Topic: ‘Dynamics CRM’

Want to know more about Dynamics CRM 2011 on a technical level? Want to download and peruse the 2011 SDK? Want to view some tecnical articles specifically geared towards Dynamics CRM 2011?

Microsoft TechNet has a library with technical information that is very helpful for any technical consultant working with Dynamics CRM 2011. Click here to navigate to the Microsoft Dynamics CRM 2011 section of the TechNet library.

If you’ve used CRM before and been part of the administrative group that sets up and modifies users, you are fully aware that a security role is required for a user to log into the CRM system. However, I have seen an issue where a user, with a security role, cannot log in. Read the rest of this entry »

In the 2011 version of Dynamics CRM, you can! There’s a new feature in the newest version of Dynamics CRM that allows you to export records to Microsoft Excel, save the file, make modifications, and then reimport.

In the 4.0 version, you can import into CRM and update records as long as you have what’s called the record GUID as part of the spreadsheet. However, finding that and applying it properly to the spreadsheet is another story. The new CRM features incorporates this update through Excel functionality natively. This is a great way to update a lot of data by using the features provided through Excel that are not available to you through Dynamics CRM. It’s also a huge timesaver if you’re updating more than 250 records at a time.

Here’s a post on the Microsoft Dynamics CRM Team Blog that runs through the process and how to accomplish this.

Good news! Microsoft is extending two promotions right now that can get you a discounted rate on a brand new CRM implementation. If you are interested in CRM or looking to start a CRM implementation, now is a great time to sign up and get started! Read the rest of this entry »

Microsoft has just released Rollup 2 for it’s newest version of the Dynamics CRM application, Microsoft Dynamics CRM 2011. Click here to download it from the Download Center.

Want to read a little bit more about the update and what it provides? Click here to view the knowledgebase article.

In previous versions of Dynamics CRM, Marketing Lists were static, meaning you added members based upon certain criteria – and that was it. You could remove the members that were currently members of the list, but new members wouldn’t be added on a dynamic basis, even if they met the same criteria. This was also frustrating for those who wanted to view the criteria that had been used in the first place – there’s no way to check and see why these people ended up in the Marketing List to begin with.

Well fret no more – Dynamics CRM 2011 brings you the new and improved dynamic Marketing List. This beefed up Marketing List capability allows you to set your criteria as soon as you create the list – and that’s it. Members will be added and removed automatically by the system based upon whether or not they meet the criteria. And viewing the currently used criteria is just a matter of clicking “Manage Members” on the UI Ribbon.

This new dynamic Marketing List capability is a definite step up for the Marketing functionality inside of Dynamics CRM. It provides a low maintenance (almost maintenance free!) task for anyone managing a Marketing List inside of Microsoft Dynamics CRM 2011.

Interested in finding out more about Dynamics CRM 2011 and the benefits it can provide you and your company? Feel free to visit our website and fill out the Business Impact Assessment page.

Microsoft has announced the release of Update Rollup 17 for the 4.0 version of Microsoft Dynamics CRM. Please click here to view the post from the Microsoft Dynamics CRM Team Blog.

Want to view some more information on what’s included? Click here to view the support case. You can also click here to go straight to the Download Center and grab the files.

This simplifies things – the MSCRM Team Blog has released a Microsoft Dynamics CRM 2011 Online Check-List (compliments of the Microsoft Dynamics CRM Technical Support Team) that you can review prior to going live, allowing you to ensure that your settings in both Internet Explorer and Outlook are set up properly.

It includes information on settings in Outlook 2010, 2007, and 2003. It also includes information those settings required inside of your Internet Explorer browser.

On the final few pages, there are some very useful links to Dynamics CRM 2011 Online resources, such as eTraining and the MSCRM Community, as well as links to support websites, such as the CRM Knowledge Base.

Click here to review the post and download the Check-List.