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Dynamics 365 – What to do When VoC Survey Responses Aren’t Being Received

By Microsoft Dynamics CRM 4 Comments

If you’re a user of the Voice of the Customer feature in Dynamics, you might know that Microsoft Azure occasionally acts up and prevents survey responses from being received & visible in Dynamics. You wait hours for survey responses that should be there, but just…aren’t. Thankfully, there’s a way for us to go in the back and kick the service into action again. Read More

Dynamics 365 – Add an Image to an Email or Email Template

By Microsoft Dynamics CRM 3 Comments

Hello again! This quick tip will allow you to add images to your emails & email templates in Dynamics 365.  This is particularly handy for promotional emails and images in signatures.

There is a catch, though–the image MUST be hosted on a publicly-accessible URL. Unfortunately, this means HTTPS won’t cut it, which rules out using Web Resources. If you end up doing a Google image search to find the image (helpful for logos), be sure to use one with a reliable host. This helps minimize the risk of the image suddenly disappearing in the future! Alternatively, you could visit your organization’s website, right-click, and select “view source”  or “view page source” and begin sifting through the .jpg or .png files with ctrl+F. Read More

Dynamics 365 – Two Ways to View VoC Survey Responses

By Microsoft Dynamics CRM 3 Comments

When I first started using Voice of the Customer (VoC) Surveys, I was under the impression that you could only view survey responses by clicking into each individual survey response. This is great if you need to drill down into a specific survey response (eg. Investigating low customer satisfaction scores), but so painful for broader analysis! Thankfully, there’s a decent out-of-the-box report called ‘Survey Summary’ that we can use–and it’s a good template to start from for a customized report. In this tip, we’ll walk through each method to view the responses. Read More – Optimizer Features (Tips 1 and 2)

By CRM, Salesforce CRM No Comments

Optimizer is a feature in used to evaluate below scenarios in your implementation and fine tune them.  For instance:

  • You can evaluate profiles and permission sets — Optimizer helps find profiles and permission sets that are unused or unassigned to any user. It also provides a recommendation on how to fix it.
  • You can identify hard coded URLs in the implementation — Optimizer helps find the list of hard coded URLs in the implementation. This will help fix any changes to URLs if needed easily.  Here’s a sample shot of the report for this one….

Read More – Embedding a Chart in a Record (Tip 3)

By CRM, Salesforce CRM No Comments

This one’s a bit of another oldie (blast from the past), but it’s a good one.  We all know that Reports and Dashboard tabs are great one-stop shopping spots for data. But users don’t have to go there every time they need to know something. You can set it up so people can see a report chart right on the page where they’re working. For example, when updating an opportunity, they can see a chart that’s filtered to show the latest data about the account that opportunity is associated with, without leaving the Opportunity detail page. Read More

GoldMine : Creating Resources as Users

By GoldMine CRM No Comments

Ever wanted to schedule a Conference Room or Service Truck on the Calendar in GoldMine? Simply create a new user. GoldMine allows you to create a infinite number of users, so this doesn’t affect licensing.

  1. From the top-level menu in GoldMine, select Tools | Users Settings. (You must have MASTER rights to do this)
  2. Click the “New” button to get started.
  3. Give the username a simple, descriptive value (i.e. TRUCK1 or CONF5) .
  4. Make sure to make a password for this account, otherwise anyone would be able to login with it.
  5. Ok your way out.

Now, when viewing the calendar, you can schedule TRUCK1 or CONF5 as a user. This will prevent double-booking of the same resource.

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