Topic: ‘Dynamics CRM’

While setting up an integration for a client, it became apparent that there is a problem with the MSGP Publisher that will only allow you to publish messages to the scribepublisherqueue for specific tables. After adding a table to the publisher and choosing options, I tried to save the publisher and it threw the error “Error when setting up GP Publisher: Sequence contains more than one matching element”. I never did figure out what that meant. After doing my diligence and checking the knowledgebase and forums on Open Mind to no avail, Scribe support was contacted for some assistance. They informed me that there is a known issue with many tables not being accounted for by the publisher and that it is a defect and there is no fix at this time. This left me with no resolution or workaround (thanks Scribe!) While Scribe gave us what they considered an acceptable answer to the problem, it didn’t solve anything for our client’s integration which left us to figure out one on our own. Here is what I came up with: Read the rest of this entry »

Three cheers for Rollup 6! The newest package is available for download on the Microsoft Download Center website. If you want to review the KB Article first, click here.

You should all be aware though that Update Rollup 6 for Microsoft Dynamics CRM 2011 contains one update that you must enable or configure manually. To enable or to configure this hotfix on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in this KB Article.

NOTE: This particular Rollup CANNOT be uninstalled, so be sure to backup your databases before you execute the installation. It’s also always recommended to perform these kinds of installations during off hours.

How many Leads are generated from our marketing efforts? How many high priority cases are being escalated? The charting functionality in Microsoft Dynamics CRM 2011 will help you find the answers to these questions and many more. Let’s take a look at the possibilities.

Inline Charts

New to 2011, you can view a chart right inside a CRM view just by clicking the chevron here: Read the rest of this entry »

In this webinar, we’ll be discussing the concept of “entity relationships” inside of the Dynamics CRM 2011 environment. We’ll take a look at 1:N, N:1, and N:N relationships. We’ll go into detail about what they are, how they are beneficial, and how to use them inside of the CRM application.

ExactTarget is a marketing automation solution that works with CRM 2011 to boost your email marketing, social media marketing, and campaign management to mobile marketing and landing pages.  Learn how you can step up your marketing capabilities with ExactTarget and Microsoft Dynamics CRM 2011.

In this presentation, we will discuss what you should think about before deciding to implement Dynamics CRM Online 2011.  We will also provide a model of considerations after the decision has been made to implement Dynamics CRM Online 2011.

Creating personal Advanced Find views from within the Dynamics CRM application is a very helpful analytical tool. You can leverage preferred column headers and filter criteria, and you can access the views anytime you need to without having to recreate the criteria. Sharing is simple, allowing you to give other members of the CRM application access to the filter criteria that you’ve created. But static analysis of your CRM data can only be so beneficial – especially for those of us who rely on more visual analytics.

Now, it’s good to know that from within the 2011 version of Dynamics CRM, you have access to charting, which allows you to leverage a visual depiction of your CRM listviews. There are numerous out of the box charts that provide value, and you have the ability to create new charts if you wish to do so. There are some limitations, such as multi-series charts and scatter graphs, but the options available are very robust. Read the rest of this entry »

Excited as I am about the new dialog features available within the new 2011 version of Microsoft Dynamics CRM? If so, you’re going to love the newest features available with UR5 (aka Rollup 7 for those of you using the Online version), including the following:

• Smart Form experience at Runtime (insanely helpful for tailored call scripts)
• Enabling hyperlinks to CRM Records (NOTE: this is available in workflow, too), and
• More CRM Data types, such as Date, Date Time, & Lookup type attributes (HUGE!)

Check out the Microsoft CRM Team blog post for more detailed information on these new & robust features.

Still on the Dynamics CRM 4.0 version and want to kick it up to the Dynamics CRM 2011 version? Visit our DynamicsCare Dynamics CRM Upgrade landing page for more information on how the 2011 version can greatly improve your customer relationship management experience.

Field-Level Security in Microsoft Dynamics CRM 2011

Have you come across a requirement where you have to ensure  certain fields are visible to only certain users or team members and/or  updatable by certain users or team members?

It could have been a Privacy Requirement where the Contact Information for the customer data such as their home phone, address etc. should not be visible to anyone else except the employees who have signed some legal  document not to disclose it or use it for only for pre-determined reasons. It could have been a requirement where a Customer hot line should be visible to only the “Account/Sales Managers”. Read the rest of this entry »

Fetch XML has a few limitations still which will quickly surface as you start building reports. You need to be aware of these:

• You cannot specify left outer joins – e.g. The following is not supported: “Select all Accounts who do not have a related Completed Appointment record”
• You cannot specify group by/sum queries – e.g. The following is not supported: “Select Account Name, count(*), sum(est. value) from Account Group By Account Name” – You can only select the records in detail and then perform the aggregation in your report. But…
• Fetch XML queries return a maximum of 5000 records. Read the rest of this entry »