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  • Joe Wichowski 7:00 am on March 31, 2014 Permalink | Reply
    Tags: Design, , ,   

    Give your Microsoft CRM 2013 Online Some Style… 

    Rico Suave

     

    Microsoft has done well with CRM 2013 by making it easier for us to train – its simplified interface really cleans up a lot of the confusing options for your sales force.  However, the style sheets for CRM 2013 Online aren’t editable.  They are shared by all users on the same server, and as such, there are some issues if you have an older salesforce.   (Update:  Sorry, CRM 2015/16 has a new dom, and this script no longer works)

    For example, there are no “lines” defined between rows in views.  And the fonts used are really small – some of the sales teams we work with have great salesmen in the 50+ age range – really hard for them to “see”.  Consider the following list.  It’s very hard to see where you are at with larger datasets, or smaller screens.

    plain-crm-2013-css

     

    As such, we have created a Greasemonkey script (We use Tamper Monkey) for use with Microsoft CRM 2013 Online.  It greatly enhances the CSS, and makes it much easier for sales staff to see their data.  Enhancements include:

     

    • We added lines within views to separate each row.  We also increased the font size by 1 step to make it easier to see:

    enhanced-crm-2013-views

     

    • We added underlines separating each row on forms.  We also increased font size, as well as provide a “light grey” background for Section headings:

    enhanced-crm-2013-forms

     

    enhanced-crm-2013-left-navigation

     

    We’ve begun rolling this out to all of our customers – and they really like it.  Enjoy!

    _____________________________

    // ==UserScript==
    // @name TractionCRM BetterCRM Navigation – https://tractioncrm.com – Special Thanks To:  Magnetism Solutions
    // @namespace http://www.magnetismsolutions.com
    // @include
    // @version 1
    // @grant none
    // ==/UserScript==

    function addCss(cssString) {
    var head = document.getElementsByTagName(‘head’)[0];
    var newCss = document.createElement(‘style’);
    newCss.type = “text/css”;
    newCss.innerHTML = cssString;
    head.appendChild(newCss);
    }
    addCss(“TD.ms-crm-ReadField-Normal {border-bottom: 1px solid rgb(229, 229, 229) !important;}”);
    addCss(“.ms-crm-Inline-Value {border-bottom: 1px solid rgb(229, 229, 229) !important; font-size: 15px !important; font-weight: normal !important;}”);
    addCss(“.ms-crm-List-DataCell, .ms-crm-List-DataCell-Lite, .ms-crm-List-DataCell-Associated-Lite, .ms-crm-List-Data A.ms-crm-List-Link {font-size: 12px !important; border-bottom: 1px solid rgb(229, 229, 229) !important;}”);
    addCss(“.ms-crm-InlineTabHeader {color: 1px solid rgb(0,0,0) !important; background-color: rgb(230,230,230) !important; font-weight: bold !important;}”);
    addCss(“.ms-crm-Form {color: rgb(0,0,0) !important; “);

     

    addCss(“.navActionGroupContainer, .navActionListContainer{overflow-x:hidden;overflow-y:auto;width:215px;height: -moz-calc(100% – 40px);height: -webkit-calc(100% – 40px);height:calc(100% – 40px);}.nav-scrl{overflow:hidden;position:static;}”
    + “.nav-scrl{overflow:hidden;position:static;}” + “.nav-scrl-left-lnk,.nav-scrl-right-lnk{display:none!important;}” + “.nav-scrl-view{overflow:hidden;}” + “.nav-scrl-cont{margin-left:5px!important;}” +
    “.nav-tabBody{width:200px!important;}” + “.nav-subgroup,.nav-group{display:list-item;float:left;}” + “.nav-layout,.nav-groupContainer{display:inline-block;width:200px;}” + “.navActionButtonContainer{margin-bottom:5px;}” +
    “.navActionListContainer{left:198px;overflow:auto;top:40px;width:135px;}” + “.navEmptyActionButtonSmall img{float:left;margin-top:5px;}” + “.navEmptyActionButtonSmall .navActionButtonLabel{display:inline-block;overflow:visible;white-space:normal;width:126px;}” +
    “.navActionButton.selected:after{border:none;}”);
    Mscrm.ScrollInputHandler.prototype.attachScrollEventHandlers = function (handler) {
    }

     

     

     
    • Jared Johnson 5:08 pm on November 26, 2014 Permalink | Reply

      Hi Joe,
      Surprised to see that somebody deployed that GreaseMonkey script to customers!
      I now have created a managed solution for the Left Navigation that can be imported into CRM which makes deploying this a lot easier. It can be downloaded from http://crmleftnav.codeplex.com/

      • Joe Wichowski 2:50 pm on November 30, 2014 Permalink | Reply

        Thanks for sharing Jared – I’ve shared with my Microsoft Rep as well. Hopefully, somewhere in CRM 2015 we will be able to customize the CSS directly via a web resource. But for now, we do leverage your solution to enhance the user experience.

    • Mouhanad 10:14 am on December 26, 2015 Permalink | Reply

      Hi , thanks for sharing this info.
      i think it is possible to use the same concept to change the (blue) module color in the toolbar ? could you help as i am not that strong in CSS for CRM

      • Joe Wichowski 10:42 am on April 14, 2016 Permalink | Reply

        Sorry – looks like Microsoft changed the entire DOM in 2015/2016. As such, the script above no longer works 😦

  • Joe Wichowski 2:58 pm on December 11, 2011 Permalink | Reply
    Tags: Design,   

    Some (un)Intelligent design in Microsoft CRM… 

    It’s always a love-hate relationship with Microsoft to me.  I love the way it integrates with Outlook, Office, and the Microsoft stack of tools.  But here is a good example on their engineer’s not “getting it”.

    This is a screenshot of me going into Microsoft CRM, and selecting to “Set Regarding” an email.  First, the term “Set Regarding”.  What?  Couldn’t they use “Save to CRM” or something more intuitive for users?  I can’t begin to describe how hard that term is for us to explain to users during training.

    But that’s not the worst part.  When I select the email, I hit “Set Regarding”, and what do I see?  A complete list of Accounts, contacts, or Leads.  Shouldn’t it have automatically performed a “search” on the email addresses, found the best match, and simply limit the list to those found?  Instead I have to manually “Search” for my contact.  It could have been so much easier…  So silly…

     

    We have done what we can to “automate” this type of behavior in core MS CRM.  For example, all of our customers get a script added that automatically prompts the user’s for the Regarding and Required Attendees when they create a new appointment.  This is an automated macro, and save the users plenty of time.  However, it is something that should have been in there as “default”.  Without an associated Regarding (in our case, the Regarding is always the Customer) and Contact, the data is useless to report on.

     

    Although we can do this on the CRM form, the Outlook pop-up filter box does not allow us to customize it.  So, sadly, I will continue to have to first find customer “ABC”, then still run another query to find the contacts for customer “ABC”.

     
  • Kurt Higley 9:53 pm on December 13, 2010 Permalink | Reply
    Tags: Design   

    I found this nice one-pager of the anatomy of good landing page => Click to follow the link

    Pretty interesting. I think it could apply to more than just a “landing” page.

     
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