Important thing about Themes in CRM V 9.0 is We have now 3 theme already provided by CRM, before V 9.0 we had only one theme which was "CRM Default Theme" Now additionally CRM provides "CRM Blue theme" and "CRM Orange Theme".  Default CRM theme has following color combination CRM Blue Theme has following color … Continue reading Setting > Customization > Themes →

Users of CRM are actually not only the user of CRM, but CRM user are already a part of Office User and of course azure AD The Core User management is in Azure Active Directory (AAD) You can create user at 2 location, directly in AAD by login into Azure portal or from office portal. … Continue reading Setting > Security > Users →

This Feature allow you to add new key for encryption. Encryption Key is the key which can be used to decode or decrypt User Name and Email password stored in DB. This Encryption key standard - SQL Server cell level Encryption standard. The key is used only for user name and email password. Data Encryption … Continue reading Setting > Data Management > Data encryption/Import-Export Translation file →

Business process flows can be created for 25 system entities, as well as any custom entity that has the Business Process Flow attribute enabled. Keep in mind that once this attribute is enabled, it cannot be disabled. Before Adding Ready to use Business process flow Following Entities will have no business process and Create Form will look … Continue reading Setting > Data management > Add Ready-to-use-business process flow →

Data Maps Data maps are the map file which store mapping which can be used to mapped while importing data for same entity. This Maps can be imported or is created when you Import some file and specify the data map name in last stage of import wizard To import a file, Xml file is … Continue reading Setting > Data Management > Data maps/Data Import/Template for Data Import/Sample Data →

Data Import One of the biggest and compulsory task for each organization. Currently Issue with Data import - >Write custom Code >Use third party tool >Create Packages >Biggest issue is the time consumption , Because of CRM is in some different region and Migration application is in some region. What is Cloud Data loader? A … Continue reading Upcoming Feature – Cloud Data loader →

Setting > Data Management > Duplicate Detections Jobs, This Job is Asynchronous which runs in background without impacting System activities. There are some situation where admin need to find are there any duplicate data in application. Sometime data imports from another system via some utility may not check duplicity of records or sometime admin may … Continue reading Setting > Data management > Duplicate Detection Jobs/Bulk Delete Jobs →

Rules can be something which define how the detection will work and what basic it will triggered. Duplicate Rules has Status as published or unpublished. Unpublished Rule will not take effect, only publish Rule will be triggered. Default When rule is created is always Unpublished state, because Only 5 Published Rules are allowed for each … Continue reading Setting > Data Management – Duplicate Detection Rule →

Enable/Disable duplicate Data detection in System. Default is , Enabled. When Data is created/Update/Imported Duplicate Detection Runs and gives user a warning to continue or cancel. Duplicates aren’t detected when a user merges two records, activates or deactivates a record, or saves a completed activity. If your system contains a large number of records, checking … Continue reading Setting > Data Management- Duplicate Detection Setting →

Query which takes more than 3 second to run can be either optimized or not. Those Query will be in this view and admin get option to optimise You can Optimize the query or remove optimization if the value of optimization impact is not as its need to be. Optimise value is either 0, Positive … Continue reading Setting > Administration – Data performance →

Subscription Management This is Accessible to admin only - User having Security role as system administrator or System customizer. Clicking here will open the Office Home page, where you can see all office app, Admin Centre where you can manage Subscription and billing of all users. Dashboard where you can see All recent documents Option … Continue reading Setting > Administration – Subscription Management/System notification/Resources in Use/Yammer Configuration →

  Select your error notification preferences Whenever System found some issue while loading data or performing some activity which are not related to customization, Than CRM prompt user the error with option to send error details to Microsoft or not. This is default behaviour of CRM. But if we Admin wants to control this, May … Continue reading Setting > Administration > Privacy Preference →

There are many language which can be enabled/disabled, Advantage of Online instance is if you use Outlook for CRM, you have to Download Language package manually and then you enable or disable as required. On CRM Online and CRM on premises, Languages are already available we just need to enable and disable where as in … Continue reading Setting > Administration > Languages →

Sales Tab Select whether products should be created in the active state When Product is created, It's in draft state and It need to be publish to make it active, if we want products created get activated in system as its created than here in this setting its need to be selected as YES If … Continue reading Sales/Service/Preview Tab(system Setting) →

> Reporting Tab Specify report categories When Reports are created, we can group of multiple reports in various options. Categories Report Types Display Area Languages Categories has Four option in it. > Administrative Reports > Marketing Reports > Sales Reports > Service Reports.When you have some custom module which does not fit in any of … Continue reading Report/Calendar/Goal Tabs(system Setting) →

Application Mode Set whether Microsoft Dynamics 365 can be opened in a browser window without menu, navigation, and command bars. - This option is disabled by default, for some reason, system administrator is not able to check or uncheck this option in D365. Behavior is if Yes is selected :  In Browser for some security … Continue reading Customization Tab (System Setting) →

Format for Data in CRM can be configured here. Setting can be configured by Language(country) E.G.  If Hindi(India) is selected the default Country number format, date format will be applied and Rupee symbol will be used for currency. All Language and countries have some specific format for number, currency and date. Date format is Most … Continue reading Format Tab (System Setting) →

Allow text wrapping in form fields labels and values. Default is YES. Know about Label Name and Display Name of Field Word wrap is applied on Display Name and not on the label Name of field. Word wrap is not possible for Link or URL values. When No selected, extended text of Display Name and … Continue reading General Tab (System Setting) →