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PDG Consultants, Rich Lederer

Enhancing Microsoft Dynamics CRM User Experience by Tweaking Internet Explorer

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As it is said in Sales that, ‘First impression makes a lasting impression’ the same is true with Microsoft Dynamics CRM user experience.  There are many ways that one can configure Microsoft Dynamics CRM, but it is how the end user perceives the CRM application that will determine the user adoption rate and eventually the success of CRM project implementation. At PDG Consultants we are faced with the same question in every CRM implementation – How to enhance the end user CRM experience?

An end user interacts with Microsoft Dynamics CRM using one of the following 3 interfaces –

A.         Microsoft Dynamics CRM client using Internet Explorer browser (currently)

B.         Through Microsoft Outlook using Microsoft Dynamics CRM for Microsoft Office Outlook interface.

C.        Microsoft Dynamics CRM – Mobile Express or Mobile Client interface

This blog is about enhancing the end user Microsoft Dynamics CRM web client experience by tweaking Internet Explorer browser settings. The settings tweaks required for configuring Microsoft Outlook or Mobile Express will be in another blog which I will publish soon.

First let me say the obvious things – Make use of the latest Internet Explorer browser (currently Internet Explorer 9.0) when using MS Dynamics CRM. Also the end-user computer should meet the recommended systems hardware and software requirements.

So now here is the Internet Explorer “tweaks” that one can do to make an impressive CRM experience.

1.            Add Microsoft CRM site to the trusted sites in Internet Explorer.

In Internet Explorer go to - Tools > Internet Options > Security tab > Trusted Sites > Sites > Add the CRM website as a trusted site.

2.            Uncheck – Delete browsing history on exit

In Internet Explorer go to - Tools > Internet Options > General tab, under Browsing history, verify that the Delete browsing history on exit check box is cleared to prevent deletion of temporary Internet files each time that the browser is closed. This will help in storing CRM passwords and improve the browsing speed. This may not be advisable on a public computer or where the security protocols require the browsing history to be deleted.

3.            Select – Check for newer versions of stored pages – Automatically

In Internet Explorer go to - Tools > Internet Options > General tab > Settings > Temporary Internet Files – Set - Check for newer versions of stored pages – Automatically. This will help improve the browsing speed when you use the computer to visit the same CRM web pages frequently.

4.            Increase disk space for temporary internet files near to 250 MB

In Internet Explorer go to - Tools > Internet Options > General tab > Settings > Temporary Internet Files – Set Disk space for temporary internet files to 250 MB preferred.

This technique ensures that the cache has adequate space to take advantage of improved load times when making subsequent visits to the same page for the same files.

5.            Uncheck – Do not save encrypted pages to disk

 In Internet Explorer go to - Tools > Internet Options > Advanced tab > Settings > Security settings > clear or uncheck – Do not save encrypted pages to disk.

This is the standard setting unless it was modified.

 6.            Set the Zoom setting to 100%

In Internet Explorer go to - Tools > Zoom > Select 100% or Press “Ctrl+0”

A zoom setting other than 100% will result in an increase in the page rendering time and hence slower CRM performance.

There could be many other factors that can affect the CRM performance and reliability. At PDG Consultants we create a comprehensive pilot testing and training process which helps in setting the right end user expectation and thus a better CRM experience. Needless to say, any security changes needs to be discussed & approved by the client security administrator and tested prior to implementation.

If you have any comments on above or ideas to improve CRM end user experience please let me know. PDG Consultants is a Microsoft Dynamics CRM Silver partner and provides consulting services for Microsoft Dynamics CRM in New Jersey.

Ref:

  1.0      Microsoft Corporation White Paper - Optimizing and Maintaining Client Performance for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online – updated July 2012.

Mihir Shah

Microsoft Dynamics CRM Consultant

PDG Consultants – Microsoft CRM Silver partner. Tel: 888-358-1325

One Response to “Enhancing Microsoft Dynamics CRM User Experience by Tweaking Internet Explorer”

  1. puneet joshi says:

    Hello Mihir,

    Good post, when it is expected to publish – “Microsoft Outlook or Mobile Express tweaks for enhancing user experience”?
    i am waiting eagerly for that one. Hope you will share your real experiences and the solutions as well. MS guide is pretty standard. I am looking for more than MS guide.

    Let us know when you publish. In wait.

    Thanks.

 

 
 
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