There are a few common and very annoying problems that annoy me with CRM, so I have decided to group them together in this blog so I can easily and quickly find how to stop them.
Disable Send Report to Microsoft pop up
I personally have always wondered what Microsoft does with all those error reports it asks people to send!
You might be tired of clicking on these message and you probably don’t want your end users to see this popup.
Good news – Luckily Microsoft have added a setting we can turn off
Bad news – it’s hidden in a place where no one would dream of looking
If you want to stop this message, you need to go to
Settings –> Administration –> Privacy Preferences –> tick box and select Never send
Users get created with the wrong format
This is a common and annoying problem for UK CRM Developers. You create a new organisation which as the default English (United States). This is clearly no good for UK users because the Americans have got their months and days mixed, currency dollars etc.
All the users you add will be given the same Format settings as the default.
Once a user is created the only way to change their format settings is to go into their personal options and change the format settings.
The way to avoid setting users with English (United States) is to change the Current Format in the System Settings to English (United Kingdom) and then create your users.
Stop the Annoying Welcome Woman
To do this you have to add a registry key. I found the instructions on the awesome power object blog How to Disable the CRM 2013 Welcome Screen
On the CRM server in open Regedit
Add a new DWORD (32-bit) and call it DisableNavTour
Annoying outlook download message
Microsoft is always trying to persuade people to download Outlook, if you have got annoyed at this message you can turn it off by flicking a switch in System Settings
Get rid of annoying pending email warning message
The annoying pending email message has plagued me a number of times. There are two ways to get rid of it.
1. Delete the pending emails, instructions here
2. Modify CRM Server registry setting DisablePendingEmailReminder to 1. Instructions in this blog
CRM 2013 Navigation is slow and tricky
Quite how Microsoft made CRM 2013 slower and more difficult to navigate than CRM 2011 is a mystery but it was probably a decision they made whilst banishing the Start menu from Windows 8.
I have talked about it in this blog – Good CRM design should not make users think
You have a couple of good options
Use these Bookmarks to help speed your navigation
CRM Navigation Hacking with Bookmarks
This isn’t a problem but something you need to remember when setting up CRM for customers you need to make sure you add CRM to IE’s trusted sites
How to Add CRM to Trusted Sites
CRM is acting weird, option sets don’t work properly
If you are using IE, trying playing with compatibility mode settings on your browser
Configuring Settings for IE 10 and CRM 2011
The article only mentions CRM 2011 and I can’t remember if I had these problems in CRM 2013 but I thought I would put it here.
If you have any more annoying things in CRM please add them in the comments
I would suggest “Automatically sending the message to Microsoft” instead of “Never”. Both will have the same result to the user, but the CRM team does aggregate these messages to see what sort of issues are popping up most frequently.
Ahhh, I wondered what happened to those message. Good plan, I agree. I wasn’t sure if auto suppressed the msg from the user
This is a great list. Something more advanced and maybe just me. Setting any of the activity start, and due dates to default to current date time is nice touch. Frequently get asked how annoying it is to set a due date for a call and the default is Midnight, etc.
@James, I am also pleased to know someone is sifting through that pile of mayhem of messages. (Psst, most of them are developer mistakes, don’t tell the users, I blame MsFt, jk)
Cool stuff Hosk, keep it up!
How about disabling click to call?
Very true. You can turn this off, it’s called presence I think
If by presence you mean Settings > System Settings > Set the IM presence option > Click the ‘No’ Radio button for ‘Enable presence for the system’ item. That didn’t seem to work.
anyone know how to stop click to call with lync or Skype automatically opening phone call activities..?
Yes I think there is a setting called IM presence
disable the IM presence, which disables lync users/contacts status on CRM. You can find this on Settings > administration > General Tab.
This won’t stop the calls. You could disable the Internet explorer tool.
The only other alternative would be to write some code to capture it and stop it.
What about a way to stop the better browsers being detected as mobile devices and the site directing to /m/default.aspx rather than the /main.aspx ?
how can we disable auto Logout/Timeout in MSCRM 2013.
Microsoft keeps sending my computer a message stating that I need to update Outlook so that I can load apps on my other devices. Well, I don’t have other devices (such as a smart phone, an ipad, etc.) at this time. How do I make them STOP?
I think there is a setting in admin somewhere
hi, how are you, do you have key’s registry for disable “add new user” button from MSCRM??
This info is invaluable. When can I find out more?|