Feature
Now that the December 2012 Microsoft Dynamics CRM Online update has rolled out, more features are being added like iPad and Yammer integrations.
Microsoft had said iPad support would come with the release, and now it is here. Similar integrations will be coming later this year for Windows 8 mobile devices.
What iPad Can't do in Dynamics CRM
Having the ability to access customer information from the iPad should be popular with sales teams, no doubt. But there's plenty of changes in how that access will happen from the iPad. For example, customized forms only show up in a basic layout, and any client scripts that have been added won't be visible.
There's no sharing of records, no form editor, no bulk records editing and the commands that were at the top of the screen are now at the bottom. We probably shouldn't be surprised Dynamics CRM isn't more integrated on the iPad, but that's the price for accessing it through the browser.
Yammer Details, Installing Product Updates
Anyone wishing to add Yammer to their Dynamcis CRM Online workflow needs to know the Activity Feeds will have to go bye-bye. It turns out one can be used, but not the other. While Yammer's features are not depricated like some of the form features on the iPad Dynamics layout, it does need to be added as an option.
For that, Product Updates needs to be installed. However, once product updates are installed, they can't be uninstalled, so Microsoft recommends a trial setup for testing it before installing. Likewise, there is no option to select which features to install; all new features get installed at once.
Learning Opportunities
Webinar
May
30
ChatGPT and the Future of Conversational AI
This discussion explores various aspects of AI implementation, ethical considerations, and challenges for your organization.
Webinar
May
31
The Evolution of Employee Listening - 2023 Trends & Best Practices
Learn proven effective methods and solutions to supporting an inspirational future of Employee Voice
Webinar
Jun
1
How organizations can design, build and run Generative AI into the Customer Experience
Discover how to drive enhanced CX through Generative AI
Webinar
Jun
6
The Future of Social Media: Emerging Trends and How to Stay Ahead of the Curve
The impact of emerging technologies like AI on social media
Webinar
Jun
7
The Building Blocks of Personalization
This webinar will explore how personalization can create powerful ecommerce shopping experience.
Webinar
Jun
13
The Future of Contact Centers with AI at the Helm
Learn how to balance human intuition and interaction with the potential uses of AI to create delightful and lasting CX
Webinar
May
30
ChatGPT and the Future of Conversational AI
This discussion explores various aspects of AI implementation, ethical considerations, and challenges for your organization.
Webinar
May
31
The Evolution of Employee Listening - 2023 Trends & Best Practices
Learn proven effective methods and solutions to supporting an inspirational future of Employee Voice
Install a trial use for testing Product Updates like Yammer.
For those who like the Activity Feeds in the Dynamics CRM Online setup, be sure to test Yammer first or risk losing the Activity Feed for good. In the end, we recommend going with Yammer because eventually, it will replace the Activity Feed anyway.
Once Yammer is installed, Activity Feed data can be accessed through Advanced Find. Set Look For to Posts and layout the search that is needed. We're guessing the switchover will come around the time the Windows 8 mobile support launches that is supposed to be in the middle of this year.
Now that the desktop version of Yammer has added translation capabilities, perhaps that will also be added to the CRM Online product at that time.
