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Advanced CRM Tips &

Tricks

# A L L I A N C E 2 0 1 7

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YOUR PRESENTERIRINA KON

SOLUTION ARCHITECT

JOINED SPARKROCK IN 2015

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TIPS & TRICKSHow to be more efficient in using CRM

E N D U S E R E F F I C I E N C Y

Tips that are applicable to

every day CRM usage.

A D M I N

Config and Performance

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INSTRUCTIONS

Each card contains either a

CHALLENGE – issue in CRM

SOLUTION – tip to overcome the issue

Walk around the room to find the challenge to your solution or the

solution to your challenge.

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TIP #1: N:N Relationships and Advanced Find

Challenge: Advanced find doesn’t show N:N relationship

Solution: Go to customizations for the N:N relationship and select Display

Option = Use Plural Name on both entities

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TIP #2: Advanced Find Clean Up

Challenge: Too many attributes for an entity in an advanced find.

Solution: Open the field customization and select Searchable = No

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TIP #3: Searching for records that do not contain related record

Challenge: How to find all contacts that don’t have any associated

activities?

Solution:

1. Create a marketing list for all records

2. Click remove records and follow the wizard

3. Use advanced find to find all records associated with that marketing list

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TIP #4: Customize Lookup Views

Challenge: How to select which fields show in the quick lookup view?

Solution:

CRM uses the first 3 columns of the record’s lookup view (in order). First

column on top, 2nd on the bottom left and 3rd on bottom right.

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TIP #5: Specify Filters on Views

Challenge:

Quickly update filters for a view.

Solution:

1. Navigate to the view

2. Click the filter button in the upper right hand corner and filter the view as

desired.

3. Click the more options

button

4. Click “Save Filters to

Current System View”

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TIP #6: Business Rules on Quick Create Form

Challenge:

Use business rules on quick create forms.

Solution:

Create a business rule for All Forms and as long as all the fields referenced

in the business rule are in the form, the business rule will execute.

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TIP #7: Network Statistics

Challenge:

The system is having some performance issues. Need to determine if it’s the

network or the application.

Solution:

Go to https://[YOUR CRM URL]/tools/diagnostics/diag.aspxto get network statistics:

Satisfactory latency is 150 ms or less

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TIP #8: Troubleshoot Form Performance

Challenge:

Form loads slowly. Need to determine what customization is causing the

issue.

Solution:

Go to a form. Press

Ctrl+Shift+Q

to show the CRM

Performance Centre

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TIP #9: Multi-Enviro Compatibility

Challenge:

Reduce effort in mapping user and currency records when deploying from

one environment to another.

Solution:

Ensure system users used in workflows have the same full name

Dynamics 365/CRM 2016 automatically resolves system user and currency entity records based on the full name property.

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TIP #10: Re-assign all records that belong to a userChallenge:

Re-assign all records that belong to a user.

Solution:

Open the system user

record and click on the

Reassign Records button.

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TIP #11: Change the number of records available in viewsChallenge:

Change the maximum number of records available in a view to 250.

Solution:

Open user preferences in the

top right and change the value

in Records Per Page dropdown to 250.

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TIP #12: Global Search

Challenge:

Change entities used in global search.

Solution:

Navigate to system settings and click

on set up quick find. Click select

entities to search and configure up to

10 entities.

Also make sure the columns are

selected in the quick find view.

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TIP #12: Global Search

Challenge:

Change entities used in global

search.

Solution:

Navigate to system settings

and click on set up quick find.

Click select entities to search

and configure up to 10 entities.

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TIP #13: Create Custom Posts

Challenge:

Create custom activity feed posts.

Solution:

Create a workflow with a

create step for a Post.

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TIP #14: View Column Not Available for FilteringChallenge:

A column does not have the filter option.

Solution:

Make the field searchable.

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TIP #15: Modify the sitemap

Challenge:

Quickly modify the sitemap.

Solution:

Use the new Dynamics 365

sitemap editor by double

clicking on the sitemap in the

customizations.

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TIP #16: Set field with a workflow

Challenge:

Field is greyed out in workflow even though its not read only

on the form.

Solution:

The field is on the form multiple times. Edit the first instance.

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