dynamics day 2013 microsoft dynamics crm tips and tricks 45 in 45
DESCRIPTION
Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future. Hear from Steven Foster and Rex Wessells who take you through a fast-paced tips and tricks session designed to help you get more out of Dynamics CRM 2011.TRANSCRIPT
Steven Foster, CRM Product ManagerLyfe Langmead, CRM Senior Consultant
CRM 45 Tips in 45 minutes Challenge
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1
Group By in Outlook
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2
Add Columns in Outlook
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3
Moving Columns in Outlook
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4
Saving a Conditional
Formatted View
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5
Adding none Activity Reminders
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6
Creating Personalised
Shortcuts in outlook
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7
CRM Fields on Outlook Activity
records
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8
Managing Offline Sync in Outlook
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9
Preview your Calendar
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10
Quick Set Dates
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11
Setting Advanced Find to Detail View
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12
Managing personal Options
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13
Sending links to records and views
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14
Importing a list of existing contacts to create a Marketing
list
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15
Creating a marketing list from
an imported list
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16
Quick update Campaign
Responses using QR codes
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17
Managing Campaign Costs via Campaign Activities
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18
Using a Dialog to Copy a record
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19
Filtering a list in a Dialog
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20
Adding a column from a related
record to a chart
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21
Summing up a list using a Chart
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22
Auto Refresh Dashboards
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23
Visio click Map on Dashboard
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24
Fetch XML View for SSRS reports
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25
Cool Charts
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26
Mobile Express /m
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27
Free resources - Sonoma Edit in line
grids
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28
Free resources - Sonoma Universal
search
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29
Capturing Ad Hoc Data -
ClickDimensions
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30
Turning on Auditing, Managing Logs
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31
CRM 2013 – Touch Access
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32
CRM 2013 – Adding a User image
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33
CRM 2013 - Recently Viewed
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34
CRM 2013 - Quick Create Forms
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35
CRM 2013 - Quick View Cards
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36
CRM 2013 – PBL: making the “other”
field required
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37
CRM 2013 - Switching Business
Processes
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38
CRM 2013 - Field Help using
Description field
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39
CRM 2013 – Clicking on a phone call creates a phone
call activity
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40
CRM 2013 – Creating records in the mobile client
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41
CRM 2013 – Pin to Start – Mobile Client
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42
CRM 2013 – Mobile Client – Global
Search
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43
CRM 2013 – Mobile Client – Inline
adding Products to Optys
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44
Security Lock Down During Deployment
via a plugin
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45
Managing Robot Arm motions from
Azure and CRM
Any questions?
THE END
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CRM2013 Browser Access and Touch
Quick Create forms
Quick create activities
Switching processes
Business Logic Layer
Quick View Cards
Synchronous Workflows
Description Display as help ‘on hover’ over field
Mobile Client – Pin to start
Global Search on Mobile
Skype?
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45 tips in 45 minutesOutlook
Adding columns into views
Group By
Conditional formatting
Pinning views
Right click Recent records on folders
CRM fields on Emails, Appointments, Tasks
Add CRM actions into the ribbon
Offline Sync Views
Calendar Preview
Office 2013 Email suggested meetings and actions
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Productivity
Activity Feed
Setting dates 2/3 defaults 2/3/2013
Recently viewed Homepage
Setting default entity via options
Setting default view
Personal options – hide get started pane
Personal options – Advanced Find mode default
Sending links to views and records
Marketing Lists – Add from Import
Quick Create campaign responses
Dialogs – Copy contact / record
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Charts / Reporting
Visio click Map on Dashboard (Rex)
Adding a column from a related record – Adding Account ANZSIC
code to opportunities
Summing up using charts
Auto refresh dashboards – call centre usage
Save as and sharing
Fetch XML – SSRS Online
Power Pivot / Powerview – Visits on a map
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Web / Mobile / 3rd party
Mobile Express \m
ClickDimensions Forms integration
Capturing ad hoc data – i.e. golf handicap, t’shirt size, can
kick of workflows
Social Profile Page – displayed in the main form
Free resources - Sonoma Edit in line grids / Universal
search
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Rex Special
Security lock down via a plugin for deployment
Facebook Like Integration
3D printing of the sales funnel