Tips and Tricks for CRM 2011 users

1) Tips and Tricks: Push Pop Ups to a new tab?

from  CRM Team Blog
While I luv the tabs in IE8 I hate having orphaned stand alone windows created by pop-ups. Blake Scarlavai of Sonoma Partners points out we can change our IE settings to open pop-ups in a new tab by:

Tools –> Options –> In General tab go to the Tabs section and click

Settings –> from ‘When a ‘pop-up is encountered’ select ‘Always open in a new tab.’

Not only does this help my problem but it changes the way Microsoft Dynamics CRM opens new windows every time a user double-clicks a record. Now every thing is in one IE window instantiation.

1 Comments
(Nate)
Yes, I’ve been running this way for over a year now, but I just figured out another important setting if you decide to do this: That is “Always switch to new tabs when they are created” other wise the new tab doesn’t always grab focus.

2) The most widely read ClickDimensions articles that were posted in 2012 were:

  1. Tips and Resources for Maintaining and Optimizing CRM Performance
  2. CRM Getting Metro Makeover
  3. How Many Members Can You Add to a Marketing List in CRM 2011?
  4. An easy customization for event tracking for Microsoft CRM
  5. Announcing our super simple landing page designer
  6. Introducing the ClickDimenions Nurture Program Builder
  7. The ClickDimensions Block Editor is now available to all customers
  8. Web Lead Nurture Program Example
  9. ClickDimensions Split (A/B) Testing for emails
  10. Announcing the ClickDimensions August 2012 Release
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