ledgeview crm general user group · • a great new feature that was introduced in dynamics crm...
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Ledgeview CRM General User
Group
Outlook Client Outlook Client versus Web Client Version you should be on Tracking/Set Regarding Best Practices Troubleshooting Demo
User Questions Upcoming Webinars
Agenda
Support Consultant TeamContact Information:
Phone: 920-560-6888
Email: [email protected]
Monday-Friday 8-5pm Central
Michael Dodds Tyler Felton Josh PhilippsTaylor Nassen
Outlook Client Pros Outlook Client Cons Web Client Pros Web Client Cons
Can Track and Set Regard Emails
Not as efficient Efficiencies Cannot Track and Set Regard Emails
Convenient Lag Time Easier to Navigate
Can see who the emails is associated to
Clunky Navigation Faster load times
Can cause Outlook to crash
Intuitive UI
Opens Records in Web version without navigation efficiencies
Outlook Client versus Web Client
CRM Version Outlook Client Version Update
MSCRM 2016 – Online or On-Premise
MSCRM 2016 Outlook Client Do not download Update 0.1 at this time
MSCRM 2015 Update 1 –Online MSCRM 2015 Update 0.2 – On - Premise
MSCRM 2015 Outlook Client for Online and On Premise
Update 1.1 for OnlineUpdate 0.1 for On Premise
MSCRM 2015 Online and On-Premise
MSCRM 2015 Outlook Client for Online and On Premise
Update 0.2 for OnlineUpdate 0.1 for On Premise
MSCRM 2013 On Premise MSCRM 2013 Outlook Client Update Rollup 4 for Server Pack 1 for Server and Client Levels
MSCRM 2011 On Premise MSCRM 2011 Outlook Client Update Rollup 18 for Server and Client Levels**If on Update Rollup 11 or Earlier you may need significant modifications to your custom code to install Update Rollup 12 or newer
What version should you have?
• To track emails to CRM without associating it to a Record:• Select the email• Click on Track
• To track emails to CRM and associate them to a Record:• Select the email• Click on Set Regarding• Choose the Entity of your Record• Search for your Record by name• Check the Record• Click Add
Outlook Client-Tracking and Set Regarding
Best Practices for Outlook Client
• Utilize the Outlook Client as a Hybrid with Web
Client
• If sending over 100 emails at one time(through
Marketing, workflows, etc) utilize Server Side Sync
or Email Router to process outgoing email
• Set to Sync with CRM at the shortest amount of
time allowed
• This is set by your System Admin
• Utilize Set Regarding instead of Track if there is an
associated record in CRM
• The following are signs that the Outlook Client needs troubleshooting• Outlook Crashes when opening• Track/Set Regarding Buttons are greyed out• When accessing CRM in the Outlook Client it state “Trying to Connect
to CRM”• Any error messages
• Always make sure the email associated to your user in CRM is the same as your Outlook email address
• Lower right corner of Outlook states “Online with: Microsoft Exchange”• Your CRM link is not showing in the lower Ribbon Bar
Troubleshooting-Outlook Client
Difference between using Web Client or Outlook client?
• Create a Lead and Qualify
• How to access Advanced Find
In this demo we will see:
• The different navigation experience
• Load Times
• Efficiency or Inefficiency
• How the Outlook Client interacts with CRM
Demo
User Questions
“Can I use tasks to automatically generate/send reports?”
• This cannot be accomplished through CRM Tasks or any other Out of the Box
function:
• A custom SSRS set up can be done for On Premise CRM Instances
• For Online CRM Instances it is a heavy customization Project with
signing up for and paying for a Microsoft Azure Server
“What Outlook plugins or other programs could interfere with the Outlook client when the user tries to link emails to CRM?"
• Taskbar installations: Google Taskbar, Ask Taskbar, Yahoo Taskbar
• If you are having issues with Outlook crashing this is a sign that there is
Outlook Add In Issues
• We highly recommend removing any non business essential Add Ins:
Google Apps, Hotmail, Social Connector, Skype and others
• A great new feature that was introduced in Dynamics CRM 2015 Update 1 is that you can export update 100,000 records!
