Quick CRM customisations
May 14, 2010
I recently found some interesting (and easy) customisations for Dynamics CRM 4 that I though I would share.
Linking to LinkedIn
I’m using Office 2010 with the CRM client installed, and I’m also using the LinkedIn Social Connector for Outlook. I had a few problems at first with Outlook 2010 beta, but a quick uninstall of the social connector component and reinstall or the latest version of the OSC beta as per this Microsoft article did the trick. It’s not something I rely on hugely but it can be handy sometimes. Even more useful would be to get information about my CRM contacts directly. This can be done for Accounts (ie companies) as explained in this article by CRM MVP Marco Amoedo. I must get round to going through the solution to see how it might be possible to modify it for individual Contacts, although I expect getting the results to match the right person might be the tricky part.
Copying addresses from Accounts to Contacts
Maybe you imported a load of data and have Contacts with no address, or you have Contacts who work at sites other than the main head office. Either way it would be great to be able to copy any of the multiple addresses associated with an Account directly to a Contact. I found a nice little solution to do just that on the BusinessNone blog. The html code (which is attributed to Microsoft’s Pierre-Adrien Forestier) needs to be published on your web server then simply called from an iFrame on the Contact form.
This presents all the addresses associated with the Contact’s parent Account so you can choose between them with a click of a button. Note that the “Address name” field is used here to distinguish between the sites. I have often seen this field completely overlooked (or even removed from forms) or misunderstood (being used for the name of the premises or building, or simply the first line of the address). The Address Name is simply “how do you refer to this address?” – head office, New York store, Dallas factory, LA regional call centre or whatever.
Visit this page to download the iFrame source for Address Picker (Ben Vollmer’s Skydrive, Hotmail / Windows Live login required) Note: you need to follow the link to the Skydrive page then download, you can’t right click the link here.
Do you find these useful? Do you have any other favourite quick and easy enhancements for CRM? Let others know in the comments below!