CRM Administrator - what skills do you need?

January 15, 2009 by JFerguson · Leave a Comment

A question that many clients have asked us in the past is, what skills do they need to admin a CRM system?

An interesting article on the Crowe Horwath CRM Blog explains just that!

But what should you look for in a CRM admin? It can be a challenging position to define. On the one hand, you need someone who can handle the business requirements, managing scope, timelines, and user expectations, but also someone who can deliver much of the work or coordinate the various technical departments in order to maintain and modify the system along with the growing needs of the business.

Read the whole article, here.

Filed under: Microsoft CRM, Tips + Tricks
Tagged: business requirements, CRM, scope

CRM 4.0 Keyboard Shortcuts

January 8, 2009 by JFerguson · Leave a Comment

I am constantly asked by users, what are the Keyboard shortcuts for Microsoft CRM … so without any further explanation - here they are!

General Shortcuts

Copy text = CTRL+C
Paste text = CTRL+V
Undo previous text change = CTRL+Z
Save a record = CTRL+S
Close a record = CTRL+F4
Cut text = CTRL+X
Delete text = DELETE
Delete text without putting it on the Clipboard = SHIFT+DELETE
Move the insertion point to the start of the next word = CTRL+RIGHT ARROW
Move the insertion point to the start of the previous word = CTRL+LEFT ARROW
Select all text in the current field = CTRL+A
Display the System menu for the active window = ALT+SPACEBAR
Move forward through the form’s fields = TAB
Move backward through the form’s fields = SHIFT+TAB
Display the shortcut menu for the selected item = SHIFT+F10
Display the corresponding menu = ALT + the key for the underlined letter in the menu name
Cancel the current task or command, or close a selected list or dialog box = ESC
Move up through a list of records = UP ARROW
Move down through a list of records = DOWN ARROW
Expand or collapse the preview in a list view = SPACEBAR
Open the selected record = ENTER
Select all records on the current page = CTRL+A

Dialog Box Shortcuts

Move to the next option or option group = TAB
Move to the previous option or option group = SHIFT+TAB
Complete the command for the active option or button = ENTER
Move between options in an open list, or between options in a group of options = ARROW keys
Cancel a command, or close a selected list or dialog box = ESC
Auto-complete lookup fields such as Primary Contact = Type a couple letters and CTRL+K