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From the category archives: Customer and Employee Engagement Blog

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

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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“It’s Not Me, It’s You”: 4 Reasons Why Your CRM is Failing


CRM10Failure, at its core, can take on many forms. When it comes to CRM, failure can mean a low adoption rate, un-integrated platforms that lack of one view to customer/partner/prospect data, or a costly investment with no return. Many assume that as technology has evolved, failures have decreased. The C5 Insight team set out to find out the truth about CRM failure. Is it on the decline, or are we kidding ourselves in thinking it possibly could be?

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How to Setup and Use a Microsoft Dynamics CRM Online 30-day Free Trial

Microsoft Dynamics CRM 2013 has launched a 30-day free trial which provides the full access to all functionality. This blog will walk you through how to apply for a free trial account and how to best utilize this free tool. It includes some basic setup such as how to add users into your system, set security roles and play with sample data.

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Steps to Resolve the SharePoint Error “Sandboxed code execution request failed” When Configuring CRM Integration

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After getting a client's SharePoint available on the public interweb and thus available to CRM, we installed and activated the list component. But when we went to an Opportunity or other entity that was configured for document management, it would throw an error...

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Bug Alert! Hold Off Installing or Upgrading InsideView Social Insights for Dynamics CRM 2013


As a public service to the rest of our CRM 2013 cloud colleagues, we strongly recommend that you avoid installing or upgrading Social Insights (InsideView) in Dynamics CRM 2013 for a bit longer until the problem is fully resolved by the publishers.

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How To Set Work Hours and Business Closures in Microsoft Dynamics CRM

This blog details how to set work hours and business closures in Microsoft Dynamics CRM, along with best practices to manage these workflows.

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Microsoft Dynamics CRM 2013 Mobile/Tablet Express : Part 1



 As the world moves fast, we need everything on our finger tips wherever we are. In Microsoft Dynamics CRM 2013 you can enable any entity for Mobile Express, which we will explore in this blog. 

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Quick features of Dynamics CRM: Quick Create, Quick View and Quick Search


Among all of the changes and updates into CRM 2013, the inclusion of quick features has been among the most acclaimed. There are three quick feature functions  in CRM now: Quick Create, Quick View and Quick Search. This blog aims to give you a basic understanding on these handy, effective and powerful features which hopefully will save navigation time and enhance your work efficiency.

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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.