By Kristen O'Connor in CRM 2011, Dynamics CRM, Marketing, Reports, Training on Thursday, March 8th, 2012
We don’t blame you! Marketing functionality within the newest version of Dynamics CRM, the 2011 version, is more robust than ever before. Whether you’re currently partnered with IBIS, thinking of switching, or thinking about implementing Dynamics CRM, getting up to speed on the possibilities available to you from a marketing standpoint is a valuable choice:
- Learn how to create Static and Dynamic Marketing Lists
- Learn how to create Campaigns & related Campaign Activities
- Learn how to distribute responsibilities to your sales representatives or teams Read the rest of this entry »
By Ann Cowgill in Dynamics CRM, Dynamics CRM Webinars, Webinars on Thursday, March 8th, 2012
Getting the right level of adoption from your Dynamics CRM users is always a challenge. Numerous user adoption tactics have been utilized throughout companies since the dawn of CRM, but what’s the best? The most cost-effective? The most efficient? This webinar will help you leverage user adoption best practices without wasting time, effort, or money going down the wrong path.
Title: Enhancing User Adoption for Microsoft Dynamics® CRM: Use it or Lose it
Speaker: David Humphreys, I.B.I.S. Director of CRM
By Chris Eggert in Business Intelligence CRM, CRM 2011, Dynamics CRM, Reports on Monday, February 27th, 2012
How To: Creating Custom Reports with Microsoft Dynamics CRM 2011 using BIDS Fetch XML Extension
The Microsoft Dynamics CRM 2011 architecture enables report developers to create and customize reports even more than before. Prior to this release, reporting was usually created by using the report wizard within the CRM application. It was not as customizable or flexible as the new version. Here are the steps to create a custom report with Microsoft Dynamics CRM 2011 via the Microsoft SQL Server Business Intelligence Development Studio (BIDS) Fetch Extension:
Requirements:
- Microsoft SQL Server 2008 or 2008 R2 Business Intelligence Development Studio (BIDS) installed
- Microsoft Dynamics CRM 2011 BIDS Fetch Extension installed
- Microsoft Dynamics CRM 2011 Online account Read the rest of this entry »
By Ann Cowgill in Dynamics AX, Dynamics CRM, Dynamics GP on Thursday, February 23rd, 2012
Packt Publishing is crowning February, Microsoft Dynamics Mayhem, and celebrating its range of Dynamics books/e-books with exciting discounts. This includes discounts on David Duncan and Chris Liley’s Microsoft Dynamics GP 2010 Reporting and Mark Polino’s Microsoft Dynamics GP 2010 Cookbook!
Learn more about these exciting deals by visiting Packt Publishing.
By Ann Cowgill in CRM 2011, Customization, Dynamics CRM, Dynamics CRM Webinars, Webinars on Wednesday, February 22nd, 2012
If you want your sales reps or telemarketers to answer questions to determine if an Opportunity is worth pursuing, then you will want to see this demo. I.B.I.S. has built a solution which takes each question’s answer and associates a point value to it. After the questionnaire is completed, the total score is calculated. Based upon the score, CRM will tell the user the recommendation to pursue or not pursue the Opportunity.
Title: Opportunity Qualification Checklist in Microsoft Dynamics® CRM 2011
Speaker: Mark Soerries, I.B.I.S. Principal Consultant
By Kristen O'Connor in Best Practices, Dynamics CRM, Rollup on Monday, February 20th, 2012
Are you still using the 4.0 version of Microsoft Dynamics CRM? We have good news for you – a new Update Rollup release! Rollup 21 is now available for download.
Want to go to the Download Center to access the downloadable files? Click here. These EXE files are downloaded based upon the bit version of your server (they are available for 64-bit server and 32-bit server versions). A Client download EXE file, based upon your version of MS Office, is also available for the 32-bit version of MS Office ONLY.
Want to go to the KB Article to read a bit more about the fixes included in the Rollup? Click here. The KB article goes in depth about included hotfixes available in the Rollup, as well as installation requirements and reminders. It also contains information about any fixes that need to be applied to the registry manually.
NOTE: A prompt to restart the server may or may not occur after installing Rollup 21. As a reminder, a restart of a Client machine is ALWAYS required after installing the Rollup file for MS Outlook.
Interested in upgrading to the newest and most robust version of Microsoft Dynamics CRM? Click here to contact us in order to learn more about the 2011 version of Dynamics CRM.
By Kristen O'Connor in Best Practices, CRM 2011, Dynamics CRM, Mobile Applications, Performance, Rollup on Monday, February 6th, 2012
Microsoft has recently announced that the next scheduled service update for Microsoft Dynamics CRM 2011 is going to be released in Q2 of this year. Codenamed “CRM Anywhere,” the release is going to concentrate on the following categories:
- Mobile Solutions – improvements to the Microsoft Dynamics CRM Mobile application
- Browser Flexibility – this will include Firefox, Chrome, and Safari!
- “Rapid View” Forms – a view-only form version for quick customer information access
- Social Media – Facebook/Twitter-ish functionality (i.e. “Like” or “Dislike” Activity Feed posts)
- Industry Templates – Life Annuity Insurance Sales, Non-Profit, Health Plan Sales, and Wealth Management templates are going to be available
- SQL Server 2012 – enhanced query performance, support for up to 25 cores, use of SQL Azure Data Sync, and more
- BI Insights with Power View – Product Sales Analysis & Sales Pipeline Analysis reports via “Power View,” also known as “Project Crescent”
- Certifications – Microsoft has achieved a variety of new certifications, such as ISO 17001, Sarbanes-Oxley, and Safe Harbor
- Portal Framework Enhancements – set up standards-based pages within your CRM instance (think Facebook, Yahoo, Google) that require sign-on authentication; Office 365 will be supported as well!
- Custom Workflow Activities – for CRM Online, Microsoft is now allowing custom .NET workflow activities! Read the rest of this entry »
By Jeremie Wride in Data, Dynamics CRM, Dynamics GP, Integration, Scribe Insight, SQL Server, SQL Statements on Friday, January 27th, 2012
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 »
By Kristen O'Connor in CRM 2011, Dynamics CRM, Rollup on Tuesday, January 24th, 2012
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.
By Kanika Bailey in CRM 2011, Dynamics CRM, Reports on Monday, January 16th, 2012
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 »
