Removing the secondary series in a chart

So you want to create a chart that has both the estimated and actual revenue of opportunities, simple right, yes in principle.

When you configure this simple chart, by default you are left with 2 series right and left showing different scales for the $ amounts, based on the data like below:

Secondary Series post 1

What I really want is one series, one scale and easy comparison, so how do I remove the secondary column?

It’s simple of course, just need follow these simple steps:

  1. From the chart options menu, select export chart
  2. Open the chart in a text editor
  3. Search for the following string – YAxisType=”Secondary“
  4. Now delete this string but don’t remove the />
  5. Save the file
  6. Now back in Dynamics, select import chart and select the new file
  7. Follow the wizard for importing and you are done
  8. Your chart should now look like this.

Secondary Series post 2

Simple, you can now apply this to any chart with a secondary axis. Happy Charting.

How cool – creating word documents using a workflow

I just came across this feature the other day, using a pre-built action to generate a word document via a workflow. There are actually 100s of actions that you can explore in workflows that might actually remove some development.

So how do you generate a word document from a workflow, it’s really simple, just follow these simple steps. In my example I will use the OOB account summary template as an example.

  1. Navigate to Settings->Processes
  2. Create a new process of type workflow, give it a name “Generate Document” etc
  3. For my example I am going to make the workflow On Demand, jus to demonstrate the functionality, but think of these examples:
    1. Creating an opportunity summary at the develop stage of an opportunity
    2. Creating a campaign summary at the end of the campaign
    3. Creating a Case report
  4. At the end of the day this is a workflow so all workflow logic applies
  5. So for my example all I need to do is select Perform Action
  6. pefrom actiom
  7. Scroll down the many actions and select SetWordTemplate
  8. setwordtemplate
  9. Leave the Entity as None
  10. Click on Set Properties
  11. Select the template from the dropdown list
  12. Select Account
    1. NOTE: if you are using a custom entity, the entity is required to be enabled for Business Process Flows to be able to be added
  13. stewordproperties
  14. Save and Close
  15. Activate

That’s it, simple. Now when you go to an account record and select to run an on demand workflow, the Generate document will display.

Runworkflow

The document is stored as a note attachment against the record.

docgenerated

At the moment this solution does not attach to SharePoint, but I am sure clever people could expand this capability!

 

Customers expect great service, deliver it with Field services for Dynamics

What do your customers remember you by? Your last delivery.

Building long lasting trusting relationships around a solid reputation of delivery is paramount into today’s services economy. With many providers delivering similar services your customer experience needs to be distinct and consistent across every client interaction. As an organisation the level of transparency and collaboration both internally and externally has escalated to the point people expect it, they expect to be involved, they expect to collaborate, they expect to be online, they expect to be able to do it anywhere, and they expect it to be simple. Delivering great field services is all about delivering to time, to expectations while managing a great relationship, so why should it not be embedded into a Customer Relationship Management solution?

The focus of Field Services

Field Services powered by Microsoft Dynamics CRM, focusses on the after care service of delivering products and services. How do I maintain the relationships and grow the experience post the sale? Delivering exceptional after care service is not an easy task, but if you focus on the following then you will be on the right path:

  • Exceed Customer Expectations – focus on developing a robust process around resource skills, scheduling and prioritizing of effort. Delivering great experiences is about turning up on time, with the right resource, tools to complete the job the first time.
  • Empower the Service Delivery team – enable you service delivery team with the right tools to deliver great service. Provide them the tools to enable them to keep you updated on the progress of the job and expected completion time. The more information that you have regarding the progress of service delivery will enable you to ensure your meeting the first point delivering exceptional experiences.
  • Template the approach – drive consistency within the delivery approach, create templates that can be followed and repeated. Templates enables service to be delivered consistently every time with the assurance to customers that whoever turns up will deliver the same experience and service.
  • Uncover Insights – through capturing the delivery in a consistent manner, drives up the quality of data that you can run analytics on, uncovering key insights. Insights enable you to focus your delivery team on the right KPIs to drive up customer satisfaction and experience.
  • Visibility of schedules – the ability to schedule efficiently and have wide visibility of resources, their schedules and location enables you to deliver to your customer’s expectation. A schedule boards importance is being able to present the relevant information in the most efficient manner to meet the end users need. Thus it is important to be able to define different views of the data to support the scheduling delivery team. You may need to look by product, by region, by fault, by location, the more flexible the board can be the more customer focused experiences you can deliver.
  • Billing – Effective billing is essential for great service delivery. Being consistent with the way you bill and how you bill drives great customer experiences and provides the customer with confidence in the service that you are delivering. Thus having the ability to automate the billing process and charge appropriately by the customer is critical in the success of any service delivery operation. 

