Archive for January, 2010

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Using the Activities View in CRM

January 29, 2010

Microsoft Dynamics CRM is much more than a fancy rolodex that keeps track of your contacts.  It will also help you manage activities, such as phone calls, tasks, e-mails, letters, and appointments.

The activities view in Microsoft Dynamics CRM lets you work with activities that have been tracked in the CRM system.

Step-by-Step Instructions

  1. On the Navigation pane, click the Workplace option and choose Activities.
  2. Use the filter at the top of the screen to set the activities you’d like to see.
  3. Any changes made to activities in this view will sync to Outlook automatically.

Tips & Tricks

  • Think of this Activities view as a great way to create simple activity reports.  You could, for example, bring up a list of all high priority tasks finished this week, and then you could export this list to Excel for pivot table reporting.

 

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Bulk deleting records

January 11, 2010

You just got laid off, and you don’t have anything to do until the end of the day.  So why not delete your former company’s entire database?  It’s easy to do with a bulk delete.  Best of all, there is no way to undo a bulk delete.

In all seriousness, this is a feature that should likely be turned off for most users, especially the ones you’ve laid off.

Step-by-Step Instructions

  1. On the navigation bar, click Settings and then Data Management.
  2. Click Bulk Record Deletion.
  3. Click the New button to create a new bulk deletion job.
  4. Follow the instructions on the wizard to create a query of records to delete.  Any records matching careful.)

Tips & Tricks

  • Make sure you have a backup of any records before you bulk delete them.
  • Be careful of this feature.

 

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Sharing records with other users

January 3, 2010

Sharing is an important virtue – one that we all learned when we were young.  Well, it’s also a feature built into Microsoft Dynamics CRM.

Your database might be set up so that only a record owner can see his or her own records.  A record owner then has the option to share his or her record with another user or group of users.

Step-by-Step Instructions

  1. Click Sales, then Accounts on the Navigation Pane.
  2. Under More Actions, click Sharing.
  3. Click Add User/Team and find the user or team you’d like to share the record with.

Tips & Tricks

  • These steps are written for accounts, but you can share any record in the system by clicking More Actions | Sharing.