Quickly Create A Personal View – Dynamics CRM 2013

Friday Tip! How to Quickly Create a Personal View in Dynamics CRM 2013

This tip is courtesy of a fairly recent feature in Dynamics CRM 2013. A personal view is a list or group of records that can help you target and segment lists of your CRM records. Most users know they can create a Personal View in Dynamics CRM 2013 using Advanced Find. Nothing wrong with creating personal views using Advanced Find, it just takes a few more steps than what I’m going to show you.

Let’s say you have a field for that ranks your customers and prospects, e.g. A, B, C, D, etc. Now you want to create a list of all your A and B current account records. Here are the simple and fast steps to create an AB Current Accounts list.

I’m going to start with my All Accounts view to make sure I get all the AB Current accounts in my list.

  1. Start by selecting the Filter button on your list.

View Filter Button

  1.  Now we can enter our filter criteria. In this case I am going select the Rank field and simply check A and B

 

View Rank Filter

 

  1. Let’s also select the Account Status field and check Current.

View Current Filter

  1. Once all your criteria is added, select the View drop down, then scroll down and select “Save Filters as New View”.

View Save Filters as New View

 

  1. This will display the Save as form, in this case I’m calling the view AB Current Accounts…name yours as you need.

View Save As

 

  1. That’s it! You have your new view. Now you can share it with others as well!

View New AB Current View

Pretty sweet right. This approach saves several steps and who doesn’t like doing things faster and more efficiently.

 

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Yammer Document Conversations Rolling Out

Yammer Document Conversations in Office 365, OneDrive and SharePoint

Yammer conversations is the next step in Yammer integration with Office 365, OneDrive and SharePoint. It brings in-context Yammer conversations along-side documents. And not just Office Online docs like Excel, PowerPoint or Word, but over 30+ file types like .mp4, .gif, and others.

Team collaboration very often focuses on documents. How often have you had to have multiple calls and conversations about document edits, updates and changes? Well, it is a whole lot easier to communicate about those documents outside of email and standard (sometimes confusing) document track changes features. Not only that, many document types don’t have any change tracking. Having conversations about documents from within the documents themselves, not only enhances communication, it also improves employee engagement.

This is a pretty sweet addition to improve collaboration. If you were at the recent SharePoint Conference you might have caught a demo of this. The feature is slowly being released to all Yammer & Office 365 customers so expect to live in your Office 365 and Yammer network soon.

With document conversations users can share their ideas and expertise from within the content they are editing or reviewing. I think this is awesome. I can work from SharePoint Online, OneDrive, or Yammer and have access to my content and all of my conversations.

Check out more details here at the Office Blog – I have included a short video on this new feature below.

https://www.youtube.com/watch?v=qdL43ID0ccQ

Yammer Document Conversations

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Dynamics CRM Spring Wave 14 Rolling Out

The Dynamics CRM Spring Wave 14 is rolling out.

The notifications started hitting administrator’s email in-boxes early this week. So, the release is actually a little early! Fine by me as I like nice surprises like this.

You can find more details and getting ready steps here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

As a Friday Tip the following is what you can expect as part of the upgrade notice. This update isn’t exactly following the previously communicated process of CDU’s (Customer Driven Update). Microsoft was going to provide 90, 30, 15, and 7 day notices of upgrades once they were scheduled. In this case, the notifications just started showing up in email inboxes. Technically Microsoft applied a UR (update rollup) and you have the option of completing the steps for the actual CDU.

As a refresher, going forward a UR will be bug fixes and performance improvements, and will be automatically applied. A CDU will have functionality improvements and notifications and potentially additional steps are required from the customer/user.

In any case here is what the email will look like. if you haven’t received yours already.

Spring Wave Email NotificationOnce you receive your notification, login to your CRM application and go to Settings, Administration.

Spring Wave AdministrationStart with selecting the “Install Product Updates” link. This will take you to a nicely done additional details screen. Check out the materials here as Microsoft did a nice job.

Spring Wave DetailsHere is what you find if you click the More links on this page.

Spring Wave Fine Print and Resources

Now it’s time to click the Update button; you will get a chance to back out of your don’t want to start the process just yet.

Spring Wave Last ChanceOnce you click OK on this page though, it’s too late. The upgade begins but you get to watch a nice little video while you wait. The update time varies, most are taking between 10-20 minutes.

Spring Wave InstallingThat’s it! You are done.

Spring Wave Ready Rock and RollAfter the upgrade is complete you will see the following changes to your system.

Spring Wave Customer Service 1

And here are the admin settings for configuring all the new Customer Service capabilities.

Spring Wave Customer Service Admin

You are now ready to enjoy the Dynamics CRM Spring Wave 14 Updates.

Next tip I’ll cover the Social Listening and Marketing updates that are also included in this wave. There are a few more steps required to add those capabilities.

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