 

Introducing Field Services for Dynamics CRM

Field Service is an end-to-end solution that extends Microsoft Dynamics CRM to provide a single system of customer engagement for after care and service delivery teams. Through the common user interface of Dynamics CRM and Office 365, you service delivery team can excel at what they do best, delivering exceptional customer service.

Field services for Dynamics CRM delivers: 

  • Service Agreement. Field Service agreements enable you as a business to sell and manage consistent offerings. Service agreements enable you to bundle recurring jobs, the preferred resources, at the agreed rate and billed on agreed schedule. Service agreements form the foundation of great service delivery.
  • Case Management. Case management enables you to log a call, manage the activity related to the call, within the right Service Level Agreement and generate work orders as and when required. Case management is the backbone to managing after care service excellence. It provides the mechanisms to drive insights that drive performance and efficiencies. Coupled with Knowledge management, self-serve and team management, makes Case management a very comprehensive solution.
  • Resource management. Resource information includes the skills and proficiencies of your workforce. You can view and filter resources based on skills and availability, so you can assign the right people to the right jobs.
  • Time and expenses. The job costs can be recorded within the system by the service delivery user and presented to the customer at the end of the job. Sophisticated product and service pricing can be managed within the familiar product management of Dynamics CRM.
  • Work Order Management. Work orders can be created and scheduled according to the request be via an agreement or ad-hoc call. Work orders can be associated existing customer assets and service plans to drive the correct resolution of the incident type. The scheduling board provides clear visibility of the jobs that are scheduled, the unscheduled jobs and the availability of the resources to deliver

Remove the project data silo from your business with project services for Dynamics CRM Online

What do your customers remember you by? Your last delivery.

Building long lasting trusting relationships around a solid reputation of delivery is paramount into today’s services economy. With many providers delivering similar services your customer experience needs to be distinct and consistent across every client interaction. As an organisation the level of transparency and collaboration both internally and externally has escalated to the point people expect it, they expect to be involved, they expect to collaborate, they expect to be online, they expect to be able to do it anywhere, and they expect it to be simple. Delivering projects is all about the relationships and team collaboration so why should it not be embedded into a Customer Relationship Management solution?

Process maturity as published by SPI Research for Microsoft on 2016 Professional Services Maturity talks about moving organisations from Project Heroic and Functional Excellence to Portfolio and Collaborative Excellence, the move away from individual project heroes leads to significant performance improvements and increase in average EBITDA compared to organisations that are less mature. To be able to progress on the maturity lifecycle you require systems that are embedded into the process, systems that remove silos of data, that enable greater collaboration amongst teams both internal and external

The focus of Project Services

Project Services for Dynamics CRM focusses are removing the project data silos by embedding deep project services capabilities into Dynamics CRM. This focus of Project Services is on three core operational excellence factors:

  • Deepen customer and employee engagement – focus on building credibility through collaborative project planning, estimation and expectations setting. Provide confidence in project success through proven processes and a responsive engagement model. Then deliver predictable on-time and on budget projects with process automation and transparency. 2015 Miller Heiman Global Sales Best Practices study states that 94% of world class organisations collaborate across all departments to close large deals, as opposed to only 43% across all organisations.
  • Empower Professionals – at the end of the day it is the quality of your professionals that deliver excellent customer engagement and customer experiences. The focus here is ensuring consistency and process excellence to drive up the maturity lifecycle. Through a single system view, you can facilitate transparency with comprehensive views of skills and their relationship to project requirements, ensuring the right resource with the right skills is assigned to work. Inevitably, driving more realistic attainment of on-time and on-budget projects. You can enhance productivity through providing collaboration tools via Office 365 groups, project team sites and tools like visual studio online. By empowering the employee to find projects to maintain skills, to collaborate amongst the team increases loyalty through visible interaction, recognition and skills development.
  • Optimise Growth – 2016 SPI Professional Services Maturity Benchmark states organisations using an integrated project-based solution with CRM are 44% more profitable than those using neither. Coordinating a firm wide approach to prioritizing client and pursuit management using team collaboration in consistent ways helps to deliver successful projects. Monitoring and managing overall status and having that visible to the professionals is critical in ensuring that real time visibility of project status. The more people are aware then the more they care and focus on delivering successful project outcomes. Using the built in metrics in Project Services and PowerBI reporting tools facilitates timely decision making enabling the business to adapt and change accordingly before it is too late.

