Quick Tips

[Quick Tip] Perform Drill Down on charts

Admin Administration & Data Management, Quick Tips , , ,

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

[Quick Tip] How to Apply Javascript On Business Process Fields

Admin Customization & Development, Quick Tips

In Dynamics CRM 2013 having control on Business Process fields seems to be impossible. You cannot apply Business Rules on these fields but yet it's possible to access them via Javascript. I think this can be very useful since it's very simple to implement. You only have to prefix your field names in the code … Continue reading [Quick Tip] How to Apply Javascript On Business Process Fields

[Quick Tip] Personal Options: Set user preferred pane and time-zone!

Admin Quick Tips , ,

Personal Options are that settings applied to the current users.  Open the settings menu at the right of the navigation menu where you can easily set several options like the time zone you are in,  default pane, records per page, default currency, etc... Now click Options, you'll get the following screen where you can set … Continue reading [Quick Tip] Personal Options: Set user preferred pane and time-zone!