Hosted CRM Tips

I've been using hosted Microsoft Dynamics CRM 4.0 (our CRM system is hosted from Dallas) for the last year. I've recently discovered two key settings that drastically improve the usability, stability and performance of hosted CRM.


Internet Explorer Browsing History
This has a huge impact on the stability of the system. If the "Delete browsing history on exit" option is selected, it can cause sign-in windows to pop-up when you're trying to perform basic CRM tasks.

Records Per Page

If you spend time 'tracking' emails and using the 'Set Regarding' button in Microsoft Office Outlook, reduce this option to the minimum setting of "25" records per page:

This improves performance by reducing the 'delay' experienced when the "Look Up Records" dialog box opens:

All I have to do now is persuade the US to let us use British Pounds as a currency...