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From the category archives: Customer and Employee Engagement Blog

Microsoft Dynamics 365 CRM, Customer Engagement, Sales, Customer Care and Marketing

Dynamics CRM Roadmap – Spring 2015 and Beyond

New CRM Spring 2015 SiteMap Menus

Get ready ... CRM 2015 just came out, but the spring release is just a few months away.  Microsoft is including a lot of new features in this release that you'll want to take advantage of including: new (easier) navigation, OneNote integration and Power BI dashboards.

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Collaboration at Microsoft Convergence

A lot of exciting information is being shared this year at Microsoft Convergence in Atlanta, GA.  This post summarizes the highlights of day 1, with a focus on the sessions that discussed working together better inside and outside of the organization - customer and employee engagement.  We will pay particular attention to the discussions around collaboration in this post.

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Sales Rep CRM Quick Tip: Make CRM Your Rolodex

CRM for Contact Management Sales Rep AdoptionLooking for a way to expand usage of your company's CRM?  Here's a simple idea: commit to making it the one and only place that you use to manage your list of contacts. It sounds simple, but it's amazing how many contact lists are spread out over a pile of business cards, in our mobile devices and handwritten on notepads.  This article shares some practical ideas on how to get all of your contacts into CRM.

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Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 2

imageWelcome back to part 2 of my review of tips and gotchas for using Power Query with Dynamics CRM OData feeds. Let’s continue our review and talk about how ugly the option set numeric values are, and how you can improve your query times by tweaking (filtering more specifically) the OData URL used in Power Query.

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Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 1

imageIf you have been following the Excel business intelligence space lately, you are familiar with all of the slick add-ins Microsoft has introduced with Power Query, Power Pivot and Power Map.  We work with a lot of Dynamics CRM clients, and I recently set out to use some CRM Online data to create some visualizations and dashboards in Excel.  I encountered a few different situations I had to deal with, so in this post I want to walk you through some of the gotchas I found when you use Dynamics CRM data with Power Query. 

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    How to use Javascript on Dynamics CRM 2011/2013/2015 form

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    In this blog I am going to give you a brief explanation about how to use JavaScript libraries at the form level as well as how to create new JavaScript libraries in Microsoft Dynamics CRM 2013 and 2015.

     

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    Beware of the Phantom Web Resources in your CRM system

    Have you ever wondered where some of those "missing components" come from when adding an entity to a solution? Check out the rest of this blog for some insight into this common predicament.

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    Sales Rep CRM Quick Tip: Index


    CRM Quick Tips for Sales RepsDoes your organization have a CRM system, but you struggle with making it a useful tool for getting your job done? You're not alone! Sales Rep CRM Quick Tips from C5 Insight are an ongoing set of 5 minute tips that a Sales Rep can use to transform any CRM solution into the most valuable tool in their personal sales toolbox.

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    Microsoft Dynamics CRM 2013 Mobile/Tablet Express : Part 3

    Screenshot (2)In the first two blogs of this series we discussed how to enable Microsoft Dynamics CRM entities for Mobile/Tablet and how to access Microsoft Dynamics CRM online 2013/2015 via a mobile phone. Here is another blog in this series that will discuss how to access Microsoft Dynamics CRM online 2013/2015 on tablets. For demonstration purposes, we will be using a Microsoft Surface.

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    Microsoft Dynamics CRM 2013/2015 Mobile/Tablet Express : Part 2

    IMG_8503In this blog we will cover how to access Dynamics CRM on mobile devices. For the purpose of demonstration, this post will discuss how to install and access Microsoft Dynamics CRM 2013/2015 on the iPhone 5.
     

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    Optimizing CRM Security by Team

    thumbnailThere’s more to the concept of Team Ownership in Microsoft Dynamics CRM than you may originally think, which means you’ll want to give that topic significant consideration and understanding before embarking on a security model that utilizes team permissions or team ownership. In releases prior to 2011, the concept of Teams existed but Teams were simply groupings of users. Since version 2011, a Team can actually own its own records, and can have its own security role(s), giving CRM architects more options for building more complex security schemes. Let's talk about these options now!

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    Sales Rep CRM Quick Tip: Take a Long-Term View

    CRM Quick Tips for Sales Reps In spite of what you may have heard from CRM software vendors, a customer relationship management system is not a "shot in the arm" or "30 days to productivity". In all but a few teams (those that are highly process-driven) a CRM project takes time to fully adopt.

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    Dynamics CRM Contact Form On_load Error Without Any JavaScript

    I'm not sure when it happened. I was happily going along, doing some configuration work for a new Dynamics CRM 2013 on premise client, when my test users began experiencing an on_load error when opening contact records.  When I reviewed the two scripts I had on the contact record, I realized I didn't have an on_load script on the contact form. So I disabled my JavaScript, but still got the on load error. What the heck?!!