• If you are on a version earlier than 2015 Update 1, there a few of options:• Utilize Get & Transform feature for Excel 2016 or the
Microsoft Power Query for Excel 2013• Utilize RegEdit (Registry Edit)(On-Premise Only)
“How do I export from an Advanced Find that is over 10,000 records to Excel?"
“How do I sync the user data in CRM to Active Directory?"
You cannot sync user data in CRM back to the Active Directory
• CRM can only do a one-time sync of user information from Active Directory to CRM
• This one time sync is done when a user Account is created or the User name in the
User Record is updated with a new Active Directory user name.
• Any changes going forward in Active Directory will not flow to CRM
• To do this:• Navigate to Personal Options• Click on the Email Tab• Ensure the below box is checked
• This will create the sender of the email or organizer of the meeting as the contact only if you track the email or meeting
“Is there an automated ‘import’ from Outlook to CRM and if there is a
way to only select certain contacts in Outlook to be uploaded into CRM
"What type of automation can be set up to ‘sync’ between Outlook and CRM?"
• Regarding what is synced to outlook from
CRM can be set up by the System
Administrator through System Settings
• To set up the minimum time between Outlook
Syncing with CRM, the System Admin can
utilize the System Settings (Outlook Tab)
• Each individual user can set the frequency
(time between syncs) through Personal
Options(Sync Tab) in CRM or Outlook
"Does a new contact created in CRM get automatically added to their Outlook contacts?"
This is done automatically by default with the Outlook Client as long as the
Outlook user is the owner of the Contact Record
"Can you import contacts from an Excel spreadsheet into CRM?"
This is definitely possible by following the below steps:• Set Column Headers in Excel with the names of the fields in the Contact Entity you wish to populate
• Save the File as a .CSV(Comma Delimited)
• Navigate to the Contact Entity in CRM
• Click on Import Data
• Click Browse and choose your file
• Click Next
• Click Next
• Click on Default (Automatic Mapping)
• Select Contact from the Drop Down
• Click Next
• Match the Column Headers to the CRM Fields that were not auto linked
• Click Next
• Click Next
• Decide whether to allow Duplicates(if Duplicate Detection Enabled)
• Set the Owner of these Contact
• Click Submit
• Can view the progress from the Imports section in CRM
“I want to populate a field on the Opportunity….from a field on the Lead Entity…Can this be done with a Workflow?”
“I want to populate a field on the Opportunity Entity from a field on the Lead Entity. When a
lead is qualified and an Opportunity is created then the information from the Lead Source field
would populate a Lead Source field I add to the Opp Entity. Can this be done with a workflow?
From one entity to the other, or would something like that require programming?“
• This can be accomplished through Data Mapping
• Data Mapping can be set up through the 1:N Relationship Section of
the Entity you are Mapping from (Lead)
• I highly recommend contacting CRM Support if this is your first time
setting up Data Mapping as it can be complicated
On Demand CRM User Group Webinars
Resources
CRMUG Summit
October 11-14
Tampa, FL
•150+ Breakout Sessions
•Role-Based Sessions for System Admins, End Users and More
•Networking with thousands of your Dynamics Peers, including dedicated Networking Receptions
•Visibility into product add-ons to advance your use of Dynamics CRM
•Collaborate with Microsoft Dynamics® CRM Staff, & Microsoft MVPs, and CRMUG All-Stars
•Exclusive Access to the Summit 2016 Online Community
•Opportunities to Fulfill CPE Credits
•Two Full Days of Pre-Conference Training hosted by CRMUG Academy
•And of course, a beautiful destination – Tampa!
Ledgeview’s CRM for User Group Webinar
Topic: Workflows
Tuesday: June 28th, 2016
To Register: Visit LedgeviewPartners.com
Click News and Events, Scroll to the Upcoming Webinars section.
Upcoming Webinars
