Something I had quite a bit of trouble figuring out when I set out to make my own CRM solution is ‘how do I use required form libraries without manually adding them to each form?’ or to put it another way ‘is there any way to programmatically load web resources?’ and the answer is “by using the code below” and “yes”.
As a CRM administrator I’m all for saving as much time as possible, and as such over the years I’ve collected a small assortment of tools that I use on a daily basis that make working with CRM that much quicker and easier. Below I have included a list of my favourite programs and CRM solutions to tackle every day challenges.
Dynamics 2013 is known pretty well by this point for having one of the worst template designers of pretty much any CRM system and people aren’t wrong, it gives little to no options, no easy way to modify things and really it is quite a burden doing anything with it. However there is a solution for those of you that are remotely proficient in HTML and CSS.
We’ve all been in the situation where you search for something, you know it’s there and you probably know how to find it with a workaround of some sort but this really shouldn’t be required.
I had this very situation recently whereby for some reason CRM had decided it wasn’t going to search Full Names of contacts which as you can imagine had caused some headaches for users.
So today I’m going to go through the steps required to change what fields CRM uses to search for specific records, it’s a quick and easy change which can make the user experience a hundred times more efficient.
It’s often required that you can see marketing communications sent to marketing lists in CRM, when an email or any other type of activity is created through a marketing list then that activity is recorded in both the marketing list itself and every individual record within that marketing list. Continue reading “How to View Marketing Communications in CRM”
This post should act as a ‘quick guide’ to sending mail through CRM using the Quick Campaign feature, this isn’t meant to be a detailed walkthrough, its use is to make sure that users can quickly remember the steps required to send out a mass mailer through CRM alone. Continue reading “Quick Guide to Sending Mail Through CRM 2013”
First we need to set up our custom entity and then we’ll set up a N:N relationship between the Contacts and our entity followed by displaying it all on the contacts form.
Syncing of contacts between CRM and Outlook is a rather straightforward process once you know how, this guide will walk through the setup steps and then using filters to limit what is synced to your phone.
Private views can be helpful for grouping together relevant information, views can also be shared with others but start off as private to the creator.
Continue reading “Creating a Private View in Dynamics CRM 2013”
This guide will walk you through creating both a dynamic and a static mailing list in CRM, which are used during marketing campaigns or mass-mail sent out through CRM.