Friday, June 5, 2009

How To ? - 1

How to sort a list by multiple columns?
  • Consider you are on the Accounts list and you want to sort the list based on Address 1: City first and then Account Name.
  • Click on Address 1: City header column.
  • Now hold the Shift key on the keyboard and then click on the Account Name header column.
How to change the default Calendar view for a CRM user?
  • On the Microsoft Dynamics CRM 4.0 main page click Tools.
  • Select Options from the drop-down menu.
  • On the Activities tab change the Default Calendar view to your preferences.
  • Click OK.

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