Tag: CRM Best Practices

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

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11Feb

CRM 2013 – Start Users on a Dashboard vs Personal Wall

Microsoft Dynamics CRM 2013 offers by default a “What’s New” landing page known as the Personal Wall.  The “what’s new” page is a great place to start and is part of the social add-ins Microsoft introduced with CRM 2011.

Personal Wall

Checking out the social aspects of the Personal Wall

 

Although the Personal Wall is great, I often like to start users on a custom dashboard:

Here's an example of dashboard that launches to various entities and summarizes data specific to the user.  A different approach to the Personal Wall.

Here’s an example of dashboard that launches to various entities and summarizes data specific to the user

A dashboard customized around the users day-to-day needs allows for users to quickly see and get to pertinent information.  In my case, my team mainly focuses on the companies, projects and tasks assigned to us individually.

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26Sep

Introducing CRM Data Detective

With my eyes focused on visual studio, I didn’t even notice her walk into my office.  No knock, no “hello”, just an aura of frustration crashed into one of my pleather chairs.  I looked up to say “hi” and was met with a  silent cry for help.  I’ve seen this look before and knew whatever it was, it wasn’t going to be easy.

Turns out a new customer was coming to us after a failed CRM implementation with another partner.  Doing what I do, I see it every now and again.  This customer, was a really good kid, but unfortunately got mixed up with the wrong crowd.  It happens.  You can’t blame the kid, but sometimes those shiny lights turn out to have a dim glow and user adoption turns into user betrayal.

My colleagues frustrations came from how the configuration was all over the place.  Fields were scattered all over the place; some were used, some were hidden, but all of it was a mess.  We didn’t have a requirements document to fall back on, but we did have one crazy idea to solve this mystery… CRM Data Detective!

CRM Data Detective Landing Page

CRM Data Detective Landing Page

Granted, CRM Data Detective wasn’t our only method, but it clearly helped.  We used the Data Detective to analyze the customer’s CRM environment and got a handle on what attributes we could remove and which attributes needed to be more prevalent on the form.  Another case closed and another happy customer.
13Jan

XRM 2011 – Microsoft Dynamics CRM 2011 Style Buttons

Adding a button to a Form is a great way to add additional functionality right where the user is already focused. Today we are looking at a few different approaches to adding a button. First, we’re looking at handling the upgrade for those of you who have already used the 4.0 button inside of 2011 or if you had a 4.0 environment and are upgrading. If you have a clean 2011 environment, then feel free to skip down to the “From Scratch” section.

There is already some code floating around to create a 4.0 style button inside of CRM 2011. The button we’re creating will instead create a CRM 2011 style button (i.e. “Example Button”).

image

 

The CRM 2011 button starts gray and then when the user hovers over it, the button will look like:

image

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