Tag: Microsoft Dynamics CRM 2013

18Jul

Sending Text Message Alerts from CRM 2013

I often find users are looking for ways to alleviate the email overload.  Sometimes important emails are missed due to a hectic day.  In some situations a remedy I like to incorporate is the ability to text message a user for events or status changes the user really cares about.  Leveraging Microsoft CRM and cell phone carriers’ email feature, we can offer users the ability to receive critical alerts via text messaging in addition to normal email.

 

Emailing a Text Message

What’s great about this is that you don’t need to install a special add-on to send text message alerts from CRM.  What you will need is the recipients cell phone number and carrier.  Each carrier has a specific text message domain, here’s a list of the most common carriers (full list here):

Carrier Domain
AT&T @txt.att.net
Sprint @messaging.sprintpcs.com
T-mobile @tmomail.net
Verizon @vtext.com

All of the carriers use the format of phone number followed by the domain.  For example to send a text message to a Verizon user, you’d email them 8645551234@vtext.com.

When you send text message alerts from CRM you’ll have the subject in parenthesis (if populated) and the body will be shown right after.  Here’s an example:

image

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22May

CRM 2013 FetchXML Improvements

With CRM 2013, Microsoft added some awesome improvements to their FetchXML.  For those unfamiliar, FetchXML provides you an easy way to query information out of CRM.  With the CRM 2013 FetchXML improvements you can perform significantly more queries than ever before.   Today I want to show you my favorite new feature which is alias filters.

CRM 2013 FetchXML Improvements – Looking at an Example

Let’s say you wanted to find the number of active accounts without contacts.  With CRM 2013, this is now possible and super simple, here’s how.

To start, let’s query for all of our accounts:

Simple enough, and in my test scenario I get 15,179 records.

To be fair though, we are only looking at active accounts, so let’s add a filter.

This returns 14,589 active records.

Adding our Linked Entity and Alias Filter

Now comes the fun part, with 2013 we can also add to our filter, columns concerning our linked entity.

This returned 839 records.  That means in my CRM environment, I have 839 accounts that do not have any contacts associated.  In my case, I want to list those accounts and find which ones need to be deactivated and/or who from sales I should contact to make sure we get the proper contact information inside CRM.

At this point, the count tells us the number of companies we need to review, but really we want tangible data.  Let’s modify this query to get something we can have someone analyze.

Here I’ve added the telephone and composite address (which pulls line 1, city, state, and zip).  I’ve also limited this to 10 records in case your environment has way more than 800.  The primarycontactid should not return, but I’ve included so you can verify.

 

Looking at our Fetch filter, you may notice a new attribute called entityname.  For some of you, this is pretty exciting and ideas are churning through your head already.  If you’re like me, you have had to perform multiple queries to accomplish similar feats.  Luckily with CRM 2013 we can get to our desired data quicker and easier then ever before.

 

What are some more scenarios?

With the new alias filter option, you can look for:

  • Leads without tasks
  • Contacts without activities
  • Strategic contacts without activities for the last 6 months
  • Contacts for top tier accounts in one city combined with contacts for top tier & important accounts in another city

The last one may seem random, but the more you explore the alias filter the more you will be glad you did.

I hope you enjoy!

 

 

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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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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14Feb

CRM DevTools Extension by Sonoma Partners

Blake Scarlavai over at Sonoma Partners built a very cool Chrome add-in called CRM DevTools.  This applies to CRM 2011 UR12+ and CRM 2013 and allows you to quickly find the record’s GUID without having to remember Xrm.Page.data.entity.getId() or typing any of this into the console directly.  The tool also allows you to execute fetch and see the results.  This is a great time saver and something everyone should have in their toolbox.

Here’s an excerpt:

CRM DevTools

CRM DevTools is an extension to Google Chrome which can be found here in the Chrome web store.  This extension provides a variety of tools to help optimize customizing and troubleshooting within Dynamics CRM.

Form Information

CRM DevTools - Form Information

  • Displays the current form’s back-end information
    • Entity Name
    • Entity Id
    • Entity Type Code
    • Form Type
    • Is Dirty
  • Ability to show the current form’s attribute’s schema names
  • Ability to refresh the current form

Current User Information

CRM DevTools - User Information

  • Domain Name
  • User Id
  • Business Unit Id

There is a lot more to what this add-in can provide.  Here’s the original post.  I think this is a great idea and I’m excited to see if more and more functionality is added to this down the road.

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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