Using Sub-Marketing Lists in Dynamics CRM.

We all are familiar with the Marketing Module of Dynamics CRM and their features. And I am pretty sure that you must have spent some time creating and maintaining these Marketing Lists in CRM. However most of us don’t know that we can also build Sub- Marketing Lists in CRM which based on other existing Marketing Lists?

Sounds Crazy… Right! Let me explain this to you.

Take this scenario where you have a static Marketing List called “Premium Leads” which your Sales Head may be managing and he is responsible for adding and removing Leads List Members regularly in the above said marketing list. Now, you have been assigned this task of holding a customer workshop with customers in that list, but with those that are located in your country.

Now there are two ways to do this.

Either you use Copy Marketing List feature where you create a copy the existing Marketing List, then manually add or remove members using Manage Members. However, if you use this approach you will have to do this every half year to ensure that the marketing list is up-to-date list as the original list created by your sales head will also change.

Or you use the concept of Sub Marketing List. A sub marketing list is nothing but a dynamic Marketing List that references the “Premium Leads” list so it is up to date based original list.

• First of all ensure that “Premium Leads” static Marketing List which you will use it as reference
• Create a New Marketing List called “Half Yearly Invites”
• Select Marketing List type – Dynamic, and target it at Leads Click Manage Members, and enter the criteria as in the screenshot below:

Hope it helps!

Notification when a record is changed by someone other than the record Owner.

Ever thought of triggering a workflow when someone else modifies a record created by you? Let’s take an example, you own an account and you want to be notified when someone else except you makes any changes to that account.

Well this can be handled using a workflow, you just need to ensure that your check condition is met.

Step 1

Step 2

Under scope of workflow, select Organization. And Under Start when menu, Select all fields under “Records Field Change”.

Step 3

Now add a check condition where account modified by does not equal to owning user.

Step 4

Save the check condition and enter a then step. I created an email for notification.

Hope it helps!

Dealing with record level access restriction with Dynamics CRM

Reblogging.

Salim Adamon - Dynamics 365 Blog

CRM works extremely well with giving users access to records based on a different set of security configuration tools : cumulative security roles with a “most permissive win” mechanism, business units, team memberships, access teams, hierarchy and so on. One thing it does not do well is restricting access to specific record. Imagine the following scenario:

• Company ABC uses Microsoft Dynamics CRM to manage its cases
• An employee leaves company XYZ to join ABC
• After joining ABC, the new employee is given access to Dynamics CRM and has access to ongoing and past cases, say in his/her region
• Company ABC has open cases against firm XYZ. The employee should not be able to see those cases because it represents a conflict of interest (e.g. he/she might give insights to his/her old friends at XYZ)

The following image provides an illustration of what we are trying to accomplish.

If you have…

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Out of the Box Report: Dynamics CRM User Summary

At times, we tend to ignore the OOB functionality of CRM and look for other options which may involve configuration or customization to achieve that.

Now if you are a system administrator, one of your responsibility shall be to ensure that CRM users have appropriate access to the system. And trust me it’s the biggest challenges of doing an efficient user audit which shows list of all the security roles each user has been assigned to.

Microsoft Dynamics CRM has 25 out-of-the-box reports. And to do an efficient user audit we have an OOB report: User Summary report.

1. Click on Reports. Entire list of OOB reports will be shown on grid.
2. Look for Report User Summary and double click on that.
3. The next screen allows you to filter the user list. Once the  filter criteria is set, click on Run Report.
4. The resulting report will display:
   • Information about each User
   • Users grouped by Business Unit
   • A listing of all the security roles to which each User belongs

It allows you to see which security roles users belong to. Also,  you can access the User record directly from the report, making it easy to alter access levels. And it’s just a great way to audit user access.

Do note that this report does not shows roles assigned to Teams.

Hope it helps!

Constraining Parameters at the Attribute Level for Root Cause Analysis

Thanks…Reblogging!!!

Steve's Site Innovation, Transformation, Change, Growth, Culture Building, Learning

Good Afternoon All –

It seem as though I continue to be asked for the same requirement from clients and felt it would be a good idea to share another one of my “secrets” in this forum. So many times I hear, I want my users to select a value in one field, and have only values that correspond to the first value to be made available in the next field.

The good news is Microsoft CRM can be configured to perform this type of functionality without the use of code, which I will demonstrate below.

Scenario:

Our Customer Service Manager, (for the First National Bank of Gotham) would like to capture information based on initial contacts to the call center. He would like to capture each of the incidents down to the root cause. The manager has determined most of the incidents reported can be fully defined by the…

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Social Engagement Trial Now Available.

Good news folks, Social Engagement Trial is now available. It’s like a demo for 30 minutes. Which will let you explore Social Engagement and its features something like a test drive.
Link for the demo is
https://listening-trial.microsoft.com/trial-bridge/

And this is what it looks like

Once you click on go you have to accept the terms and conditions and will have the landing page loaded.

This is how the landing page looks like.

Now on the landing page there are five tabs
Overview, Conversation, Sentiment, Location and Sources.

And this is how the sitemap looks like, which is identical to CRM 2015 sitemap.

