Microsoft Dynamics CRM User Group Meeting February 4, Welcome CRM Users! Microsoft Dynamics CRM User Group February 2016
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1 Welcome CRM Users! Microsoft Dynamics CRM User Group February 2016
2 CRM Workflow Presented by Mike Wright
3 Workflow What is a workflow? Workflows enable you to model real-life business processes, for example best practices or standard practices, in Microsoft Dynamics CRM. They can be as simple or as complex as necessary to meet your business process requirements. Workflows can be configured to run in the background or in real time. They can start automatically based on specified conditions, or can be started manually by a user.
4 Workflow Background vs. Real Time Real time workflows execute within their triggering transaction, where background workflows are scheduled to run when system resources are available Background workflows support wait and timeout conditions Real time workflows can present error messages to the user
5 Workflow Triggering Actions Record creation Record status changes Record is assigned Record is deleted Record fields change
6 Workflow Workflow Scope User: Workflow will exclusively run on records with the same owner as the Workflow. Business Unit: Workflow will exclusively run on records owned by any user in the same Business Unit as the owner of the Workflow. Parent: Child Business Units: Workflow will exclusively run on records owned by any user in the same Business Unit or Organization: Workflow will run on records owned by any user.
7 Workflow Workflow Components Stages Check Condition Conditional Branch Default Action Create Record Update Record Assign Record Assign Record Wait Parallel Wait Branch Send Change Status Stop Workflow Start Child Workflow
8 Workflow CRM Workflow Demo
9 Advanced Charts Presented by Christine Shobe
10 Advanced Charts Agenda Data visualization Out of the box functionality XML customizations Demo
11 15 Minute Break!
12 Excel to CRM Presented by Dave Bonney
13 Excel and Dynamics CRM Value of Excel Integration with Dynamics CRM Users can easily perform analytics of real time CRM data Since Excel is a common tool, training is minimal Allows mass changes using spread sheet type functionality Provides a quick method for importing/exporting data into/from CRM Allows users to access CRM data outside of CRM Common Uses We Will Examine Importing and exporting data using Excel Using dynamic worksheets Excel and Pivot Tables Excel Online
14 Importing & Exporting Data Setting up a spread sheet template Approaches and options for setting import template CRM & Excel Import/Export options Exporting data using Excel Importing new data using template Mapping columns using wizard and importing after mapping Deleting imported data
15 Dynamic Excel Worksheet Dynamic Excel Real Time Integration Creating Dynamic Excel Worksheet Synching Excel workbook with CRM Setting up Dynamic PivotTable
16 Excel Online Using Excel Online How to access and use Limitations
17 CRM FieldOne Solution Presented by Dave Bonney
18 CRM FieldOne Solution FieldOne Value Proposition Optimizes scheduling of technical resources Minimizes travel costs Improves overall resource utilization Provides visibility to what is happening in the field Improves responsiveness to customers Mobile communication and geo tracking gets right resources to right place at right time Common Uses Organizations scheduling field resources HVAC, Construction, Medical & Diagnosis, Information Technology, Electrical Services, Field Equipment repair, Training Services
19 CRM FieldOne Solution FieldOne Features Schedule Board Map features shows work orders, technicians, assets and crews Shows schedule resources by date, time and duration Dynamically updates based on input from the field Mobile Client Routes personnel automatically based on Schedule Board updates Captures information on services, tasks and parts usage Can be used online or offline Work Order automation Generates work orders based on Preventative Maintenance agreements
20 Demo Demos - Importing/Exporting Data - Dynamic Excel Worksheet - Excel Online - CRM FieldOne Solution
21 CRM Tips & Tricks! Presented by Rokas Varanavicius
22 Q&A Questions?
23 Thank you for joining us! This was recorded via GoToWebinar and will be archived on soon. The PowerPoint presentation for this event will be ed to you within the next week. Please contact your Turnkey Technologies Account Manager if you have any questions or would like learn more about CRM!
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