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Wednesday, 03 August 2016 00:00

Retrieving Data in Microsoft Dynamics CRM

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Retrieving data and metadata for reports In Microsoft Dynamics CRM can be done using SQL views. In Dynamics CRM, users can run queries on SQL views that are automatically created. As the image below shows, names within the SQL views are easy to identify. A Microsoft tip sheet notes that SQL-based reports in Dynamics CRM use the filtered views provided for each entity to retrieve data for the reports. 

CRM Database Table Listing- 1

To obtain the query, users can download the SQL Server Management Studio (SSMS) online. 

Apart from being automatically created, Filtered Views offer the benefit of being updated for custom entities, having security embedded in the view, and being supported after patches, service releases and upgrades.

To learn more about how WebSan Solutions can support your Dynamics CRM projects and implementation, visit our Solutions page or contact us

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence.

Published in Dynamics CRM

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Running a well-oiled support desk is not for the faint of heart. There are so many moving parts…Does the customer have a support agreement? Does the contacting party have authority to open a support ticket against the agreement? What is the issue? Is the issue covered under the support agreement? What is the expected turn-around time? How does this relate to its priority in the queue? Which support resource should be assigned the ticket? Is the support resource staying on top of the ticket? 

Did you know there is a whole area inside your Dynamics CRM environment that is fitted with tools to manage your support operations? It is neatly tucked away in Settings under Service Management and contains a slew of menu items to manage the many facets of the support process. 

Through the combined forces of Service Level Agreements (SLAs) and Entitlements you are armed with a pairing which allows for a flexible support model. SLAs offer variable levels of support, with varied turnaround times and price points, while Entitlements allow you to define the variable by which support is measured (time vs count), who can open support tickets against the agreement, the products/services covered under the agreement, and the channels by which a support ticket can be submitted.

Depending on how support tickets are received, Automatic Case Creation & Update Rules may prove to be a mighty ally. This feature automates the process of creating/updating records based upon predefined settings and conditions. One such condition is whether an Entitlement exists for the submitting customer. Take your automatically created cases, and make use of Routing Rule Sets, which read the properties of the Case and route the records to your various Support Queues to be picked up by your Support Resources to be worked on. It is worth noting that Routing Rule Sets can also be applied manually if your support tickets reside in a “bucket” for assignment.

For in depth details about Service Management, tune into this webinar.

To learn more about Dynamics CRM and other solutions we offer consulting, hosting, and support for, visit our Solutions page. Also be sure to check out our Training page, which provides valuable resources right at your fingertips.

Stacey Mancuso, CRM Certified Application Specialist, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM
Wednesday, 09 March 2016 00:00

CRM 2016 Improves Navigation Functionality

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The main navigation in the CRM 2016 ribbon not only altered its look, it also made functional changes, vastly improving the end user experience. The Main Menu Button now replaces the CRM logo. Clicking this button enables the user to switch between each of the functional areas without waiting for the page to reload. 

NavigationinCRM1

 

To add, a functional area can be selected where sub-areas are neatly organized in rows by category to easily view and select from. The fluid transition and absence of endless scrolling make for ease of navigation.

NavigationinCRM2

 

A sleek button, aptly referred to as MRU (Most Recently Used) presents the user with up to 30 of their MRU Records and Views.

NavigationinCRM3

 

A user can also pin any of the listed records or views, ensuring they will not be recycled. Conversely, these same records can be unpinned, should ease of access no longer be necesary. 

NavigationinCRM4

 

If you are coming from using CRM 2015, you'll notice the remainder of the main navigational buttons are what have evolved over the last couple of updates. 

NavigationinCRM5

 

In case you need a refresher- Quick Create offers an array of "short" forms to quickly create new records; Global Find allows for cross entity searching; and Advanced Find provides for the filtering of data by specified criteria.

To learn more about how Microsoft Dynamics CRM can improve efficiencies for your organization, visit us at www.websan.com

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM

View our free webinars Sign up for WebSan University Download a FREE Demo

On Thursday, December 17th, at 2:30 PM, WebSan will present a free webinar to give an inside look at Microsoft’s Power BI (Business Intelligence). The 30-minute webinar offers attendees the opportunity to observe this dynamic tool in action.

The webinar will discuss Power BI’s features and functionalities including how to create dashboards, reports, integrations and metrics. Attendees will learn how to publish and edit visuals on Microsoft’s Cloud, view and refresh custom metrics on any mobile device and use Power BI to monitor the most important information about your business.

