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:
Reduce Number of Clicks
Use recently viewed ‘Views’ and ‘Records’.
Use up and down arrows (top right) on records to move to the next/previous record.
Use Alphabet bar on the bottom of the page to filter.
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).
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.
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.
Calculated & Rollup fields (Avoid plugins)
This is the best thing ever happened. 🙂 link below
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.