Category Archive


Custom Shortcuts on a CRM Dashboard

Make Your Own Custom Shortcuts on a CRM Dashboard in Microsoft Dynamics 365

Dynamics 365 is pretty easy to navigate, but sometimes you may want to get to a specific area of CRM even faster! One way to do this is by adding shortcuts to your dashboard. This blog will give you a step by step process on how to add web resource shortcuts to your dashboard using […]

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So Many Shortcuts: Reducing Clicks in Microsoft Dynamics CRM 2015

So Many Shortcuts: Reducing Clicks in Microsoft Dynamics CRM 2015

Wouldn't it be nice if we could all have more time in the day? With the fast-paced nature of our lives, sometimes it comes down to saving time on little things that really add up and make a difference in the course of a day. For example, think of the number of times you click […]

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Minimize Clicks with CRM 2011 Keyboard Shortcuts

Minimize Clicks with CRM 2011 Keyboard Shortcuts

Does your team complain about the number of clicks in CRM? Are you looking for ways to minimize mouse usage? Would you like to get your data into CRM more quickly? The  How-to Portal is a great place to go for all kinds of Dynamics CRM User Basics, but in this post we're going to […]

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Using Favorites and Shortcuts in CRM 2011 for Outlook

Using Favorites and Shortcuts in CRM 2011 for Outlook

Dynamics CRM 2011 for Outlook is awesome. With great features like the reading pane, pinned views, searching within a view, conditional formatting and the ability to see exactly where records are being tracked in CRM without having to open the record (just to name a few) it really is a game changer. BUT two things […]

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