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 #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 […]

Tip #683: Tipster Guide to Dynamics CRM Project Services – Overview Part I

Project Service Automation Fail

In this video we take our first look at the new Project Service Automation feature for Dynamics CRM Online 2016. We look at how the project works and discuss some of the key concepts. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]

Tip #678: Tipster guide to agreements in Dynamics CRM Field Services

Brexit

In this video, we look at how to set up and define agreements in Dynamics CRM Field Services. When agreements are created you have the ability to have the application auto generate the bookings and work orders. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]

Tip #674: Dealing with multiple search results in Unified Service Desk

Too many search results

Unified Service Desk has a concept of Entity Search, that allows you to store parameterized fetchxml and reuse this definition declaratively (say, in Windows Navigation Rules), or via DoSearch action of the Global Manager, or directly from your code. One aspect that Entity Search does not deal well with is the searches returning multiple results. […]

Tip #662: USD 2.1 supports Interactive Service Hub but may stumble over popups

USD 2.1 Interactive Service Hub

Sparkling new Unified Service Desk 2.1 is available for download. Good news: available solutions have been redone, renamed, improved and now make much more sense. Choose between vanilla, upgrade, CRM Web Client and Interactive Service Desk versions. That’s right, version 2.1 added a hosted control for ISH forms and the entire sample solution is built […]

Tip #618: Mute power or powerless voice

Voice of the Customer breaks PowerBI

If you’ve been following our Voice of the Customer videos, you may have been tempted to install the solution and try it for yourself. For those of you using PowerBI to do some cool reporting on your CRM data, a timely word of warning from Jukka “Survivor” Niiranen: Currently there’s a known issue with the […]

Tip #617: Tipster guide to Voice of the Customer – Response Routing

Routing

This Friday is nothing special, continuing with awesome Voice of the Customer, this time it’s all about routing. Response Routes in Voice of the Customer allow you to route survey respondents to different areas of the survey based on how they answer specific questions. Give us your feedback, all of it: good, bad, and ugly, […]