Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future. Hear from Steven Foster and Rex Wessells who take you through a fast-paced tips and tricks session designed to help you get more out of Dynamics CRM 2011.

1. CRM 45 Tips in 45
minutes Challenge
Steven Foster, CRM Product Manager
Lyfe Langmead, CRM Senior Consultant

2. 1
Group By in Outlook
Your Awesome Presentation Title {Segoe UI 12 pt.}

3. 2
Add Columns in
Outlook
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4. 3
Moving Columns in
Outlook
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5. 4
Saving a Conditional
Formatted View
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6. 5
Adding none Activity
Reminders
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7. 6
Creating Personalised
Shortcuts in outlook
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8. 7
CRM Fields on
Outlook Activity
records
Your Awesome Presentation Title {Segoe UI 12 pt.}

9. 8
Managing Offline Sync
in Outlook
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10. 9
Preview your Calendar
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11. 10
Quick Set Dates
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12. 11
Setting Advanced Find
to Detail View
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13. 12
Managing personal
Options
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14. 13
Sending links to
records and views
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15. 14
Importing a list of
existing contacts to
create a Marketing list
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16. 15
Creating a marketing
list from an imported
list
Your Awesome Presentation Title {Segoe UI 12 pt.}

17. 16
Quick update
Campaign Responses
using QR codes
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18. 17
Managing Campaign
Costs via Campaign
Activities
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19. 18
Using a Dialog to
Copy a record
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20. 19
Filtering a list in a
Dialog
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21. 20
Adding a column from
a related record to a
chart
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22. 21
Summing up a list
using a Chart
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23. 22
Auto Refresh
Dashboards
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24. 23
Visio click Map on
Dashboard
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25. 24
Fetch XML View for
SSRS reports
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26. 25
Cool Charts
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27. 26
Mobile Express /m
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28. 27
Free resources Sonoma Edit in line
grids
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29. 28
Free resources Sonoma Universal
search
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30. 29
Capturing Ad Hoc
Data ClickDimensions
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31. 30
Turning on Auditing,
Managing Logs
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32. 31
CRM 2013 – Touch
Access
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33. 32
CRM 2013 – Adding a
User image
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34. 33
CRM 2013 - Recently
Viewed
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35. 34
CRM 2013 - Quick
Create Forms
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36. 35
CRM 2013 - Quick
View Cards
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37. 36
CRM 2013 – PBL:
making the “other”
field required
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38. 37
CRM 2013 - Switching
Business Processes
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39. 38
CRM 2013 - Field Help
using Description field
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40. 39
CRM 2013 – Clicking
on a phone call creates
a phone call activity
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41. 40
CRM 2013 – Creating
records in the mobile
client
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42. 41
CRM 2013 – Pin to
Start – Mobile Client
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43. 42
CRM 2013 – Mobile
Client – Global Search
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44. 43
CRM 2013 – Mobile
Client – Inline adding
Products to Optys
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45. 44
Security Lock Down
During Deployment
via a plugin
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46. 45
Managing Robot Arm
motions from Azure
and CRM
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47. Any questions?

48. Thank you
Steven.foster@intergen.co.nz
@FozzyNZ
http://www.linkedin.com/in/stevefoster
http://nakedcrm.com

50. CRM2013

Browser Access and Touch

Quick Create forms

Quick create activities

Switching processes

Business Logic Layer

Quick View Cards

Synchronous Workflows

Description Display as help „on hover‟ over field

Mobile Client – Pin to start

Global Search on Mobile

Skype?
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51. 45 tips in 45 minutes
Outlook

Adding columns into views

Group By

Conditional formatting

Pinning views

Right click Recent records on folders

CRM fields on Emails, Appointments, Tasks

Add CRM actions into the ribbon

Offline Sync Views

Calendar Preview

Office 2013 Email suggested meetings and actions
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52. Productivity

Activity Feed

Setting dates 2/3 defaults 2/3/2013

Recently viewed Homepage

Setting default entity via options

Setting default view

Personal options – hide get started pane

Personal options – Advanced Find mode default

Sending links to views and records

Marketing Lists – Add from Import

Quick Create campaign responses

Dialogs – Copy contact / record
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53. Charts / Reporting

Visio click Map on Dashboard (Rex)

Adding a column from a related record – Adding Account ANZSIC code to
opportunities

Summing up using charts

Auto refresh dashboards – call centre usage

Save as and sharing

Fetch XML – SSRS Online

Power Pivot / Powerview – Visits on a map
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54. Web / Mobile / 3rd party
 Mobile Express m
 ClickDimensions Forms integration
 Capturing ad hoc data – i.e. golf handicap, t‟shirt size, can kick of
workflows
 Social Profile Page – displayed in the main form
 Free resources - Sonoma Edit in line grids / Universal search
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55. Rex Special
 Security lock down via a plugin for deployment
 Facebook Like Integration
 3D printing of the sales funnel
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