Can’t Get Interactive Service Hub to Work in Microsoft Dynamics CRM 2016?

You aren’t alone. But we have a solution for you.

Interactive Service Hub is new feature introduced in CRM 2016. However there’s currently a bug that causes the app to get stuck on loading and become unusable.  If you click on ‘Experience it now’ you will be taken to a non-working URL. Very frustrating!

Interactive Service Hub Microsoft Dynamics CRM 2016

What’s Wrong?

The issue is that the app does not handle properly SSL offloading which is a common configuration used on many platforms. The workaround provided by Microsoft was to disable SSL Offloading, but this breaks connectivity with CRM Outlook client and causes other issues in ADFS so this isn’t a desirable solution.

Isn’t Microsoft Fixing It?

Microsoft has acknowledged that this is a bug, and they are working on a solution.  However, the fix from Microsoft may take some time. In the meantime, we at xRM have created a solution that adds the link to the service hub in a ribbon button available in all entities.

Interactive Service Hub Microsoft Dynamics CRM 2016

Our solution has been tested and works for the following system scenarios:

Office 2013
Windows 10
CRM 2016

Mobile:
Android 5.1

Office 2016
Windows 8.1
CRM 2016

Contact us today to get this fix.

Want to read more about the Interactive Service Hub feature? Here are some handy links.

And check out our Success Portal, a library of over 400 free educational Dynamics CRM videos.

Other Helpful Articles

Read More

The One Free Microsoft Dynamics CRM Online Tool Your Sales Team Needs to Start Using Today

Does your sales team struggle to find current company and contact information for prospecting? And maybe you don’t have the budget to subscribe to Hoover’s or Dun & Bradstreet services. Well if you own Dynamics CRM Online, we have some great news for you. You already have access to a free tool that provides contact, revenue, size data and more.

Why aren’t more sales teams using this free tool? It’s been hidden with a title of “Insights”.  Pretty vague, hmm? Previously referred to as Social Insights, this tool is powered by InsideView, a powerful stand-alone data aggregator that has been fully integrated into Dynamics CRM.

Like it or not, when some salespeople hear “social”, they tune out. But the word “social” has taken on new meaning in the last 10 years. It has different implications and definitions depending on the context. We at xRM are frequently asked about “Social CRM”. What does it mean? And how does social integration work with the platform?

When it comes to native social integration with CRM Online, there are two primary offerings:

  1. Insights for Microsoft Dynamics CRM
  2. Microsoft Social Engagement

In this discussion, we’ll focus on Insights, the free tool, powered by InsideView.

Insights for Microsoft Dynamics CRM

What Is It?

Insights is a free solution that can that pulls company, contact, and social data into your CRM database. This data comes from a sources such as Reuters, InsideView, and Equifax. So salespeople can search for any company or person and find everything from company size, revenue, key people, recent news, and more. And, for contacts in your CRM database, Insights gives you easy access to Facebook profiles, LinkedIn profiles, and Twitter feeds. This is where we see confusion about the concept of “Social CRM”—but more on that in a bit.

How Does It Work?

Insights is free with a Pro license of CRM Online, but it doesn’t come preinstalled. Global administrators or CRM Admins manage the installation from the Office 365 portal. Microsoft TechNet provides useful installation instructions.

Once the solution is installed and configured in CRM Online, users will find an Insights area on forms of the following entities: Accounts, Contacts, Leads, and Opportunities.

The One Free Microsoft Dynamics CRM Online Tool Your Sales Team Needs to Start Using Today

Insights window embedded in main Account form

The One Free Microsoft Dynamics CRM Online Tool Your Sales Team Needs to Start Using Today

Insights window expanded from the form

 

Insights provides users with general info, financial data, employee information, and newsfeeds regarding companies where it can find a match. Much of this data, such as phone numbers, address, description, ticker symbol, and company logo, can be pulled directly into CRM Online records. As you can see in the image, you can even profile similar companies with the click of a button.

What Is It Not?

Insights is by no means a social network sales platform. By that I mean it is not a solution that integrates directly into your existing social media accounts and allows you to import your connections and contacts. It is not designed to push posts or tweets to social media platforms either. Microsoft makes no attempts to advertise Insights as true social platform.

