Be more productive with documents in CRM

Are you working a lot with documents in your work and are you also losing time with one of the following tasks?

  • Copying data from CRM into a document template
  • Processing signed contracts or documents
  • Mailing or saving documents in the correct places
  • Maybe losing a really important signed document?

If you answered yes on one or more of these and you are tired doing those?
There are solutions for these, i took 2 great products both integrated with one of the best CRM applications on the market and summarized some great features below.

Documill (For SalesForce)

  • Integration with Docusign for e-signing
  • Able to generate documents in bulk
  • Able to search in all generated documents using Documill Discovery
  • Can use external data in the document
  • Open Salesforce file directly from MS Office(with add-in)
  • Able to update salesforce data with data from document
  • Autosend mail to recipient
  • Store documents in Sharepoint
  • Approval Flows
  • Design template in MS Word, Powerpoint,Excel or web-browser
  • Create documents in MS Word, Excel, PowerPoint, PDF or web-based formats
  • CLOUD ONLY
  • Website

Xperido (For Microsoft Dynamics 365)

  • Integration with Docusign for e-signing
  • Able to generate documents in bulk
  • Able to search in all generated documents using Office 365
  • Open document directly from MS Office(without addin)
  • Autosend mail to recipient
  • Store documents in Shrepoint
  • Generate documents from campaign distributions (e-mail body, attachments,…)
  • Design template in MS Word
  • Generate focuments in formats docx, pdf, html, rtf, xps, doc, txt, …
  • Both cloud and on-premise offering
  • Website

If you have read these, are you still interested? Don’t hesitate to contact me.

Activate GOD mode for Microsoft CRM

Experienced quit some pain while developing for Microsoft CRM?
Like getting the ID of a record? or the logical names of controls and fields?
Then this Chrome extension an help you.
It has some great features (including the GOD mode – awesome name Smile )

snip_20160523163938

Form helpers

  1. Display Logical names for controls (Original script by Chris Groh http://us.hitachi-solutions.com/blog/2014/10/27/showing-entity-logical-names-on-form/)
    snip_20160523164042
  2. God Mode (based onhttp://www.magnetismsolutions.com/blog/paulnieuwelaar/2014/07/29/activate-god-mode-in-crm-2013—don-t-let-your-users-see-this)
  3. Form properties
  4. Dirty fields I.e. fields that have been modified
  5. Display record URL
  6. Display record Id

Navigation helpers

  1. Open record by Id
  2. Open security area
  3. Open System Jobs
  4. Open Solutions
  5. Open Process Definitions
  6. Open main

You can install it over here. https://chrome.google.com/webstore/detail/level-up-for-dynamics-crm/bjnkkhimoaclnddigpphpgkfgeggokam

So download this great extension and speed up that development.

Power BI Embedded NOW available worldwide

Today, Power BI Embedded Preview is now available in all of the following datacenters:

  • Australia South East
  • Brazil South
  • North Europe
  • South Central US
  • Southeast Asia
  • East US 2
  • North Central US
  • West Europe
  • West US

Selecting a datacenter will determine from where your Power BI content is stored and served. It is best practice to select a datacenter that is located geographically close to both your end users and your data to ensure the best performance or located at the same location of your other Azure Services. You can choose which datacenter to use when creating a workspace collection by selecting the desired datacenter from the locations dropdown:

More information can be found on the Power BI embedded site:

https://azure.microsoft.com/services/power-bi-embedded/

How to Copy Data with Azure Data Factory

The old times

If you needed a platform to do data movement or data transformations you probably ended up using Microsoft Integration Services.

Micrososft Integration Services

Micrososft Integration Services

It did (and still do) a great job on solving this kind of questions. But this is an on-premise solution and Integration Services itself doesn’t exist in the Microsoft Cloud. So how are we able to move data to cloud or within the cloud from one service to another?

 

The Azure Data Factory

Is the Data Factory a cloud version of Microsoft Integration Services? No.
Data Factory is complete new product on the Azure Stack. You will notice that some more complex things that would be possible with Integration Services are not possible with Data Factory. But still the Data Factory is an awesome product which allows us to do similar things.

