Process Dialogs

17Feb

CRM 2013 – Copying a Process

Within CRM 2013, processes are incredible.  Since they are great time savers for users, I typically get a lot of positive feedback regarding them.

One feature missing from CRM 2013 is the ability to copy an existing process; however, there is a nice work-around we’ll explore today.  If you are like me and create some fairly in-depth processes, then copying a process should hopefully save you some time.  Let’s walk through how to copy a process:

Copying a Process Step-by-Step

  • First, open the Process you want to duplicate:
    Copying a Process: Opening the Process to Duplicate

    Notice the “Activate As” field

    Read More »

8Feb

Processes within CRM 2013

One question I always try to ask users is, “does anything feel redundant?”  If you ask a few people this question, you’ll sometimes find sticking points you never even thought of.  What’s great about this question is that CRM 2013 seems to always have a solution to the user’s frustration.  One solution I go back to again and again is the “Process” dialog.

Let’s look at a real-life example…

The Dreaded Weekly Work Plan

A client I’m working with has to build out a plan each week of the projects they are going to work on.  Each user typically has one or more projects taking place each week and each project typically last several months.  Additionally, at the start of each month users are typically expected to have five weeks of work planned out.

To management, this was important to understand who was freeing up as well as anticipated cash-flow of billable projects.  To the users, this was one of two TPS reports they had to deal with.  Both were frustrated since users were slow to get these entered and management always felt the numbers were unreliable.

In this case, the users were asked only minimal information:

A basic CRM form with minimal input fields.

A basic CRM form with minimal input fields.

 

Read More »

© Copyright 2012-2014, All Rights Reserved