Microsoft Dynamics CRM 2013 allows an option for “flyout” – a composite field that displays the multiple fields that are associated with fields such as CRM Contact’s Fullname or Address. In the case for Contact’s Name – it will display the First Name and Last Name by default whenever a user clicks into the “Full Name” composite field within a CRM form:
Note: There is no out of the box support to modify the flyouts – what you see is pretty much what you get at this time.
Now, a common CRM request from users is that they would like to include the CRM Contact’s “Middle Name” within the flyout. The good news is that this is fully supported modification via the CRM System Settings.
To update the CRM Contact’s Full Name flyout to include the Contact’s Middle Name field:
Navigate to the CRM System Settings >> General tab >> Name Format >> change from “First Name Last Name” to “First Name Middle Name Last Name” >> click “OK” to save the change
Now check out the updated Contact Full Name flyout with the included Middle Name field:
Email me if you are looking for some Microsoft Dynamics CRM help.
Frank, Microsoft CRM MVP
Workopia Inc. – Maximum User Adoption!
I’m happy to share that Update Rollup 1 (UR1) is available for CRM 2013 Online and On Premises. If you are using the CRM 2013 Outlook Client (Online or On Premises) – I’d highly recommend that you install this UR1 as soon as possible. Here is a link to the issues that are resolved in Update Rollup 1 for Microsoft Dynamics CRM 2013.
Here is a screen shot of the Microsoft Dynamics CRM 2013 for Microsoft Office Outlook with Offline Access version after applying the UR1. Noticed that both the CRM Online Server and Outlook Client versions are matched:
Contact me if you are looking for Microsoft CRM help.
Frank Lee, Microsoft Dynamics CRM MVP
Workopia, Inc. – Keeping up with the Cloud Innovations!
Posted in CRM 2013, CRM On Premise, CRM Online, E-mail Router, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Outlook Client, Update Rollup
Tagged 220.127.116.11, Update Rollup 1, UR1
I was able to install the Microsoft Dynamics CRM 2013 Outlook Client (version 18.104.22.1689) on the just released Microsoft Surface Pro 2! I’m running the Microsoft Dynamics CRM 2013 for Microsoft Office Outlook with Offline Access. I can go offline and online just fine.
The Microsoft Surface Pro 2 is an excellent option for the traveling professionals that don’t want to carry a full laptop and a tablet. Here are a few things I like about running the Microsoft CRM Outlook Client on the Surface Pro 2:
- It performs pretty well, speed wise is pretty decent. I think this is due to the 4th generation Haswell Intel Core i5 processor and the solid-state drive (SSD). I would recommend going with the Surface Pro 2 256GB or 512 GB model which comes with 8GB RAM instead of 4GB RAM that comes with the 64 or 128 GB model
- It is really, really portable. I’d used 2 pound laptops in the past, but this beats them hands down when it comes to being mobile friendly. I think this is mainly due to the Windows 8.1 tablet friendly touch design
- Full-size USB 3.0 support! This is so convenient. I mean I can use it for so many things such as connecting a USB to Ethernet adapter or to an external data storage
Please note: Per the Microsoft Dynamics CRM 2013 Implementation Guide as of this writing – Microsoft Surface Pro 2 and Windows 8.1 are not listed as supported. So you know what I’d say: For production rollout – only deploy Microsoft CRM on supported platforms! You will have less headaches this way in case you run into issues. Since the Surface Pro 2 was just released – I am pretty sure it will be added to the supported list fairly soon.
Frank Lee, CRM MVP
Workopia – Microsoft CRM Keeping it Simple!
Posted in CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Mobile, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, Mobile, MS CRM, Offline, Outlook Client, Surface, Tablet
Tagged Microsoft Surface Pro 2, Offline, Online
The Office 365 Midsize Business Plan supports Microsoft Dynamics CRM Online! This is in-addition to the Microsoft Office 365 Enterprise Business Plans (E3 and E4).
This gives a lower cost option for folks that want to use both Office 365 and Microsoft CRM Online.
Contact me if you need help with your CRM Online.
Frank Lee, Microsoft CRM MVP since 2006
Workopia, Inc. – Microsoft CRM Online Specialist