A successful Microsoft Dynamics CRM implementation hinges on good data and being able to reference data easily and accurately. Scribe is an excellent tool that can help manage that data and the appropriate references to it. Today, we will examine using Cross Reference Keys in Scribe Insight to ensure that your source and target data […]

Today we’ll review the changes to the Case form introduced as part of the Spring Wave ’14 Update. While most of the functionality is the same, we have new fields to support the new functionality for Entitlements. The Case forms have the following new characteristics: Ability to have a Quick Create form Select the entitlements […]

What is Problem Steps Recorder and why would you want to use it? PSR is a useful tool which allows you to capture every step of a process. As an example of its utility: if you get a repeated error message, you can start PSR and then record each step while you recreate the error. […]

Dynamics CRM PowerPack Add-on PowerFind allows people to be effortlessly found across multiple entities in Microsoft Dynamics CRM: Accounts, Contacts, Leads, and Campaign Responses. With an easily configurable reading pane, important information is available for each entity on a single screen. PowerFind allows search criteria to be easily filtered and narrowed down. Navigate to PowerPack. […]

In Part 1, we looked at some key highlights coming this fall for marketers directly inside Microsoft Dynamics CRM. But as most marketers know by now, there are two other integrated products that bring Dynamics customers’ marketing to the next level: Microsoft Social Listening and Microsoft Dynamics Marketing. First let’s review what these two products […]

  • 31 October 2014
  • Addons
  • No Comments

Do you use currently use CRM to send emails? With PowerEmail, it is possible to track: if and when an email was opened, the last time it was opened, how many times it was opened, and tracks URL clicks. Once the solution is imported, there is nothing extra required to acquire these analytics. A checkbox […]

  • 29 October 2014
  • Addons
  • No Comments

PowerSocial allows Dynamics CRM users to post messages on LinkedIn or Twitter, all from within the comfort of their CRM system. It’s as easy as choosing a publisher, creating a message, and posting! But, of course, not just anyone can post using PowerSocial. PowerSocial also includes the ability to require approval before posts are blasted […]

What’s the greatest part of being a marketer these days, besides being more data-driven, demonstrating more impact and getting more budget? It’s getting fresh infusions of technology that help you get more measurable, more digital, more social, more mobile and above all, more effective. For our marketing customers using Dynamics CRM and other products “in […]

  • 24 October 2014
  • CRM 101
  • No Comments

Importing data using the templates within CRM makes the import process very smooth and easy. You are able to see all of the required information that needs to be filled in prior to importing the data. You are able to import data to appropriate fields within CRM since the fields also get mapped automatically to […]

Suppose you wanted to automatically email a URL based on a field in CRM. For example, if an account name is XYZaccount, then suppose you want to email a url that is http://www.XYZaccount.mydomain.com. Attempting to directly use the field name in a URL in a workflow that sends an email won’t work. What we’ve done in […]

  • 21 October 2014
  • CRM 101
  • No Comments

Have you ever had a request to assign system views based off of security roles? This is not an out of the box function of CRM 2013, but the following tool from codeplex makes this a reality: http://rolebasedviews.codeplex.com/ First, download the RolebasedViews_managed and RolebasedViews_executables zip files from codeplex. Then import the RolebasedViews_Managed.zip solution into your […]

Business process analysis and value stream mapping are core competencies and set of tools that facilitate the journey from current-state to future-state. Use of these tools is often part of the journey in enabling improved business performance with Microsoft Dynamics CRM. One of the first steps of this initiative is to detail the current state […]

Return to Top ▲Return to Top ▲