50 tips in 50 minutes - socius | erp, crm, business … ·  · 2017-05-1750 tips in 50 minutes....

50 Tips in 50 Minutes

Reham Darwiche

• Microsoft Certified Professional:• CRM 2013 & 2016 Customization & Configuration

• Field Service Automation

• Education:• Lebanese American University

• Bachelor of Science focusing on Information Systems

• Cleveland State University• Master in Business Administration

• Three interesting things about me• I am trilingual, I love cooking (and I am good at it), I have two silver medals from Gymnastics

competitions.

Chad Weiner

• Microsoft Certified Professional:• CRM 2013 Application

• CRM 2013 Customization & Configuration

• CRM 2016 Customization & Configuration

• CRM Online Deployment

• Education:• THE Ohio State University

• Bachelor of Business Administration specializing in Management Information Systems

• Three interesting things about me• I’ve jumped out of a perfectly good airplane, I love eating, Led global Implementation of CRM

in the US and UK.

Agenda

• D365 on the Web

• D365 on Mobile

• D365 Email Integration

• D365 Field Service

• D365 Project Service Automation

• D365 Add-ons

D365 on the Web

1 - Business Process Flow Timings

Considerations • Available for Custom Business Process Flow• Can not be reported on

Stage Time

Process Time

2 - Fields Required on Record Create

Business Rule

Before Save

After Save

3 - Maximum & Minimum Field Dates

4 - Editable Grids - Editable features

5 - Editable Grids - Grouping Features

6 - Filtering Activities Pane

7 - Sorting Activities Pane

8 - Feedback Entity

Feedback Entity

9 - Site Map Designer

10 - Site Map Privileges

11 - Charts on Forms

12 - PBI Dashboards in CRM

13 - Drill Down into Charts

14 - Recent Records - Pin Records and Views

15 - User Summary Report

• Keep user information up to date by running the User Summary report. • Get a list of all your users, including their

contact information and security role in Microsoft Dynamics 365.

16 - Free Microsoft Help & Training

• Dynamics 365 Help & Training

• Training & Adoption Kit

• CustomerSource

17 - Relevance Search

Categorized Search returns search results grouped by entity types, such as accounts, contacts or leads.

Relevance Search returns search results sorted by relevance, in a single list.

18 - Learning Path

19 - Microsoft AppSource

20 - Change your Default App Name

21 - Set whether users see welcome screen

22 - Diagnostic Pages

https://myorg.crm.dynamics.com/tools/diagnostics/diag.aspx

1. Windows Start2. Type “Diagnostics”3. Select Microsoft Dynamics CRM Diagnostics

D365 on Mobile

23 - Modifying a mobile control on a form

24 - Offline Mobile client

Enabling Mobile Offline1. Enable Entities for Mobile Offline2. Set Organization Data Download Filter3. Setup Mobile Offline Profiles4. Assign Users to a Profile5. Publish Profile

25 - Personal Charts and Views on Mobile

D365 Email Integration

26 - Easy Access to Dynamics365 Apps

27 - Folder Tracking

*Your organization must use server-side synchronization as your email synchronization method to leverage folder tracking.

28 - D365 Outlook Web App

*Your organization must use server-side synchronization as your email synchronization method to leverage the Outlook Web App.

No LocalInstall Required!

29 - Monitor Server Side Sync Performance

• Server Side Sync Dashboard

D365 Field Service

30 - Personalized Schedule Boards

• Create a schedule board for each scheduler/dispatcher to enhance usability of the schedule board

31 - Customized Color Scheme Booking Status

Customized Color Scheme Booking Status

32 - Auto creation of Preventive Maintenance Work Orders

33 - Fully customizable mobile app

34 - Any Entity can be enabled for scheduling

Any Entity can be enabled for scheduling

D365 Project Service Automation

35 - Import Time Entries

• Save time on Time Entry by importing your Bookings from Projects or appointments from Exchange

• Save time on Project Creation by generating Projects through Project Templates or the Microsoft Project add-in

36 - Project Templates

• Manage your time with ease by syncing CRM Project Tasks to your Outlook calendar

37 - Sync Tasks with Outlook

• Visualize projected and actual revenue from bookings by leveraging the Fact record in your charts.

38 - Leverage Visuals

• Import Quotes Line Item Details from a Project to have quotes lines summarized by Project Milestone, Category, or resource Role to have Quotes portray the work in the manner your choose.

39 - Import Quotes

D365 Add-ons

40 - Marketing Automation

Marketing Automation

Web Analytics

Lead Capture

Lead Scoring

List Management

Lead Nurturing

Email/Internet Marketing

CRM Integration

41 - Voice Of the Customer

Voice Of the Customer

42 - Dynamic Portals

• Create custom portals for your customers, partners, employee, etc. • Create and publish intake web forms• Comes loaded with sample pages, forms, etc..

43 - Dynamic Portals

• Manage threads and blogs from within CRM• Create a community for your customers

44 - Social Insights

• Free for D365 online users• Sales Manager

• Service Manager

45 - Power BI Packages

46 - Cortana Integrations – Your Personal Assistant!

Use Voice Commands to

• Schedule Appointments, Set tasks or create phone call activities • “CRM remind me to call Maria Campbell to set up appointment.”

• Search Accounts and Contacts• “CRM find account named Contoso.”

• Predict sales pipeline behavior and

potentials sales based on historical data

• Sell quicker, Sell more!

• Build recommendations Engines to enhance sales pitches

47 - Azure Machine Learning – Product Recommendations

48 - Change an Instance URL

49 - CRM Database backups

• 1 Back up per day• No consumption of storage • you can do a manual backup if needed > will consume storage

• Prior to D365 licenses : 5 GB licenses

• After D365 licenses : Additional 5 GB FREE

• Total of 10 GB per Office 365 Tenant

50 - 5 Giga Bytes (GB) Extra storage

• Use best practices when it comes to CRM development

• Avoid mistakes happening in your production environment

• Have an environment acting as a “playground” to try new solutions and products!

51 - Free Sandbox with D365 Licenses

52 - Integration with NAV 2017

• Out of the box connection between CRM and NAV 2017• No need for Scribe, Smart Connect,

Kingsway Soft!

• Integrate Accounts, Contacts, Orders, Invoices and product

• Display and report off of NAV Data from within CRM

One Extra Tip…

• Socius is your #1 Partner

Thank you!

•What is your favorite Tip or Trick in CRM?