Overview
The landing page is the overview page.

Conversations Dashboard
It lets you know about phrases used, their history on twitter, trending phases, languages used and their sources.

Sentiment Dashboard
The Sentiment Dashboard explores Sentiment History, Search Topics, Sentiment Source, Sentiment Analysis, positive phrases and negative phrases used.

Location Dashboard
The Location dashboard gives you Location Insights, Location Coverage, Cities, Phrases by country/region, and locations.

Source Dashboard
The source dashboard gives you Sources by Sentiment, Location insights, Sources History, Activities, Volume change by source, Phrases by source and language.

If you click on the right collapsible menu, you will be taken to posts and this is how it looks like.

You can filter search topics here, to Filter search topics click on All search topics.

If you want to filter on Sources, click on sources.

This is an awesome experience and those who are actively involved in presales demos will love this.

However there are few things which you should keep in mind in respect to this:-
• You cannot make any changes to the data. Demo data presented is old.
• You will not be able to do any additional configuration.
• You can only have one user and cannot add any other user.
• The data used for location is based on US Location.

Nevertheless, it does not reduces the significance of this trial demo.

Hope it helps. Do share your views and suggestions on this by leaving comments.

What Security Role Privileges shall I need except System Admin to add team members in a team!

Let’s say that you have teams in CRM and you wanted to give rights of adding or removing team members from team. Well, this can be done at system admin level but it does not sound cool to contact your system admin for adding or removing members in a team.

So I spent some time trying various permutations and combinations like making the user the administrator of the team and giving user various access levels to privileges via security roles.

Finally, I figured this out. In order to achieve this you give them full org privileges to append and append to for the team and user roles.

Hope that helps!

Is Gamification in a Microsoft Dynamics CRM a gimic?

Reblogging 🙂

Hosk's Dynamic Blog

To answer the question in the title, Microsoft certainly doesn’t think so because they have just acquired FantasySalesTeam.

Microsoft Acquires FantasySalesTeam, an Innovative Sales Gamification Platform, to Help Organizations Increase Productivity

CRM Gamified were the first company I had heard of using CRM and gamification and have an excellently sounding add on

Motivation Engine

CRM Gamified have a section on why gamification works, the three key principles, which you can see here

• MOTIVATIONAL INTRINSIC PSYCHOLOGICAL FACTORS
• DIFFERENT RESULTS ARE ACHIEVED BY CHANGING HABITS
• KPIS DO NOT CHANGE JUST BY LOOKING THEM OVER

I will warn you this blog post is the Hosk thinking out loud, it doesn’t really go anyway but I thought I would share my thoughts on the subject.  I will add I haven’t used a gamification system yet but there usage is on the rise so maybe it’s a matter of time.

Core CRM

When I think of…

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CRM Online Bandwidth and Latency Diagnostics

Reblogging.

The Red365 Blog

How is your CRM Online instance performing?

I’ve been spending a lot of time working with CRM Online lately and was asked by a client if it is possible to see get a handle on the latency/bandwidth against their organisation. This can also be useful as a reference point when prospective ask about latency in CRM Online.

There is a very simple method of returning diagnostic information on your CRM Online instance in a matter of minutes, just adapt the following URL and enter it into your browser;

https://<insert org name>.crm<insert numeral>.dynamics.com/tools/diagnostics/diag.aspx

So to complete the URL just enter the org’ name from your CRM Online URL and the correct datacentre suffix, so – crm5, crm6 etc. Once you have done so you will be provided with the following screen;

Just click “Run” button and away you go, you can then email or copy out the results underneath.

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Solved: How to Bulk Hide Unused Fields in Advanced Find Dynamics CRM.

Often you would have noticed that while using Advanced Find, when you click on the drop-down you see the entire list of fields in the drop-down. Mostly the list includes fields which are not used and are of less relevance to us while doing the advance find. I can come up with few examples like Address 1: Fax, Address 1: Latitude, Address 1: Longitude etc. (I have always wondered who uses latitude and longitude as a filter search criteria while performing an advanced search 😛 ).

Solution: To stop these fields from being displayed you need to disable their Search Facility. There are two ways to do it.

Option 1

Go to Form, Select the field and then disable the Searchable option from Yes to No.

This can work if you have less number of fields. Imagine a scenario where you have to replicate the same for say 20 odd fields. It will be extremely tedious to replicate the same process for all those fields.

So if you have more fields, I would suggest you to do bulk edit of these fields.

Option 2

Navigate to Settings>> Customizations>>Customize the System

From the Solution Explorer, expand the Entities branch, expand the entity branch and select Fields. (I will use account entity for this).

Multiple select all the fields on the grid that you want to hide from users in Advanced Find using CTRL key and click edit.

Clicking on edit will open Edit Multiple Fields dialogue box. Here, set the Searchable option to No and then click Save.

Publish customizations for publishing the changes you just made.

Please note in case there are more than 50 fields for the entity you have to use the paging controls at the bottom right of the solution explorer.

Now let’s again do an advanced find to see if the changes made were incorporated.

Voila, yeah it works like a charm.

Hope it helps!