Tag Microsoft Connect

Features

How Would You Change the Dynamics CRM Navigation?

CRM 2013 introduced the first big change in the navigation logic of Dynamics CRM since version 3.0 in 2005. We went from a hierarchical, popup window driven UI with many ERP-ish menus to a more modern experience of a single…

February 19, 2014
community CRM 2013 Microsoft Connect usability user experience

Tips

Advanced Queries with Advanced Find

One of the more powerful features of Microsoft Dynamics CRM has to be the Advanced Find tool. What may initially seem like an intimidating maze of menus to a new Dynamics CRM user unfamiliar with the underlying data model, Advanced…

June 16, 2013
Advanced Find marketing marketing list Microsoft Connect search segmentation views

Annoyances, Features

Connections don’t merge, so be careful with duplicate records

Update 22.3.2012: this has now been fixed in Update Rollup 7 for Microsoft Dynamics CRM 2011 (KB 2600643). Go and get the file here, unless you’re using CRM Online. Connections are a nice new feature in Dynamics CRM 2011 that…

November 12, 2011
CRM 2011 data merge Microsoft Connect