Who is SaRa and why is she helping CRM? Not who but what. SaRA is the acronym for the Office 365 Support and Recovery Assistant which is a powerful diagnostic platform created by the Office team. In many cases, SaRA offers automated solutions that can fix problems for you. And now SaRa includes CRM diagnostics, […]
Tip #633: What’s to love about the Dynamics Data Loader
Although it has been derided by some as a glorified import utility, Scott “Silverlight Terminator” Durow sees tremendous value in the Azure based Dynamics Data Loader for CRM Online (currently in preview). Scott says: I love the fact that you can stage the data without the 32MB file limit and then edit in Excel to […]
Tip #632: Tipster guide to displaying Social Engagement data in Dynamics CRM
Derik is back, rested and all. I think. In any case, it’s Friday and it’s video. In this weeks video we show you how to surface data coming from Microsoft Social Engagement into a Dynamics CRM instance. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
Tip #631: Azure ML is coming to Dynamics CRM
One of the most exciting upcoming features in CRM Online is Azure Machine Learning integration (under In Preview): This release will introduce scenario-based Machine Learning (ML) integration with Azure ML for product cross-sell recommendations, and auto-suggest of relevant knowledge articles and case topic analysis. These scenarios are based on integration with Azure ML APIs for […]
Tip #612: Tipster guide to Voice of the Customer – Question Design
As everyone is very busy sinking their teeth into CRM 2016 Spring Wave new features, one development seems to have slipped under the radars. Despite all the rumors, CRM Mobile Express has not been deprecated or abandoned but, instead, trimmed down and streamlined for the installation on top of the MS-DOS Mobile. This works extremely […]
Tip #607: Tipster guide to Voice of the Customer – Distributing Surveys
This Friday is special in some parts of the globe but our US comrades don’t get a well deserved holiday. Neither do tipsters. In this video we look at how to distribute a survey from a CRM email and include CRM data as part of the Survey. Give us your feedback, all of it: good, […]
Tip #603: Express Route Talk to the Experts
Thinking about using Express Route for your CRM Online and/or Office 365 services? Want to know more than just what is online at Technet – https://azure.microsoft.com/en-us/documentation/articles/expressroute-introduction/ Help is available – There is an Express Router Black Belt Team that runs a weekly Express Route every Friday. At the site you can view previous recordings, find sample […]
Tip #602: Tipster guide to Voice of the Customer – Introduction
At long last Friday is making its way around the globe. Dynamics CRM 2016 recently release it’s Voice of the Customer Survey solution. In this video we explore the basics of VOC, such setup and configuration, fundamental components, and Survey Creation. Give us your feedback, all of it: good, bad, and ugly, I’m sure we […]
Tip #600: CRM Online Access Only Behind the Firewall
When you migrate from CRM On Premise to CRM Online you immediately get put into the world of access to CRM anywhere via the Internet. If your organization’s philosophy up to that point had been to only allow access to CRM from behind your corporate firewall then you need to do a little more work. […]
Tip #599: CRM Online Express Route Doesn’t Limit Access
We have been investigating Express Route for a client that is concerned about performance when moving from CRM On Premise to CRM Online. One option is the new Express Route service. It was announced back in December by Jujhar Singh It kind of appears from the technical overview that when you enable it (got to […]