Introducing Project Services for Dynamics CRM

Project Service is an end-to-end solution that extends Microsoft Dynamics CRM to provide a single system of customer engagement for project sales, resourcing, delivery and billing.

Microsoft_Dynamics_CRM_Online_Project_Service_cycle

Through Office 365 integration collaboration becomes second nature and automated, notes can be shared using OneNote, documents worked on by multiple people seamlessly and shared with the team both internally and externally.

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If you’d like to know more about Microsoft Dynamics CRM project service and how we can help your organisation to deliver project excellence and move along the project lifecycle, we’d love to talk to you. Find out more and download a datasheet here.

What’s new in the CRM 2016 Spring Release

Dynamics CRM 2016 Online SP1 has been released and again its another big release for Dynamics with a lot of new capabilities being added. The focus has been heavily on expanding the service and mobile capabilities of Dynamics CRM

In this blog I will summarise some of the changes and values that they bring you as a business:

Mobile:

  • The big news here is that it has gone Offline, you can now define the rules for offline access via the new administration settings area in Dynamics. Some caveats to be aware of, its only available to organisations that have 5 or more professional licenses or 1 enterprise license, the licenses do need to be assigned to users for mobile offline to be engaged, it is not available for trial or sandbox environment, and any changes to a user security privileges will not take effect for offline until after the next synchronization.
  • Data for the offline users is stored in a separate SQL Azure Database and for offline access stored on the device in a local database. It is important if you are going to use CRM Mobile Offline that you utilize tools like Intune to manage the devices connecting for security of local data. iOS and Android mobile applications can now be managed in Intune MAM without enrolling the device.
  • For more information on setting up Mobile offline see Offline User Guide
  • Other mobile enhancements include the ability for service reps to manage Knowledge base articles
  • For sales professionals to manage quotes, orders and invoices via mobile
  • Improved start up performance after admin changes
  • Ability to set-up mobile device conditional access – You configure conditions for CRM access at the Azure Active Directory group level. For example, you might want to set up conditions that require multi-factor authentication for mobile users accessing CRM when they’re not at work—or maybe you want to require it at all times. You can also set up conditions that require the user’s mobile device to be compliant with your policies before the user can access CRM.

Productivity:

As with every release a high degree of focus is placed on productivity as with this release. The following improvements have been made:

  • Collaboration with Office Groups – Office groups can now be reconnected to other records in CRM.
    • Notification of deleted groups within CRM to allow you to reconnect to another group
    • Project team members are automatically added to a group
  • Email signatures – you can now define signatures for users and queues for web client emails
  • Inline Help – Learning path is a new guided user experience tailored to roles in the organisation. The first release will see the content pre canned for some of the new features, we hope in future releases this will be opened up for configuration so that we can create personalized content for a releases

Service

Service has seen some major enhancements with the release of Project and Field Services as core components of Dynamics CRM Online. These new features are licensed as an add on to a Basic license so are not included in the base license.

  • Project Services – manage project based sales, includes:
    • Estimate, quote, and contract work
    • Plan and assign resources
    • Enable team collaboration
    • Capture time, expense, and progress data for real-time insights and accurate invoicing
    • Project based contracts
    • Project planning
    • Resource management
    • Time and expenses
    • Project billing
    • Watch the video at Project services YouTube video
  • Manage your Field service workflows
    • Field service, the recent FieldOne acquisition has now been fully embedded and enhanced for Dynamics CRM.
    • Field service is an end-to-end solution that delivers advanced scheduling, inventory tracking, and asset management for service depots and highly mobile, in-field specialists who need to fulfill work orders and provide preventive maintenance across multiple sites under complex service agreements.
  • Create SLAs for any entity
    • With this release you can now easily create SLAs for a select few system entities and all custom entities. For example you could create an SLA for a Lead first response in, conversion SLA. Lots of possibilities for SLA configuration.
    • The following system entities are included:
      • All activity entities (such as Email, Task, and Appointment) except recurring appointments
      • Account
      • Contact
      • Invoice
      • Opportunity
      • Quote
      • Lead
      • Order
    • For more information on SLA configuration see My post on SLA set-up and SLA Help guide
  • Interactive service hub enhancements
    • Apply service level agreements (SLAs) for Case and custom entities. This functionality is the same whether you use the web client or the interactive service hub.
    • Track progress of SLA KPIs with the timer control.
    • Remove redundancies between similar cases by merging them into a single case.
    • Access forms and dashboards easily using keyboard navigation

Analytics Features

  • New Service Content Pack includes several key indicators such as cases created, cases resolved, satisfaction percentage, top agent leaders, and most used and viewed KB articles.
  • Improved Sales Manager Content Pack includes OData (Open Data Protocol) version 4.0 support.
  • The ability to embed Power BI tiles directly into CRM user dashboards. This allows you to launch an interactive report from Power BI tiles directly from a CRM user dashboard, without having to switch to the Power BI service.

