Quick tips

Quick tip: Open Microsoft Dynamics CRM Online windows in a new tab

Open a new tab rather than a new window when you navigate to a different part of Microsoft Dynamics CRM Online.

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Quick tip: Customizing the typecode for marketing lists

Marketers and system administrators can work together to reduce cost of ownership, improve business logic, and see better ROI by customizing the marketing-list typecode.

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Quick tip: Changing the default type for a marketing list

Marketers creating a default type for a marketing list can help improve efficiency, ROI, and data integrity.

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Quick tip: Add a credit to an invoice

Quick tip: Use one of these techniques to credit a product to an invoice.

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Quick tip: Sort records by multiple columns

Quickly scan a list of records by sorting the list on multiple columns.

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Quick tip: Add columns to your personal views

Adding columns to your personal views makes it possible to see different information, all in a list, without opening individual records.

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Tricks and tips from people who use Microsoft Dynamics CRM

The Microsoft CRM community is sharing their best practices, shortcuts, and tips for using Microsoft Dynamics CRM.

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