DynamicsCRM Tipsand TricksSteven Foster, CRM Product ManagerSteven.foster@intergen.co.nz@FozzyNZhttp://www.linkedin.com/in...
Steven Foster                                   Rex Wessels   Steven Foster                                  Rex Wessels  ...
Our Agenda    General Tips    Outlook Tips    Browser Tips    Charts and Dashboards    What’s possible when you think outs...
General Settings    ■ Default Home Page    ■ Rows per list viewDynamics CRM Tips and Tricks
Outlook Client Tips    ■ No more advanced find for the average user    ■ Add columns and FilterDynamics CRM Tips and Tricks
Outlook Client Tips    ■ Multiple Column Sort – Hold down the shift and select columns    ■ Pinning Views in Outlook – sav...
Outlook Client Tips    ■ Controlling the preview panel    ■ Drag and drop sections in the preview window    ■ Adjust the c...
Outlook Client Tips     ■ Calendar Preview – quick navigation to related CRM recordsDynamics CRM Tips and Tricks
Outlook Client Tips   ■ Conditional Formatting   ■ To commit the formatting you need to start from a system view,     appl...
Outlook Client Tips    ■ Flagging records and setting reminders    ■ Quick access to recent records – right click on an ou...
Browser Tips    ■ Ribbon dynamically changes in dashboard when a list is selected    ■ Recently viewed records for quick n...
Browser Tips    ■ Navigating up and down records in the FormDynamics CRM Tips and Tricks
Quick Populate Tip    ■ Quickly populate date by just typing day and month and tab      defaults yearDynamics CRM Tips and...
Dash-boarding and Charting    ■ Ability to expand out a chart    ■ Use charts to sum / count records, to remove need to ex...
Dash-boarding and Charting Continued    ■ Including fields from related entities               ■ Demo: Cases by Account ra...
Dash-boarding and Charting Continued    ■ Creating a Spline graph by modifying the chart XML               ■ DemoDynamics ...
Near Field Communication (NFC)    ■ What is NFC?Dynamics CRM Tips and Tricks
NFC can replace QR Codes      User carries the reader   Object contains informationDynamics CRM Tips and Tricks
NFC can replace RFID      User carries the information   Server acts as a reader, executing action                        ...
NFC can also…Added intelligence on chip         Server acts as a reader, executing actionFacilitates secure communication ...
Microsoft On{X} for Android    ■ Friend or Foe… Who knows, but this is an awesome app!Dynamics CRM Tips and Tricks
On{X} and CRM    ■ When I make or receive a call, create a CRM phone call activity    ■ Screen pop if I have my dashboard ...
Do you want toknow more?Find me in theExperience Loungeat the end of thispresentation.
Any questions?
Thank youbarry.barryson@intergen.co.nz
Dynamics Day 2012: Tips and Tricks with CRM 2011
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Dynamics Day 2012: Tips and Tricks with CRM 2011

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Microsoft Dynamics CRM 2011 is easy to use, but there are often ways to get more out of it. Come and discover some tips to increase the efficiency and effectiveness of your end users, and see how you can extend the value of CRM for you and your customers by combining CRM with other technologies.

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Dynamics Day 2012: Tips and Tricks with CRM 2011

  1. 1. DynamicsCRM Tipsand TricksSteven Foster, CRM Product ManagerSteven.foster@intergen.co.nz@FozzyNZhttp://www.linkedin.com/in/stevefosterhttp://nakedcrm.comhttp://www.intergen.co.nz/blog #dynamicsday
  2. 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. 3. Our Agenda General Tips Outlook Tips Browser Tips Charts and Dashboards What’s possible when you think outside the box
  4. 4. General Settings ■ Default Home Page ■ Rows per list viewDynamics CRM Tips and Tricks
  5. 5. Outlook Client Tips ■ No more advanced find for the average user ■ Add columns and FilterDynamics CRM Tips and Tricks
  6. 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 columnDynamics CRM Tips and Tricks
  7. 7. Outlook Client Tips ■ Controlling the preview panel ■ Drag and drop sections in the preview window ■ Adjust the columnsDynamics CRM Tips and Tricks
  8. 8. Outlook Client Tips ■ Calendar Preview – quick navigation to related CRM recordsDynamics CRM Tips and Tricks
  9. 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 viewDynamics CRM Tips and Tricks
  10. 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 regardingDynamics CRM Tips and Tricks
  11. 11. Browser Tips ■ Ribbon dynamically changes in dashboard when a list is selected ■ Recently viewed records for quick navigationDynamics CRM Tips and Tricks
  12. 12. Browser Tips ■ Navigating up and down records in the FormDynamics CRM Tips and Tricks
  13. 13. Quick Populate Tip ■ Quickly populate date by just typing day and month and tab defaults yearDynamics CRM Tips and Tricks
  14. 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 navigationDynamics CRM Tips and Tricks
  15. 15. Dash-boarding and Charting Continued ■ Including fields from related entities ■ Demo: Cases by Account ratingDynamics CRM Tips and Tricks
  16. 16. Dash-boarding and Charting Continued ■ Creating a Spline graph by modifying the chart XML ■ DemoDynamics CRM Tips and Tricks
  17. 17. Near Field Communication (NFC) ■ What is NFC?Dynamics CRM Tips and Tricks
  18. 18. NFC can replace QR Codes User carries the reader Object contains informationDynamics CRM Tips and Tricks
  19. 19. NFC can replace RFID User carries the information Server acts as a reader, executing action e.g. Access ControlDynamics CRM Tips and Tricks
  20. 20. NFC can also…Added intelligence on chip Server acts as a reader, executing actionFacilitates secure communication e.g. Authorising paymentSuitable for payments Customer trackingDynamics CRM Tips and Tricks
  21. 21. Microsoft On{X} for Android ■ Friend or Foe… Who knows, but this is an awesome app!Dynamics CRM Tips and Tricks
  22. 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 openDynamics CRM Tips and Tricks
  23. 23. Do you want toknow more?Find me in theExperience Loungeat the end of thispresentation.
  24. 24. Any questions?
  25. 25. Thank youbarry.barryson@intergen.co.nz

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