We are pleased to present below all posts tagged with 'Knowledge Base'. If you still can't find what you are looking for, try using the search box.
Factoid: The average US worker spends 19% of their time searching for the knowledge that they need to get their jobs done (Harvard Business Review, “Social Media’s Productivity Payoff,” August 2012). In a 1,000 person organization with an average salary of $50,000, that’s $10 million spent on searching for stuff! So how can we put this information easily into the hands of customer service? In the most recent release of Dynamics CRM, Microsoft has put a ton of attention into the features used by call centers and customer care teams.
Get ready ... CRM 2015 just came out, but the spring release is just a few months away. Microsoft is including a lot of new features in this release that you'll want to take advantage of including: new (easier) navigation, OneNote integration and Power BI dashboards.
When it comes to
effectively taking notes, OneNote leaves Word in the dust. Don’t get me
wrong, Microsoft Word is an excellent program and is very useful for specific
tasks, but note-taking isn’t one of them. OneNote allows users to take
notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.
Business Intelligence reporting includes the usage of "dimensions." To put it simply, a dimension is a way that you want to "slice" your metrics. For example, you may have a metric of revenue that you want to track. You may want to track this for dimensions such as product (i.e. provide a report of revenue by product), by territory, or by time. The time dimension is one of the most often requested dimensions for business intelligence reporting - but it can also be one of the most complex to implement. This post takes a look at how to create an effective time dimension for your BI project.
E-mail templates are a great feature available in Dynamics CRM. When Microsoft introduced the ability to access them directly from within Outlook in CRM 2011, it became even more efficient to quickly grab a template for any outgoing email. In order to use an email template, you first have to track the email in CRM. So the process works something like this: create an Outlook email | click the Track in CRM or Set Regarding button | select a template | send the email.
This is the third in a three part series I’ve been writing on Microsoft Dynamics CRM 2011 and Microsoft Outlook integration. In the first two blogs, we reviewed the pros and cons of using CRM 2011 for Outlook and CRM 2011 for the Web. In this article, we will take a look at CRM 2011 and Outlook functionality that everyone in your organization should use (regardless of whether they are using CRM 2011 for Outlook or not). This integration functionality is easy for users to understand, saves a lot of time, and enables your organization to better track interactions with customers and other stakeholders.
For the previous two articles in this series see:
Do you have old email, templates in CRM that you don’t use anymore? You want to get rid of them because they’re cluttering up the views of users. But you don’t want to get rid of them because you might want to use them again some day (or, like me, you’re just a packrat). Unlike other record types, these don’t include the ability to deactivate the individual template records. So what’s a CRM power user to do?
Everybody knows that Microsoft Dynamics CRM has always been the leader of the pack when it comes to integration with Microsoft Outlook. So nobody was expecting to see significant changes in this area with the introduction of CRM 2011. But Microsoft delivered a very nice surprise to their customers when they not only improved the Outlook integration – but in fact gave it a complete overhaul. In fact, the upgrades to CRM for Outlook are so extensive, that we expect to see fewer-and-fewer users accessing the Web version of Dynamics CRM at all. Many of our clients are providing user training only in CRM 2011 for Outlook.
There are so many different improvements in CRM for Outlook that it’s impossible to cover all of them in a single article, so I am going to focus on my favorite new CRM/Outlook functionality – good old email!
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.