Feels like Friday today and that means new video from our underground lab.
“Your CRM is boring!” Not anymore! Would you like your CRM to take on Barbie palette? No problem!
In this video we walk you though the new theming feature that was release as part of the spring update 2015, which means CRM Online only (not for long).
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.
If you enable the Outlook preview app, when you click “Dynamics CRM” in Outlook, you may see the following error:
But wait, you say, I do have my mailbox configured for server synchronization for incoming emails!
The secret is, you also have to have server sync enabled on your mailbox for outgoing email as well as contacts, appointments and tasks. If any of the three are not server synchronization enabled, it will not work.
For more details on setting up the CRM App for Outlook, see Tip #458: Tipster’s guide to CRM app for Outlook.
Yesterday I posted a tip about Mobile App Troubleshooting regarding duplicate views creating an error message in the mobile app. Today I would like to add to that with an issue that we experienced while doing the original troubleshooting. It is one of the Duh! moments where as soon as you know what to do to fix it, the fix is so obvious you want to slap your forehead.
What we ran into was that certain dashboards weren’t displaying. The name of the dashboard was appearing but there wan’t any visualization on the screen.
What is the Duh! moment? If you have a visualizations that is set to display in the mobile app, then any of the entities that are referenced in the chart must also be pushed to the mobile app. In this case the custom entity for Properties had it’s prescence in the app turned off in CRM. Once we went into CRM customizations, checked the mobile app box and published we were on our way to success. Success was totally realized once we downloaded the updated configuration into the phone.
So the challenge for us was, while we wanted to display the chart in the mobile app, users didn’t really need the property entity on their phones, but there was no getting around it.
Visualization missing the Chart
Visualization with Chart after adding required entity
Recently we ran into a vexing issue with the use of the Dynamics CRM (for phone) app. The error was occurring on all three platforms we tested – Windows Phone, Windows Desktop and Android phone. We connected the application to another organization and didn’t see the error. So we concluded it must have been something with the specific org.
Our troubleshooting process was as follows:
PS. I will have a tip later this week about an error with dashboards we observed while doing the above testing.
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 sources where notifications frequently have the same sender, subject, and message text, you can create what I call the Microsoft CRM auto tracking correlation mismatch.
Say I track the email against my friend Shawn’s contact record. The next time a notification email is received, the “smart matching” feature in CRM will see that email, recognize it as a match for the previously tracked message, track it and set the regarding object to Shawn, even if the new message has nothing to do with him.
So unless you want a bunch of mismatched emails, never ever track emails that come from automated sources.
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, 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.
One thing you may notice when on a marketing list record, the Export to Excel button doesn’t give you as many options as you are used to when you click it from the marketing list members view.
No Excel Online option or Dynamic Worksheet. Does this mean that it can’t be done? Not necessarily, just not in that way.
Using Advanced Find, create a view of contacts filtered on the related marketing list entity.
From this view you will be able to export to Excel, including Excel Online and dynamic worksheets.
Bonjour, comment ça va! CRM Tip Of The Day is going international and today’s guest is Clément “Bienvenue chez Lagny-le-Sec” Marty
Clément continues our stream of tips about lookups and, being French, succinctly explains how to make them prettier and more useful at the same time.
If the principal attribute (the name of the record, most of the time) isn’t enough, it’s possible to display 2 more fields. I want to know what is his job title !
Follow me, it’s easy:
What can I say? Voilà!
After the very detailed OneNote introduction by Pablo “CRMGamified” Peralta, the only features that are left to cover are undocumented or pure bugs. I’m not quite sure which category the discovery belongs to.
As you know by now, sections in OneNote notebook map quite nicely into the list of sections in Dynamics CRM.
However, if we just happened to have OneNote 2013 Desktop Super-Kaboom Edition, with a simple right-mouse click we can create the mighty section groups (most of you will silently admit, as I did, that you had no clue that this feature actually exists in OneNote – you are welcome).
And here is the interesting part – section groups cannot be created but are accessible in OneNote Online but Dynamics CRM turns the blind eye to their existence!
This is what is commonly known as “security by obscurity” and will hide your notes from the CRM screen. Comes to think about it, a very handy feature to archive the sections and keep your CRM page neat and tidy.
¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest.
Sometimes it’s useless to compare, but this is not the case :). Let’s see how different native annotations from CRM and OneNote notes are.
| Feature | Annotations | OneNote |
| Store unformatted text | ✓ | ✓ |
| Attach files | ✓ | ✓ |
| Take pictures | × | ✓ |
| Record voice notes | × | ✓ |
| Manage ToDo list | × | ✓ |
| HTML and hyperlinks | × | ✓ |
| Handwritten notes and drawings | × | ✓ |
| Real-time collaboration | × | ✓ |
| Embedded images and printscreens | × | ✓ |
| Embedded Excel documents | × | ✓ |
| Whiteboard notes | × | ✓ (Office Lens) |
| Business card converter | × | ✓ (Office Lens) |
| Third-party feed reader | × | ✓ (IFTTT, Feedly, etc.) |
| Email to notes converter | × | ✓ |
| Annotations | OneNote Integration | |
| Storage | In CRM DB | In SharePoint |
| Security (within CRM) | CRM security model | CRM security model |
| Segurity (outside CRM) | N/A | SharePoint-integrated security model |
| Entrance | Within CRM | From CRM or OneNote App |
| Quick notes | Within CRM | From CRM or OneNote App |
| Preview | Within CRM | Preview by section |
| Search | By title within CRM | All content within OneNote |
| Previous versions | No | Yes, in each page |
I hope you like this and find this new feature and short tutorial useful.
Remember to leave your opinions, experiences and comments below.
Cheers!
PP
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