Form Editor

What to try when drag & drop isnt working in the form designer

Today I was going a little nutty. I was in the middle of a very productive swing customizing until my recent loss of drag & drop got the better of me. Frustrated, I turned to the ever helpful community and found just what I was looking for. I wanted to report in the event that anyone is struggling with this issue.

1. Click on the settings in your IE 11 Browser

2. Go to Compatibility View Settings and add https://*.dynamics.com and click OK.

3. Then Go to Security in Internet options.

4. Click on Trusted Sites and then sites

6. Add https://*.dynamics.com to the trusted sites

7. Then Enabled Display Mixed Content in Internet Security Zone.

8. Enabled Display Mixed Content in Trusted Site Security Zone

9. Restart your browser.

Hopefully it works for you as well as it worked for me. Happy Monday!

Special thanks to Jonathon Kazemaini for figuring it out

Why I stopped being lazy with field descriptions

I have never been so excited to fill in field descriptions.

I have to admit, up until today I have not been the most vigilant in this area. As a System Admin, I thought that I was the only one looking at the field description, which did not help with the motivation to create a solid description.

That was all before Tool Tips came into my life when upgrading to CRM 2013. With the Tool Tips functionality, when my users hover their mouse over a field, the description for that field pops up. I think this is a great opportunity for in the moment, ongoing user training. With this tool my users won’t have to use a quick reference sheet to understand the meaning of a field. All I need to do is be diligent in adding field descriptions.  It may seem small, but I think from a user training and adoption standpoint it is actually a big deal.

It is so simple:

1.) Write a description that is helpful to users trying to understand the field on a record in the description box of the field in the form designer.

2.) Teach your users to look for the tool tip by hovering over the field title.