Tuesday, April 9, 2013

Looking for more real estate on Dynamics CRM page


This articles shows various ways in which you can increase the space on Microsoft Dynamics CRM home page. 

Hide the Get Started Pane from the home page

We always see Get started pane above each view as shown below.




If user wishes to disable/hide this pane by default then it can be done, follow below steps.

Click on options as shown below





Under General Tab, uncheck the option “show Get started panes on all lists” as shown below




If you are system administrator and you want to hide or remove this get started pane for all users then it can also be done, please follow below steps for this.

Go to Settings -- Administration -- System Settings



Under General tab, set the “Show Get started pane on all lists for all users” option to NO as shown below. After this you can see all the views without Get Started pane for all users




Collapse the Ribbon bar

In order to collapse the Ribbon bar in CRM follow the outlined steps below:

In CRM we can see arrow at top right corner as shown in below image.

         


Click on that arrow so that ribbon bar get collapsed and we can see full screen records as shown below. In below image, as you can see, only menu is visible without the Ribbon bar.




To see ribbon bar again click on the same arrow at top right corner or else you can click on menu options like view, charts, customize etc. to see the menu items




Reduce the width of the CRM Wonderbar

Reducing the width of the sitemap area in CRM is also very simple so you have more space for your CRM page

In CRM we can see resize option on the sitemap as shown in below image



Click on that resize option and resize sitemap as per your needs, you can drag it to left or right side

After resizing the sitemap you can see it as shown in below image



If you want to increase the size of sitemap again drag the resize option as shown below




2 comments:

  1. Also try
    1. Double click on ribbon menu item heading to show/hide the ribbon
    2. Double click on WonderBar handle to auto-size
    3. Double click on Charts size handle to auto-size/maximize
    3. Hide charts area to focus on Grid.
    4. Use F11 to maximise the screen.
    5. Tweak IE Options to use new tab everytime, instead of too many popups.
    6. Find out some really great URLs without navigation to look at the form without navigation. (Remember, almost every page in CRM has a unique URL, search url addressable forms)

    Enjoy CRMing!

    ReplyDelete