Microsoft CRM Tips & Tricks

Customisable User Views

Display all Account or Contact fields in a single view

Checking that email messages for an E-mail Quick Campaign have been sent

 

Customisable User Views

You can use the Advanced Find feature to create a custom user view.  These enable you to apply filters and view the column data that you select.  You can then export your custom data and use it for mail merging or printing labels.  You can save your custom views and edit them if necessary.

You can access the Advanced Find option from the CRM toolbar in the Outlook client or from the main toolbar in the web browser.

Click on the Advanced Find button in the toolbar and select your entity, eg Accounts, Cases, Opportunities, in the Look For drop down.

In the main panel below, hover over the Select hyperlink.  A drop down list of all the available search fields for your chosen entity will appear

Select the field you want to search on eg Created On and then select the operator from the right, eg, On, Last Week,and finally enter the search value.

Add further criteria from this entity as required.  You can click on Find to view the results and then Back to Query to return to your criteria.

You can now edit the visible columns to select the data you need to see.  This can included associated columns from other entities.

Click Edit Columns in the toolbar and then Add Columns.  You can change the Entity in the Record Type drop down to select fields from associated entities if you need to.

When you have selected the fields you need, click on OK.

Finally, organise the view.  Click on a column header and use the left and right arrow buttons to move headers left or right as you wish.  You can also set the default column width can also be set by double-clicking on the column header and selecting from the predefined widths or using the Change Properties button.

You may also set whichever column to sort the data on by Click on Configure Sorting to select sort options for a field.

Click OK and Save to save your new view.  You can access your saved view under My Views from the View drop down when searching for records.

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An easy way to display all Account or Contact fields in a single view:

Find the Account or Contact record and then click on the Print button from the record menu options.  This will open up a snapshot view which pulls together the fields from each tab within the record.

 

 

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Checking that email messages for an E-mail Quick Campaign have been sent

After you have set up an E-mail Quick Campaign, you can check that the e-mail messages have been sent by reviewing the status of the e-mail activities created. Under the Marketing area, click on Quick Campaigns. Double click your campaign and then scroll right until the Status Reason column is visible. The status of the emails should show as Sent. If any e-mails have Draft status, you will need to manually edit them to correct any issues and then click Send.



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