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Welcome to the Minnesota Microsoft CRM User Group

Agenda. IntroductionsGeneral News Update on TitanTips and Tricks ? we'll have a break somewhere in this segment.Open Forum

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Welcome to the Minnesota Microsoft CRM User Group

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    1. Welcome to the Minnesota Microsoft CRM User Group

    2. Agenda Introductions General News Update on Titan Tips and Tricks – we’ll have a break somewhere in this segment. Open Forum & Drawing Reminders

    3. User Group Objectives The purpose of the Minnesota CRM User Group is to bring the CRM community together to: Share knowledge, resources, and ideas on how to leverage Microsoft Dynamics CRM 3.0 to effectively manage business Communicate best practices Introduce new products and solutions

    4. General News

    5. Online- Help Microsoft updated the online help for Microsoft Dynamics CRM 3.0 based on feedback from customers and partners. Includes expanded information and clarifications for existing topics, and more than 50 new troubleshooting topics. There are several download options: Microsoft Dynamics CRM server update Microsoft Dynamics CRM laptop client for Outlook update Stand-alone version that can be installed on any computer Download at: http://www.microsoft.com/downloads/details.aspx?FamilyID=309129a8-9a6b-478a-87c8-fd7e7e1e6486&DisplayLang=en

    6. Dynamics ERP Road Show for Existing Customers What: See the latest developments in Microsoft Dynamics GP 10.0, SL 7.0., and NAV 5.0 When: Tuesday October 23, 2007 9AM – 2PM Where: Microsoft Bloomington Office To sign up, go to: http://msevents.microsoft.com/CUI/EventDetail.aspx?EventID=1032346605&culture=en-US

    7. Event and Webcast Notifications Make it easier to stay up to date on the newest live webcasts and in-person events offered by Microsoft Sign up for Event and Webcast Notifications, and each month a customized e-mail newsletter notifies you of upcoming live webcasts available for the products and topics you have selected and upcoming in-person events in your state. Sign up here: https://profile.microsoft.com/RegSysProfileCenter/wizard.aspx?wizid=490e68db-4003-4a3a-b768-7d85650e2baa&lcid=1033

    8. Microsoft Update Rollup 2.0 All post RU2 fixes will require RU2 to be installed RU2 cannot be uninstalled – will need to completely uninstall and reinstall CRM Cannot move Pre-RU2 customizations to a RU2 environment, or vice-versa  Get the download here, or call Ted to install it for you! http://support.microsoft.com/kb/927751 http://www.microsoft.com/downloads/details.aspx?FamilyID=81674da5-ffef-492a-a7b1-7e1f1951b05f&displaylang=en  

    9.

    10. Did you know????? Items slated to be in Titan include… Mail Merge from the web client. Many-to-many relationships Duplicate Checking Mail merge to Marketing List Members Display data on forms up to 4 columns. Workflow viewable from the entities themselves.

    11. LIVE CRM arriving B4 end of year! Are you ready? Checklist of tasks necessary for CRM 4.0 include: SQL 2005 Update Options Configuration Options

    12. September CRM User Group TIPS & TRICKS

    13. Issue: You are prompted multiple times for the user name and for the password when you start Outlook or when you click any of the Microsoft Dynamics CRM folders in Outlook CAUSE: This problem occurs because the FEATURE _SUBDOWNLOAD _LOCKDOWN feature in Internet Explorer 7 prevents the automatic download of files from a Web site for which Outlook is the referrer. To fix the issue you must disable the FEATURE_SUBDOWNLOAD_LOCKDOWN registry. You can find details about this issue at: http://support.microsoft.com/kb/934243

    14. Change the 'Regarding' on a history email if you accidently tracked to the wrong entity. Don’t delete the email in Outlook yet! Delete the email from the history within CRM Go back to outlook, highlight the email (do not open) and then press "track in CRM" button. CRM will say that the email is already being tracked in CRM and would you like to make another copy. Answer Yes. Double click the email and notice that the regarding field is cleared and you can now re associate it to the correct opportunity etc.

