Topic: ‘Dynamics CRM’

I recently had a request from a client who wanted to see, in Advanced Find, all waiting workflow System Jobs that were associated to a specific subset of Lead record that had a related Phone Call Activity in a Closed state AND had a certain field not filled out. The client wants to cancel the workflow jobs in bulk that are waiting in association with already Closed Phone Calls. Read the rest of this entry »

Discover the benefits of workflow development and learn how to utilizd the wizards and additional features of CRM 2011 workflows.

For simple exports to Microsoft Excel, you can use the Advanced Find functionality to find the records, and then export. But keep in mind that you can only get one data set per Excel file. What about when the requirement is to export data from CRM to a multiple-tabbed Excel file where each tab is a different data set? Read the rest of this entry »

Just saw a great deal come through. If you are not currenlty running Microsoft Dynamics CRM, then now is the time to try it. Microsoft is offering cash towards your Dynamics CRM Online implementation. Click here for more information.

Get a look at best practices in Lead management and learn some of the new time-saving features around CRM 2011 Leads.

Title: Lead Management in Microsoft Dynamics® CRM 2011

Speaker: Kanika Bailey, I.B.I.S. Consultant

This blog will focus on the new version of the Dynamics CRM 2011 Outlook Client. We’ll dive into three new features that will simplify and greatly enhance your Dynamics CRM experience:

• Applying conditional formatting from within Outlook Client listviews
• Sending CRM templates, articles and sales literature from within your Outlook application
• Using Outlook to set up categories, follow-ups, and reminders on CRM records Read the rest of this entry »

How many times do you get a request for a customized user experience where the client does not want all users in the organization to be able to view or edit all the information available on a form?

The request comes in with many forms such as a financial form where sensitive financial information should be visible to only selected roles; or contractual information with certain information for only certain roles such as contract administrators; or it could be a legal requirement where personal information should not be visible to anyone else except few roles. 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 19 is now available for download. Click here to review the blog post from the Microsoft Dynamics CRM Team Blog.

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 »

Using the Advanced Find function in Microsoft Dynamics CRM 2011 is a great way to extract data you want to see from the rest of your data in your CRM Database. It uses a query you define to filter the data and provide the data set results. Also, it can be used to prepare data to export to Microsoft Excel for reporting functionality. In Microsoft CRM 2011 Advanced Find feature has been given a much more prominent place in the top ribbon view as well as and there have been some additional improvements, such as, personal default views, inline filters, and Fetch XML export. This article identifies the basic Advanced Find functionality. Read the rest of this entry »

They’re finally available! The User’s Guide and Administrator’s Guide for Microsoft Dynamics CRM 2011 are now available for download:

• The Dynamics CRM 2011 User’s Guide, now “only” 645 pages compared to the CRM 4.0 User Guide content count of 493 pages, runs through all of the CRM 2011 functionality available for both the CRM Online and On-Premise versions. The User Guide is immensely helpful, covering a full range of topics from basic Lead, Contact, and Account Management to Workflow and Reporting. The Outlook Client is also covered, providing some great insight into the new features of the 2011 Client.
• The Dynamics CRM 2011 Administrator’s Guide is a handy document to have when functioning as the Administrator of any Dynamics CRM application. The document, around 137 pages, covers everything you need to know when implementing your CRM system, including Business Units, email settings, Security Roles, Products & Price List, Auditing, and System Jobs. This document is a must have for any system administrator.

Happy reading