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CRM 2015 Spring Release – Personalize Dynamics CRM by Changing Your Theme

One of the newest changes to the Dynamics CRM 2015 spring release is the ability to personalize the application. Microsoft added themes to CRM in order to accomplish this feature. Themes give a company the ability to add a logo to the ribbon, to change the colors of the ribbons, to change the color entry […]

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Dynamics CRM Online Spring Release 2015 – What’s New and How to Update

The new Spring 2015 Release of Microsoft Dynamics CRM Online has been officially released. This Dynamics CRM release preview guide refers to the Spring 2015 update as “2015 Update 1” As a CRM system administrator, you may control when to install Microsoft Dynamics CRM Online service updates for your organization. To update to the latest release […]

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Microsoft Dynamics CRM 2015 – How To Enhance Global Search by Adding/Removing New Entities

The global search functionality in Microsoft Dynamics CRM is a great tool for looking up information in a fast and efficient way. Just type in a word and the global search will pull up every entity that is attached to that word. An entity is an account, contact, lead, opportunity, etc. In the example below, I […]

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Microsoft Dynamics CRM 2015 – How to Reassign Contacts to a New User

Over time there may be a need where you want to reassign contacts in Dynamics CRM to from one user to another. The situation could be that a user is moving on to a different job so you need to transfer all of their contacts to another user. Another common situation is that the user has too many contacts […]

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Microsoft Dynamics CRM 2015 – How to Add a User to Group Security in portal.office.com

Sometimes when creating a user, you will follow all of the protocol but that user will still not be able to login to Microsoft Dynamics CRM. When they try to login, they may see this screen or something very similar.                 The first step is to check to […]

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