10 hints and tips to help your Microsoft Dynamics CRM experience

Jan. 4, 2010 - PRLog -- 1.   A quicker way to enter multiple addresses. If you have more than one contact at one company you don't have to type in each address separately, once you create an account record and enter the address data under Details, select Contacts. Click New Contact. You'll notice that the Parent Customer information is automatically linked.

2.   Using the “print view” to look up records. With a record up on your screen, simply using the print button towards the top left will give you a snap shot of all the account details, something perfect if you want to quickly see some information from the record.

3.   Place your Outlook contacts into Microsoft CRM http://www.pythagoras.co.uk/microsoft_crm.aspx. Outlook, the staple of most peoples daily work gives you the option to “track” up to 25 email contacts at a time in Microsoft CRM. The option for this is in your personal options on the Synchronisation tab.

4.   Form assistant pane key. When opening an activity or opportunity and you need to quickly access the form page which is usually found on the right side of the window just simply press Ctrl + shift + F to open it immediately, saving yourself a few seconds.

5.   Store your Scripts in Visual Studio. Make sure you have a copy of all on load or on change scripts in Microsoft Visual Studio in a 'Form Scripting' project. This allows you to have all your scripts in a single place for Backup, Version Control and Future Reference.

6.   Use a Dashboard. Often users will want to avoid screen-clicking through multiple screens to reach the data they require. A one-stop-shop dashboard that lists all the crucial day to day data in a 'home' page format can be incredibly useful in boasting User Adoption, which is crucial to the success of a CRM project.

7.   Multiple Column Sort in 3 steps. 1. Click on the first column header 2. Hold down SHIFT key 3. Click on the second column header. Now you will have second column as the sub-group of first column and you are able to sort a number of columns till you get the right data groups.

8.   Multiple Windows. Microsoft Dynamics CRM http://www.pythagoras.co.uk/microsoft_crm.aspx allows multiple windows to be open at the same time, from differing areas of Microsoft Dynamics CRM; this feature increases productivity further and is rare in other CRM systems.

9. Customisable Account Views. The ability to customise your individual view and to save this along side the normal view makes exporting certain data along with other activities such as label printing and mail merging significantly easier. Under accounts simply click on advanced find –> edit columns; the features there allow the user to define columns position and decide which will appear on their personalised view which is available under the “view” drop down menu.

10.   Auto complete calendar. Simply filling out the day and month and Microsoft Dynamics CRM will auto complete the year providing the date is not in the past in which case it will auto complete with the next calendar year. This saves using the calendar date button every time.
   
About Pythagoras http://www.pythagoras.co.uk/microsoft_crm.aspx
Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.

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Pythagoras is a company that is experienced in providing Customer Relationship Management (CRM), Accounts and integrated business solutions for businesses across a broad range of industries including Microsoft Dynamics CRM, Sage 200 and Sage CRM