What Does It Do Well?

Insights is a superb solution for B2B sales. Users can research accounts, research people associated with those accounts, monitor news feeds, and setup watch lists. When a user identifies an account they would like to reach out to, they can see contacts related to the account and potentially pull up their LinkedIn and Facebook profiles within Insights. This allows the user to see if they have any connections with that person, making reaching out that much easier.

The rich data Insights provides is what it does best. It is easy to sync with the Insights database to enrich your CRM Online data as well.

Learn how use Social to Track your Brand Easily in Microsoft Dynamics CRM Online in our next blog.

Check out our xRM blog for more tips like this and our Success Portal, a library of over 400 free educational Dynamics CRM videos.

Other Helpful Articles

 

Read More

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Deploying Microsoft Dynamics CRM Online can be intimidating, especially for smaller teams. The platform has seemingly endless configuration possibilities, so knowing where to start may be difficult. At xRM, there are a set of common configurations we frequently apply to new deployments. A common theme in these configurations is familiarity. Changing CRM Online to match your business’s terminology and style can go a long way to easing new users into the system.

Here are three simple configurations you can make to tailor CRM Online to your business:

Simple CRM Tip 1. Customize Your System Views

What are views? Views are like reports, or an Excel table. “Active Accounts in California” is a view. Every record type, or entity, in Microsoft Dynamics CRM comes with a number of default system views—about 10 or so on average.

System views are available to all users, while personal views are created by individual users and can be shared with coworkers. The stock views that come with Dynamics CRM are good at showing you how views can be used, but typically aren’t very useful in your day-to-day operations. For example, “Opportunities Opened in the Last Six Months” is an out-of-the-box system view that rarely gets used.

Clean Them Up

As a Dynamics CRM admin user, you can clean your workspace by deactivating the system views that don’t use. This view cleanup goes a long way in simplifying the interface, making it easier on your new employees.

Modify Them

To modify system views, navigate to Settings > Customization > Customize the System. When the solution window opens, navigate to the entity you would like to change in the left pane. Let’s use Opportunity in this example. Under the selected entity, click Views.

In the View dropdown at the top of the window, choose Active Public Views. We’re about to deactivate views we do not have use for, but system-defined views have functions beyond just segmenting our data. So for starters, it is highly recommended to just deactivate the public views.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Once you’ve narrowed the list down to just the active public views, you can select one view one at a time, and then click deactivate to start clearing the noise. Note that you cannot delete out-of-the-box views from the system entirely, but this process will remove them from users’ dropdown list.

Once you are done with this, go ahead and publish your customizations for them to take effect.

Simple CRM Tip 2. Change the Entity Names

Language can be a barrier when adopting new platforms. One of the hardest things for new users to overcome is getting used to labels and wording that doesn’t match their established company or team terminology. As an administrator, you can change the names of the entities without compromising the functionality or structure of the CRM platform. And it’s super easy to do.

For this example, let’s change the name of the Account entity to “Company”. To do this, navigate to Settings > Customizations > Customize the System. In the solution window that opens, navigate to Account under the Entities dropdown. You can then change the Display Name and Plural Name to your liking, “Company” and “Companies” respectfully in this case.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Be sure to save and then publish your customizations for them to take effect.

Note that changing the display name will change the entity label in the navigation, but the names of the underlying views, forms, and fields will not change automatically. They will need to be changed individually.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Simple CRM Tip 3. Change the Theme

Microsoft Dynamics CRM Online now allows organizations to customize the look and feel of their CRM platform. Navigate to Settings > Customizations > Themes. Here you can choose to modify the existing theme, or create one from scratch by clicking the New button.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Quick tip—rather than create a theme from scratch, open the out-of-the-box default theme, and then click the Clone button. This will make a copy of the theme which you can then modify yourself.

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

3 Simple Tips to Tailor Microsoft Dynamics CRM to Your Business

Once you have designed your theme to your liking, you preview it, and publish it.

These three customizations are relatively simple and quick to implement, but can go a long way in making your users that much more comfortable with the system.

Check out our xRM blog for more tips like this and our Success Portal, a library of over 400 free educational Dynamics CRM videos.

Other Helpful Articles

 

Read More