Connect Learn Share Welcome Back Microsoft Dynamics CRM

Connect Learn Share Welcome Back! Microsoft Dynamics CRM ® User Group (CRMUG ) 2 nd Quarter 2013 Regional Chapter Meeting

Connect Learn Share 20 Top Tips for Getting the Most out of Dynamics CRM Get more done in less time – then relax! to 5 F s s e r P watch as slideshow for full effect!

Adam Vero www. Meteor. IT. co. uk blog. CRMguru. co. uk @Adam. Vero @CRMU

General Productivity Admin Outlook User-Centric Design @CRMU

General Productivity 1. Set up your personal options 2. Set default Dashboards and Views u o y y r r o 3. Use “Recently Viewed” list and pin S favourites t u o d e s s i 4. Email links to records and views m g n i e e s n 5. Use sorting and filtering effectively o all this demo’ed! @CRMU

Outlook Integration 1. CRM as Outlook home page 2. Outlook Quick Access Toolbar 3. Synchronise Contacts using Lists or Follows 4. Track vs. Set Regarding • override “track” to behave like “set regarding” 5. Conditional formatting @CRMU

Track to work like Set Regarding § Org. DBOrg. Settings is in CRM 2011 Tools • make sure you get latest version with all settings § Setup config file for your organisation, then: Microsoft. Crm. SE. Org. DBOrg. Settings. Tool. exe /u My. CRMOrg Override. Track. In. Crm. Behaviour 1 § PFE Team CRM In the Field blog post talks about three obscure settings including this @CRMU

Administration 1. Use simple Workflows for data “housekeeping” 2. IE “Max Connections” setting support. microsoft. com/kb/282402 3. With Reschedule CRMpower, maintenance jobs great comes bit. ly/CRMMaint. Job. Re. Sched great responsibility! 4. Use copies of default Security Roles 5. Assign Bulk Edit, Bulk Delete wisely @CRMU

Better Design = Happier Users 1. Use Queues to manage work 2. Use Dashboards outside CRM via their URLs 3. Deactivate unwanted / dashboard-only views 4. Hide areas of Sitemap users don’t need • Use XRMToolbox. codeplex. com to edit Sitemap and lots of other useful admin tools 5. Customise Ribbon for ease of use • Use Ribbon Work. Bench to make simple changes @CRMU

Queues contain mixed Items § Users who work across departments / roles § Sales, Service + x. RM Projects, Events… @CRMU

Duelling Dashboards Web page for n ext dashboard in se quence <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="Refresh" content="30; URL='. /Dash 2. htm'" </head> <body><iframe src="https: //mycrm. example. com/dashboards/ dashboard. aspx? dashboard. Id=%7 b 6 e 00802 f-8 c 73 -df 11 -986 c 00155 d 2 e 3002%7 d" width="100%" height="1000"></iframe> d 1 r </body> a o b h s da ID of @CRMU

Additional Resources § Customer Centre § Customer Source • http: //www. microsoft. com/dynamics/customer/ en-GB/access-customersource/default. aspx § Collaborate • http: //Community. CRMUG. com § Forums § Blogs @CRMU

@CRMU

Any Questions? @CRMU

Adam Vero Microsoft Certified Trainer Dynamics CRM 4. 0 & 2011 consultant blog. CRMguru. co. uk twitter. com/Adam. Vero uk. Linked. In. com/Adam. Vero @CRMU