Dynamics Day 2013 Microsoft Dynamics CRM Tips and Tricks 45 in 45
 

Dynamics Day 2013 Microsoft Dynamics CRM Tips and Tricks 45 in 45

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Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering ...

Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future.

Hear from Steven Foster and Rex Wessells who take you through a fast-paced tips and tricks session designed to help you get more out of Dynamics CRM 2011.

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  • Steve
  • Need to create from a system view and then save as a personal view
  • Just add outlook snooze reminders right click add reminder
  • SteveClick on Short cut menu and right click on Shortcuts and add from CRM or general outlook
  • SteveClick on appointment and CRM fields
  • Steve
  • Just type day and month and tab, year auto populates
  • While in Personal settings, Home page, number of records, get started pane turn offAlso global settings for get started pane turn off and Outlook Client promotion are in Settings/Administration/System Settings
  • From Activities view, show copy selected items, current view. From an Appointment, show Send Copy Links
  • Create a campaign activity and a costRefresh campaign record costs updated
  • Open Contacts - Copy Contact from a Dialogue
  • Use simple web resource to force an auto refresh.Edit Auto refresh dashboard Open web resource and add Custom Parameter: Refreshseconds=10Pass object type tickedSave and CloseDashboard refresh in 10 secondsIn Internet Explorer right click on menu and open new dashboard into new window
  • Open an Advanced Find – Save “Download Fetch XML”, Open folder, Open with Notepad
  • All Created on Account entity in CRM 2013 – All read to go Change the chart type elementDoughnut – Based of a Pie ChartSpline - Based off a line typeRadar – Based off a line typePyramid – Based off a line typeFastline – Based off a line typeKagi – Based off a line Type
  • LyfeRibbon button in CRM 2011, do from OpportunityDon’t click Rating!
  • Admin-> System SettingsSettings -> Auditing – can delete logs
  • SteveOpen user, click icon next to image in nav bar, open options click on user informationclick on image and add new image add FozzyBear image
  • Steve
  • Steve
  • SteveOn LeadLead source other by default not displayedIf Lead source other selected then show lead source other and make required. In Marketing information area scroll down
  • SteveOpen Opportunity Switch Business Processes
  • SteveHover over the Territory field on the opportunity form
  • Click on phone number, click back to CRM
  • Swipe upwards
  • LyfeSelect a record, swipe up and pin to Start/pin to Dashboard
  • LyfeSearch for Steven Foster
  • LyfeOpen up OpportunityAd Price listClick on + on Inline Products and add Product A, Primary Unit
  • Tobe determined / 3D printing example

Dynamics Day 2013 Microsoft Dynamics CRM Tips and Tricks 45 in 45 Dynamics Day 2013 Microsoft Dynamics CRM Tips and Tricks 45 in 45 Presentation Transcript

  • CRM 45 Tips in 45 minutes Challenge Steven Foster, CRM Product Manager Lyfe Langmead, CRM Senior Consultant
  • 1 Group By in Outlook Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 2 Add Columns in Outlook Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 3 Moving Columns in Outlook Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 4 Saving a Conditional Formatted View Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 5 Adding none Activity Reminders Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 6 Creating Personalised Shortcuts in outlook Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 7 CRM Fields on Outlook Activity records Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 8 Managing Offline Sync in Outlook Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 9 Preview your Calendar Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 10 Quick Set Dates Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 11 Setting Advanced Find to Detail View Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 12 Managing personal Options Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 13 Sending links to records and views Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 14 Importing a list of existing contacts to create a Marketing list Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 15 Creating a marketing list from an imported list Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 16 Quick update Campaign Responses using QR codes Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 17 Managing Campaign Costs via Campaign Activities Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 18 Using a Dialog to Copy a record Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 19 Filtering a list in a Dialog Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 20 Adding a column from a related record to a chart Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 21 Summing up a list using a Chart Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 22 Auto Refresh Dashboards Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 23 Visio click Map on Dashboard Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 24 Fetch XML View for SSRS reports Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 25 Cool Charts Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 26 Mobile Express /m Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 27 Free resources Sonoma Edit in line grids Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 28 Free resources Sonoma Universal search Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 29 Capturing Ad Hoc Data ClickDimensions Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 30 Turning on Auditing, Managing Logs Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 31 CRM 2013 – Touch Access Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 32 CRM 2013 – Adding a User image Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 33 CRM 2013 - Recently Viewed Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 34 CRM 2013 - Quick Create Forms Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 35 CRM 2013 - Quick View Cards Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 36 CRM 2013 – PBL: making the “other” field required Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 37 CRM 2013 - Switching Business Processes Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 38 CRM 2013 - Field Help using Description field Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 39 CRM 2013 – Clicking on a phone call creates a phone call activity Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 40 CRM 2013 – Creating records in the mobile client Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 41 CRM 2013 – Pin to Start – Mobile Client Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 42 CRM 2013 – Mobile Client – Global Search Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 43 CRM 2013 – Mobile Client – Inline adding Products to Optys Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 44 Security Lock Down During Deployment via a plugin Your Awesome Presentation Title {Segoe UI 12 pt.}
  • 45 Managing Robot Arm motions from Azure and CRM Your Awesome Presentation Title {Segoe UI 12 pt.}
  • Any questions?
  • Thank you Steven.foster@intergen.co.nz @FozzyNZ http://www.linkedin.com/in/stevefoster http://nakedcrm.com
  • CRM2013  Browser Access and Touch  Quick Create forms  Quick create activities  Switching processes  Business Logic Layer  Quick View Cards  Synchronous Workflows  Description Display as help „on hover‟ over field  Mobile Client – Pin to start  Global Search on Mobile  Skype? | 50
  • 45 tips in 45 minutes Outlook  Adding columns into views  Group By  Conditional formatting  Pinning views  Right click Recent records on folders  CRM fields on Emails, Appointments, Tasks  Add CRM actions into the ribbon  Offline Sync Views  Calendar Preview  Office 2013 Email suggested meetings and actions | 51
  • Productivity  Activity Feed  Setting dates 2/3 defaults 2/3/2013  Recently viewed Homepage  Setting default entity via options  Setting default view  Personal options – hide get started pane  Personal options – Advanced Find mode default  Sending links to views and records  Marketing Lists – Add from Import  Quick Create campaign responses  Dialogs – Copy contact / record | 52
  • Charts / Reporting  Visio click Map on Dashboard (Rex)  Adding a column from a related record – Adding Account ANZSIC code to opportunities  Summing up using charts  Auto refresh dashboards – call centre usage  Save as and sharing  Fetch XML – SSRS Online  Power Pivot / Powerview – Visits on a map | 53
  • Web / Mobile / 3rd party  Mobile Express m  ClickDimensions Forms integration  Capturing ad hoc data – i.e. golf handicap, t‟shirt size, can kick of workflows  Social Profile Page – displayed in the main form  Free resources - Sonoma Edit in line grids / Universal search | 54
  • Rex Special  Security lock down via a plugin for deployment  Facebook Like Integration  3D printing of the sales funnel | 55