Monthly Archives: March 2014

31Mar

What CRM is Missing Most

Face it, CRM is missing some key functionality.  Think about it for a second, what is in Word, Excel and every other product that matters?  If you went to Convergence, you may have heard some rumors and I found, from a very solid source, that it’s all true!

With UR3 coming later this month, Microsoft is introducing…

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30Mar

Sending Unresolved Emails

Today we’re looking at sending unresolved emails in CRM.  Have you ever wanted to email someone who is not in CRM?  Sometimes it can be frustrating to have to create a contact or lead record for a person just so you can email marketing material.  Additionally, you may want to avoid cluttering up your CRM system with a “fringe” listing of contacts.  By allowing “unresolved” email addresses to be sent, you can do just that.

In addition to configuring CRM, I’ll demonstrate how to send an email from C# (using the CRM 4.0/2011/2013 SDK).

Configuration required for sending unresolved emails in CRM

To start, let’s look at the system settings we’ll need to change.  Begin by selecting Settings > Administration > System Settings.  This will bring up a prompt, select the “Email” tab and select “Yes” for the “Allow messages with unresolved e-mail recipients to be sent” option.

To send emails to recipients not in CRM, select the "Yes" option.

To send emails to recipients not in CRM, select the “Yes” option.

 

Sending unresolved emails in CRM from C#

Here is an example using late binding:

An early bound example of sending emails, can be found here: http://msdn.microsoft.com/en-us/library/hh210217.aspx

You can also mix and match unresolved addresses or in this next example add the primary address of a specific user:

 

Hopefully these options spark some ideas or resolve a frustration you’re currently facing.

 

12Mar

CRM 2013 Gamification


CRM 2013 Gamification

Today we’re talking about CRM 2013 Gamification.  Before we start, I want you to know that I cringe at the word “gamification”.  Don’t get me wrong, I actually like, believe, and implement gamification; however, gamification has a bad connotation because of how people have hyped and improperly implemented it.  There are fantastic examples of very successful gamification, my favorite being stack overflow.  But for every good example, there are probably dozens of implementations that ended with loyalty backlash and frustrating results.  The good news, is that today I’m going to share with you the secrets of good CRM 2013 Gamification for the low, low price of…

 

An example of what not to include with Gamification in CRM 2013

Imagine staring at this all day…

Congratulations, you’re a Winner!

Sorry, the first thing to know about gamification is: avoid cheesy things!  No one wants blinking or moving graphics.  No one.  Instead of focusing on the negatives though, I want to talk about the things you need in order to get productivity gains coupled with user engagement.

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