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Want to be able to easily see Accounts, Contacts, Leads or Opportunities that haven't been followed-up within 30 days (or some other period of time)? In this blog we'll review 5 options to help you make sure that no one is slipping through the cracks!
It’s been awhile but I am back to continue on my SharePoint Basics series for SharePoint. Let’s see where we are:
Back in Part 2, I touched on SharePoint Views briefly in the context of creating content. In today’s post I want to go a lot deeper with views and show you how to work with them while will help any SharePoint user work more effectively and efficiently.
“Paralysis by analysis” means having so much data that it becomes difficult to take any action. And it is an issue that organizations frequently run into with getting users to adopt a customer relationship management solution. Users see long lists of activities, leads, opportunities, cases and accounts - and they don’t know where to begin to manage their day in the CRM system. The results can be devastating to the bottom line and often include: failing to work the best leads, opportunities slipping through the cracks, key customers being ignored and follow-up commitments aren't met. Ultimately, it may lead your team to abandon CRM and go back to more familiar ways to manage relationships.
Our Project Managers use Microsoft CRM to manage and track all of our projects – including the project plans, financials, time tracking and expenses. When combined with SharePoint, our Agile Project Management solution has become a great way to carefully track all the details of our projects and communicate with our clients. During a recent update to this solution, our Project Managers asked us if we could use a different view for the Time Tracking entity than the associated view.
After doing a bit of research we found that this is possible to some extent, but it is not well documented. So here are some options for changing the associated view on a specific Microsoft Dynamics CRM 2011 form.
[NOTE: This blog is the first in a series on working with views in Microsoft Dynamics CRM 2011.]
Microsoft has continued its focus on improving the user experience in its new release of the software by incorporating a number of new features for users and administrators to make configuring, using and administering views easier and more powerful. Based on some recent demos we’ve done for clients, I’m putting together a few blog posts to examine some of these improvements. The first of these posts ...
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
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.
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.