Data Factory

Data Factory

A Data factory is made of different building blocks:

  • Dataset: temporary tables for processing
  • Activities: perform actions on your data. Can use multiple datasets as input and produces 1 output dataset
  • Pipeline: logical grouping of activities for manipulating data
  • Linked Service: connection to data source (both in the cloud as on-premise)
Data Factory Schema

Data Factory Schema

A Sample – The Copy Wizard

If you have created a Azure Data Factory. You can find a button “Copy Data”. Click on that one and there will open a new window with a wizard to configure everything.

Data Factory Settings

Data Factory Settings

On the first page you have to give some more general information.

  • Name of the Task
  • Description of the task
  • How to schedule the task or is it a run once task
Copy Wizard - General Settings

Copy Wizard – General Settings

Secondly you a need a source to copy from. This can be an on-premise data source (you need to install a Data Management Gateway) or a cloud service. In this example i am choosing a text file on my Azure Blob Storage. For each type you have to give the wizard the connection information which can be very specific for each kind of data source.

For a blob storage you can choose an individual file or a folder.
In case of a folder the Data Factory is iterating all files within this folder and loads everything. I’m only using one file because then i get a preview of data in it.

Choose Datasource Type

Choose Datasource Type

Which Storage Account to connect to?

Which Storage Account to connect to?

Choose the place to use

Choose the place to use

Sample Data and structure

Sample Data and structure

Do the same for the destination. I’m choosing a Azure SQL database as destination.
Make sure the table already exist in the database, because Data Factory won’t create one for you.

Choose Destination Type

Choose Destination Type

Connect to Azure SQL

Connect to Azure SQL

Which Table will be used?

Which Table will be used?

Map the columns

Map the columns

Review your Settings

Review your Settings

Azure is deploying your task

Azure is deploying your task

Summary

So Data Factory can be used to move and transform data between on-premise and cloud services. The copy data wizard is good to copy data straightforward without doing transformations. Data Factory is made to crunch huge amounts of data in a small amount of time. There will come more posts about Data Factory.

So keep posted for more details about data transformation within the Data Factory.

Boost your sales productivity with Linkedin Sales Navigator and Microsoft CRM

“CRM integration saves up to 30 minutes of time every day while increasing sales productivity by 17%, per rep.” Source: Accenture study

Access up-to-date account and contact information from within CRM, including mentions,shares,job changes and more. You can take action by sending a connection request or message or save the lead all within the same application.

sales navigator - account information

sales navigator – account information

sales navigator- take action

sales navigator- take action

Discover new leads directly in Microsoft CRM when you view your account, lead , contact or opportunity. The linkedin integration will show you other similar decision-maker profiles, who could become your next big lead.

sales navigator- lead recommendations

sales navigator- lead recommendations

Want to start saving time in your sales process? Ask for information and we will help you to get it done.

Resources:

How to make lightning fast bulk update in CRM Online.

Did you had to change a lot of CRM data in bulk?
Going through the process was really a pain.
These were the steps you performed to get the job done.

  • Make a filter to select the data you want to change
  • Export it to exce
  • Make sure the checkbox “Make this data available for re-import” was checked
  • Downloading the file to your filesystem
  • Make the change in excel
  • Start an import job in CRM
  • Upload the file
  • Define to allow duplicates and the owner of new records

That’s a big list of actions and clicks just to change a single field in your data.
Today that is different in CRM online, the new update CRM 2015 Update 1 has a feature to export to Excel Online from CRM.
This can be found below the option like you are use to “export to Excel”.

Open in Excel Online

Open in Excel Online

When you click on that option you got a CRM screen with Excel Online embedded in the window. Complete with all functionality of Excel Online and the validation rules of CRM.

Excel online embedded

Excel online embedded

To upload just click the button above the Excel online logo ” Save changes in CRM”.

Submitted for import

Submitted for import

CRM confirms that you submitted the changes for import and will process all changes you made in Excel Online.

Did you make the count? Only 3 clicks, nice improvement no?
So now you don’t have any excuse to don’t update your data in CRM. 🙂

How you can access your CRM data from anywhere or any device.

