Unified Service Desk 2.0.2 download available for Microsoft Dynamics CRM 2013 / 15 / 16

You can download Unified Service Desk 2.0.2 Version Package Deployer and Executables from the below links,

Name Size Download Link Description
CRM2016-USD-2.0.2-PackageDeployer.exe 76.5 MB Click here USD Package Deployer to install solution components in CRM
CRM2016-USD-2.0.2-amd64.exe 85.1 MB Click here 64 bit USD client
CRM2016-USD-2.0.2-i386.exe 85.1 MB Click here 32 bit USD Client
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Hide Welcome Screen in CRM 2016

When you open OnPremise/ Online CRM 2016 for the first time in a browser, we can see the below Welcome Screen Popup.

Welcome Screen

Follow the below steps to hide Welcome Screen,

Step 1: Goto Click on Main -> Settings -> Administration.

CRM System Administration

Step 2: Goto System Settings -> General

Under General Tab, Find Set whether users see welcome screen option

Click on No and OK.

System Settings

Close browser and open CRM to check this.

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How to Search Inactive records using Quick Find View?

Using CRM OOB, we can search Only Active records for CRM Entities, other than Case Entity.

Please follow the below steps to Search, both Active and Inactive records of Contact,

Step 1: Goto Microsoft Dynamics CRM -> Settings -> Customizations and click on Customize the System.

Customize the System

Step 2: Under Entities,

  1. Expand Contact Entity.
  2. Click on Views under Contact.
  3. Double click on Quick Find Active Contacts.
  4. Click on Edit Filter Criteria.

Step 2 - Edit Filter Criteria

5. By Default, Status Equals Active which means CRM System will search only Active Contact Records.

Now Click on Clear to search both Active and Inactive Contact records.

Step 2 - 5.Clear Filter Criteria

6. Now Click on OK.

Step 2 - 6. Cleared Filter Criteria

7. Click on Save and Close in Quick Find View.

Step 2 - 7. Save and Close Quick Find View

Step 3: Click on Contact Entity and Publish.

Step 3 - Publish Contact Entity

Step 4: Once Contact Entity Customizations Published,

Goto Microsoft Dynamics CRM -> Sales -> Contacts.

Search for the Inactive record in Contact Homepage grid.

Step 4 - Contacts Home Page Grid

Step 5: After Searching, can see the required Inactive record in the Configured Quick Find View.

Step 5 - Inactive Contact record

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Keyboard Shortcuts for Microsoft Dynamics CRM 2013

XRM in a Dynamics Box

Recently, I was prepping my team on how to deliver a Training Manual for a CRM 2013 implementation. I was keen to include the CRM 2013 keyboard shortcuts as part of the training manual. That’s when I found a section in the Microsoft Dynamics CRM User Guide which lists the Keyboard shortcuts for CRM 2013.

You can download the Microsoft Dynamics CRM 2013 User Guide here.

Below are some of the keyboard shortcuts you can make use of.

Note: The shortcut keys described in this section refer to the U.S. keyboard layout.

Form keyboard shortcuts

Operation Command
Move to the next option, option group, or field Tab
Move to the previous option, option group, or field Shift+Tab
Complete the command for the active option or button Enter
Move between options in an open list, or between options in a group of options Arrow keys
Cancel a command, or…

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How to Configure and Search Using Quick Find View in MS CRM?

You might get this requirement quite often to search records based on some field data.

Will see an example to understand much better.

Created a field named Twitter in Contact. Now the requirement is to search Contact based on Twitter data.

Follow the below steps to configure OOB Quick Find View,

Step 1: Goto Microsoft Dynamics CRM -> Settings -> Customizations and click on Customize the System.

Customize the System

Step 2: Under Entities,

  1. Expand Contact Entity.
  2. Click on Views under Contact.
  3. Double click on Quick Find Active Contacts.
  4. Click on Add Find Columns, to Configure Twitter Search in Contact.

Step 2 - Quick Find View

5. Scroll down till you find Twitter Field and Select it. Click on OK.Add Find Columns

6. Now will add Twitter field Column in Quick Find View. Click on Add View Columns.
Show - Add View Column

7. Scroll down till you find the Twitter field and Select it and Click on OK.

Add View Columns

8. Now can see Twitter Column in Quick Find View. Then Save and Close.

Twitter Column

Step 3: Click on Contact Entity and Publish.

Step 3 - Publish Contact Entity

Step 4: Once Contact Entity Customizations Published,

Go to Microsoft Dynamics CRM -> Sales -> Contacts.

Search for the Twitter in Homepage grid.

Step 4 - Contacts Home Page Grid

Step 5: After Searching, can see the required record in the Configured Quick Find View.

Step 6 - Search Twitter field

Thank you for reading this article.

Please leave your valuable feedback.