Oneofthe?

mostinterestingfeaturesofDynamicsCRM2016istheEngagementHub。

TheengagementhubseemstobeapreviewofmorechangestocomeallforthegoodforDynamicsCRM。

Atitsheart,theengagementhubisaseparateinterfaceforDynamicsCRM,focusedsolelyontheCustomerServiceentities。

TheengagementhubhasitsownurlseparatefromtheCRMurl。

IlikethisideaasitgivesyoutheabilitytopresentDynamicsCRMtoyoursupportteamwithoutthedistractionofnonsupportentitiessuchasLeadsandOpportunities。

Itlookslike?

acustomapplicationdesignedspecificallyforthesupportteam。

Oneofthemoststrikingchangesintheengagementhubis?

thedashboards。

Outofthebox,severaldashboardsaresurfacedincludingTier1andTier2supportdashboards。

ThesedontlooklikeanydashboardyouhaveeverseeninCRMpreviouslyaswebreakoutofthesixdashboardsperpagelimitationandintroduceawholeslewofnewcontrolsforpresentinginformationtoyourusers。

NewDashboardControlsincludeanewlistcontroltodisplaycaseandotherrecordsinwhatiscalledastream,newtypesofchartsthatcansurfaceinformationinnewandinnovativeways。

Forexample,achartcoulddisplaythenumberofopencases。

Sothechartisjustanumber。

WhenIclickonthechartitselfIcanviewthedetailbehindthechart。

IcanimaginecreatingallsortsofdatapointsaboutOpencases,Cases?

violatingSLA,CasesfromTwitter。

Thesimpleinterfacewithboldcolorselectionkeepsthemostimportantinformationinmyface!

Whenyoudrilldowntotherecordsbehindthechartsonthedashboardyouwillseethatthe?

entityformshaveanewlook?

Replacingthewhiterthanwhitedefaultformsarealightgraybackground。

SubtleuseofcolorisapparentintheclientinformationQuickViewform。

WhenyoureallyexaminetheformyourealizethatitappearstorenderverysimilartotheCRMmobileexperiencewhereadditionaldataisvisiblebyswipingormoving?

yourmousetotheright。

ATimelineisvisibleontheformtoshowrecentactivitiessimilartothenotescontrolontheregularCRMclient。

Howeveritissomuchbetterthanthenotescontrol。

Addingactivitiestothetimelineissimple。

Clickontheplussigntoaddanyactivity。

Oneimprovementoveraddingactivitiesthroughthenotescontrolisthatphonecallsarenotautomaticallymarkedcomplete。

Youcanscheduleaphonecallforatimeinthefuture。

OnelittleproblemthatInoticedwasthatscheduledeventsdefaulttomidnight!

Regularactivityformsnowdefaultto8AM。

IhopeMicrosoftmakesthisbehaviorstandardacrosstheboard。

BusinessProcessRibbonsdisplayonthetopoftheformasexpected。

Howevertheyshowinarolledupformat。

Toseethestepsforeachstageyouwillneedtoclickonthestageandthestepsshowinabox。

IlikethisandIdontlikeit。

Iwouldliketobegiventheoptiontopinthebusinessprocessribboninanopenstate。

Sowhatelseistheretoknow?

WellthisblogentryspurposewastogiveabasicintroductiontotheEngagementHub。

InafutureblogentrywewilldiscusshowtocustomizetheEngagementHub,boththeformsanddashboards。

Alsowhatcannotbecustomizedandwhatentitiescanandcannotbeaddedtotheengagementhub。

Thereisalotofgoodinformationcoming,sojuststaytuned。

YourbusinessflowsbetterwhenyouuseDynamicsCRM。

enCloud9,aSilverDynamicsCRMPartnerbasedinOmahaNebraskacanhelpyoutoimplementacustomizedEngagementHubaspartof?

yourDynamicsCRMsolution。

Contactustodayat877-373-6697or[email?

protected]Youcanfollowourtwitterat@encloud9fordailyupdatesonimportantCRMnews。

ThisblogentrywaswrittenbyBrianBegleyofenCloud9,NebraskaMicrosoftDynamicsCRMPartner,www。

enCloud9。

com

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