Topic: ‘Dynamics CRM’

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 »

Are you still using the 4.0 version of Microsoft Dynamics CRM? Good news – a new Update Rollup release! Rollup 20 is now  available for download.

Want to go to the Download Center to access the downloadable files? Click here. These EXE files should be 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 is also available for the 32-bit version of MS Office ONLY. Read the rest of this entry »

The Microsoft SharePoint team plans to begin rolling out new features of the Dynamics CRM & SharePoint Online integration this November. Hopefully by the time December rolls around, all data centers will be able to leverage the new features being offered. Read the rest of this entry »

Get pumped – a new Rollup release for Dynamics CRM 2011! Rollup 5 is now available for download.

There are some exciting new features included in this newest Rollup for 2011: Read the rest of this entry »