Flash Demo: Microsoft Dynamics CRM Government
Flash Demo of Microsoft Dynamics CRM Government.
Friday, November 30, 2007
Tuesday, November 27, 2007
Integration Microsoft CRM / Google Maps Blog
Wolter Kreun, a developer for WordConnect, a supplier for office integration solutions for Microsoft Dynamics CRM has started his own blog about his project to fully integrate Google Maps into Microsoft Dynamics CRM.
Wolter expects that the free download will be available at the end of this week.
Sunday, November 25, 2007
Microsoft Dynamics CRM running on Firefox...
As part of writing Chapter 1 for his new book, Mike Snyder did some research on using Microsoft CRM with a non-Internet Explorer web browser. He found out, that it's possible to run Microsoft CRM with Firefox!
The key is that you need to install a Firefox extension named IE Tab.
Phone Call activities in Outlook in CRM 4.0
One of the biggest complaints around activities in Microsoft Dynamics CRM 3.0 are that only Appointments, Tasks and Service Activities sync with Outlook Appointment or Tasks.
Since there was no equivilent activity in Outlook, CRM couldn't push the other activities into Outlook. That's all changed in Microsoft Dynamics CRM 4.0. The CRM developers finally decided to forget about waiting for Outlook to comply with CRM and decided to push things into Outlook activities.
So Phone Call activities will sync to Outlook Tasks in Microsoft Dynamics CRM 4.0!
Source: Dynamic MSCRM
Update: Screenprints are here
Saturday, November 24, 2007
First Dynamics CRM v4.0 Training Courses (UK)?
Microsoft Dynamics CRM 4.0 Installation & deployment
This course teaches students how to install and deploy Microsoft Dynamics CRM 4.0. The course explores the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft Dynamics CRM, and the installation instructions for the three primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the E-Mail Router, and Microsoft Dynamics CRM for Office Outlook. In addition, students learn how to install and refresh sample data, redeploy an existing Microsoft Dynamics CRM installation to a new deployment, upgrade Microsoft Dynamics CRM v3.0 to 4.0, and uninstall and repair Microsoft Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0 Configuration & Customisation
This course teaches students how to configure Microsoft Dynamics CRM organisational settings, organisational structure, users, teams, security, multilingual user interface, and currency exchange rates to meet your business requirements. Students are also shown how to customise Microsoft Dynamics CRM user interface components and databases components such as entities, attributes, relationships, and mappings using the application’s built-in customisation tools.
The Wait for Visual Studio 2008 is Over!
With more than 250 new features,Visual Studio 2008 includes significant enhancements in every edition, including Visual Studio Express and Visual Studio Team System. Developers of all levels – from hobbyists to enterprise development teams – now have a consistent, secure and reliable solution for developing applications for the latest platforms: the Web, Windows Vista, Windows Server 2008, the 2007 Office system, and beyond.
Update WordMailMerge for Microsoft CRM 3.0
The new version 2.64 of WordMailMerge for MS CRM 3.0 has some great new features in it.
Here is a list of new features:
Improved SharePoint Integration: The possibility to configure a CRM attribute for the SharePoint folder name (e.g. "Fullname" of a contact). This offers the possibility to navigate to a folder without using CRM. Another new functionality of this improvement is that you can define subfolders for your templates. This gives you the possibility to save all your quotes in a subfolder of the account.
FileExplorer Integration: All functionalities you now have via the SharePoint Integration are now also available for the FileExplorer Integration. This means you can define specific folders in which WordMailMerge will store the created documents and in Microsoft Dynamics CRM you have the possibility to see the files in the account, contact,.., custom entity form.
Because we integrate the FileExplorer with your Microsoft CRM you are able to organize and save your important documents and get direct access to them inside your Microsoft CRM. You are now able to Drag&Drop files directly to a contact, account,.. We support all customizable entities.
The FileExplorer & Sharepoint Integration works for all files: This integration not only works for documents generated with WordMailMerge. You can Drag&Drop any file to a customizable entity ( Account,Contact,.., custom entity).
Improved Email creation: Improved GUI and the usability of sending Emails via WordMailMerge.(usability of "Integrated Windows Authentication" for sending Emails, save email account informations,..).
Saturday, November 17, 2007
Microsoft Dynamics CRM 4.0 RC0 VPC
On November 17th you can download it here and it will even contain some sample data!
