As you know, Activity Feeds can post certain activities to record walls, so users can have a greater visibility into all the interaction with that record. And as I explained in a previous blog, you can configure the Activity Feeds to post what is most relevant to you.
Now that CRM Online is under the Office 365 umbrella, you must maintain your CRM licenses, users, and user information via Office 365 and not in CRM itself. You can no longer even disable a user or update a name. All of that is handled in O365.
Searching through spreadsheets with pivot tables, submitting a request for a programmer’s help, crossing your fingers and hoping for the best…those were some of the ways data mining used to be done. Now there is a better way… Advanced Find through Microsoft Dynamics CRM and PeakNFP.
For those of your who are experienced in the ways of Microsoft Dynamics CRM, the terms “Plug-In”, “Workflow”, and “JScript” are commonplace and may beg the question, “Why spend time writing an article such as this?” I recently was having a conversation with someone who had a number of years of background using the product as an end user but confided in me that they had never really understood the difference between these terms. So, I figured I would answer the question for others who also may find the mean of these words to be elusive.
Activity Feeds are not an entirely new concept for CRM 2011, but they are often underused or misunderstood. The main questions I receive are “What actions are posted?” and “Can other actions be included?” To answer these questions let’s take a deeper look at the Activity Feeds beyond simply following records and users.
The last thing a salesperson wants to hear before walking into a customer’s office is, “Your company’s service is getting worse and worse by the day. Yesterday’s shipment arrived late and on top of that … included the wrong items.” That well-planned sixty minutes of precious fact-to-face time with a customer who is a perfect prospect for a new product or service will now be spent doing damage control. Given the customer’s history and relationship with the organization; there was confidence in the ability to cross-sell into this account and make a big impact on the quota. The next grueling hour is spent trying to figure out what happened on an unplanned and uncomfortable conference call with the service department - from the customer’s office. Attempts are made to chase down information and develop an on-the-fly plan to keep the customer happy. If only these issues were known before hand, the impact to the customer could have been minimized sooner and more a productive meeting could have been held as planned.
The latest Microsoft Dynamics CRM version/Update Rollup codenamed “Polaris” is here! Released earlier this year, this enhancement to Microsoft Dynamics CRM provides an improved user experience through the use of Process Forms, Cross Browser Support, Skype, Yammer, and Bing Map Integration, and other fixes and performance changes. This article focuses on a few of them.