10 Quick Tips for Microsoft Dynamics CRM

1. Clicking on the Phone ‘Formatted’ field launches Skype or Lync and creates a ‘Phone Call’ record.

phone dynamics crm
2. Form Keyboard Shortcuts with ‘Ctrl + S’ = Save being my favourite!

dynamics crm shortcuts

3. Cross Entity Business Process Flow

Microsoft Dynamics CRM 2013 introduced cross-entity business process flows. Up to five different entities can be combined in the same process flow.
Dynamics CRM includes an example cross-entity process flow called “Lead to Opportunity Sales Process”.

cross entity dynamics crm
4. Business Rules can execute on Quick create forms

Navigate to Settings -> Customization –> Entity where the quick create form exists. Expand the entity customization and go to Business Rules section, and define your business rule there. If Scope is set to all forms, the rule will apply to the quick create form too as long as all fields referenced by the business rule are present on the Quick Create form.

Business rules dynamics crm Business rules dynamics crm2

5. Entities must be enabled for mobile clients (phone and tablet separately)

mobile entities dynamics crm

6. Security Role Specific Dashboards

CRM now has the capability to control dashboard access in a simple and easy to use format using security roles.

security role specific dashboards

7. Verify Speed and Connectivity

crm diagnositcs
Go to http://[crmserver]/tools/diagnostics/diag.aspx or https://[crmserver]/tools/diagnostics.aspx

8. Streamline ‘Advanced Find’ search fields to make it more user friendly

Did you know that you can make fields that are not used by your organization unsearchable in the Advanced Find tool?

Advanced find streamline


9. Print a CRM record

print crm record

10. Update System View Filters

  1. Navigate to the view you wish to update
  2. Click the filter button in the upper right hand corner and filter the view as desired.system view folders crm
  3. Click the more options (…) button
  4. Click “Save Filters to Current System View”

    system view folders crm2

Dynamics 365 CRM How-To eGuide

41 pages of step-by-step instructions for 6 different key tasks in Dynamics 365 CRM apps. Includes interactions with Power Apps and Power Automate!

Get eGuide

Dynamics 365 CRM How-To eGuide

Get eGuide