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In order to drive user adoption for CRM it is crucial to pay close attention to how the users will interact with the system, what information is presented to them and how they can be guided through the processes that are to be managed via the CRM system. This chapter explores the key components of Dynamics CRM that are available to the system customizer and provides practical guidance on how to best leverage them for designing a frictionless user experience - without writing a single line of custom code.
Chapter 12 - Display Your Data One of the main goals of a CRM system is collect data but more important is how you can read and analyze that data.
This chapter gives some basis on how to communicate data in a visual way with Dynamics CRM. It starts from the standard capabilities for dashboarding and reporting then moves on to exploring advanced topics with Power View and Power Pivot and discusses concepts of data warehousing. This chapter is a guide for the reader from basics to much more complicated examples.
This chapter identifies the various tools available within CRM for reporting as a context for understanding where custom reporting using SSIS provides unique value.
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The chapter wraps up with deploying the report and a discussion on security — along with simple enhancements that allow your report to work with Advanced Find and hyperlinks to make it interactive. Chapter 14 - Social CRM This chapter address the differences between internal and external social and the role that Yammer plays in addressing the internal social of an organization. The chapter then moves on to using Yammer with Dynamics CRM and gives examples of its application across department.
It stress the importance of company culture with the implementation of Yammer in an organization. The chapter concludes with a list of resources in the SDK and also a code example of embedding external Yammer feeds into a CRM dashboard. CRM is a major upgrade, and we cover what you need to do to upgrade your configuration to take advantage of new functionality, and how to make your upgrade as painless as possible. Securing data is a key requirement in virtually all CRM projects.
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Data security requirements often cover a broad spectrum of needs from just keep non-users from seeing it, all the way to complex rules that are challenging to implement in a non-dynamic security model. Architecting a security model is all about trading off and ensuring the right level of protection with the least amount of friction that slows down the user from doing their job. It used to be that Dynamics CRM was wearing a business suit and used only the inside of an office. Then with CRM 4.
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Now it can be used on virtually any device, including computers, both Windows and Mac, tablets like iPads and Microsoft Surface, and smartphones. CRM has traded its business suit for hiking boots and has hit the road. You can now use it from wherever you work and on virtually any device. In this chapter we are going to explore the ways to use Microsoft Dynamics CRM on modern devices, and what you should do to get the most out of CRM on these devices.
Part of this is of course the structured data in the form of fields that are contained in the account and contact forms. However, a large part of this is also trying to understand and store the communication that people in these organizations have with all these external customers, members etc. For this reason many activities have been created in CRM that allow for storing of this data, most notably email. The purpose of this being to create transparency within an organization of who is communicating with whom, in regards to what, and what the message is. The focus of this chapter is to explore the new email profiles capabilities in detail as well as Server Side Sync, a functionality that we have all been waiting for for years.
In this chapter we will tackle the subject from multiple angles, we will focus on the why, the what, and the how, and we will cover common Server Side Sync troubleshooting techniques. Chapter 21 - Data Management This chapter explains different approaches to Data manipulation initial loading, synchronizing existing data, updating existing data looking for criteria, etc. It concludes with learning which solution to adopt for any scenario you need in the real world.
Chapter 22 - Dynamics Connector Become an integration hero without a single line of code.
In this chapter you will learn what a Dynamics Connector is and how you can use it to integrate systems in your CRM deployments. We will cover the introduction to integration approaches and briefly discuss when you should consider using the Connector. Then I will delve deeper into Connector for Dynamics architecture and its components, as well as supported integration types. Once finished with the introductions we will get our hands dirty with setting up real integrations, customizing maps and customizing the Connector. Read this chapter to get deep knowledge of what the Connector for Microsoft Dynamics is and how to use it.
The focus of the chapter is workflows and dialogs, with the other two process types: Actions and Business Process Flows, being dealt with elsewhere in the book. The steps involved in creating workflows and dialogs, the method in which they run and real-world examples are explored. Chapter 24 - No Code Business Rules At the heart of every CRM implementation is a boat load of business requirements, many of which are implemented by one or more business rules.
This chapter explores the options, customizations and use of the out of the box features and gives scenario examples for their use. Chapter 25 - Real time Workflows Workflows in CRM have for a while been a powerful way to automate tasks that would otherwise be tedious for users or to ensure consistency in processes. Workflows however were limited to being able to run in the background. While this works great and makes sense for long running processes that could take months, it is not ideal when you desire the user to see results immediately.
For these needs CRM projects turned to developers to create plug-ins that had the ability to run real time.qupiwaduzoku.tk
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While plug-ins are powerful, and still have a place for many small tasks, using a workflow to define the steps would be adequate if the workflow simply could run immediately. As of CRM , workflows can now be configured to be Background like they previously ran, asynchronously or Real Time synchronous like plug-ins.
Basic Statistics Detailed descriptive statistics. Fisher F-test. One sample and two samples z-tests.
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Correlation coefficients Pearson, Fechner and covariation. Normality tests incl. Frequency tables analysis for discrete and continuous variables. Data Classification Discriminant function analysis. Rank and percentile. Chi-square test. Cochran Q Test. Regression Analysis Multivariate linear regression. Logistic regression. Stepwise forward and backward regression. Polynomial regression. Cox proportional-hazards regression.
Time Series Analysis Moving average. Interrupted time series analysis. Fourier analysis. Data processing - mean removal, differencing, exponential smoothing. Survival Analysis Cox proportional-hazards regression.
Probit-analysis incl. Finney and MLS algorithms with cumulation coefficient estimation.
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