Sunday, June 7, 2009

How To ? - 2

How to display more than 50 records per page?
  • Open Microsoft Dynamics CRM 4.0.
  • Click Tools from the Top Menubar and select Options.
  • On the General tab change "Set the number of records shown per page in any list of records."
  • Click OK to apply the changes.
This personal setting applies per user.

How to add Sales, Marketing, Service & Scheduling areas in my workplace?
  • Open Microsoft Dynamics CRM 4.0.
  • Click Tools from the Top Menubar and select Options.
  • On the Workplace tab select the areas you want to display.
  • Click OK to apply the changes.
This personal setting applies per user.
You can only see areas that you are intended to see based on your security roles.

How do I know the privileges I have over a record in Microsoft Dynamics CRM 4?
  • Suppose you are on an Account form.
  • Click on the Office button on the top left corner.
  • Select Properties.