50 tips in 50 minutes - socius | erp, crm, business … · · 2017-05-1750 tips in 50 minutes....
TRANSCRIPT
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50 Tips in 50 Minutes
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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.
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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.
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Agenda
• D365 on the Web
• D365 on Mobile
• D365 Email Integration
• D365 Field Service
• D365 Project Service Automation
• D365 Add-ons
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D365 on the Web
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1 - Business Process Flow Timings
Considerations • Available for Custom Business Process Flow• Can not be reported on
Stage Time
Process Time
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2 - Fields Required on Record Create
Business Rule
Before Save
After Save
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3 - Maximum & Minimum Field Dates
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4 - Editable Grids - Editable features
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5 - Editable Grids - Grouping Features
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6 - Filtering Activities Pane
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7 - Sorting Activities Pane
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8 - Feedback Entity
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Feedback Entity
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9 - Site Map Designer
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10 - Site Map Privileges
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11 - Charts on Forms
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12 - PBI Dashboards in CRM
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13 - Drill Down into Charts
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14 - Recent Records - Pin Records and Views
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15 - User Summary Report
• 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 365.
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16 - Free Microsoft Help & Training
• Dynamics 365 Help & Training
• Training & Adoption Kit
• CustomerSource
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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.
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18 - Learning Path
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19 - Microsoft AppSource
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20 - Change your Default App Name
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21 - Set whether users see welcome screen
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22 - Diagnostic Pages
https://myorg.crm.dynamics.com/tools/diagnostics/diag.aspx
1. Windows Start2. Type “Diagnostics”3. Select Microsoft Dynamics CRM Diagnostics
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D365 on Mobile
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23 - Modifying a mobile control on a form
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24 - Offline Mobile client
Enabling Mobile Offline1. Enable Entities for Mobile Offline2. Set Organization Data Download Filter3. Setup Mobile Offline Profiles4. Assign Users to a Profile5. Publish Profile
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25 - Personal Charts and Views on Mobile
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D365 Email Integration
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26 - Easy Access to Dynamics365 Apps
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27 - Folder Tracking
*Your organization must use server-side synchronization as your email synchronization method to leverage folder tracking.
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28 - D365 Outlook Web App
*Your organization must use server-side synchronization as your email synchronization method to leverage the Outlook Web App.
No LocalInstall Required!
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29 - Monitor Server Side Sync Performance
• Server Side Sync Dashboard
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D365 Field Service
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30 - Personalized Schedule Boards
• Create a schedule board for each scheduler/dispatcher to enhance usability of the schedule board
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31 - Customized Color Scheme Booking Status
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Customized Color Scheme Booking Status
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32 - Auto creation of Preventive Maintenance Work Orders
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33 - Fully customizable mobile app
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34 - Any Entity can be enabled for scheduling
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Any Entity can be enabled for scheduling
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D365 Project Service Automation
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35 - Import Time Entries
• Save time on Time Entry by importing your Bookings from Projects or appointments from Exchange
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• Save time on Project Creation by generating Projects through Project Templates or the Microsoft Project add-in
36 - Project Templates
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• Manage your time with ease by syncing CRM Project Tasks to your Outlook calendar
37 - Sync Tasks with Outlook
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• Visualize projected and actual revenue from bookings by leveraging the Fact record in your charts.
38 - Leverage Visuals
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• 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.
39 - Import Quotes
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D365 Add-ons
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40 - Marketing Automation
Marketing Automation
Web Analytics
Lead Capture
Lead Scoring
List Management
Lead Nurturing
Email/Internet Marketing
CRM Integration
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41 - Voice Of the Customer
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Voice Of the Customer
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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..
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43 - Dynamic Portals
• Manage threads and blogs from within CRM• Create a community for your customers
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44 - Social Insights
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• Free for D365 online users• Sales Manager
• Service Manager
45 - Power BI Packages
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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
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• Sell quicker, Sell more!
• Build recommendations Engines to enhance sales pitches
47 - Azure Machine Learning – Product Recommendations
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48 - Change an Instance URL
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49 - CRM Database backups
• 1 Back up per day• No consumption of storage • you can do a manual backup if needed > will consume storage
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• Prior to D365 licenses : 5 GB licenses
• After D365 licenses : Additional 5 GB FREE
• Total of 10 GB per Office 365 Tenant
50 - 5 Giga Bytes (GB) Extra storage
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• 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!
51 - Free Sandbox with D365 Licenses
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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
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One Extra Tip…
• Socius is your #1 Partner
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Thank you!
•What is your favorite Tip or Trick in CRM?