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. 
This field type was introduced in Microsoft Dynamics CRM 2016 Service Pack 1 and Microsoft Dynamics CRM Online 2016 Update 1. 
This is a special type of Lookup field that can be used to specify a customer (or potential customer) - which could be an Account or a Contact. 
Microsoft Dynamics CRM / 365 uses a concept of Active and Inactive records throughout the application, and it applies to records in most entities. Most entities (but not all) provide the option to deactivate records. 
From time to time you may find duplicates within your database and want to merge them - without losing any data. 
Introduced in CRM Online 2016 Update 1 was an on-demand backup that you can perform on Production and Sandbox instances (of Online 2016 Update 1). This gives you multiple options for securing your database. 
Too many activities and can't find what you are looking for? 
After a while the Social Pane | Activities can become very long with a large number of different entries covering a long period of time. You can click on the icon to open the Associated View and filter from there. 
Did you know you can also filter by activity type directly within the Social Pane? 
When you create a new dashboard you start by selecting one of a choice of (currently seven) standard layouts. 
Although these give a variety of designs, you may still want to make minor changes to suit your specific needs. 
Hidden options that easily get missed are the options to increase and decrease the height and width of any component within the dashboard. 
If you have sufficient security privileges the default Theme and logo can be changed to reflect your company branding and colour scheme. 
First go to Settings | Customisation | Themes 
Using parent records allows you to build up a hierarch of for example Accounts, Users or Opportunities. This is great for giving a graphical image of a hierarchy, but did you know you can also use this in Advanced Find queries? 
Sometimes a field label on a form may not be fully visibile if the available space is too small. 
It is a simple change to increase the width of the section to allow the entire label to be displayed. 
Our site uses cookies. For more information, see our cookie policy. ACCEPT COOKIES MANAGE SETTINGS