Changing “Named Based On” in Fiscal Year Settings

Here at PowerObjects, we are always looking for ways to make CRM easier to use, and in today's blog, we'll be showing you how to change the "Named Based On" in Fiscal Year settings so that you can get the results you are actually looking for when using Advanced Find. Let's get started!

The field labels in Fiscal Year Settings do not clearly indicate how to set up a Fiscal Year that doesn't coincide with the calendar year so that when you search by THIS Fiscal Year via an Advanced Find, you see records in the correct year. For example, say your FY2016 is 11/1/2015 – 10/31/2016. If you make no other change besides entering the Start Date, you will find that your date range is off by one year. Looking at this in an Advanced Find, we see that This Fiscal Year (FY2016) looks like it starts on 11/1/2016 instead of 11/1/2015.

Changing “Named Based On” in Fiscal Year Settings

Changing “Named Based On” in Fiscal Year Settings

This is such a common requirement though, so there has to be a way! And there is. For the following steps, we are assuming you have a security role with a level of permissions that lets you edit Fiscal Year Settings.

1. Navigate to the Business Management section via the Settings menu.

Changing “Named Based On” in Fiscal Year Settings

2. Click Fiscal Year Settings, and look at the Named Based On field. Change this from Start Date to End Date.

Changing “Named Based On” in Fiscal Year Settings

Now, when we search for dates within This Fiscal Year, we get results that start on 11/1/2015 instead of 11/1/2016. Mic drop . . .

Changing “Named Based On” in Fiscal Year Settings

Pretty nifty! That's all for the blog today. Make sure you check out PO TV, a brand new destination for video content from PowerObjects. Featuring video blogs, Customer Success Stories, CRM educational content, and much more, PO TV is your go-to destination for CRM video content.

Happy CRM'ing!

Redirecting to Dynamics CRM Mobile Site in IE 11

Recently, Microsoft released Internet Explorer 11 (IE11), the newest version of its web browser. Depending on your settings, this update may be installed automatically on your computer.

One thing you may notice when you upgrade to IE11 is that you are redirected to the mobile site for Microsoft Dynamics CRM.

Redirecting to Dynamics CRM Mobile

The reason for the redirect is that IE11 does not import settings from the previous version of Internet Explorer. However, this can be fixed quickly by adding the domain of your CRM site into the list of sites to view in compatibility mode. Here's how:

  1. Click the gear in the top right of IE and then select Compatibility View Settings.

Redirecting to Dynamics CRM Mobile Site in IE 11

  1. If you are already at your CRM web URL, IE will automatically populate the domain. You can just click the Add button.

Redirecting to Dynamics CRM Mobile Site in IE 11

  1. Once you have added the domain, refresh your browser and you will be redirected to the main version of the site, just like before the upgrade to IE11.

For more information on optimal IE settings for CRM, check out our previous post Configuring Settings for IE10 and CRM. You can also find out more about what Internet Explorer 11 has to offer in the official TechNet article.

Happy CRM'ing!

Configuring Settings for IE 10 and CRM 2011

As you may know, Microsoft is pushing out Internet Explorer 10. There are a few IE 10 settings that you'll need to update in preparation for using IE 10 and CRM 2011. Luckily, it's pretty simple!

By default, IE 10 does not have the Menu Bar enabled. To navigate to the compatibility settings, we must first enable the Menu Bar.

Follow the steps below to enable the Menu Bar and Compatibility Mode.

  1. Right click on the IE toolbar and mark Menu Bar.

    IE 10 and CRM 2011 - Changing Settings

  2. Click on Tools.
  3. Click on Compatibility View settings.

  4. Enter the name of your CRM URL and click Add.

    Note: the optional settings will display all websites in Compatibility View.
    IE 10 and CRM 2011 - Compatibility View Settings

That's it! For more information, you can also reference Microsoft's KB Article, Support with IE 10 and CRM 2011.

Happy CRM'ing!