CRM Tips & Tricks2 – June 2014

CRM Tips & Tricks – June 2014

Tip #2: Accessing Recently Viewed Records 2011 vs. CRM 2013

Sometimes it’s very handy to use a shortcut to view recently viewed records, rather than having to navigate to a particular view and locate the record you want.

CRM Tips & Tricks1 – June 2014

Tip #1: Setting a Default View in CRM 2011 vs. CRM 2013 
Setting a default view for a particular type of entity can save many clicks over time. Luckily, you can do this for both CRM 2011 and CRM 2013. Here’s how!

CRM 2011

When you navigate to an entity in CRM 2011, you will notice that your view always opens on the same default view.

Microsoft Dynamics CRM 2013 iPhone App Look

The new iPhone app by Microsoft for CRM 2013 was recently released. While most of the folks in the office here at PowerObjects are Windows Phone users, there are a few of us who remain on the dark side as iPhone users. I recently installed the app on an iPhone with iOS 7 and gave it a test drive.

Exploring the Quick View Forms in CRM 2013

One of the exciting new features of Microsoft Dynamics CRM 2013  is called the Quick View Form, which allows you to view summarized information from one record in another record. This blog will show you how to create and use a quick view forms in CRM 2013. It consists of a two-step process:

Step 1: Create the quick view form on the desired record that will be displayed.

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