Dynamics CRM Features to be Thankful For
Dear Friends, Family & Blog Readers,
As Thanksgiving (my favorite holiday) is on our doorsteps ushering in the season full of holiday spirit, gratitude and cheer, we have the opportunity to reflect on what we are thankful for (of course this is amidst the rampant consumerism that ALSO follows directly on the heels of Thanksgiving).
As I have used Microsoft Dynamics CRM in recent days a tear has oft’ come to my eye as I see how much CRM has grown and improved over the past year and I wanted to share my gratitude and warm fuzzy feelings with you.
I have listed some of my most cherished features from this past year to share with you all. Some features you may already know and love as well, others may be new tidings of great joy to you.
Features I am thankful for:
- Global Search – At first favoring traditional navigation techniques I tried to omit this from training, but users gravitate to a search, and
eventually the global search found comfort in my heart as well. Just like the overpriced smartphone you will be coerced to buy your teen this Holiday season, we don’t know how we lived before having the Global Search. Record location and retrieval will be changed forever.
- Recently Viewed Items – Like gravy to mashed potatoes, this was a feature that was so desperately needed in CRM but before we tried it, we
didn’t know what we were missing. Always one click away at the top of the screen we have easy access to all view and records we have recently visited. Navigation this year has been gravy since getting this gift from Microsoft.
Here are a few of the formulas (think Excel formulas) that I have been grateful for:
CONCAT- Used to concatenate single line of text fields
TRIMLEFT (or RIGHT)- Used to trim fields from left (or right)
ADDDAYS*- Used to add to a time/date field
SUBTRACKDAYS*- Used to subtract from a time/date field
DIFFINDAYS*- Used to find the difference between two date fields
(*All time features can be minutes, hours, days, weeks, months, years)
- New Navigation Bar- Nothing has had me sing louder praises of joy over the past year than the new layout of the navigation bar, no more scrolling to the right only to move your mouse slightly off of the tile and then the navigation going away and having to start all over again (I know you have been there). Now you can get to the CRM area you want as fast and with as little anxiety as buying your gift list on amazon. It is often the simple things in life, isn’t it?
There is so much to be grateful for in CRM, so as you eat your turkey, ham or Tofurky this Thanksgiving be thankful to CRM for all it has done for you this year and the exciting year we have ahead of us.
Best Holiday Wishes,
PS. Please share in the comments the features you are most thankful for!