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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.
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:
Once you’ve enabled the language, you can change Online CRM to show the new language by:
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.
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:
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 on 10th April 2012 by Jeanne DeWitt.