CRM 2015: How to disable navigation tour when users sign in

When signing in to Dynamics CRM a popup suggesting to have a quick navigation tour. In 2013 version it was quite complicated to disable it for all users at the same time. Well 2015 version suggests to do it simply by navigating to Settings/Administration/System Settings then go to the last line "Set whether users see … Continue reading CRM 2015: How to disable navigation tour when users sign in

How to use cross-entity searching and set new searchable entities

One of the major and most interesting updates in the latest Dynamics CRM version (2015) is the cross-entity searching functionality which allows user to search records in multiple entities. By default there are only some entities to search, you can easily add other entities. All you need is to set it by navigating to Settings/Administration/System … Continue reading How to use cross-entity searching and set new searchable entities

[Quick Tip] Perform Drill Down on charts

In Dynamics CRM 2013 charts you can drill down/drill up data to access deeper levels of analysis. Here is how to do it simply in 2 steps: Let's take an example of a pie chart of accounts by country: Step1: Click on any sector to drill down, choose a field and a chart type then click OK(arrow … Continue reading [Quick Tip] Perform Drill Down on charts