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.
50. 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
51. 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
52. 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
53. 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
54. 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
55. Rex Special
Security lock down via a plugin for deployment
Facebook Like Integration
3D printing of the sales funnel
| 55
Editor's Notes
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