Being productive as a sales person is only possible if you have your data when you need and where you need.
You are in the car just before an import meeting, but you have forgotten your documentation?
After the meeting you get back to the office and changes the data in CRM according to the result of the meeting?
Wouldn’t it be easier if you could do that just in the meeting and directly in CRM?
No hassle with papers, notes, summary. Inputting all data right into the CRM system where it is visible for your colleagues and managers.

Being mobile is a huge thing for CRM and all of the above is possible.
This nice looking app provides you all your data right at your fingertips whether you are on in the office or on the road even if you are not connected to the internet.

Windows app - dashboard

Windows app – dashboard

Mobile CRM app - opportunity form

Mobile CRM app – opportunity form

This app is fully customizable to your need, so you can have access to any other type of data in the CRM system.

You want to give it a go?

Choose the download link for your device:

CRM for phones app


CRM for tablets app


How can your sales team work better together?

Today we are all working together in a world where there is a huge amount of information.
An example: Scott is a sales person for Microsoft and he is working for a huge customer.
This customer wants to start with SharePoint, CRM, Parature and Social Engagement.
Each time he has a call or a meeting he is writing some notes in OneNote.

CRM opportunity Meeting notes

CRM opportunity Meeting notes

After the meeting Scott is sending the notes to the customer and is logging a summary in CRM to keep track of all opportunities in the pipeline. But he has to switch a lot, there is information in CRM and in OneNote. His colleagues are working in CRM and are asking for his notes. So he has to send them. He is losing time with this. Not anymore with Microsoft CRM because now there is smooth integration between Microsoft CRM and OneNote. On the screenshot below you can see a section in CRM with show the sections of the OneNote notebook. So today Scott colleagues doesn’t have to ask about the notes, they are available to them through the CRM interface.

CRM opportunity

CRM opportunity

For social engagement he wants to work together with an external partner what he did in the past was sending his notes to the partner with some questions.
They had a few call’s and he receives answers and updates his notes.
But not today, with OneNote Online and Office 365 he just shares his notes and the external people are able to update those notes just like everyone else.

share notes

share notes

A notebook not enough for you?
What if we integrate your documents, Unified communications and calendars in CRM?
Microsoft CRM is able to do that with Office 365 groups, this create a unique workspace for each project/opportunity where you can define a specific calendar for that opportunity and where all communication(mail, IM, documents and OneNote notebooks) is centralized.

office 365 group and CRM

office 365 group and CRM

I hope you see this is something really powerful to work together with people within or outside of your organisation. and is so much easier and less time consuming.
Want some more information? Contact Orbit One and we can help and guide you to work better and faster with Office 365 and CRM Online.

Deprecated: CRM 2015 Update 1 List component

Today most of us are using the List component to integrate CRM with our SharePoint. Since CRM 2013 there was an server based integration for the online customers. However for on-premise we could only use the SharePoint solution “List component”.

You know the hassle, “URL does not exist”,”List component is not installed”. Those are only some examples from error you got when setting up the connection between CRM and SharePoint. Within SharePoint the use of custom code in a sandbox solution has become deprecated.

So what do you guess? …..

Yes the List Component is deprecated as well.

But it’s not all bad news,the server-based integration will gain additional support.
With CRM 2015 Update 1, server-based integration gains hybrid support between CRM Online and SharePoint On-Prem.  In a subsequent release, CRM will support CRM On-Prem to SharePoint Online and CRM On-Prem to SharePoint On-Prem.  SharePoint Online or SharePoint Server 2013 SP1 and above is required for server-based integration.

How to integrate Microsoft CRM in your Company Branding

In CRM 2015 Service Pack 1 there is a new feater called Custom Theming.
This feature enables us to change the looks of Microsoft CRM 2015 so it matches the Company branding en colors. It’s a detail i agree, but it’s nice to have a themed application or not? 🙂
My example is not very fashionable but it give you an idea.

CRM SP1 Example Theme

Example Theme

People who want to get started you can find it in the customization section in the Settings.

CRM SP1 Themes in Customizations

Themes in Customizations

In there you can provide multiple themes and preview your own custom Theme.
In this list you can add a new theme or clone the default to start with the Standard CRM Theme.

CRM SP1 - Themes View

Themes View

Like you can see in my example theme you have to provide colors as hexadecimal number. You can generate them in a picture editor or http://www.colorpicker.com/