Add Reference PANE on forms
User Experience (UX) is the key for any software implementation success especially CRM. Users are generally reluctant for change; however, a great user experience can really bring down their worry … Read More
Tag: Microsoft CRM
Quick Tip – A parent Case can have maximum of 100 child cases
A review of some basics always help. Do you know a parent case (Parent – Child case relationship – OOTB) can have maximum of 100 child cases 1. If you … Read More
SLA – Change SLA due time as End of day (or End of Business Hours)
In general, when the SLA is defined and incorporated in CRM, we take care of working business hours and holiday calendar and define the Failure and the warning duration for … Read More
Which Platform to choose ?
Microsoft CRM has the ability to run on various platforms, be in Windows, iOS, Android, etc. At times, it becomes little difficult and technical to understand what is the right … Read More
Restrict Advanced Find functionality for End Business Users
Issue: Product Owners often highlight that they would want the restrict the Advanced Find Functionality to all business end users. While we can control which fields can be allowed as … Read More