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.

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?

25. Thank you
barry.barryson@intergen.co.nz