• Installing Dynamics CRM 2013 for Outlook

      Roshan Mehta, 15 September 2013

      In this post, we will take a look at the installation process for Dynamics CRM 2013 for Outlook. Note that I am using the beta version for CRM 2013, so some screens might still contain references to “CRM 2011” such as the progress screen for file extraction. Step 1 – Extract Files

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    • Installing Dynamics CRM 2013 Server

      Roshan Mehta, 13 September 2013

      The process for installing Microsoft Dynamics CRM 2013 Server is very similar to the installation for CRM 2011, although there are a few new services that are installed. In this post, we will take a look at the CRM 2013 Server installation process. Note that I am installing the CRM 2013 Server Beta

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    • Search by Phone Number in CRM 2013

      Roshan Mehta, 12 September 2013

      One of the great improvements of CRM 2013 is the ability to quickly search for records. This is illustrated quite well when creating a new Phone Call activity when you need to identify the recipient of the phone call. In previous versions of CRM, you would have to use the lookup control to find a Co

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    • 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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    • Insufficient Privileges in CRM 2011

      Roshan Mehta, 29 August 2013

      This error never fails to confuse those who are configuring security in CRM 2011, especially when you have only started defining your security matrix. Getting the base privileges right just so that users can simply login to CRM can be a time-consuming task and you will most likely get errors along t

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    • Browser Link in Visual Studio 2013

      Roshan Mehta, 28 August 2013

      Many new features were announced for Visual Studio 2013 at the Build Conference in San Francisco with a lot of focus set on web development. The sessions presented by Scott Hanselman and Mads Kristensen were packed out with web developers wanting to get a sniff at what’s new. In this post, we

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    • CRM 2011 - Multiple Prompts for Credentials (401 Unauthorized)

      Roshan Mehta, 26 August 2013

      A client recently encountered an issue with their UAT server, which prompted users for credentials three times before displaying an HTTP 401 (Unauthorized) error whenever they tried to login to CRM. Note that this only occurred when trying to access CRM by referencing the server name directly in the

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    • CRM 2011 – Customize Address Views?

      Roshan Mehta, 08 August 2013

      I have recently been working with a customer who asked if it’s possible to create new views for the out-of-the-box Address entity in CRM 2011 Online. I thought I would try this in the Chrome browser only to see that the “view toolbar” was not available, so I was unable to create a

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