Tip #577: Tipster guide to Dynamics CRM Hierarchical Visualizations

¡Hola! Es viernes, mis amigos and that means tacos and another video. Hierarchical Visualizations provide a great way to work with hierarchical data in Dynamics CRM both on system and custom entities. In this video we show you how to define a hierarchical relationship, configure the settings, and consume them in CRM. Don’t forget the […]

Tip #568: Disable new knowledgebase article notification

New KB notification

Mini Truckstop Gotta love truckstops. Someone asks an interesting question, bunch of people send the answers in, all we need to do is to copy, link, verify, write some code, double-check, remove sensitive information, format, test, publish. Easy! This time the question comes from none other than Julie “There is no place like home” Yack. […]

Tip #564: Avoid cherry-picking in the queues

Mini Truckstop We have not done a truckstop for a while but Joel “Standing on the shoulders of other MVPs” Lindstrom just could not help himself. Question I work with many customer service deployments, and a very common request for certain types of groups is to have a way to auto feed a queue item […]

Tip #510: Make the Connection with the CRM Product Team

This week, your humble tipsters (and also George) are meeting with the Dynamics CRM Product team in Redmond, WA. This annual pilgrimage to the Advanta building is an opportunity to hear from the good people who make CRM great – and to attempt to sway their opinion through reasoned feedback, repetition of opinions, repetition of […]

Tip #501: Should you use the lead entity?

In Dynamics CRM, the Lead entity is designed for potential clients that are qualified by a salesperson prior to becoming Accounts, Contacts, and Opportunities. Once qualified, CRM creates Accounts, Contacts, or Opportunities. After the salesperson speaks with the potential client, if there is no interest, the lead is “disqualified,” which deactivates the lead record. When […]

Tip #484: Don’t Clutter your CRM queue mailboxes

In tip 395 I made reference to the new office 365 Clutter feature. This feature uses machine learning to separate out “graymail,” such as email subscriptions and advertisements that you opted in to. I found it does a great job on my personal inbox, with very few false positives. Recently, however, we found that emails that […]

Tip #479: Don’t track emails from automated sources

So you get the notification from Skype for Business that you have a voicemail. Track it in CRM so that the voicemail will be associated with the person who sent it to you, right? Not so fast. When you track an email from an automated source, such as voicemail notifications, the network scanner, or other […]