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Oil and Gas General User Group
Outlook Client Outlook Client versus Web Client Version you should be on Tracking/Set Regarding Best Practices Troubleshooting Demo
User Questions Highlights of the New Upcoming Oil and Gas Release Upcoming Webinars
Agenda
Outlook Client Pros Outlook Client Cons Web Client Pros Web Client Cons
Can Track and Set Regard Emails
Not as efficient Efficiencies Cannot Track and Set Regard Emails
Convenient Lag Time Easier to Navigate
Can see who the emails is associated to
Clunky Navigation Faster load times
Can cause Outlook to crash
Intuitive UI
Opens Records in Web version without navigation efficiencies
Outlook Client versus Web Client
CRM Version Outlook Client Version Update
MSCRM 2016 – Online or On-Premise
MSCRM 2016 Outlook Client Do not download Update 0.1 at this time
MSCRM 2015 Update 1 –Online MSCRM 2015 Update 0.2 – On - Premise
MSCRM 2015 Outlook Client for Online and On Premise
Update 1.1 for OnlineUpdate 0.1 for On Premise
MSCRM 2015 Online and On-Premise
MSCRM 2015 Outlook Client for Online and On Premise
Update 0.2 for OnlineUpdate 0.1 for On Premise
MSCRM 2013 On Premise MSCRM 2013 Outlook Client Update Rollup 4 for Server Pack 1 for Server and Client Levels
MSCRM 2011 On Premise MSCRM 2011 Outlook Client Update Rollup 18 for Server and Client Levels**If on Update Rollup 11 or Earlier you may need significant modifications to your custom code to install Update Rollup 12 or newer
What version should you have?
New Outlook AppHow is it similar:• Track emails or view CRM Data
anywhere including your phone• Ability to Set Regard Emails• Convert email message to a
CRM Record• Create a CRM contact for the
Sender if they aren’t currently in CRM
• Preview information about contacts and leads from CRM
How does it differ:
• Works with Web Outlook
• Works with Outlook for Mac
• Does not track appointments
• Does not work offline
• Cannot Control field Sync
• For Mac users• Outlook for Mac on Mac OS X Maverick, Yosemite, or El Capitan with Exchange Server version
15.0.847.32 or greater
• Outlook 2013 or 2016 on Windows 7, 8, 8.1 or 10. Windows 8.1 RT only for Outlook 2013• Supported Browsers
• IE 10, IE 11, Edge, latest version of Chrome, latest version of Firefox, Safari version 7 and 8 for Mac or OSX
• Support Mobile Devices• iPhone on iOS 7, 8, or 9• Android phones running 4.4(KitKat) or 5.0(Lollipop)• Windows Phone running Windows 8.1
Must utilize Server Side Sync to use the Outlook App
New Outlook App Requirements
• To track emails to CRM without associating it to a Record:
• Select the email• Click on Track
• To track emails to CRM and associate them to a Record:
• Select the email• Click on Set Regarding• Choose the Entity of your Record• Search for your Record by name• Check the Record• Click Add
Outlook Client-Tracking and Set Regarding
Best Practices for Outlook Client
• Utilize the Outlook Client as a Hybrid with Web
Client
• If sending over 100 emails at one time(through
Marketing, workflows, etc) utilize Server Side Sync
or Email Router to process outgoing email
• Set to Sync with CRM at the shortest amount of
time allowed
• This is set by your System Admin
• Utilize Set Regarding instead of Track if there is an
associated record in CRM
• The following are signs that the Outlook Client needs troubleshooting• Outlook Crashes when opening• Track/Set Regarding Buttons are greyed out• When accessing CRM in the Outlook Client it state “Trying to Connect
to CRM”• Any error messages
• Always make sure the email associated to your user in CRM is the same as your Outlook email address
• Lower right corner of Outlook states “Online with: Microsoft Exchange”• Your CRM link is not showing in the lower Ribbon Bar
Troubleshooting-Outlook Client
• Create a Lead and Qualify
• How to access Advanced Find
In this demo we will see:
• The different navigation experience
• Load Times
• Efficiency or Inefficiency
• How the Outlook Client interacts with CRM
Demo
User Questions
“As an owner/manager how do I set it so I can track, get a report and or read each day what has been added to our CRM by each/all sales people in the way of notes, actions, opportunities, changes, follow up dates, etc?
