¡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 and enjoy the rest. How to Set It Up Requirements This feature is only available on CRM 2015 Online […]
¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for the rest of us. If your Español is good, read the original, nothing to see here. Just in case any of you were distracted these past few weeks, the answer is yes. We can now upload notes we make on […]
Calculated fields are all the rage, it seems. Today’s tip is from the Lego land, and it does look that CRM people over there do have very long daylight hours to come up with awesome tips. Plus their names look cool. See for yourself, passing the baton to Stig “Not that Stig” Højmark Jensen. Hi Tippers […]
Our today’s tipster is the man himself: Tanguy “The XRM Toolbox” Touzard. Did you ever feel lost when you wanted to develop a plugin and didn’t know what keys to use in IPluginExecutionContext.InputParameters or IPluginExecutionContext.OutputParameters? Did you ever wonder why we do use the mysterious “Target” key when writing a plugin for Create, Update or […]
It’s great to see how new features like business rules and calculated fields are changing the status quo in CRM development world. Today’s guest post is from Matt Pope is a testimony to that. (Got a tip of your own? Send it to jar@crmtipoftheday.com) Delivery Tracking and delivery notifications I currently have a customer that […]
Sometimes we all can suffer from a bit of scotoma — inability to see things right in front of your eyes. Today’s tip is from Matt Johnson is a timely reminder. Looks like some default settings in CRM may be subject to change without a notice (and without us noticing). Recently we provisioned a CRM […]
Is there any CRM question that Adam “I bought the truckstop” Vero does not know the answer to? Apparently not. Another mini truck stop date with Adam. When Mitch “Only in Texas” Milam asked for a potion: Anyone have any magic for adding a Contact to multiple marketing lists at once? The Add to Marketing […]
¡Yo, amigos! Our semi-permanent resident by now Pablo “CRMGamified” Peralta wraps up SLA thingabob he started in la primera parte and continued in la segunda parte. ¿How do we set our Business Hours? We can set our business schedule at Configuration > Service Management > Customer Service Schedule. Once there, click on “+New”, select your […]
¡Hola, amigos! Our good friend Pablo “CRMGamified” Peralta continues about all SLA things he started in la primera parte. ¿How is the SLA applied? We will see an “SLA Details” section where we can set SLA Items, each of their conditions, associated KPIs, and Alert or Failure actions to take whether set service levels are […]
¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta takes the podium again with another pepita de oro! What does each field in my SLA configuration mean? (To create new SLA: Configuration > Service > Management > Service Level Agreements: +New) Name: Basically, a descriptive name for our SLA, i.e. “Service Level for VIP Clients”. […]
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