Reduce Training and Documentation Costs for Microsoft Dynamics CRM

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Create customizable Tool Tips for Microsoft Dynamics CRM using InLine Help from CRM Innovation. Reduce your training and documentation costs.

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CRM Innovation has released InLine Help an add-in solution for Microsoft Dynamics CRM 4.0

Create customizable Tool Tip message for CRM Users when they are entering information into CRM 4.0 form fields.

InLine Help provides guidance to a CRM user when they are filling out CRM forms by allowing the creation of custom tooltip messages that are displayed on mouseovers of labels or controls. The tooltip messages are created from within a custom CRM entity (Tool Tips) and are viewable by users who are members of a CRM Team(s) that has been associated with a tool tip.

Tool tips can be of a simple text format Tool Tips or be stylized Tool Tips using HTML code that can be applied to the text. Stylized tool tips can even have hyperlinks to external files or sites. Tool Tip creators are CRM users that have been granted rights to create and save tool tip entity records. No programming is required to create tool tips. All tool tip management occurs within the CRM interface.

This product can be used by development teams to self document the customizations they are implementing. Use it as an integral part of the initial user training. Provide remedial assistance and to support new users that come on to the system after the initial CRM rollout.

Once a user no longer needs a tool tip they can be removed from the CRM Team assigned to that tool tip and it won't be visible to them any longer. It is even possible to have more than one tool tip message per form attribute - thereby allowing the creation of an instructional message for different groups of people using the form (ie one for Sales and the other for Marketing)

This is a CRM 4.0 product which works when online, offline and in the IFD mode and is deemed to implemented in a manner that would qualify it as a supported ISV solution.

Watch an InLine Help - Tool Tip online video.

Free Trial for InLine Help - Custom Tool Tips add-in.

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Jerry Weinstock
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