• There are a couple of different options• Utilize report 500 – CRM Usage
• This will show Leads, Opportunities, Quotes, Accounts and Contacts during a specific
time period (can do 1 day)
• Utilize report 510 – CRM Activity Report• This will show the # of Activities created for leads, Opportunities, Quotes, Accounts and
Contacts during a specific time period (can do 1 day)
• Create a chart for Notes created by Owner based on a view of Notes created
Yesterday, repeat for Opportunities and Activities (by due date for follow up instead
of created date)
• Please note that if you are looking to track changes this is done by looking at
the modified on date and you can set a view and chart based on this for each
entity
“Is there a report that tells me how long an opportunity has been in CRM? The date it was first opened to the current date, so I know how many days our opportunities are remaining open.”
There is currently not a report that provides this information
• A workaround would be to:
• Create a view showing all open opportunities
• Add a column showing created on date
• Export to Excel
• Calculate the # of days open
• We currently only track Days in each Stage through Report 302
“How do I ... look up my customer groups pay history?”
Customers payments are not currently entered into CRM, this information is
housed in the Marketer’s 3rd Party ERP System
“How do I ...look up profit generated by customers?”
• I recommend utilizing Report 100/100b
• You can filter by Owner, Account, Order Date, etc
• Set to display in Gross Profit
• This Report will show all of your Accounts and ranked by Gross Profit generated
• The Report will also show the % of GP that account generates for your company
• Pick the reports you utilize most often
• Create a view through Advanced Find
• Filter to only include the reports you selected as utilized most often
• Include any additional columns you would like
• Save view and share with others if desired
How do I create a list of Top Reports?
“What Outlook plugins or other programs could interfere with the Outlook client when the user tries to link emails to CRM?"
• Taskbar installations: Google Taskbar, Ask Taskbar, Yahoo Taskbar
• If you are having issues with Outlook crashing this is a sign that there is
Outlook Add In Issues
• We highly recommend removing any non business essential Add Ins:
Google Apps, Hotmail, Social Connector, Skype and others
• To do this:• Navigate to Personal Options• Click on the Email Tab• Ensure the below box is checked
• This will create the sender of the email or organizer of the meeting as the contact only if you track the email or meeting
“Is there an automated ‘import’ from Outlook to CRM and if there is a
way to only select certain contacts in Outlook to be uploaded into CRM
"Does a new contact created in CRM get automatically added to their Outlook contacts?"
This is done automatically by default with the Outlook Client as long as the
Outlook user is the owner of the Contact Record
• Release will be live on 6/13/16• Ledgeview Partners will be sending an email with the highlights closer to the release
• Moved Reports to Dashboard 97• 100 – Accounts Ranking• 100b – Account 360 Ranking (Parent and Child Accounts)• 110 – Account Order History Totals• 170 – Sales by Owner and Product Segment
• The great news about Report 170 in Dashboard 97 is you have a lot more choices on filtering the data, and best of all, you get to select how the data is grouped.
• 200 – Product 13 Month Analysis• Document 097 has also been updated to explain the new reports.
• Added an Owner Filter to Report 330• In Active Products View we added the following columns:
• Product Category• Product Segment• Quantity Multiplier• Warehouse
• Supplier Logo Field on Quotes is now a Lookup Field• Turning on Auto Delete – Will run every month starting in July• The Qualify Button on Leads will be grayed out until the Lead is saved
New Release Highlights
CRM Resources
Support Consultant TeamContact Information:
Phone: 920-560-6888
Email: [email protected]
Monday-Friday 8-5pm Central
Michael Dodds Tyler Felton Josh PhilippsTaylor Nassen
Oil and Gas General User Group Webinar
Topic: Activities and Activity Management
Wednesday: June 29th, 2016
To Register: Visit LedgeviewPartners.com
Click News and Events, Scroll to the Upcoming Webinars section.
Upcoming Webinars
