Jan 1, 2011 - passed between the data collection and the completion of our report. We have identified several instances where sector-wide extensions of. Business Services Plus (Slovakia). Opening its market by April 2013*****. Any problems that might affect the CRM (customer relationship manage. Review the Ready to Install Microsoft Dynamics CRM Reporting Extensions page, and then click Back to correct any errors. When you are ready to continue, click Install. When Setup completes successfully, the Microsoft Dynamics CRM Reporting Extensions Setup Completed page appears.
Whether you are completely new to the Microsoft Dynamics CRM world or just starting out on the new 2013 version, there are many things you will want to know. Being new to the Microsoft Dynamics CRM Consulting world can be very overwhelming at times. Throughout the upcoming months, I will be writing articles going back to the basics with steps and How-To’s from a beginners perspective. This installment we will be focusing on Contacts. When you sign into Microsoft Dynamics CRM your default dashboard will be displayed, which is automatically set to the Sales category. It doesn’t matter which category you start in, whether it’s Sales, Services, or Marketing, your list of contacts will always be the same.
Hover over or click on the category (i.e. Sales) and click ‘Contacts’. You may notice a small arrow attached to the Contacts button. If you click this, you will see any contacts you have recently viewed. Upon navigating to the Contacts page, you will see the ‘My Active Contacts’ view displayed. If you click the small arrow attached to the name of the view, you can choose other system-generated views such as Active Contacts, Contacts I Follow, Inactive Contacts and others. For now we’ll change it to all ‘Active Contacts’.
Within my last four ‘Back to the Basics’ installments I have discussed the navigation bar for each page, so it should look very similar to the others. We will discuss each button again, as the contacts buttons vary slightly from other pages. Below is a screenshot of each button expanded out and explained on a high-level. 1) New: Creates a new contact. You can also do this with the ‘Quick Create’ in the top navigation bar. 2) Delete: Deletes a contact. You can select a single contact and delete just one or select the ‘Bulk Delete’ and delete multiple contacts at the same time.
3) Copy a Link: Copies links to the clipboard for selected records. If you select ‘Of Current view’ you would copy a link for the view instead of record. 4) Email a Link: Same as ‘Copy a Link’ plus an email window will appear for the user to be able to send it. 5) Run Report: Selects a report to run.
The choices from the main contacts page to choose are Contact List, Products By Contact, and Sales History. If you click on one, it will have a decription of the selected report. 6) Export to Excel: Exports data to an Excel worksheet (static or dynamic) or a Dynamic PivotTable.
You can use this when you want to manipulate/edit the data in an ‘Excel’ view. 7) Import Data: Opens an import wizard (Import Data) or downloads a template for import (Download Template for Import). 8) More: This button contains the remaining options for a contact that are not listed in the main header bar. Advanced Find: Where you create a query to find records, activities, saved views, etc.
Chart Pane: Displays the Charts pane. The options allow you to choose where it will be displayed: right, top, or off/hidden. Views: Opens the current view in the view editor. From here you can customize the columns displayed, change the properties, sort, etc. New System View: Creates a new system view for an entity.
Same as above (Views), only you’re creating a brand new view instead of editing the current one. Customize Entity: Opens the default solution to modify the entity. System Views: Where you can manage and modify the system views for the entity.
When selecting a contact, the options above change to show the available options for that contact. The ones highlighted with red boxes show the added features. The changes are the same as what we discussed in the ‘Back to the Basics: Accounts’ installment, except it caters to Contacts instead of Accounts. Upon clicking on the contacts name link, you are taken to the contact information page. The blue box displays more options that were not on the main contact page before or after a contact was selected. The red boxes below are the three main sections of the ‘Summary’ area.
The left section contains the contact information (name, address, company, etc.). The center section is where the social activity is displayed (phone calls, emails, notes, posts, etc.). And finally, the right section shows recent cases or opportunities dealing with that specific contact along with any related company information.
If you scroll down further, you will see a ‘Details’ area which includes information such as personal, marketing, contact preference, billing, and shipping details. You can easily toggle these tabs by clicking on the title, as shown below. All fields (unless locked) are editable and able to be updated/saved from this page.