Tips And Tricks To Get The Most Out Of Dynamics CRM

  • By Johnny Morgan
  • 25-09-2019
  • CRM
dynamics crm
The phrase “Customer is King” is very relatable to businesses today more than ever because of the fierce competition that exists in every industry out there.
 
Along with great marketing and sales techniques, providing quality after-sales support is also equally important to retain existing customers while drawing in future customers.
 
One of the best ways to improve the efficiency of customer service offered by a business is by implementing a Customer Relationship Management (CRM) software.
 
Among all the CRM software out there, the Microsoft Dynamics software is a popular choice. This is because the software allows businesses to create and efficiently manage marketing and sales campaigns as well as provide active after-sales support to customers.
 
However, you cannot exploit the full potential of any software until you are aware of the best features that it supports. If you wish to improve your efficiency in using the Microsoft Dynamics software, then today we are here with a few tips and tricks that will help you maximize the power tool:
 
Top 5 Microsoft Dynamics Tips and Tricks
In this section, we will be taking you through the top 5 tips and tricks that will help you to become a Microsoft Dynamics CRM power user.
 
Execute Business Rules on Quick Create Forms
It is now possible to implement business rules while running Quick Create forms on the Dynamics software. These are the steps you need to follow to apply business rules on Quick Create forms.
- Launch the “Settings” menu from your Dynamics software window.
- Within the Settings menu, click on “Customization” and then click on “Entity”.
- You can now see all the Quick Forms that exist within your account.
- Expand the customization option and then switch to the “Business Rules” section.
- Within the new window that appears, define your desired business rules.
- Now, find the “Scope” title located in the top right corner of the “Business Rules” window and change the value of the drop-down box to “All Forms”.
 
The business rules will be auto-applied to the “quick create” forms but only if the fields that are referenced by the business rules are also present in the form.
 
Copy Member Details to Different Marketing Lists
Once you add a member to a marketing list, you can copy the same information to other marketing lists instead of manually adding all the details separately each time. Below are the steps you need to follow to copy member information to another marketing list.
- Under the “Marketing” section, click on the option that says “Marketing Lists”.
- The active marketing lists under your current Microsoft Dynamics account will be displayed.
- Select the list from which you wish to copy the member details to another marketing list. When the list details show up, click on the “Record Associated View” option.
- Now, pick the members whose details you wish to copy. After the selection is completed, click on the ellipses icon and then select the “Add to Another Marketing List” option.
- You now need to select the marketing list to which you wish to paste the copied member data. Instead of choosing a pre-existing list, you can create a new one too.
 
All the data belonging to member accounts you copied will be copied to the new marketing list that you chose.
 
Personalize the Default Dynamics Dashboard
The ability to gain access to critical information without navigating too much is one of the prime aspects of a good software.
 
Microsoft Dynamics allows users to personalize their dashboard so that they can prioritize the workspaces and tiles they see.
 
Below is how you can personalize the workspaces displayed on your dashboard:
- Click on any workspace followed by the “personalize” icon.
- Now, select the “Personalize This Form” option.
- You now need to drag-and-drop to arrange or hide the workspaces present on your dashboard.
 
If you wish to pin a tile within the default dashboard, then this is what you need to do:
- Open the workspace of your choice.
- Right-click on the tile you wish to pin to the dashboard.
- From the options that now appear, click on the option that says “Pin-to-Dashboard”.
 
Get Company/Enterprise Information for Any Item
If you manage multiple companies using the Dynamics CRM software, then you can utilize the product number or item number to acquire information about the company/enterprise associated with an item.
 
The difference between product number and item number is that while the former only provides just a few aspects about the enterprise, the latter displays all the aspects related to the company.
 
Generate Campaign Documents Automatically
You can quickly generate automated Microsoft Word templates of your marketing or sales campaigns. Here are the steps to follow if you wish to automatically create documents for your campaigns.
- Click on “Settings” from the Dynamics dashboard and then click on “Processes”.
- Create a new “Workflow” type of process within the “Campaign” entity and set its scope to “Organization”.
- Now, enable workflow to execute when there are any changes in the records field and change the value of the field option to “Status Reason”.
- You now need to enable the “Check Condition” and “Perform Action” options within the “Add Step” menu.
- The Action must be set to “SetWordTemplate”.
- Click on the “Properties” option located on the right side of the “Action” option and then select the template you wish to generate.
- In the final step, set the “Target” field to the campaign that you are running currently.
 
And that is all. You need to save and then activate the workflow to generate automated campaign documents.
 
Final Words
We have tried to include the most effective tips and tricks related to the Microsoft Dynamics software which have proved to enhance user experience as well as productivity.
 
Microsoft is frequently updating the Dynamics software to include new features and functionalities to their user interface and capabilities, thus allowing users to run successfully their sales and marketing campaigns. Stay tuned to this space for more such updates!

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Author

Johnny Morgan

Johnny Morgan Technical writer with a keen interest in new technology and innovation areas. He focuses on web architecture, web technologies, Java/J2EE, open source, WebRTC, big data and CRM. He is also associated with Aegis Infoways which offers CRM Programmers in India.

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