Rules to Better CRM


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  1. Do you know how to automate event signup processes?

    ​You should automate signup processes using Zapier.

    This is the process of a soon-to-be attendee Mr. Northwind signing up for an event:

    1. Mr. Northwind visits one of the event pages, e.g.
    2. He presses sign up on
    3. After selecting a city, he presses register now on
    4. He registers for the event on Eventbrite, e.g.​

    This is the according internal process:

    1. A Zapier Zap puts his data into a list in Active Campaign and enriches it with tag​s (e.g. Angular, 2-Day-Angular-Melbourne-Mar-17)
    2. Mr. Northwind’s data is sent to a custom web hook​ receiver​ (his phone number, email address, full name, and tags are taken from Active Campaign), which adds it to our CRM​

  2. Do you know how to find an employee or client's phone number?

    As part of induction, employees would have been asked to enter their phone number into their Active Directory profile. That means this will be available in Skype for Business.

    You can find SSW Employee phone numbers in two ways:​​​

    1. Using Skype for Business
      Figure: Right click on a user and click call and their mobile is there
    2. Using CRM
      Figure: Go to "Users" and search for the name you need​

  3. Do you know the CRM roadmap?

    The Dynamics CRM roadmap provides a snapshot of what Microsoft has been working on in the Dynamics CRM business. You can use the roadmap to find out what was recently made generally available, released into public preview, are still being developed and tested, or are no longer developed.
    Figure: Find ​out more at the official Microsoft Dynamics CRM Roadmap​.​​
  4. Installation - Do you ensure you are on the current CRM Rollup?

    CRM 2011 regularly receives updates, known as Rollups. Rollups are a set of cumulative updates and patches. It is important to ensure you are up to date as there many ​great enhancements (and the odd bug fix) that are included over time.

    ​The current version is Rollup 13 and includes a great set of updates such as:

    • Cross browser support (finally support for Chrome, Safari (not iOS) and Firefox)
    • Windows Server 2012 support
    • ADFS 2.1 support
    • SDK changes better handle bulk data updates
    • Many index improvements to make searches faster

    Download CRM Rollup 13 from:

    It is important to ensure you test each Rollup before deploying it to a live environment and have a suitable rollback strategy.


  5. Installation - Do you log each screen which is different to the default?

    It is impossible to exactly remember every configuration setting in an MSCRM install. A historical log of the installation is hugely valuable when there are problems after installation is completed and helps to correctly re-install if required. The easiest and most convenient way of doing this is to take screen captures of every screen and paste them into a Word document. E.g. _InstallSteps_CRM2011.docx

    You will also need this because you are going to do this in a Dev, then Test and then Production environment aren't you :-)

    DevErrors in web.config
    Figure: This is the last dialog before it installs. So you want a screen capture of everything up to here - so you can replay it for the Test and Production servers