10 Frequently Asked Questions about Microsoft Dynamics
If used correctly, Microsoft Dynamics will increase sales and customer satisfaction. This CRM marketing solution is flexible and engineered to fit your business.
Here are 10 frequently asked questions about Microsoft Dynamics:
What are the system requirements?
All Operating Systems starting with Windows XP Professional are compatible with the online web application. The computers in your company should also be able to run Internet Explorer 7, 8, or 9 in order to access the application.
How can I customise the software?
You can install add-ons to help you with the customisation. Prior to installing add-ons, you must uninstall previous versions of CRM Online for Outlook and Email Router. To begin the customisation, you must be the System Administrator, or at least have equivalent privileges.
How can I update the software for Outlook Client?
First of all, make sure that the CRM has the most recent updates for Outlook Client. Close Microsoft Outlook and click on the “Windows” button. “Windows Update” can be found under “All Programs”. Click on “Change Settings”. The box should be checked for “Give updates for Microsoft products”. Finally, click on “Install Updates”.
How can I create custom reports?
There are two ways: using the Business Intelligence Development Studio or using the Report Wizard. To do the former, the CRM Report Authoring Extension should be installed. You can download the extension from the Microsoft Download Centre.
The Report Wizard offers the user options to “Create”, “Edit”, or “Copy” a report.
Why do I need a Software Development Kit?
The Software Development Kit (SDK) contains numerous resources, such as code samples, extensions, plug-ins, and client applications. The SDK also contains an architectural overview of the CRM and entity model. The tools and code samples are located in the download package.
How do I import files online?
Prepare the file that contains all the data you wish to import. If you want to import multiple record types, the data for each should be put in a separate file. The “Map Automatically” option will automatically sort all of the files and the column headings. Just make sure that the name of each file matches the display name of its record type. You can import contacts from Microsoft Outlook if you wish.
How can users create dashboards in the data centre?
The option to create Dashboards is under the Navigation Pane. Just click on “Workplace”. When creating a new dashboard, a dialogue box appears. This allows you to preview how the dashboard will look with various layouts. When you see a layout that you like, select it. Click on “Create”. From there, you can add different components to the dashboard.
How do I assign tasks to other users?
You can assign a workflow process to another user. The new user will be able to edit or delete the process. Under the Navigation Pane, click on “Settings”, and then on “Processes”. Select “My Processes” and double-click on the process that you want to assign. You will be asked to confirm before assigning it to the other user.
Can I access the online system with my smart phone?
Yes! Just as long as your mobile phone has a web browser, you should be able to connect to the CRM online system.
How can I see the amount of data storage my company is using?
All you have to do is look at the Navigation Pane. Click on “Settings”, and then “Subscription Management”.
Now you have a better understanding of how Microsoft Dynamics works. Your company can really benefit if you become proficient with this business management software.