The webinar promises to bring an insightful glimpse of Power BI’s extensive functionalities and show attendees that all the information they would need to make decisions is available through Power BI, all in one glance.

Register today and don’t miss out on your chance to take part in this new webinar!

Click here to register for “Microsoft’s Power BI” webinar on Dec. 17th, 2:30 PM

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics GP Training
Thursday, 26 November 2015 15:47

CRM for Outlook – Frustration Free Zone

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I was recently speaking with some likeminded CRMers in the community and we were discussing what we find to be at the top of the list for help desk inquiries. The overwhelming consensus was CRM for Outlook.

Do you ever find yourself faced with CRM for Outlook just not cooperating? Whether it be that you are having undesirable or unresponsive behaviors, the CRM tab is greyed out, or the CRM tab has vanished. Have no fear, you are not alone, and with a few checks and few clicks, more often than not, one of the following suggestions will be your golden nugget for resolution.

Check the following machine related roadblocks for starters...

ü  Ensure that your CRM for Outlook version matches up with your CRM server version. It could be that you are out of sync.

ü  Could you possibly have add-ins that are not playing nicely with one another? Begin to disable your add-ins one by one and see if CRM for Outlook is positively affected.

ü  Is your Outlook mailbox overloaded? Double-check your mailbox capacity, it may be high time you do a little housekeeping.

ü  Do you have adequate resources on your machine to support all of the applications that you are running? Check your RAM to ensure that you are not pushing the limits of what your machine is capable of.

ü  Depending on your firewall settings, it may be necessary to add your CRM server address to Trusted Sites in Internet Explorer. Along with that, it may be beneficial to clear your browser's cache.

ü  Is your anti-virus software doing too good of a job? It could actually be preventing you from performing actions which are legit!

Has your CRM tab on the ribbon disappeared without a trace?

This is usually easily remedied by navigating to File à Options à Add-Ins à Select GO and tick off the checkboxes for Microsoft Dynamics CRM.

And just like that, you have brought your CRM tab back into Outlook. 

CRM for Outlook 1

 

CRM ribbon greyed out?

Again, typically a quick fix...Search for the Diagnostics Wizard on your machine and click the Enable button shown on the Advanced Troubleshooting tab.

CRM for Outlook 2          CRM for Outlook 2.1 

 

Let's wrap this up with "Track" and "Set Regarding" and also answer the common question of why "Convert To" is greyed out.

CRM for Outlook 3

 

When you select a record from your Inbox in CRM, and click ‘Track’, you are promoting the email to CRM as an activity without an association to a particular record. Depending on the Personal Options you have set, you may also be creating a new Contact or Lead at the very same time.

If I may give my two cents, I would caution against ticking off the box which auto creates new contacts or leads. You may end up with records for the local pizza place, or worse, a record created for one of those "fun emails" that slips through the Spam filter. 

‘Set Regarding’ on the other hand, not only tracks the email, but also associates it to a specific record of your choosing. The association not only relates to the record you have chosen but also rolls up to related parent records. Whether you have chosen ‘Track’, or ‘Set Regarding’, you will now notice that ‘Convert To’ has come to life and you now have the ability to convert the email into a New Opportunity, Lead, or Case.

The next time you find yourself scratching your head over why CRM for Outlook is 'acting up', come back to this post and try out some of the suggestions. You too, may just find that what you initially thought was going to be a major headache is quickly resolved with a few quick checks and clicks. For more information on this feature and other CRM questions that have you up at night, WebSan is here to help!

 

Stacey Mancuso, CRM Certified Application Specialist , WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM

View our free webinars Read more about Hosted Dynamics GP and CRM 

Find out more about WebSan University

WebSan Solutions’ Microsoft Dynamics GP and CRM interactive demos now enables users to leave feedback to unlock new resources that will offer additional information that can help in the ERP software selection process.

The Dynamics GP and CRM demos boast over 300 downloads and have been a trusted tool in helping give an overview of both systems’ capabilities and main modules. The demos give an inside look at what the systems can offer and show a preview of each system before users decide to purchase. Not only are the demos useful in the research process, they also prove valuable for their interactive functionality. The interactive functionality allows users to type in and click on specific fields; a feature that is not common to traditional software demos.

When users leave feedback for the demos after downloading, they are given links to valuable resources that offer additional information on the two systems. For the Dynamics GP demo, users can access an estimate of WebSan’s Dynamics GP implementation cost, while those who leave feedback for the Dynamics CRM demo can watch an exclusive webinar on maximizing Dynamics CRM’s out-of-the-box features.