Portals

Self service portals will be released slightly after the general release of Dynamics CRM Online and will include a set of preconfigured portals that can be deployed utilizing the Adxstudio recent acquisition capability. The following portals will be made available and will utilize Azure services:

  • Custom portal. The custom portal is a basic portal that contains flows and pages common to all portals. It includes basic support content as well as custom applications to meet the specific support needs of different organizations, including login/authentication features and contact pages.
  • Customer Self-Service portal. Lets customers access self-service knowledge and support resources, increasing customer satisfaction, reducing call center volumes, and ultimately allowing service agents to focus their efforts on issues of greatest impact.
  • Employee Self-Service portal. Creates an efficient and well-informed workforce by streamlining common tasks and empowering every employee with a definitive source of knowledge. Employee self-service is now available worldwide using CRM and portal capabilities, and is available in all CRM Online markets.
  • Community portal. Enables peer-to-peer interactions between experts in the community, subject matter experts within an organization, and internal and external users. Communities organically grow the catalog of available knowledge from knowledge base articles, forums, and blogs. Participants can provide feedback through rating and comments features. Contributors can also receive alerts on content revisions and workflow updates.
  • Partner portal. Create an environment for interacting with your partners and collaborating on sales opportunities to provide products and services based on your customers’ needs.

Unified Service Desk Enhancements

A number of improvements were made to the Unified service desk these include:

  • Interactive service hub integration. The interactive service hub can now be integrated with Unified Service Desk so users can open and control interactive service hub pages inside Unified Service Desk.
  • Windows Update. Unified Service Desk also supports Windows Update now. Windows Update is an easy and free way to help keep Microsoft applications (like the Unified Service Desk client) safer and running smoothly. Just turn it on, and you’ll get the latest security and other important updates from Microsoft automatically, or you can choose to apply updates manually.
  • Demo packages. New demo packages include samples for new Unified Service Desk environments, upgrading existing Unified Service Desk environments, interactive service hub integration, and Dynamics CRM 2013 or later web client.
  • Telemetry. You can now help improve Unified Service Desk by sending usage data to Microsoft anonymously.

Company News

  • The Company news and timeline solution lets users see the latest and most important news from Bing news on their mobile devices. News articles are organized by time (Today, This Week, Last Week) and contain the headline, date/time, and source of the news article. Important events are detected and categorized, including management changes, earnings releases, new offerings, cost cutting, growth, legal issues, acquisitions, and partnerships.You can use a new custom control to add and configure a news feed for the mobile apps.

Hybrid server-side sync (CRM on premises to Exchange Online)

  • You can use server-side synchronization to automatically synchronize email, tasks, appointments, and contacts between CRM and Microsoft Exchange. Now you can do a reverse-hybrid scenario by connecting CRM on-premises with Exchange Online. This means you can now use server-side synchronization for all four connection scenarios:
  • Serversidesync CRM 2016SP1

CRM APP for Outlook available for CRM On Premise

  • The CRM APP introduced in the CRM Online 2016 release is now available for CRM ON Premise. The following table defines the versions and functions available:
    Read email Compose email
    Outlook on the web (OWA) on all major desktop browsers Yes Yes
    Outlook 2013 Yes No
    Outlook 2016 Yes Yes
    Outlook for Mac Yes No

 

Customer Field

  • The customer field is a special field you find on some custom entities that let you select an account or contact record as the customer. In the new release you will be add a new field as a type of Customer to your system entities.
  • This feature will be available slightly after the general release of CRM

Filter your activities in the activity pane in CRM 2016

The activity pane is a great area in CRM to see all the activity regarding an account and if used well can create a great story of interactions. But there is often a lot of noise with system activities being displayed or activities that you are not interested in.

In CRM 2016, you can filter the activity pane by clicking on the filter icon, see screenshot below. You can then select the activities you are interested in.

actvity pane filter

May be in the future will also be able to do it by date, but not just yet.