Dynamics CRM Tips and Tricks
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1 Dynamics CRM Tips and Tricks Steven Foster, CRM Product #dynamicsday
2 Steven Foster Rex Wessels Steven Foster CRM Product Manager 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. 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.
3 Our Agenda General Tips Outlook Tips Browser Tips Charts and Dashboards What s possible when you think outside the box
4 General Settings Default Home Page Rows per list view
5 Outlook Client Tips No more advanced find for the average user Add columns and Filter
6 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
7 Outlook Client Tips Controlling the preview panel Drag and drop sections in the preview window Adjust the columns
8 Outlook Client Tips Calendar Preview quick navigation to related CRM records
9 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
10 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
11 Browser Tips Ribbon dynamically changes in dashboard when a list is selected Recently viewed records for quick navigation
12 Browser Tips Navigating up and down records in the Form
13 Quick Populate Tip Quickly populate date by just typing day and month and tab defaults year
14 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
15 Dash-boarding and Charting Continued Including fields from related entities Demo: Cases by Account rating
16 Dash-boarding and Charting Continued Creating a Spline graph by modifying the chart XML Demo
17 Near Field Communication (NFC) What is NFC?
18 NFC can replace QR Codes User carries the reader Object contains information
19 NFC can replace RFID User carries the information Server acts as a reader, executing action e.g. Access Control
20 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
21 Microsoft On{X} for Android Friend or Foe Who knows, but this is an awesome app!
22 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
23 Do you want to know more? Find me in the Experience Lounge at the end of this presentation.
24 Any questions?
25 Thank you
26
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