Microsoft Dynamics® CRM Training
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In this lesson, I want to go over a helpful tip that I use to create demos and tutorial videos: private browsing. Once you log in to Microsoft Dynamics CRM Online in a normal browser, it leverages your now cached authorization so you can log in automatically in future browsing sessions. But what if you want to run multiple instances at once? What if you want to test different Security Roles by signing in as different Users?
There are a number of functions you may want to test or experiment with, but don’t want to log in and out a bunch of times to do so. This is where private browsing comes into play.
First off, what is private browsing? Essentially, it enables you to surf the web without leaving a trial. While you surf using private browsing, some information, like cookies and temporary Internet files, is stored so that the webpages you visit will work correctly. However, at the end of your private browsing session, this information is discarded.
This is useful because you can run multiple instances in multiple private browsing sessions simultaneously. Or maybe you’re working with a demo environment, and you want to be logged in as two different User at once.
Since CRM Online is now available for Internet Explorer, Google Chrome, Firefox, and Safari, there are different ways to launch a private browsing session.
Such a session in Internet Explorer is called “InPrivate Browsing”. To launch it, simply right-click the IE icon and click Start InPrivate Browsing. A new browsing window will launch, and instead of opening your homepage, it should read “InPrivate is turned on”.
Private browsing in Google Chrome is called an “Incognito Window”. In both Safari and Firefox it’s simply called “Private Browsing”.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.