50 Best Practice Tips for Microsoft Dynamics CRM Christmas Lunch & Learn

Transcription

1 SIMPLE BUSINESS CARD CAPTURE WITH CRM 50 BEST PRACTICE TIPS FOR MICROSOFT DYNAMICS CRM Chris Isbell Tip# 1 COOL TOOLS -WIRE FRAME COOLER TOOL CRM RIBBON WORKBENCH You don t need 37 pieces of Flair! Just the right buttons! Tip# 2 Tip# 3 SOMEWHAT COOL TOOL CREATE AN ENTITY RELATIONSHIP DIAGRAM COOLEST TOOL XRM TOOLBOX Tip# 4 Tip# 5 1

2 KNOW YOUR SYSTEM COMPATIBILITY COMPATIBILITY PHONE AND TABLET EDITION Tip# 6 Tip# 7 UNSUPPORTED BROWSER? WHAT TO DO? TOOLS TO TRACK USER ADOPTION Tip# 8 Tip# 9 OPTIMAL INTERNET EXPLORER SETTINGS DYNAMICS CRM APP FOR OUTLOOK VS. DYNAMICS CRM FOR OUTLOOK Turn off pop-up blocker or disable it for the CRM website If using Internet Explorer 11, add the CRM URL to Internet Explorer compatibility mode. Internet Explorer 11 is scheduled to be supported in Microsoft Dynamics CRM 2013 update rollup 2, at that time this recommendation should no longer be necessary. If using Microsoft Dynamics CRM On premises, add CRM URL to Intranet Zone Disable third-party toolbars, such as Google or Yahoo, as these will also include popup blockers and script components that can interfere with CRM Turn off unnecessary third party browser add-ons Close any browser toolbars, such as the Yahoo, Bing, or Google toolbars. These toolbars include popup blockers and can also scan scripts, causing issues with CRM. Configure Internet Explorer to download more than two files at a time. Increase amount of space used for temporary internet files. Click Tools > internet Options. On general tab, click settings in the Browsing History section. Increase disk space to use to 350. Tip# 10 Tip#

3 MOVE ATTACHMENTS TO SHAREPOINT PRINT A CRM RECORD Tip# 12 Tip# 13 USING SSRS FOR SPECIAL DASHBOARDS SFDC- your Gauge Dashboards? Yea, we can do that too REPURPOSING Use Ikea shelves as cat organizer Use Goals as rollup tables Tip# 14 Tip# 15 GOAL ROLLUP FAILURE CHECK THE SYSTEM JOBS! CALCULATED FIELDS NOT CALCULATING? USE BUSINESS RULES! If your Goal Rollup fails, check the system jobs it s actually a very useful error!!! If one of the fields in the calculation has a null value, the calculation result will be null. This can be avoided by using default values in business rules. Tip# 16 Tip#

4 BEWARE OF THESE 5 ACTIVITY REPORTING GOTCHAS! Gotcha!! 1.ActivityPointer vs. individual activity entities 2.Status/Status Reasons 3.Regardingobject vs.activityparty CROSS ENTITY BUSINESS PROCESS FLOW They link multiple records together in one process They make moving between records in a process very easy (easier than popping up another window or drilling through). Standard and Custom Entities 4.Dates 5. Regarding Related Rollups Tip# 18 Alternatives? Tip# 19 MICROSOFT DYNAMICS CRM BUSINESS PROCESS FLOW LESSONS LEARNED SENDING TEXT MESSAGE ALERTS FROM CRM 2013 Benefits? Limitations? Recommendations? Tip# 20 Tip# 21 CRM DATA DETECTIVE LEVERAGE DYNAMICS CRM TO AVOID BLOAT Tip# 22 Tip#

5 SPEED ISSUES? VERIFY CONNECTIVITY STRENGTH CALCULATED FIELDS: WHAT WOULD YOU CALCULATE? When creating a new field, choose calculated! Not available to trigger events via workflow Saved queries, charts, and visualizations can have a maximum of 10 unique calculated fields. Not available in the Microsoft Dynamics CRM for Microsoft Office Outlook client while in the offline mode The CRM team indicated they like seeing Latency under 50 ms and Bandwidth over 150 KB/sec Tip# 24 Tip# 25 BUSINESS RULES: CODE LIKE A ROCKSTAR, WITHOUT CODE! HIERARCHY TILES Extend Microsoft Dynamics CRM without having to write complex code Easy to Follow Logic.. And some new Additions AND/OR Logical Operators DEFAULT VALUES ELSE/IF Conditions Tip# 26 Tip# 27 ONENOTE AND CRM IT S FREE! GIVE YOUR CRM A FACELIFT: THEMING! Tip# 28 Tip#

