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After some embarrassing time miscalculations with the part 1 of the Unified Service Desk demo last week, we are back with the second installment. In Part 2 of our Dynamics CRM USD demo, we continue walking you through some of the basic functionality including Navigation Rules, Session overviews, and Agent Scripts. Give us your feedback, […]
Tip #473: Tipster demo of USD, Part 1
It’s Friday and, after a short miscalculated post, we are back with Unified Service Desk Demo. In part one of our two part demo, we look at a basic overview of USD functionality, including sessions, toolbars, and hosted control basics. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can […]
Tip #468: Tipster guide to Unified Service Desk installation
It’s Friday and this week the video subject is on something closely related to and built on top of the Dynamics CRM. USD, which stands for United States Dollars Unified Service Desk. In the first video in our USD series, we walk you installing Dynamics CRM’s USD desktop client as well using package deployer to […]
Tip #463: Tipster guide to Immersive Excel
It’s Friday and it feels like Excel week so far. Firstly, watch Derik walking you though Dynamics CRM’s immersive Excel feature that was released as part of the Spring 2015 update. Then listen to the Dynamics CRM Podcast where Matthew Anderson joins us to tell us some things we didn’t know about the 2015 update […]
Tip #458: Tipster guide to Dynamics CRM App for Outlook
It’s Friday and CRM for Outlook is making its way into OWA. OWA, Karl! This video walks you through the new CRM App for Outlook that was released as a preview feature as part of the Dynamics CRM 2015 Spring Update 1. Derik shows you how to configure Exchange online to use the feature, how […]
Tip #453: Tipster guide to calculated fields
It’s Friday, Karl, Friday! That means, instead of our fingers, we let our magnificent voices do the talking. This video explores Dynamics CRM calculated fields feature. It demonstrates how to perform basic field calculations on an entity, how to use some to the date functions available, and how to populate data from other entities. In […]
Tip #448: Tipster guide to Dynamics CRM for Phones: Customizer View
Dynamics CRM recently released an updated Dynamics CRM for Phones app as part of the Spring Update 1. It’s Friday and it’s time for a video walk-through. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas […]
Tip #443: Tipster guide to Dynamics CRM for Phones
Dynamics CRM recently released an updated Dynamics CRM for Phones app as part of the Spring Update 1. It’s Friday and it’s time for a video walk-through. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas […]
Tip #438: Tipster guide to Office 365 Groups: end-user
It’s Video Friday again. After setting up and configuring Office 365 Groups last friday, now it’s time to start using them. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas to jar@crmtipoftheday.com.
Tip #433: Tipsters guide to Office 365 Groups: Administration
It’s Video Friday again. We continue our explorations of CRM Online new features with this week introduction to Office 365 Groups and what do you need to do to get it up and running. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either […]