SHO Guide for Microsoft Dynamics CRM - Performance and Productivity
SHO Guide for Microsoft Dynamics CRM - Performance and Productivity SHO Guide allows your Microsoft Dynamics CRM users to be immediately productive by providing step-by-step guidance inside the actual software application instead of a simulation or separate help window. These published scripts may be launched in many ways, including a browser. In this scenario, we'll create a new lead for follow-up in Microsoft Dynamics CRM. When I click on this web link, SHO Player launches. Step-by-step guidance is provided right in the live application, right when I need it.
I'll quickly fill out the information, then click continue to take me to the next step. At any time, I can press the Escape key to exit. At any time, I can press the Escape key to exit. This solution is especially effective for on-boarding new users or for users that don't remember how to do more complex tasks SHO Guide is all about Productive and results with software investments you have already made. Now that you have been introduced to how finished content can interact with the live application like Dynamics CRM, our founder will demonstrate the process for creating a basic script using the SHO Guide authoring system. The SHO Guide interface is very simple and straightforward. To begin building the content, I'll click on the Record tool The SHO Guide window will minimize and the SHO Guide Recording window will appear in its place. My interactions with the application, meaning my mouse clicks and keyboard entries in this context, will be detected as I complete the procedure I want to capture in the application.
First, I'll click the Workplace task bar. Notice how the SHO Guide recorder detects that I clicked the left mouse button on this Now I'll click on the Activities link. Once again the recorder picks up the mouse interaction with the application.
To finish recording, I'll press the Esc key on the keyboard. The SHO Guide window will reappear.
Sometimes it is helpful to insert media components into a script to introduce a task or provide additional information
to promote greater understanding of the task. I'll add a movie to the script.
Much like a Get User Input step, a Play Media Step let's you add a movie, Flash movie or sound file. I'll add a movie to step. Now I'll play the script so we can see what I have developed. First the movie will appear, and then I'll click through the first now, I'll click through the first few steps until the question balloon appears. First I'll click the Here link so I can view the additional instructions that I created. Notice how a separate balloon appears with the expanded definitions that I inserted. To return to the step-by-step instructions, I'll click the Continue link.
I'll choose the Task option.
I'll choose the Task option.
Notice the automation This concludes my live demonstration. We have only barely scratched the surface of what SHO technology is capable of providing As you can see, this is a unique and very powerful solution-one that you can employ in a simple and cost effective manner. -one that you can employ in a simple and cost effective manner to ensure that users have the best tools available to them to help them complete their job tasks with greater efficiency and accuracy. Thank you for taking a look.