Friday Tip! How to Quickly Create a Personal View in Dynamics CRM 2013
This tip is courtesy of a fairly recent feature in Dynamics CRM 2013. A personal view is a list or group of records that can help you target and segment lists of your CRM records. Most users know they can create a Personal View in Dynamics CRM 2013 using Advanced Find. Nothing wrong with creating personal views using Advanced Find, it just takes a few more steps than what I’m going to show you.
Let’s say you have a field for that ranks?your customers and prospects, e.g. A, B, C, D, etc. Now you want to create a list of all your A and B current account records. Here are the simple and fast steps to create an AB Current Accounts list.
I’m going to start with my All Accounts view to make sure I get all the AB Current accounts in my list.
- Start by selecting the Filter button on your list.
- ?Now we can enter our filter criteria. In this case I am going select the Rank field and simply check A and B
- Let’s also select the Account Status field and check Current.
- Once all your criteria is added, select the View?drop down, then scroll down and select “Save Filters as New View”.
- This will display the Save as form, in this case I’m calling the view AB Current Accounts…name yours as you need.
- That’s it! You have your new view. Now you can share it with others as well!
Pretty sweet right. This approach saves several steps and who doesn’t like doing things faster and more efficiently.
Yammer Document Conversations in Office 365, OneDrive and SharePoint
Yammer conversations is the next step in Yammer integration with Office 365, OneDrive and SharePoint. It brings in-context Yammer conversations along-side documents. And not just Office Online docs like Excel, PowerPoint or Word, but over 30+ file types like .mp4, .gif, and others.
Team collaboration very often focuses on documents. How often have you had to have multiple calls and conversations about document edits, updates and changes? Well, it is a whole lot easier to communicate about those documents outside of email and standard (sometimes confusing) document track changes features. Not only that, many document types don’t have any change tracking. Having conversations about documents from within the documents themselves, not only enhances communication, it also improves employee engagement.
This is a pretty sweet addition to improve collaboration. If you were at the recent SharePoint Conference you might have caught a demo of this. The feature is slowly being released to all Yammer & Office 365 customers so expect to live in your Office 365 and Yammer network soon.
With document conversations users can share their ideas and expertise from within the content they are editing or reviewing. I think this is awesome. I can work from SharePoint Online, OneDrive, or Yammer and have access to my content and all of my conversations.
Check out more details here at the Office Blog – I have included a short video on this new feature below.