Spell Checker for Dynamics CRM 2011

One of the biggest complaints from clients has been that Dynamics CRM does not have a built in spell checker like other Microsoft applications. However, with the release of an Internet Explorer add-on called Speckie, you can now spell check fields and web emails in Dynamics CRM.   The add-on is free for personal use, but has a small fee for commercial use; please review the licensing agreement at http://www.speckie.com/license.

Once you have downloaded and installed Speckie.

  1. Open Internet Explorer
  2. Click on Tools
  3. Select Speckie Settings
  4. Check the box: “Enable spell check in single line edit fields”
  5. Click  “Apply” at the bottom of the page

Dynamics CRM 2011

Now you are ready to use Speckie with Dynamics CRM in an IE web browser.  Fields on forms and web emails will have the distinct red wavy line (this option can be changed in Speckie Settings) if Speckie believes a word is misspelled.  This can be a bit of a nuisance for names and places but can be a life saver for email correspondence or in notes/description sections.

Spell Checker for Dynamics CRM 2011

 

 

 

Microsoft Dynamics CRM 2011 Activity Feeds

We have gotten quite a few inquiries regarding what Activity Feeds are and how to best use them to satisfy specific business needs.

Activity feeds are not meant to replace face to face conversation, emails or automated workflows, although you can trigger workflows off activity posts and vice versa. Instead, they are meant to increase collaboration between teams working with the same account, opportunity, case, or custom entity etc.

Much like Facebook News feeds, Microsoft CRM Activity feeds allow you to:
1. Stay up to date or follow users or records (leads, accounts, opportunities, cases etc.) that are important to you.
2. Keep others informed with your posts regarding specific records.
3. Communicate in real time. Your posts become available on followers Walls immediately.

Note: In order to see activity feeds for a specific record, the user must have appropriate permissions to that record.
This Microsoft Getting Started Video actually provides a good overview and business case of how to use Activity Feeds (if you can tolerate the Microsoft background music).

Although I believe Activity Feeds can be very useful, I do caution the amount of “noise” it can create within the organization. It can be effective if a user is only following the records or users that they have a vested business interest in. Activity Feed rules also have some limitations such as not being able to create new rules for an entity. Furthermore, you cannot tweak existing rules, you can only activate or deactivate out of the box rules.

The Activity Feeds managed solution is pre-installed and configured on all Dynamics CRM Online Organizations provisioned after the service update in Nov 2011. For CRM 2011 On-premise and for CRM Online Organizations provisioned prior to service update in Nov 2011, the Activity Feeds managed solution can be downloaded from the Microsoft Dynamics Marketplace. http://pinpoint.microsoft.com/en-us/applications/microsoft-dynamics-crm-activity-feeds-12884926310

Automation with Dynamics CRM 2011 Process Workflows

Out of the box, Microsoft Dynamics CRM 2011 does provide a Revenue Generated by Marketing Campaign Chart and View; however it does not copy that Actual Revenue amount to a field on the Campaign Form. A recent client wanted to have this field on the Campaign Form in order to perform some ROI calculations (using Java script) on the Campaign Form. We accomplished this goal with these steps:

1. First, create a new field (currency) on the Campaign Form.
2. Create a process workflow on the Opportunity entity that updates the Source Campaign tied to a given Opportunity.

a. Scope = Organization
b. Start when = Record status Changes
c. Add Check Condition Step = Opportunity Status equals [Won]
d. If condition is met Add Step = Update: Source Campaign
e. Click on Set Properties

CRM 2011

f. The Campaign form will open
g. Click in the Actual Revenue field (that was created in Step 1)
h. Select Operator: Increment by
i. Look for: Opportunity
Actual Revenue
j. Click on Add

process workflows

3. Close and Activate the workflow
4. Now, every time an opportunity tied to a Source Campaign is won, the Actual Revenue amount gets incremented/added in that Source Campaign form.

This is just one of the uses of the “increment by” feature in workflows. It obviously can be used to update other numerical /date fields on related entities. There is also an option to “decrement by” and “multiply by” which is also very useful.

Dynamics CRM 2011 multi-browser support and social media

Well, we’ve been waiting on this new feature in Dynamics CRM 2011 to appease the other half of the world.  Yes, there are people out there that don’t currently run Internet Explorer, or better yet, a PC.  Microsoft recently announced that they will be supporting Dynamics CRM 2011 (on-premise and online) on Safari, Firefox and Chrome in the next major release of 2011.  This is good news for many of those users that prefer working on one of these other browsers or desktop computers.

In addition to this very large enhancement with multi-browser support, Microsoft will also be releasing enhancements for social media, business intelligence, enterprise capabilities and other new functionality in an update later this year.  Read more here on this new service update: Release_Preview_Guide_August_2011_FINAL.