Monthly Archives: July 2011

CRM 2011 Tip o’the Day: Hide the Getting Started Pane

CRM 2011, by default, displays a feature at the top of every data view called the Getting Started Pane.  Here’s how it looks for Contacts:

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This is great for new users, but after some period of time, you may wish to have that screen real estate to show more records on the screen.

Luckily, you can hide the Getting Started Pane for everyone, or for specific users.

 

Hiding the Getting Started Pane for all users

Select Settings, Administration, System Settings.

When the dialog displays, change the following setting to No.

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Click OK to save your change.

 

Hiding the Getting Started Pane for an individual user

Each user has the ability to change this setting as well.

The user needs to select File, Options, then uncheck the following option:

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Click OK to save the change.

Note: If the administrator has turned hidden the Display Getting Started Pane using System Settings, the user will not be able to override that setting to turn it back on.

1 What is CRM doing with my Email?

If you have ever wondered if Dynamics CRM is holding on to your email and not sending it, there is a way to check:

CRM 2011

In CRM 2011, just perform the following steps:

1) Select your Workplace area.

2) Click Activities.

3) Change your Activities view to E-mail.

4) Select My Pending E-mails:

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This will show emails that belong to you.  But what about everyone else?

While the My Pending Emails view is loaded, perform the following steps:

1) Click the Advanced Find button on the Ribbon.

2) Click the Details button to make your criteria editable:

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3) Delete the row that states: Owner Equals: Current User.

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4) Click the Save As button.

5) Work the Query Properties dialog is displayed, remove the word My.

6) Click OK.

7). Click the results button to perform the query.

 

if you go back to the E-Mail Views list, you’ll now see Pending E-mails under My Views:

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Displaying Properties for a CRM record

There is an often overlooked feature within the CRM web client that allows you to view the properties of a record.  Here’s how it works:

1) Open a CRM record.

2) Click the File tab, then select properties:

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3) The following dialog will be displayed:

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As you can see, it has created and modified information along with the permission that you have to this record.