Dynamics CRM Tips and Tricks - Intergen day 11... · Dynamics CRM Tips and Tricks Dash-boarding and Charting Ability to expand out a chart Use charts to sum / count records, to remove

Dynamics CRM Tips and Tricks

@FozzyNZ

http://nakedcrm.com

http://www.linkedin.com/in/stevefoster

[email protected]

http://www.intergen.co.nz/blog

Steven Foster, CRM Product Manager

#dynamicsday


Steven Foster

My role is to drive the Microsoft CRM

business, delivery and partner

relationships

People call me passionate about CRM

and even an evangelist!

I have been working in the field of CRM

for over 14 years, implemented many

CRM and xRM solutions and have

experience across a broad range of CRM

technologies, industries and countries.

Steven Foster

CRM Product Manager

Rex Wessels

.

Rex Wessels

CRM Technical Solution Lead

I am responsible for delivery of quality

CRM solutions.

By understanding the way that each

customer conducts their business, I find

ways of optimising their workload using

Microsoft CRM as a platform

I have been working with Microsoft CRM

since its initial release in 2004.

Our Agenda

General Tips

Browser Tips

What’s possible when you think outside the

box

Charts and Dashboards

Outlook Tips


General Settings

■ Default Home Page

■ Rows per list view


Outlook Client Tips

■ No more advanced find for the average user

■ Add columns and Filter


Outlook Client Tips

■ Multiple Column Sort – Hold down the shift and select columns

■ Pinning Views in Outlook – saves time, reduces clicks

■ Group by a column


Outlook Client Tips

■ Controlling the preview panel

■ Drag and drop sections in the preview window

■ Adjust the columns


Outlook Client Tips

■ Calendar Preview – quick navigation to related CRM records


Outlook Client Tips

■ Conditional Formatting

■ To commit the formatting you need to start from a system view,

apply formatting and then save as a new view


Outlook Client Tips

■ Flagging records and setting reminders

■ Quick access to recent records – right click on an outlook folder

■ Tracking records just select Set regarding


Browser Tips

■ Ribbon dynamically changes in dashboard when a list is selected

■ Recently viewed records for quick navigation


Browser Tips

■ Navigating up and down records in the Form


Quick Populate Tip

■ Quickly populate date by just typing day and month and tab defaults year


Dash-boarding and Charting

■ Ability to expand out a chart

■ Use charts to sum / count records, to remove need to export to excel

■ Opening the Dashboard in standalone mode

■ Use recently viewed on dashboards and right click

■ Open in new view, you can now copy the url and open up just

the dashboard with no navigation


Dash-boarding and Charting Continued

■ Including fields from related entities

■ Demo: Cases by Account rating


Dash-boarding and Charting Continued

■ Creating a Spline graph by modifying the chart XML

■ Demo


Near Field Communication (NFC)

■ What is NFC?


NFC can replace QR Codes

User carries the reader Object contains information


NFC can replace RFID

User carries the information Server acts as a reader, executing action

e.g. Access Control


NFC can also…

Added intelligence on chip

Facilitates secure communication

Suitable for payments

Server acts as a reader, executing action

e.g. Authorising payment

Customer tracking


Microsoft On{X} for Android

■ Friend or Foe… Who knows, but this is an awesome app!


On{X} and CRM

■ When I make or receive a call, create a CRM phone call activity

■ Screen pop if I have my dashboard open

Do you want to know more?

Find me in the Experience Lounge at the end of this presentation.

Any questions?

Thank you [email protected]

Documents

Dynamics CRM Tips and Tricks - Intergen day 11... · Dynamics CRM Tips and Tricks Dash-boarding and Charting Ability to expand out a chart Use charts to sum / count records, to remove