Deal with Dynamics CRM Online Like a ProHello Readers!

In this blog, I will be including useful tips for Dynamics CRM Online. Most of the times, we are not aware of them and we end up raising a ticket to Microsoft.

You can download the tool here: Dynamics CRM Organization Settings Editor

It is on codeplex and is supported by Microsoft.

Tested Versions: Dynamics CRM 2011, 2013, 2015 & 2016 (not Dynamics 365).

Increase Export to Excel Record Limit

For Dynamics CRM Online, the OOB limit is 10,000 records. You can increase it to any number, but my personal opinion is, don’t set it over 50,000 as it then starts throwing SQL Timeout error. Go to OrgDBOrgSettings and set MaxRecordsExporttoExcel and change the limit to 50,000 or less.

Do not create contacts on email tracking

We know how easy it is to achieve, but on an individual user level. But when it comes to Dynamics CRM Online, we just get short of ideas on how to bulk update all users’ personal options. Well, it’s much easier than we thought. Go to OrgDBOrgSettings and set AutoCreateContactOnPromote as FALSE.

Select your error notification preference

Go to OrgDBOrgSettings and set ClientUEIPDisabled as FALSE. This will disable the ‘send error report’ pop up which annoys all users. 🙂

Sharepoint Folder Nomenclature

When you integrate Dynamics CRM & MS Sharepoint, the folder name for each record of CRM in Sharepoint will have a nomenclature like Name+GUID, but to our users it does not look good. Here’s a simple trick to make your folders appear just by Name and not Name+GUID. Go to OrgDBOrgSettings and set CreateSPFoldersUsingNameandGuid as FALSE.

Implicit Sharing

Read more about it here:  On implicit sharing, team ownership and parenting. You can disable it by changing DisableImplicitSharingOfCommunicationActivities to TRUE.

Customise the Alphabet filter on any Grid/List view

It is linked to JumpBarAlphabetOverride; Read How to customize the Alphabet Bar for the CRM Application Grids for Microsoft Dynamics CRM 4.0 for more information.

Change default entity for Regarding Lookup

Change SetRegardingLookupDefaultEntityType to contact and now Regarding will default to Contacts Lookup view. Here: Change default lookup – SetRegardingLookupDefaultEntityType

Sort Email on Social Pane

Currently, Emails are sorted by Modified on (Descending), you can change it Received on (Descending) by SortEmailByReceivedOn to TRUE

Get information about related KBs here OrgDBOrgSettings tool for Microsoft Dynamics CRM