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.

Britta Rekstad

Britta spent several years as a Systems Administrator and Consultant in the Financial Services Industry focusing on configuration, training and automation. Currently she works with Microsoft Partners and Customer Organizations to provide training, documentation and oversight on system design.

She was awarded the Microsoft MVP award in 2015, 2016 & 2017 for her contributions to the Dynamics CRM Community. She carries out her passion for empowering systems administrations, budding consultants and university students through presenting, mentoring and guiding programming and events.