Tip #172: Easy forecasting with Dynamics CRM

I can see the future!

Dynamics CRM deployment can amass vast quantities of data, both relevant and irrelevant. If this information is not used, it’s a burden on your infrastructure (on premises) or your wallet (online), and a dead weight for your business. It’s important to know or, at very least, have appreciation of forecasting techniques, for example, as demonstrated […]

Tip #119: Help me – help you

Dialog: Microsoft Dynamics CRM has encountered an error

When CRM users see the infamous Microsoft Dynamics CRM has encountered an error dialog, they often select the option to send error report and honestly believe that system administrators, support, developers, all of the above will be getting a copy of the report that contains exact steps how to solve the problem. Explain to your […]

Tip #87: Somebody needs to own it

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One great question was how should you deal with issues that can be a problem for any enterprise system, such as performance, poor user adoption, duplicate data, and other […]

Tip #49: How to increase marketing email open rate

doublesend

What now, your marketing emails are ignored and trashed without reading? You are not alone then. If you search internets in attempt to increase open rate for your emails, you’ll find plenty of advice, typically in the form of “{Random integer between 4 and 10} tips to improve your open rates“. Tips usually revolve around […]

Tip #26: Self-service for CRM users

One of the most valuable input channels for CRM customizers and developers is direct feedback from the users. The problem is that average user is either too reluctant or too busy to spend time on feedback and that pretty much rules out third-party systems like getsatisfaction, uservoice, etc, however useful and clever they might be. […]

Tip #9: Make the user record form a user adoption dashboard

By default, the Microsoft Dynamics CRM user form does not display all related owned or created record relations, because the user entity is related to virtually every entity multiple times. However, you can add subgrids to the user form to display records filtered by any created by or owning user relationship. This can make the […]