50 Tips in 50 Minutes

Transcription

1 50 Tips in 50 Minutes

2 Reham Darwiche Microsoft Certified Professional: CRM 2013 & 2016 Customization & Configuration Field Service Automation Education: Lebanese American University Bachelor of Science focusing on Information Systems Cleveland State University Master in Business Administration Three interesting things about me I am trilingual, I love cooking (and I am good at it), I have two silver medals from Gymnastics competitions.

3 Chad Weiner Microsoft Certified Professional: CRM 2013 Application CRM 2013 Customization & Configuration CRM 2016 Customization & Configuration CRM Online Deployment Education: THE Ohio State University Bachelor of Business Administration specializing in Management Information Systems Three interesting things about me I ve jumped out of a perfectly good airplane, I love eating, Led global Implementation of CRM in the US and UK.

4 Agenda D365 on the Web D365 on Mobile D365 Integration D365 Field Service D365 Project Service Automation D365 Add-ons

5 D365 on the Web

6 1 - Business Process Flow Timings Stage Time Considerations Available for Custom Business Process Flow Can not be reported on Process Time

7 2 - Fields Required on Record Create Business Rule Before Save After Save

8 3 - Maximum & Minimum Field Dates

9 4 - Editable Grids - Editable features

10 5 - Editable Grids - Grouping Features

11 6 - Filtering Activities Pane

12 7 - Sorting Activities Pane

13 8 - Feedback Entity

14 Feedback Entity

15 9 - Site Map Designer

16 10 - Site Map Privileges

17 11 - Charts on Forms

18 12 - PBI Dashboards in CRM

19 13 - Drill Down into Charts

20 14 - Recent Records - Pin Records and Views

21 Keep user information up to date by running the User Summary report. Get a list of all your users, including their contact information and security role in Microsoft Dynamics User Summary Report

22 16 - Free Microsoft Help & Training Dynamics 365 Help & Training Training & Adoption Kit CustomerSource

23 17 - Relevance Search Categorized Search returns search results grouped by entity types, such as accounts, contacts or leads. Relevance Search returns search results sorted by relevance, in a single list.

24 18 - Learning Path

25 19 - Microsoft AppSource

26 20 - Change your Default App Name

27 21 - Set whether users see welcome screen

28 22 - Diagnostic Pages 1. Windows Start 2. Type Diagnostics 3. Select Microsoft Dynamics CRM Diagnostics

29 D365 on Mobile

30 23 - Modifying a mobile control on a form

31 24 - Offline Mobile client Enabling Mobile Offline 1. Enable Entities for Mobile Offline 2. Set Organization Data Download Filter 3. Setup Mobile Offline Profiles 4. Assign Users to a Profile 5. Publish Profile

32 25 - Personal Charts and Views on Mobile

33 D365 Integration

34 26 - Easy Access to Dynamics365 Apps

35 27 - Folder Tracking *Your organization must use server-side synchronization as your synchronization method to leverage folder tracking.

36 *Your organization must use server-side synchronization as your synchronization method to leverage the Outlook Web App D365 Outlook Web App No Local Install Required!

37 Server Side Sync Dashboard 29 - Monitor Server Side Sync Performance

38 D365 Field Service

39 Create a schedule board for each scheduler/dispatcher to enhance usability of the schedule board 30 - Personalized Schedule Boards

40 31 - Customized Color Scheme Booking Status

41 Customized Color Scheme Booking Status

42 32 - Auto creation of Preventive Maintenance Work Orders

43 33 - Fully customizable mobile app

44 34 - Any Entity can be enabled for scheduling

45 Any Entity can be enabled for scheduling

46 D365 Project Service Automation

47 35 - Import Time Entries Save time on Time Entry by importing your Bookings from Projects or appointments from Exchange

48 36 - Project Templates Save time on Project Creation by generating Projects through Project Templates or the Microsoft Project add-in

49 37 - Sync Tasks with Outlook Manage your time with ease by syncing CRM Project Tasks to your Outlook calendar

50 Visualize projected and actual revenue from bookings by leveraging the Fact record in your charts Leverage Visuals

51 39 - Import Quotes Import Quotes Line Item Details from a Project to have quotes lines summarized by Project Milestone, Category, or resource Role to have Quotes portray the work in the manner your choose.

52 D365 Add-ons

53 40 - Marketing Automation Web Analytics CRM Integration Lead Capture /Internet Marketing Marketing Automation Lead Scoring Lead Nurturing List Management

54 41 - Voice Of the Customer

55 Voice Of the Customer

56 42 - Dynamic Portals Create custom portals for your customers, partners, employee, etc. Create and publish intake web forms Comes loaded with sample pages, forms, etc..

57 43 - Dynamic Portals Manage threads and blogs from within CRM Create a community for your customers

58 44 - Social Insights

59 Free for D365 online users Sales Manager Service Manager 45 - Power BI Packages

60 46 - Cortana Integrations Your Personal Assistant! Use Voice Commands to Schedule Appointments, Set tasks or create phone call activities CRM remind me to call Maria Campbell to set up appointment. Search Accounts and Contacts CRM find account named Contoso. Predict sales pipeline behavior and potentials sales based on historical data

61 Sell quicker, Sell more! 47 - Azure Machine Learning Product Recommendations Build recommendations Engines to enhance sales pitches

62 48 - Change an Instance URL

63 49 - CRM Database backups 1 Back up per day No consumption of storage you can do a manual backup if needed > will consume storage

64 50-5 Giga Bytes (GB) Extra storage Prior to D365 licenses : 5 GB licenses After D365 licenses : Additional 5 GB FREE Total of 10 GB per Office 365 Tenant

65 51 - Free Sandbox with D365 Licenses Use best practices when it comes to CRM development Avoid mistakes happening in your production environment Have an environment acting as a playground to try new solutions and products!

66 52 - Integration with NAV 2017 Out of the box connection between CRM and NAV 2017 No need for Scribe, Smart Connect, Kingsway Soft! Integrate Accounts, Contacts, Orders, Invoices and product Display and report off of NAV Data from within CRM

67 Socius is your #1 Partner One Extra Tip

68 Thank you! What is your favorite Tip or Trick in CRM?