Download our demos today to unlock these valuable resources!

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in WebSan Blog

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WebSan and the leading global independent authority in covering the world of Microsoft Dynamics, MS Dynamics World have joined together to offer a new Microsoft Dynamics CRM webinar. The free webinar will be held on Tuesday, October 6, 2015 at 12 PM EST.

The session will look at the different features of Dynamics CRM 2015 and explore how one can mold, manipulate and build upon the software to meet the requirements of your organization. The webinar will explore how to use Dashboards, data export from Dynamics CRM to Microsoft Excel, implementation of business rules and processes to promote data integrity and the use of Workflows.

This collaboration with MS Dynamics World promises to bring an insightful glimpse of Dynamics CRM’s capabilities. Participants will also get the opportunity to ask questions to the speaker. Register today and don’t miss out on your chance to attend this webinar. 

Click here to register for “Maximize Dynamics CRM Right Out of the Box” webinar

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics CRM

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Learn more about CRM's features

Part 2 is a continuation of the series of blog posts that will profile different customer’s unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

An engineering, construction, service and maintenance company that provides services for infrastructure companies approached WebSan to implement Dynamics CRM and maximize the Dashboards feature of the software.

Using the Workload Reporting of Dashboards allowed the company to do the following:

  • Break down by user the current status of Open Projects
  • Access the number of projects that have been created in a specific timeframe by Users and the status of those projects
  • Create a list view that depicts total number of created, cancelled and completed projects by user
  • Create a pie chart to show the number of open projects and order them by status

To add, an active activities Dashboard breaks down the many activities (tasks, emails, appointments, etc.) that are being tackled “this month” by all users.

Dashboards in Dynamics CRM act as a tool to provide a fast and easy way to view and communicate business data. It also acts as your homepage upon logging into your environment. Serving as a one stop shop to quickly get a peek at your data, Dashboards allow you to spot trends and monitor valuable metrics, while dynamically updating based on new data that is being derived.  

To learn more about how Dynamics CRM can help improve your business processes, visit our “Top 10 Questions Answered about Microsoft Dynamics CRM” page.     

Click here to see more of Dynamics CRM's features and download our free interactive Dynamics CRM demo

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM

MS Dynamics CRM vs Salesforce Sign up for a free CRM course! Download a FREE CRM Demo

 Join us in part one of a free webinar series on customizing Dynamics CRM 2015! The webinar is tailored for those new to Dynamics CRM who are responsible for the customization and upkeep of their organization’s CRM environment.

The webinar will offer a behind the scenes look at the Customizations area and discuss the different components that make up an entity and how one can interact with each of them. The session will wrap up with a sneak peek of customizations in action.

This webinar will serve as a preview of part two, where attendees can submit questions specific to customizations that will be addressed by the webinar speaker.

Previously, our Dynamics CRM webinars have received extremely positive feedback and proved to have given valuable insights to help during CRM implementations.

Part one of the customization for Dynamics CRM 2015 webinar will be held on Thursday, July 30, 2015, from 11:00-11:30 AM EST.

Click here to register for Customizing Dynamics CRM 2015 webinar

 Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence

Published in Dynamics CRM

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With over 4.4 million users working at 40,000 companies, Microsoft Dynamics CRM has long been used in a variety of sales, marketing and operational functions. For some, Dynamics CRM serves as an out-of-the-box tool to simplify operations, while others use the software to track client feedback, manage schedules and projects, and collect purchase information.

This series of blog posts will profile different customers’ unique approach to using Dynamics CRM and provide real-life examples of how the software is used to help improve business processes.

The first is a company that specializes in managing a loyalty card program and partnering with different retailers to offer students discounts and deals utilizes Dynamics CRM’s Inventory Management. This feature allows the company to use the newly released Rollup fields to create a running total for each product offering that has been sold.

Using the Business Management feature gives the company the ability to populate, change, show or hide a field based on the value of another field. Business Rules enabled the company to dynamically update Quantity on Hand for a product when a replenishment value is entered, while creating a workflow prompts members of the sales team of a reduced Quantity on Hand when a product is sold.

Dynamics CRM continues to benefit the company by giving the sales team a full view of their inventory and manage products on hand.

To find out more about how Dynamics CRM can help your business, download our free interactive demo!

Click here to download our free Dynamics CRM demo

Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Sevice Excellence

Published in Dynamics CRM
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