One Important CRM Trick You Should Always Use In Front of Clients

Posted on: August 29, 2016 | By: Craig Thompson | Microsoft Dynamics CRM

When using CRM in front of Clients, or conducting Microsoft Dynamics training, there are many tips and tricks that are important to know. Sometimes these tricks can be done through research, but often times they are learned through experience and use of the system. One important CRM trick to know and use in front of clients is dealing with the error pop-up.

Pop-Up Errors

If you are a frequent user of Microsoft Dynamics CRM you have probably experienced the below pop-up error from Microsoft. These are mostly scripting errors and usually occur when switching between forms in entities or moving around in multiple records. These errors pop-up randomly and it is not widely known why or when they occur. Microsoft CRM can be processing thousands of transactions in the background, and this is why when an error occurs Microsoft’s error prompt asks if you will ‘Send Error Report.’ They use these error reports to aggregate the data and use the information to work on fixing problems. 

Pop-up errors in CRM

One thing we do know though is that these pop-ups are cumbersome and unprofessional, especially if giving a demonstration or making a presentation to a client. Someone on the receiving end of a demonstration would have no way of knowing that these are random script errors and are in no way caused by the presenter. This is why you will want to ensure you turn these errors off and Microsoft now has a way to do this easily and at an organization-wide level.

How to handle CRM Error Reports

Starting with CRM Online 2015 Update 1 and CRM 2016 (On-Premise) you can now ‘Set the privacy preferences for the organization through the Privacy Preferences feature. First make sure you have System Administrator security role assigned to your user. 

trick to use in front of clients CRM

Then from the main screen of CRM start with Settings –> Administration –> Privacy Preferences to open the privacy options. From there, your first option will be to ‘Specify the Web application error notification preferences on behalf of users.’

Once you check that box you will have the ability to decide for ALL users who receive an error if CRM should:

1)      Ask the user for permission to send an error report to Microsoft

2)      Automatically send an error report to Microsoft without asking the user for permission

3)      Never send an error report to Microsoft

By choosing the second or third option, you should no longer see the error message appear when there is a background scripting error. I would suggest sending the error because as mentioned previously, Microsoft collects this data in order to improve CRM, but it is up to the preference of your organization. Below the option to turn off the error you also have the ability to share your organization’s privacy statement with the users if you or anyone is worried about the security of the data Microsoft receives in these reports.

It is important to note that a user can set this at an individual level by clicking on the settings gear and clicking options. Within options, there is a tab called ‘Privacy’ which has users choose to be prompted to send the error, to send the error automatically, or not to send error reports. That tab though will disappear at the user level if it is set by the System Administrator at the Organization level. 

Dynamics CRM Tips and Tricks

While error notifications If you think that a CRM system is your next best step for your business, contact Logan Consulting your Microsoft Dynamics CRM partner of Chicago.



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