{New utility}Activity Timeline for Dynamics CRM 2015

Activity timeline is a chart that depicts how a set of activities were planned over time.

If you’re managing a Sales pipeline and want to illustrate who is doing what and when, or if you’re organizing a

conference and need to show progress, a timeline is often a reasonable visualization choice.

Download link: Click here

1. Open to the CRM organization and navigate to Settings->Solutions.

2. Now click on import solution and select the managed solution of activity timeline control.

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3. Now click on next and install the solution. Review that the solution installs without any error.

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4. Now open the entity form on which you want to enable the time line control.

Add a new tab and in the tab, add a web resource pointing to “dya_timelinecontrol”

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5. For better visual representation, set the number of rows property to 18.

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Save and publish the customizations.

6. Open the form to see the web resource.

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7. Hover over the dot symbol to view the activities on that date. As per the color coding there will be various activities. If you click on any of the row, it will redirect to the respective activity.

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Hope it helps and Happy CRMing! Please leave feedback in comments.

A special thanks to Simaranjit for this, you can connect us on:

{Quick Tip} 3 TIPS to be a more productive Dynamics CRM Professional

I was asked recently by one of the guys about what are the most important things which are needed by a

CRM professional to be more productive.

This question goes beyond the discussion of technical or functional expert. I took note of penning what I

have seen in the industry that productive people do. There is no dedicated formulae to be more productive

in ever so fast paced Dynamics CRM world. Here are 3 tips that I feel are important:

· Create Reusable Assets:

Ø One thing I have noticed what Productivity bring is by saving time on whatever you can.

Ø If you are technical, create reusable snippets/frameworks/technical documentation templates.

Ø If you are functional, create reusable pre-sales content, demos, etc.

Ø Store them and be able to locate them is also as important as creating them so that they can be

referred quickly when needed.

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· Use the right tools

Ø One thing I have noticed what Productivity bring is by using tools.

Ø If you are technical or functional, it doesn’t matter as long as you know that there are lot of tools in the community and

open source out there for Dynamics CRM to consume. A great example is XRMToolbox by a great MVP Tanguy Touzard

Ø Again Storing them and be able to locate them is also as important as using them so that they can be referred quickly when needed.

Do not try to hit a nail with a screw driver!!

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· Take breaks at proper intervals

Ø One thing on how Productivity can be increased is by having proper breaks.

Ø If you are technical or functional, it doesn’t matter as long as you are taking proper breaks. Human brain has a tendency

to perform well when it is fresh. Remember the day to office break from a vacation is lot fresher and brighter for new ideas.

A mind which is not fresh is not productive.

Ø Not taking breaks doesn’t prove a great work ethic but many organisations and people have a habit of sitting

till late just to prove a point that they are working hard which I haven’t seen is mostly the case

Ø Smart people manage their time well, take breaks and do not tire there brain and work late.

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Get a coffee and come back for that CRM problem again!

Hope it helps and Happy CRMing!