Dynamics CRM Tips and Tricks

Hello Readers! The following Dynamics CRM tips and tricks might help you to save some time.

Hide Time on Email Templates

Use the following formula, assuming you want to place ‘Created on’ of Case on Email Template:

‘{!incident:createdon/@date;}’

Reduce Number of Clicks

Use recently viewed ‘Views’ and ‘Records’.

reduce number of clicks - Dynamics CRM Tips and tricks

 

Use up and down arrows (top right) on records to move to the next/previous record.

use up and down arrows

 

Use Alphabet bar on the bottom of the page to filter.

use alphabet bar

Increase Export to Excel Limit in Dynamics CRM Online

Use OrgDBorgsettings Dynamics CRM Organization Settings Editor (works well on Dynamics CRM 2013, 2015 & 2016 Online).

increase export to excel

Save Your Time & Use Keyboard Shortcuts

CTRL+S-Saves the record/form.

Esc- Close the Dialog box.

CTRL+D- Delete a record.

AL+S- Save & Close.

Shift+ALT+T- Insert a Template on Email.

Workflow Utilities for Dynamics 365

Check out and use Dynamics 365 Workflow Tools.

Auto-Generate Documents – Quotes, Invoices, etc.

Use Document Templates by Going to settings > Templates.

Auto Generate Word Template in Dynamics CRM 2016 and attach in Email

Customize Field Service Mobile App

Use Resco Mobile Woodford Solution for customization. See: Install the Field Service mobile app

Add Members of a Marketing List to Another List (One Click Solution)

Check out this blog post: Adding A Member from One Marketing List to Another

Business Process Flows Limitations

(Technet: Business process flows)

  • There can be no more than 10 activated business process flow processes per entity.
  • Each process can contain no more than 30 stages.
  • Multi-entity processes can contain no more than five entities.

Use Business Rules (Get rid of JavaScripts)

Use Business Rules to get rid of simple JavaScripts:

Understanding Business Rules in MS Dynamics CRM

Calculated & Rollup fields (Avoid plugins)

This is the best thing ever happened. 🙂  link below

Calculated and rollup attributes

Test the Performance/Diagnostics

Add this tools/diagnostics/diag.aspx to your CRM URL (Suffix) and click run.

Testing Performance on Forms CTRL+SHIFT+Q

 

Hope this helps.

Happy CRM’ing!

 

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