Hints and Tips about Microsoft Dynamics CRM and related products. 
 
This is information is provided for general guidance only. Some features and functions may not be available to you depending on your user security role, system configuration or licence type. 
 
Always ensure you have a backup available when making changes to the system and if in any doubt ask your internal support or CRM Dynamics for assistance. 
 
These FAQ's generally are quick overviews - if you would like more detail or need some support/guidance please give us a call on 01908 929555. You will also find that most of these examples are taken from our training courses. 
 

Posts from June 2017

As well as being able to quickly access recently used records or views, with Microsoft Dynamics CRM 2016 you can "pin" your favourites for quick access. 
The dashboards in Dynamics CRM / 365 provide a fantastic overview for users, but frustratingly double clicking on a graphical element does not drill down but instead provides a somewhat unhelpful "Select field" dialogue. 
If you haven't come across this before, a Sandbox is a non-production CRM instance which gives administrators the ability to have a separate database for testing or training purposes. 
Searches and Filters applied to Views work on a "begins with" basis. To change a search to a "contains" search you can use the * as a wild character. 
 
Using the * in Filters works inthe same way - but has particular importance if you need to filter by postcode.