Let’s take a quick look at the CRM news and blogs that came out this week.
Dynamics Café posted 7 Social Listening Tips for Customer Service. Fred Studer talks through tips on how to keep your organization’s social strategy on track including empowering employees and creating a social media policy.
A common trouble administrators have is ensuring their Development environment matches production. PowerObjects talks through How to Create a Copy of a Poduction Instance in Dynamics CRM Online. This describes the process of replicating production in a development environment for CRM 2013 online, through Office 365.
If you need to do more intense analytics than available with the built in options of Charts, Advanced Find, and Reports you can try Exporting Dynamic Pivot Tables out of Dynamics CRM (Thanks again PowerObjects). This walks through how to create a PivotTable from your CRM data and how this can be dynamically updated from CRM.
One of the exciting features of CRM 2013 is the Business Process Flows that can move between entities. Hitachi Solutions discusses Dynamics CRM Cross-Entity Business Process Flow. This discusses a Lead to Opportunity sales process, some items to keep in mind and notes on what the process is actually doing. An important consideration that is highlighted is how this affects your existing records – what will happen for records that are already mid-way through the sales process but at the beginning of the process flow?
Joel Lindstrom of Hitachi Solutions was involved in the CRM 2013 Quick Start book. He posted an excerpt from the book on Quick View Forms on the Hitachi Solutions blog. This discusses the benefit of using Quick View forms and some important information to remember.
All of the new developments in social and marketing are very exciting but it can be difficult to find the information that you need. Leon Tribe compiled all this information into Getting Demos for Social Listening and Dynamics Marketing.
Let’s finish up by looking at a couple CRM Tips of the Day from this week:
- Don’t forget the Cascading – security is more than the Security Role. Also check the relationship properties on the entity to see what kinds of permissions are cascading.
- Understanding Upgrade Options – another excerpt from Joel Lindstrom and the CRM 2013 Quick Start Guide. This walks through the CRM 2011 to CRM 2013 upgrade options and the benefits and risks of each.
That’s all for today.