Dynamics Day 2012: Tips and Tricks with CRM 2011
2 likes2,231 views
The document discusses various tips and tricks for using Microsoft Dynamics CRM, presented by Steven Foster, a CRM product manager. It covers topics such as optimizing workload, utilizing the Outlook client, browser tips, dashboarding, charting, and the use of NFC technology in CRM applications. Additionally, it highlights features like sorting, filtering, quick navigation, and integrating CRM activities with mobile applications.
Dynamics Day 2012: Tips and Tricks with CRM 2011
- 1. Dynamics CRM Tips and Tricks Steven Foster, CRM Product Manager Steven.foster@intergen.co.nz @FozzyNZ http://www.linkedin.com/in/stevefoster http://nakedcrm.com http://www.intergen.co.nz/blog #dynamicsday
- 2. Steven Foster Rex Wessels Steven Foster Rex Wessels CRM Product Manager CRM Technical Solution Lead My role is to drive the Microsoft CRM I am responsible for delivery of quality . business, delivery and partner CRM solutions. relationships By understanding the way that each People call me passionate about CRM customer conducts their business, I find and even an evangelist! ways of optimising their workload using Microsoft CRM as a platform I have been working in the field of CRM for over 14 years, implemented many I have been working with Microsoft CRM CRM and xRM solutions and have since its initial release in 2004. experience across a broad range of CRM technologies, industries and countries. Dynamics CRM Tips and Tricks
- 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 Dynamics CRM Tips and Tricks
- 5. Outlook Client Tips ■ No more advanced find for the average user ■ Add columns and Filter Dynamics CRM Tips and Tricks
- 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 Dynamics CRM Tips and Tricks
- 7. Outlook Client Tips ■ Controlling the preview panel ■ Drag and drop sections in the preview window ■ Adjust the columns Dynamics CRM Tips and Tricks
- 8. Outlook Client Tips ■ Calendar Preview – quick navigation to related CRM records Dynamics CRM Tips and Tricks
- 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 Dynamics CRM Tips and Tricks
- 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 Dynamics CRM Tips and Tricks
- 11. Browser Tips ■ Ribbon dynamically changes in dashboard when a list is selected ■ Recently viewed records for quick navigation Dynamics CRM Tips and Tricks
- 12. Browser Tips ■ Navigating up and down records in the Form Dynamics CRM Tips and Tricks
- 13. Quick Populate Tip ■ Quickly populate date by just typing day and month and tab defaults year Dynamics CRM Tips and Tricks
- 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 Dynamics CRM Tips and Tricks
- 15. Dash-boarding and Charting Continued ■ Including fields from related entities ■ Demo: Cases by Account rating Dynamics CRM Tips and Tricks
- 16. Dash-boarding and Charting Continued ■ Creating a Spline graph by modifying the chart XML ■ Demo Dynamics CRM Tips and Tricks
- 17. Near Field Communication (NFC) ■ What is NFC? Dynamics CRM Tips and Tricks
- 18. NFC can replace QR Codes User carries the reader Object contains information Dynamics CRM Tips and Tricks
- 19. NFC can replace RFID User carries the information Server acts as a reader, executing action e.g. Access Control Dynamics CRM Tips and Tricks
- 20. NFC can also… Added intelligence on chip Server acts as a reader, executing action Facilitates secure communication e.g. Authorising payment Suitable for payments Customer tracking Dynamics CRM Tips and Tricks
- 21. Microsoft On{X} for Android ■ Friend or Foe… Who knows, but this is an awesome app! Dynamics CRM Tips and Tricks
- 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 Dynamics CRM Tips and Tricks
- 23. Do you want to know more? Find me in the Experience Lounge at the end of this presentation.
- 24. Any questions?