You can use the underlying agent experience data that powers the Copilot dashboard to get interaction data such as transcripts, agent actions, and agent feedback about Copilot responses.
Not that long ago I was involved with a very interesting escalation stating that it was not possible to send out E-mails via CU400 utilizing NTLM in a three tier environment with the Role Tailored Client only in an Exchange Server 2007 / 2010 environment. When using the CSIDE Client, everything worked perfectly. The cause
This post is the Microsoft Dynamics CRM 2011 Online Test Drive Guide, a high level guided tour of the application to help you get the most out of your 30-day trial experience. The guide will take you through key steps to a successful experience starting from the initial setup to using Microsoft Dynamics CRM 2011
Today’s guest blogger is MVP Julie Yack. Julie is one of the founding partners of Colorado Technology Consultants, Inc. and currently serves as the company’s Chief Operations Officer. This list is a revised version of the bit I did with Anne Stanton at Convergence DayONE General Session. It is far from complete, but hopefully thorough.
Over the past few days I have been wondering if the new dashboard capabilities in Microsoft Dynamics CRM 2011 would enable me to create a dashboard that monitors activities on various social media sites. Monitoring social media sites is important for small, medium and larger businesses. By doing this a business can keep track of
Today’s guest blogger is CRM MVP Frank Lee from Workopia. Here he talks about Importing Outlook Contacts. I often get asked what is the best way to import existing Microsoft Outlook Contacts to Microsoft Dynamics CRM. If you are using Microsoft CRM Online then one of the best options is to use the built-in “Add
Today’s guest blogger, CRM MVP Frank Lee, provides tips and tricks for bulk emailing with pictures that he found to be very useful. A common CRM task during Holiday Seasons is to send out personalized Email greetings with images to customers. With features like Bulk email Blast and Field Merge “Mail Merge”, emailing with Microsoft
CRM MVP Michael Höhne is our guest blogger today. Here’s one of my favorite samples floating around in the CRM world: I have seen this code numerous times and before explaining what’s wrong (actually everything is wrong, besides the alerts), I want to tell you a story, which is also told by the above code.
CRM MVP Michael Höhne is our guest blogger today. I don’t know about you but I’m using the CRM metadata in almost all of my applications. It may be as simple as the need for an object type code and can be as complex as implementing some intellisense features. Besides some really basic programs I
A service principal name, also known as an SPN, is a name that uniquely identifies an instance of a service. For proper Kerberos authentication to take place the SPN’s must be set properly. SPN’s are Active Directory attributes, but are not exposed in the standard AD snap-ins. IMPORTANCE OF SPN’s Ensuring the correct SPN’s are
The Microsoft Dynamics CRM team is proud to announce the availability of The Microsoft Dynamics CRM Developer Toolkit. This Visual Studio 2008 plug-in radically expands on the Visual Studio tools introduced in the Microsoft Dynamics CRM 4.0 SDK. The toolkit enables developers and system customizers to take advantage of the tools and knowledge that they
In this article I want to describe my favorite feature from Microsoft Dynamics CRM 3.0: Filtered Views. Background Dynamics CRM is built on top of a complex SQL Server database. The CRM Platform component was designed to manage access to the underlying SQL Server database, providing an API layer, security services (permissions, roles, etc), and