    This blog details my chat with Microsoft, how we discovered the problem child, and the fix for the error!  

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    What is CRM Gamification and Why Do You Need It?

    Inc. magazine recently published an article in which it predicts the top 10 hottest industries in 2015 and one among them has caught my attention: Gamification software. You probably have the same first reaction as me: What the heck is it?! 

    The following is the definition that I found from Wikipedia: Gamification is the use of game thinking and game mechanics in non-game contexts to engage users in solving problems and increase users' self contributions.  

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    Early Adopter Issues with Sandbox Instances in CRM 2015 Online

    Many companies choose to defer the upgrade to the CRM 2015 Online version from 2013 in order to complete adequate testing of customizations. Should you find yourself in this situation and have the need to stand up a new sandbox instance of 2013, you can do it but it’s going to be a multiple step process. This blog details the CRM Online Instance Manager.

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    Why Collaboration?

    Why Collaboration is Changing the Business World 

    There is a lot of discussion about collaboration in the workplace, but little explanation as to why it is becoming increasingly important.  This infographic explains the four primary business-drivers behind the movement towards collaboration between employees, customers and suppliers.  

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    Guidance for Updating Multiple CRM Online Orgs with Customizations

    Is migrating your full production schema to a new sandbox instance in CRM Online difficult to manage due to customizations? If so, keep reading! This blog provides some guidance on how to migrate your full production schema to a new blank sandbox instance in CRM Online to include managed versus unmanaged components.

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    Working with Dynamics CRM 2013 Plugin Profiler

    Clients often ask us to customize their CRM implementation beyond the original out of the box capabilities. There are many options you can use as a developer to eXtend CRM (xRM). For the sake of this blog, we'll focus on plugins; and in particular how to circumvent an issue when working with Plugin Profiler.

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    From CRM 2011 to CRM 2015: Multi-Device and New Integration

     Meet Cortana, your new CRM personal assistant.

    This is the sixth and final part in a series exploring the upgrades available when moving from CRM 2011 to CRM 2015.  In this article, we will be looking at the new mobile versions of CRM as well as some of the improvements to other products such as SharePoint, Yammer, Lync and Skype.  Included in our discussion will be an overview of Cortana - Microsoft's new voice-activated digital assistant - and how she gives you voice access to create and lookup records in Microsoft Dynamics CRM 2015.

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    From CRM 2011 to CRM 2015: Settings and Administration

    imageIf you’re still using Microsoft Dynamics CRM 2011, now is the time to consider an upgrade.  With CRM 2015, you can teach your CRM to do all sorts of new tricks that will make your team more productive. In this article we will look at the new administrative features that you can use to expand what your team can do with CRM.  Don’t worry, we’re not going to get too technical.

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    From CRM 2011 to CRM 2015: Sales, Service and Marketing

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    This is the fourth in a series of articles discussing the CRM upgrades available to organizations who are on CRM 2011, and are considering the leap to 2015.  This entry takes a look at the new functionality specific to the sales, service (aka customer care, inside sales, customer support) and marketing.  All three of these functional areas received upgrades in both CRM 2013 and again in CRM 2015.  That's a lot to cover - let's dive in!

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    From CRM 2011 to CRM 2015: 9 New Form Features

    CRM 2015 Has Maps on Forms

    Welcome to the third in a six-part series on the new features available to you if you are upgrading from CRM 2011 to CRM 2015, with a focus on changes made to CRM forms.

    In this article, we will look at 9 new features available on the forms within Microsoft Dynamics CRM 2015.

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    From CRM 2011 to CRM 2015: The User Experience

    Upgrading from CRM 2011 to CRM 2015 - the User Interface

    If you're upgrading from CRM 2011 to CRM 2015, there are some game-changing upgrades to the user experience that will radically improve your teams performance, and your ability to ensure that everyone is using a consistent (but flexible) process.  

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    From CRM 2011 to CRM 2015: Introduction

    Still working with CRM 2011?  Working with CRM 2013, but wondering if you should go ahead and jump to CRM 2015?

    This blog series outlines the many upgrades available to you by upgrading to the latest version of CRM 2013 - the latest version of the MIcrosoft Dynamics CRM application.  The upgrade is due to be released in December, 2014.

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    Add Icons for Customized Entities in CRM 2013


    thumbnailMicrosoft Dynamics CRM doesn’t have an icon library that can be shared with customized entities, instead rendering them as blank green tiles. In this blog, we will show you how to add icons for these custom entities.

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    Blog Topics

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    CPR for CRM Study

    The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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    SharePoint Readiness Assessment

    This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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    CRM Self Assessment

    Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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    SharePoint Feedback Solution

    This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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    SharePoint Upgrade Checklist

    Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.