Certain entities that contain the activity roll-up feature, namely accounts, contacts and opportunities, are also equipped with a date filter that allows you to choose whether you want to see all the activities related to the record or just a selected subset. By default this is “Next 30 days”, but you also can choose between […]
Make CRM Activity Feeds easier to follow by creating custom groups
The functionality of the new Activity Feeds feature introduced in CRM Online R7 / CRM 2011 Update Rollup 5 is built around the concept of following specific records. This allows a very granular level of control for the users to select the specific items from which they wish to see posts on their personal wall. […]
CRM 2011 subgrids ain’t what associated views used to be
Back in the days before we had Microsoft Dynamics CRM 2011 available, it was a commonplace customization to show entities related to the parent entity directly on the parent’s form by utilizing an iFrame. Making information such as latest history items (nowadays called closed activities) quickly visible to any user opening the form is often […]
The price of customization
Although this excellent article by Vjekoslav Babic is written from the ERP and MS Dynamics NAV perspective, the same list holds true for the CRM side as well: Top 7 reasons why to avoid (much) customization Regressions can be tricky to hunt down and fix Go-live schedule can be delayed if the customizations are not […]
Attribute maps and importing customizations
After performing the basic installation of MS CRM, you will have a system that contains the default entities with all their fields, forms and so on. The next step will be to modify the entity customizations to suit the business needs of the organization. Typically there will be a development and/or test environment where the […]
Save your time by documenting
Documenting what your CRM environment looks like and what changes you’ve done to it can be such a drag. Compared to how fast you can perform and publish customization changes in Microsoft CRM, writing it all down and communicating it to the rest of the organization can take a lot more time (the same goes […]