    15. Going Offline; Ability to create your own unique Local Data to synch to Outlook

    16. Many subsets of data you can bring offline

    17. Here is where you create new download views

    18. Create new List for your required criteria and Save.

    19. Saved List is now available to synch offline

    21. CRM RSS Feeds to Outlook From Wikipedia RSS RSS is a family of Web feed formats used to publish frequently updated content such as blog entries, news headlines or podcasts. An RSS document, which is called a "feed", "web feed", or "channel", contains either a summary of content from an associated web site or the full text. RSS makes it possible for people to keep up with their favorite web sites in an automated manner that's easier than checking them manually. The initials "RSS" are used to refer to the following formats: Really Simple Syndication (RSS 2.0) RDF Site Summary (RSS 1.0 and RSS 0.90) Rich Site Summary (RSS 0.91)

    22. CRM RSS Feeds to Outlook

    23. CRM RSS Feeds to Outlook

    24. CRM RSS Feeds to Outlook

    25. CRM RSS Feeds to Outlook

    26. CRM RSS Feeds to Outlook

    27. CRM RSS Feeds to Outlook

    28. CRM RSS Feeds to Outlook

    29. CRM RSS Feeds to Outlook

    30. CRM RSS Feeds to Outlook Requirements: Internet Explorer 7 Outlook 2007

    31. Creating 3 Fields across a Form On Microsoft Dynamics CRM forms it is sometimes difficult to get enough information onto one tab. By utilizing 3 columns of data, form real estate can be better utilized.

    32. Creating 3 Fields across a Form Considerations: Fields need to be short because data display may be truncated Ideal use would be for a series of checkbox fields or short picklist fields

    33. Creating 3 Fields across a Form

    34. Creating 3 Fields across a Form

    35. Creating 3 Fields across a Form

    36. Creating 3 Fields across a Form

    37. Creating 3 Fields across a Form

    38. How to Resize the windows in CRM? Are you constantly... Clicking the “expand” button Grabbing and dragging the form to show all your data? We can determine the size of the pop up windows!!!

    39. How to Resize the windows in CRM?

    40. How to Resize the windows in CRM? Just paste the following into the “OnLoad” event in the offending form // Resize the default Window Size window.resizeTo(1000,760); window.moveTo(5,5); You can play with the numbers to get them to work best in your environment!

    41. How to Resize the windows in CRM?

    42. Getting Rid of Unwanted Entities The Problem: Not all CRM installations utilize all the CRM entities How can you clean up the form and get rid of entities you aren’t using?

    43. Getting Rid of Unwanted Entities How can you clean up the form and get rid of entities you aren’t using? First Choice (always) is to modify the security roles. Taking away “read” rights will remove a lot of the entities from view.

    45. Getting Rid of Unwanted Entities There remain some entities that you can’t get rid of …. Example: If you want people to see Contacts – they will also see Sub-Contacts

    46. Getting Rid of Unwanted Entities

    47. Getting Rid of Unwanted Entities Open the Entity Open a record…any record Key Control-N View – Source (IE6) Or right click –Source (IE7) Control-F Find “Sub-Contact” Search for the “id =“ Note the ID

    48. Add the Following script to the OnLoad Event //this will hide the sub contacts form on the navigation pane document.getElementById("navSubConts").style.display = "none";

    49. Controlling the Tab Order on CRM Forms CRM Forms are Made Up of.. Tabs Sections Attributes Within Sections, tab order will always go down, then across But what if you want to control the tab order?

    50. Tab Order will always go down – then across

    51. But what if you want to change the order?

    52. Changing the Tab Order on CRM Forms Go to Settings – Customizations –Customize Entities Select the Entity Forms – Form & Views Add New Sections Don’t show labels on Form Add Desired Fields Tab order completes each section before moving on.

    53. Changing the Tab Order on CRM Forms Save Publish Your ready to go!

    55. CRM Blogs: http://blogs.inetium.com/crm New Community! CRM Tips and Tricks RSS Feeds

    56. CRM Training CRM eLearning Now Available https://mbs.microsoft.com/customersource/training Unlimited access to eLearning courses Unlimited access to Training Material downloads Unlimited access to customizable Training Material downloads

    57. Upcoming User Group Schedules Next CRM User Group Meeting Wednesday December 5th , 2007 9:00 AM to 11:30 AM Microsoft Bloomington Office Topic: Titan!

    58. Open Forum! And Drawing…..

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