role. The basic config

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    • Quickly Create Records in CRM 2013

      Roshan Mehta, 09 September 2013

      I have been working with Dynamics CRM since version 4.0 and I must admit that one of the headaches is the ability to quickly create records. How many times have you had to create an inbound Phone Call activity in CRM only to find that it is difficult to link it to a Contact since they don’t ex

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    • CRM 2013 – Recently Viewed Records

      Roshan Mehta, 08 September 2013

      The ability to quickly find recently viewed records is a popular feature with CRM 2011 and allows users to get their jobs done fast! Users can find the “Recently Viewed Records” option on the navigation pane next to the “Home” button. This feature has been taken forward into

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    • Easy Navigation in CRM 2013

      Roshan Mehta, 07 September 2013

      Microsoft has invested huge amounts of time and money to improve the user experience in Dynamics CRM 2013. One of the pain points of previous versions of CRM was the excessive pop-up windows when working with multiple records. This has changed significantly with the new “flat UI” which a

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    • CRM 2013 – Process Forms Everywhere!

      Roshan Mehta, 06 September 2013

      Those of you who are using CRM 2011 Online or CRM 2011 On-Premise (rollup 12 or higher) will be slowly getting used to the new process forms for the Account, Contact, Lead, Opportunity and Case entities. These process forms show off the new “flat UI” which is designed to let users work w

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    • CRM 2013 – The New Navigation Bar

      Roshan Mehta, 05 September 2013

      When you first login to Microsoft Dynamics CRM 2013, one thing you will notice is that the navigation pane has disappeared! But don’t panic, as it has been replaced with a new navigation bar located at the top of the screen. The navigation bar is nicely tucked away allowing more screen real es

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    • Getting Started with CRM 2013

      Roshan Mehta, 04 September 2013

      Looking back at CRM 2011, we have all seen the under-utilised “Getting Started Pane” which was designed to provide contextual help based on the module you were currently working with in CRM. This has been greatly simplified into a tutorial when you log in to CRM 2013 to help users get st

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    • Microsoft Dynamics CRM 2013 Makes Business Personal

      Greg Olsen, 11 August 2013

      The next version of Microsoft Dynamics CRM is coming.  It’s called Microsoft Dynamics CRM 2013. This version is designed to redefine how businesses engage with their customers.  CRM 2013 represents the approach Microsoft Dynamics is taking to develop and deliver business solutions th

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