Firstly ask yourself why you need this software? Many companies think that if their business process is sound and their product or service is of good quality and a reasonably price, it’s smooth sailing on the ocean of success and happy laughter all the way to the bank. Obviously these business attributes are vital to [...]
CRM Tip of the Day # 54 – Personalizing the reading pane within Outlook
· Select the entity whose records you wish to view · Click the View menu option · Click the Customize Reading Pane button · Move the sections around so that the ones you wish to see are in the right-hand column, and those that you do not want to see are in the left column [...]
CRM Tip of the Day #53 – Applying Outlook Categories to records in Dynamics CRM
All users have their own way of categorising information, with Outlook’s powerful categorisation engine offering a way to categorise records within Dynamics CRM. · Navigate to the CRM folder · Select Customer –> Accounts · Scroll to the far right of the records · Click in the open space under the Categories column to add [...]
CRM Tip of the Day #52 – Tracking Emails in Outlook, and Relating to Records in CRM
Tracking emails sent and received within Dynamics CRM is a valuable method of keeping a full history of all interactions with clients. Dynamics CRM enables tracking of email items directly in the system. · Open your inbox and select the mail you want to track – OR – open the mail you want to track [...]
CRM Tip of the Day #51 – Flagging Records for Follow-Up in Outlook
During the course of a busy day, there are often instances when you need to follow up on items and records later. The existing Outlook functionality for follow-ups can be leveraged to do this quickly and easily. · Navigate to the CRM folder · Select Customers –> Accounts · Scroll to the far right of [...]
CRM Tip of the Day #50 – Saving a Filter as a New View in Outlook
Once a filter has been applied, there are often situations when the same filter needs to be reused. These additional filters can be saved as new views and thereafter always quickly accessible. · Navigate to the CRM folder · Select Customers à Accounts · Click the Filter button at the top right of the screen [...]
CRM Tip of the Day #49 – Filtering Data without using Custom Views in Outlook
There are a number of system-defined views (as well as user-defined views). These are always available, but sometimes there is a need to quickly filter these records even further to look for specific subsets. · Navigate to the CRM folder · Select Customers –> Accounts · Click the Filter button at the top right of [...]
CRM Tip of the Day #48 – Track Changes on Specific Fields
There are always certain fields that are critical and subject to change. The ability to track and monitor these changes, view the previous values, and what they’ve been changed to, as well as when and by whom provides valuable information, especially in any Master Data Management exercise. · Within the Dynamics CRM Web Client, select [...]
CRM Tip of the Day #47 – Creating an E-mail Template
Ms Dynamics CRM provides e-mail templates for the organization. Organization templates are available for general use, but only users who have the appropriate administrator privileges can delete or edit them. Ms Dynamics CRM also gives users personal e-mail templates. Even though a personal template is available for general use, only the person who has ownership [...]
CRM Tip of the Day #46 – Filtering Data without using custom views in Outlook
There are a number of system-defined views (as we as user-defined views). These are always available, but sometimes there is a need to quickly filter these records even further to look for specific subsets. · Navigate to the CRM folder · Select Customers -> Accounts · Click the Filter button at the top right of [...]
