April 10th, 2012

Customer Relationship Management, also known as CRM, is big business. If Customer Relations are managed poorly you will not survive as a business, and to prevent this from happening many companies have been using software like Microsoft Dynamics CRM. Does your organization use Dynamics CRM?

Last year, Microsoft released the online version of its popular Microsoft Dynamics CRM software, taking advantage of cloud services and giving users the ability to access the software from anywhere. With the release came the same features as the offline version, plus some extra ones. Here are four features you can take advantage that’ll make using CRM Online that much more efficient.

Set Personal Default View If you use or view one section more than others, say that the majority of your work is done with accounts, you can set CRM Online to open to accounts.

  • Choose which folder or heading you’d like to serve as your default.
  • Click the View tab, and select Set As Default View in the top left of the screen (just under File).
Enable Additional Languages When you first start a new account with CRM Online, you will be asked to pick the main operating language. Microsoft calls this the Base Language. It is the language the system will work in unless otherwise specified. Once this has been set, you can’t change it, you can however change the language of CRM Online’s display and help screens, or add another language. This is useful for businesses that have a multinational working environment and want to give their employees an easier way to communicate.

To enable different languages:

  • Click: Settings select System followed by Administration.
  • You’ll see a Languages option, click it.
  • In the page that opens, you’ll see a list of languages along with their status. Click the box beside the language you’d like to enable.
  • Press Apply and the language’s status will change to enabled.
Once you’ve enabled the language, you can change Online CRM to show the new language by:
  • Click File and select Options.
  • In the window that opens, select Languages.
  • You can select to change the User Interface Language (display language) and help language here.
  • Click OK and you’ll see the interface has changed.
However, you won’t be able to change the language unless you are a system administrator.

Save CRM Shortcuts in Outlook Did you know that you can jump to folders in CRM Online from Outlook? It can be done by using Shortcuts.

  • Open Outlook, and look for Shortcuts in the navigation pane (typically on the left).
  • There’ll be space below shortcuts, so right-click on Shortcuts and select New shortcut. You can also hit “S”.
  • A popup window will open displaying a list of options. Find your Online CRM organization name and press the white triangle beside it to open a list of subfiles.
  • Find the file or location you want, select it and press OK. You’ll now see the location under Shortcuts in Outlook.
Sharing Charts Often you’ll be working on a project and be asked by colleagues how you made the chart, or if you could share the chart with them. Instead of sitting down and showing, step-by-step, how you made the chart, you can share it with them as long as they are also Online CRM users:
  • Find the chart you’d like to share, click Charts at the top to display only charts. This’ll make it easier to find the chart if you also have other files in the same folder.
  • Press Click here to view the chart on the right of your screen.
  • Under the Chart ribbon, you’ll see the Share button. Click it.
  • A new window will open, select Add User/Team.
  • From this window you’ll be able to search for teams and people to share the chart with. Click the box beside their names, followed by Add and then OK.
  • The people will show up in the previous window with share options. Click which permission you’d like to give the people, followed by OK.
The users you have shared the chart with will now be able to see it.

There are many other features in Online CRM and we would be happy to help you discover them. If you would like to learn more, please contact us.

Published with permission from Source.

Topic CRM
February 14th, 2012

Now that you have signed up to test drive Microsoft Dynamics CRM Online, what's next? Here are a few ideas to help you get the most from your free trial.

1. Take the time to watch the instructional videos. There are some valuable tips in the videos and they are short. A few minutes of your time up front will help you get more value from your test drive. 2. Upload some of your own data. Data familiar to you will make the processes more "real" for you and your team. 3. Work through the processes that you think will help your organization the most. Whether it's sales management, customer service management, or marketing, focus on the processes that will make the most difference to productivity. Practice, so that you feel comfortable showing the process. 4. Show your team or manager. By taking the initiative to demonstrate the improvements that could come from implementing CRM, you will help them open their minds to improving the business. 5. Be sure to show them the dashboards. Set up a few of the dashboard charts the way you would use them – it's quick and easy, and they pack a punch when demonstrating the valuable at-a-glance information Dynamics CRM can provide.

By test driving Dynamics CRM online, you are obviously interested in helping to improve the processes that are holding your company back. Once you have started the conversation with the decision makers in your company, an experienced Microsoft Dynamics CRM Partner can assist you in taking it to the next level. Let us help you make the most of CRM for your organization. Talk to us today.
Published with permission from Source.

Topic CRM