Dynamics CRM Tips and Tricks - Intergen day 11... · Dynamics CRM Tips and Tricks Dash-boarding and...
Transcript of Dynamics CRM Tips and Tricks - Intergen day 11... · Dynamics CRM Tips and Tricks Dash-boarding and...
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Dynamics CRM Tips and Tricks
@FozzyNZ
http://nakedcrm.com
http://www.linkedin.com/in/stevefoster
http://www.intergen.co.nz/blog
Steven Foster, CRM Product Manager
#dynamicsday
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Dynamics CRM Tips and Tricks
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.
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Our Agenda
General Tips
Browser Tips
What’s possible when you think outside the
box
Charts and Dashboards
Outlook Tips
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Dynamics CRM Tips and Tricks
General Settings
■ Default Home Page
■ Rows per list view
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Dynamics CRM Tips and Tricks
Outlook Client Tips
■ No more advanced find for the average user
■ Add columns and Filter
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Dynamics CRM Tips and Tricks
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
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Dynamics CRM Tips and Tricks
Outlook Client Tips
■ Controlling the preview panel
■ Drag and drop sections in the preview window
■ Adjust the columns
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Dynamics CRM Tips and Tricks
Outlook Client Tips
■ Calendar Preview – quick navigation to related CRM records
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Dynamics CRM Tips and Tricks
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
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Dynamics CRM Tips and Tricks
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
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Dynamics CRM Tips and Tricks
Browser Tips
■ Ribbon dynamically changes in dashboard when a list is selected
■ Recently viewed records for quick navigation
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Dynamics CRM Tips and Tricks
Browser Tips
■ Navigating up and down records in the Form
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Dynamics CRM Tips and Tricks
Quick Populate Tip
■ Quickly populate date by just typing day and month and tab defaults year
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Dynamics CRM Tips and Tricks
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
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Dynamics CRM Tips and Tricks
Dash-boarding and Charting Continued
■ Including fields from related entities
■ Demo: Cases by Account rating
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Dynamics CRM Tips and Tricks
Dash-boarding and Charting Continued
■ Creating a Spline graph by modifying the chart XML
■ Demo
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Dynamics CRM Tips and Tricks
Near Field Communication (NFC)
■ What is NFC?
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Dynamics CRM Tips and Tricks
NFC can replace QR Codes
User carries the reader Object contains information
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Dynamics CRM Tips and Tricks
NFC can replace RFID
User carries the information Server acts as a reader, executing action
e.g. Access Control
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Dynamics CRM Tips and Tricks
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
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Dynamics CRM Tips and Tricks
Microsoft On{X} for Android
■ Friend or Foe… Who knows, but this is an awesome app!
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Dynamics CRM Tips and Tricks
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
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Do you want to know more?
Find me in the Experience Lounge at the end of this presentation.
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Any questions?
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Thank you [email protected]
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