6 MSFT BI SOLUTION BUILDER TRY POWER BI FOR FREE! It s Inside the Computer!?! Tip# 30 Tip# 31 NAMING RECORDS USING REAL-TIME WORKFLOW IN DYNAMICS CRM 2013 Disaster Recovery Strategy How to Survive a Zombie Apocalypse Tip# 32 Tip# 33 ON PREMISES VS. ONLINE? CHECK THE MATRIX! REPLACE STANDARD SYSTEM DIALOGS AND GIVE YOUR DIALOGS SOME SWAG Replace Standard CRM Dialogs if you need additional functionality Create Custom Button That Calls the custom dialog to enforce needed business rules. Tip# 34 Tip#

7 INTEGRATE WITH AN E-SIGNATURE SOLUTION MAKE YOUR CRM DASHBOARD YOUR INBOX Tip# 36 Tip# 37 CRM MOBILE SURVIVAL GUIDE!!!! CRM SEARCH OPTIONS Help CRM users have realistic expectations about mobility Help CRM configurators deliver great mobile user experiences Help CRM administrators avoid common mobile deployment mistakes Help CRM developers understand how to extend mobility Help CRM support people support mobile users The CRM Mobile Survival Guide is available now from It is available as a PDF ebook, paper version, or a discount for both paper and ebook Tip# 38 Tip# 39 RAPID RELEASE CYCLE AND WHY YOU SHOULD TRY TO KEEP UP HELP USERS HELP YOU HELP THEM CRM 2013 was the last TRADITIONAL CRM upgrade Tip# 40 Tip#

8 FIX INCONSISTENT VIEWS FORM STYLE IN DYNAMICS CRM: TIPS FROM THE FASHION INDUSTRY 1. Organizing your closet: Make your staple items easy to access Not a good style tip 2. Organizing your closet: Organize according to your process. 3. Keeping your fashion current: Plan to edit on a schedule 4. Consulting your stylist: Ask the question Does this look okay? 5. Making it your own: Style the way you like it Tip# 42 Tip# 43 SECURITY ROLE SPECIFIC DASHBOARDS IN MICROSOFT DYNAMICS CRM 2013 Very similar to the role based forms that were introduced in 2011, we now have the ability to control dashboard access in a very simple way via security roles. EMBED POWERVIEW IN CRM DASHBOARDS (USING O365) 1. Export CRM Data 2. Do your BI Thing In Excel 3. Put on your file on your SharePoint Online site 4. Create an Iframe dashboard in CRM 5. Enjoy! Tip# 44 Tip# 45 MAKE ADVANCED FIND EASIER BACKUP YOUR CRM ENCRYPTION KEY (WHETHER YOU KNOW YOU USE IT OR NOT) CRM OnPremise 2013 and beyond. The key is used for field level security and mailboxes. If you restore an organization, the key is not restored along with the database and some data will be inaccessible even for an administrator. This is important for Restoration of Backups, Migrations to new Servers and general sanity. Go to: > Settings >Data Management >Data Encryption Tip# 46 Tip#

9 USE THE MICROSOFT CRM OUTLOOK CONFIGURATION TROUBLESHOOTING WIZARD UPDATE SYSTEM VIEW FILTERS THE QUICK WAY 1. Navigate to the view you wish to update 2. Click filter button in upper right hand corner and filter the view as desired. 3. Click the more options ( ) button 4. Click Save Filters to Current System View After you save the filter, the system view will retain whatever filter you selected in step 2.. Easy Peasy Tip# 48 Tip# 49 CONDITIONAL FORMATTING IN OUTLOOK DO YOU LIKE TO SAY, THAT WAS MY IDEA? Connect to Microsoft CRM Product Team Connect.microsoft.com Tip# 50 Tip# 51 QUESTIONS? 9