Let’s jump right in to the CRM tips and tricks from the past week.
PowerObjects gave some productivity tips in Tracking Records from Outlook to Dynamics CRM. They talk about how to track, CRM features you can use in your reply and the conversion options.
PowerObjects also wrote Performing Form Merges Like a Pro in CRM 2013. This goes through the process of merging your 2011 forms into 2013 forms. They go over best practices and some tips and tricks. This will be very helpful for anyone upgrading to 2013.
Another helpful 2013 tip from PowerObjects was Four Important Concepts Needed to Understand about Actions in Dynamics CRM. This explains how actions work and how they can be used.
Last one from PowerObjects – Using HTML to Format Text in Email Templates in CRM. As you may know, you can copy HTML e-mails into e-mail templates in CRM, but you may not know that you can actually include raw HTML code and it will be converted when the template is sent.
Hitachi Solutions also talked about Naming Records using Real-Time workflows in CRM 2013. This walks through how to create a new process that will fill in the name field for your records. This can be useful when viewing default views and can be configured to fit your business need.
CRM tip of the Day also had a few good tips this week. First of all – Keep Batch modifications Under Control. This describes the importance of discussing the implications of changing Modified By/On with the business and other things to keep in mind.
Also from CRM tip of the Day – Functional Roles all Deployments should have. This describes all the different roles that need to be filled to support your CRM deployment. One person may fill multiple roles, but all these duties must be accounted for.
Thanks for reading! Have a great day!