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Microsoft Dynamics CRM – Changing Multiple Records in 2013

March 13, 2014

Making an edit to multiple items in Microsoft Dynamics CRM 2013 is referred to as “changing multiple records”. The process is simple enough. (For this example, we’ll make a chance to a batch of tasks.) 1. Select the tasks you want to apply the edit to. You can select all of the tasks by clicking Read More

Business Intelligence with Interactive Charts in Microsoft Dynamics CRM Online Fall ’13

November 28, 2013

Before the upgrade to Microsoft Dynamics CRM Online Fall ’13 I had read that business intelligence would be taking a more prominent position in the new design, but I wasn’t quite sure how that would look. The pie charts and bar graphs of the past were useful, but often required navigating away from a list to Read More

Recently Viewed Items Two Clicks Away with Microsoft Dynamics CRM Online Fall ’13

November 26, 2013

A clear example of Microsoft’s commitment to providing the user with ample screen real estate in Microsoft Dynamics CRM Online Fall ’13 is illustrated beautifully by how it tucks away functionality. Another new feature that demonstrates this is the ability to see a series of Recently Viewed items with the click of a button. Especially useful for the busy salesperson Read More

Quick Customizations Possible with Form Editor Button in Microsoft Dynamics CRM Online Fall ’13

November 20, 2013

My “first impressions” exploration of the new Microsoft’s Dynamics CRM Online Fall ’13 interface revealed a feature I was not expecting. A feature so useful that it set off a full on office outburst. We’re talking about a level of excitement that demanded a hoot and a holler punctuated by a fist pump. All together now! What could possibly be so exciting? Welcome Read More

Quick Create Button a Major Plus in Microsoft Dynamics CRM Online Fall ’13

November 18, 2013

During my exploration of the new Microsoft’s Dynamics CRM Online Fall ’13 interface, one new feature that immediately stood out to me as useful was the Quick Create button. Represented as a minimalist plus sign (+) tucked into the narrow navy blue ‘ribbon’ on the top of the screen, this button packs a punch for Read More

First Impressions of New Interface and Features in Microsoft Dynamics CRM Online Fall ’13

November 15, 2013

The new Microsoft’s Dynamics CRM Online Fall ’13 upgrade went online for us yesterday, and I’m happy to share my first impressions, having spent the afternoon exploring the new interface. Major Visual Differences: “Goodbye”: Busy, cluttered layout with every functions in your face Bulky navigation pane on the left-hand side of the screen Context-sensitive ribbon Read More

Kelly Marshall

itgroove Alumni

Kelly Marshall

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