Hints and Tips for Microsoft Dynamics CRM
10 Hints and Tips for Microsoft Dynamics
CRM
Microsoft CRM has recently reached an important milestone by
passing the 1 million user mark. Organisations worldwide are taking
advantage of the power of choice, and deploying fast, flexible and
affordable CRM and xRM solutions. At Pythagoras, a Microsoft Gold
partner and one of the leaders in Microsoft Dynamics CRM
consultancy, specialists and implementation outlines 10 tips to
further improve your Microsoft CRM experience.
A wide range of learning tools and hints and tips can be found
on our CRM channel, this is just one of around 100 videos.
1. A quicker way to enter multiple
addresses: If you have more than one contact at one
company you do not have to type in each address separately, once
you create an account record and enter the address data under
details, select contacts. You will notice that the parent customer
information is automatically linked.
2. Using the 'print view' feature to look up
records: With a record up on screen, simply using the
print button towards the top left of the screen will allow you to
instantly view a snap shot of the account details, perfect if you
want to quickly see information from the record.
3. Place your Outlook contacts into Microsoft
CRM: Outlook, the staple of most peoples daily work gives
you the option to "track" up to 25 email contacts at a time in
Microsoft CRM. The option for this is in your personal options on
the synchronisation tab.
4. Form assistant pane key:When opening an
activity or opportunity and you need to quickly access the form
page which is usually found on the right side of the window just
simply press Ctrl + shift + F to open it immediately, saving
yourself a few seconds.
5. Store your scripts in visual studio: Make
sure you have a copy of all on load or on change scripts in
Microsoft Visual Studio in a 'Form Scripting' project. This allows
you to have all your scripts in a single place for Backup, Version
Control and Future Reference.
6. Use a dashboard: Often users will want to
avoid screen-clicking through multiple screens to reach the data
they require. A one-stop-shop dashboard that lists all the crucial
day to day data in a 'home' page format can be incredibly useful in
boasting User Adoption, which is crucial to the success of a CRM
project.
7. Multiple column sort in 3 steps: 1. Click on
the first column header 2. Hold down SHIFT key 3. Click on the
second column header.Now you will have second column as the
sub-group of first column and you are able to sort a number of
columns till you get the right data groups.
8. Multiple Windows: Microsoft Dynamics CRM
allows multiple windows to be open at the same time, from differing
areas of Microsoft Dynamics CRM; this feature increases
productivity further and is rare in other CRM systems.
9. Customisable account views: Microsoft
Dynamics The ability to customise your individual view and save
this alongside your "normal" views makes exporting only important
data and activities such as mail merging and label printing
significantly easier. Under accounts simply click on advanced find
-> edit columns; the features here allow the user to define
column positions and define which will appear and which will not
under the personalised view availbale under the "my view" tab.
10. Auto complete calendar: Simply filling out
the day and month and Microsoft Dynamics CRM will auto complete the
date for you providing the date had not passed in the current year,
if this is the case Microsoft Dynamics CRM will auto complete to
the next calendar year so be careful when potentially entering past
details. The auto complete feature removes the need and extra
clicks when using the calendar date button.
Call us on 0845 850 1550 to organise a demonstration of
Microsoft CRM. Alternatively, please email us at info@pythagoras.co.uk.