Getting Started with Microsoft CRM xRM4Legal 2015 Update 1
The Microsoft CRM/xRM4Legal 2015 Update 1 contains more functionality that allows law firms and legal departments to enhance their marketing, business development and client care activities. This is an exciting update and builds on the earlier 2015 version. Themes – you can now brand your CRM! Themes offer the option of changing the default colors and adding your firm logo to the top navigation. This is just one more way to personalize CRM to match the uniqueness of your firm. Main Menu Navigation – the home icon has been replaced with a main menu option and less horizontal scrolling. Find what you need faster! Recently Viewed or Pinned items – a recently viewed icon has also been added to the top navigation bar enabling you to quickly find your most recently viewed or pinned items. OneNote Integration – users can now easily capture meeting details using OneNote from within CRM Online. This functionality allows the information to be available to other CRM Online users in the Social Pane. Advanced Find Adds Older Than option – you have to see it to believe it! The use cases for this option are endless and empowers users to access the information they need more efficiently. Export to Excel Redesign – in addition to replacing the wizard with a single click to download feature (as if that was not fabulous enough), the record limitation for both import and export has been increased to 100,000 records or 32MB! Yes you read that correctly, this increased from 10,000 to 100,000 records! Immersive Excel – users on the go will love this functionality. When starting from a view, selecting Export to Excel and then Open in Excel Online you can quickly analyze or edit data in Excel Online. Folder-level Email Tracking – Exchange email users can establish a tracking folder so incoming emails can simply be dropped into the folder (manually or by leveraging Exchange Inbox rules) and automatically tracked in CRM. Note this requires server-side synchronization. Mobile on Smartphones – Windows Phone users can now use Cortana voice commands (yes, this means hands-free) and access CRM data! Additionally, the phone app has been enhanced to provide the same mobile experience as CRM for tablets. System Administrator and Customizer Platform Improvements – 1. New functions on calculated fields: Now() and DateDiff are available; 2. Business rules: can now be set to null or removed; 3. A date only field is now available; 4. Create system rules that will automatically create or update a record based upon an incoming activity (such as an email).
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Getting Started with Microsoft CRM xRM4Legal 2015 Update 1
- 1. Here are some tips to help you get started with common tasks.
- 2. Welcome to Microsoft CRM/xRM4Legal 2015 • • • • • •
- 3. Using the nav bar
- 4. Select your xRM4Legal work area
- 8. View your contacts in a list
- 9. See more contact details
- 10. Click or tap to connect
- 11. Add notes about a contact
- 12. Create a new business intake
- 13. Enter new business intake details
- 15. View organizations in a list
- 16. See more organization details
- 17. Add a contact to an organization
- 18. Pick up where you left off
- 19. Find your events
- 20. View your events in a list
- 21. See more event details
- 23. View opportunities in a list
- 24. View cases in a list