Tip #698: Tipster guide to Voice of the Customer – Responses and Feedback

Bad survey and feedback

Did you know that in Dynamics CRM Voice of the Customer you can collect responses, and then you can collect the feedback? In this video, we walk you through the differences between those. We talk about configuration and customization, as well as when it is recommended to use each one. In addition, we explore response […]

Tip #697: Move to Seattle until August

Sleepless in Seattle

Damian “Unleashed” Sinay has been putting Project Service Automation in CRM Online through its paces but discovered that when he creates a new project from a template he would get the following error when going to the Work Breakdown Structure: “There was an error copying the project. Please delete this project and try again.” When […]

Tip #694: Access demo and learning materials when you are not a partner

Selling your soul

Tip #689 maybe the quickest way to create CRM Online demo but one of the requirements is that your email must be associated with a Dynamics CRM Partner. But what if you are an independent consultant or just started a company and yet to acquire the coveted status? Peter “I think I’ve got the right […]

Tip #693: Tipster Guide to Dynamics CRM Project Services – Sales Automation

Snake Oil Sales

Depending on your role in your organization, Dynamics CRM Project Services Automation can be used in several different ways. One of these ways is to manage you sales process as you quote and sell out your projects. This video shows you how to accomplish this. Give us your feedback, all of it: good, bad, and […]

Tip #692: Extract Word and Excel templates from CRM 2016 like a boss

Military Extraction

The creativity of our fellow CRMers does not stop to surprise me. They go to the extraordinary lengths to avoid code because, as the true masters of their craft, they do not parade the skills just for the sake of it. But, as I was preparing the awesome tip #691 I couldn’t help but repeat […]

Tip #691: Extract an existing Word Template from CRM 2016

Tooth Extraction

In CRM 2016 we have the fantastic Word Templates feature with which users can generate finished documents in just a few clicks. Far easier than the old mail merge options, and no need to have locally installed versions of Word, the Outlook client and so on. But one annoying limitation of the feature for many […]

Tip #690: No field level security for alternate keys

Bunch of alternate keys

There were many people taking part in this discussion but I’m just going to take all the credit for providing the summary here. Contributors can claim the free drink from me when we meet.   If you are planning to use alternate keys to access CRM data, keep in mind that the fields with field […]

Tip #688: Tipster Guide to Dynamics CRM Project Services – Overview Part II

Titanic

Continuing where part I left off, we look more at the management options available with Project Services. We show you how to add and assign Tasks, manage work, submit and approve time sheets and expenses, and perform basic reporting. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take […]