The VPC Contains:
- Microsoft Dynamics CRM 4.0 (RC0)
- Microsoft Dynamics CRM Desktop Client
- Microsoft Dynamics CRM SDK (C:\CRM Tools\SDK)
- Microsoft Windows Server 2003 R2 Enterprise Edition (SP2)
- Microsoft SQL Server 2005
- Internet Explorer 7
- Microsoft Office Professional 2007
- Microsoft Office SharePoint Server 2007
- Microsoft Visual Studio 2005
- POP3 E-Mail Services (No Exchange)
- Source: MSCRM Freak
Integrating CRM 4.0 Contacts with Facebook
CRM stores information about your contacts. Facebook also stores information about contacts. By merging the two entities together you can view Facebook profiles from within a CRM entity page! When we are done, our contact entity page will be able to do the following:
There are 2 main tasks here. The first is customizing CRM so that the contact entity can display a Facebook profile. The second is to write a web page that will redirect requests to the proper Facebook page.
I. Customize CRM
Step 1: Add an attribute to the contact entity that will store the Facebook User Id as a string. By storing this attribute in CRM, load times of Facebook profiles are greatly increased.
1. Navigate to Settings -> Customization -> Customize Entities.
2. Open up the contact entity.
3. Click “Attributes” and then click New
4. Fill out the DisplayName and the Name and select a type of nvarchar. All the defaults are fine. Click “Save and Close”.
SDK Support for Duplicate Detection in Titan Part II & III
Once the Microsoft Dynamics CRM system has been configured with the required duplicate detection settings and the duplicate detection rules, we can start detecting duplicates. Let us go through a sequence of steps to see how run-time duplicate detection can be made to work.
1. Using run-time duplicate detection.
So, we are all set for our run-time duplicate detection. Now, we need to detect duplicates during create/update of records in Microsoft Dynamics CRM.
Titan introduces a notion of Optional Parameters that can be used to pass optional information to each of the SDK Methods. The run-time duplicate detection feature also makes use of an optional parameter. Let us see how.
Saturday, November 10, 2007
New CRM Blog by Cornel Croitoriu
Cornel Croitoriu has started a new interesting CRM blog.
You can find everything about "Unsupported Stuff, JavaScripts Examples and more" on his blog
You can find everything about "Unsupported Stuff, JavaScripts Examples and more" on his blog
c360 Core Productivity Pack for Microsoft Dynamics CRM 4.0
c360 Productivity Packs combine multiple products into a single offering. The concept behind our Productivity Packs is simple; as the core Microsoft Dynamics CRM product improves and adds features; c360 will continue to improve our Productivity Packs by adding new products and capabilities.
Productivity Pack customers who have current maintenance agreements will receive the new Productivity Pack products and features at no additional cost.
c360 is excited to provide you with their roadmap and specifically the improvements we are making to our Core Productivity Pack for CRM 4.0.
Read more
Productivity Pack customers who have current maintenance agreements will receive the new Productivity Pack products and features at no additional cost.
c360 is excited to provide you with their roadmap and specifically the improvements we are making to our Core Productivity Pack for CRM 4.0.
Read more
E-mail preview pane for Microsoft Dynamics CRM 3.0
A really nice e-mail preview facility, that appears in all relevant entities. A new link on the left in "my workplace" or any entity links to a history of relevant e-mails, with a preview pane below. Furthermore, attachments are indicated in the preview pane, and you can open them from there with just one click!
Nice CRM 4.0 Plugin Example: "Logger"
A plugin example by Jonas Deibe: a simple logger. He has created a new entity called "logger" with some basic field attributes. He has also associated N-1 to systemusers table for keeping track of data been "logged" by the current user. The logic to fill this entity/table is inside the plugin assembly and he has attached the Visual Studio project to play around with.
SDK Support for Duplicate Detection in Titan
Titan is bringing a cool new feature to deal with all the duplicate, unwanted data in your system. Thanks to this much awaited feature, you can now setup duplicate detection rules, and you can use the online duplicate detection for stopping those ever so painful, potentially duplicate records from entering into the system.
And if that’s not enough, you can also run the powerful system wide duplicate detection for keeping the system cleaner and garbage-free, more than it ever was! What more can one ask for?
But this is not the only thing duplicate detection has to offer. Underneath a strong Out-Of-Box (OOB) support for duplicate detection, lies an extremely powerful SDK support. In other words, not only can you do all what is there OOB but can make use of this comprehensive SDK to build features requiring duplicate detection capability.
Read more (Intro) / (Part 1)
And if that’s not enough, you can also run the powerful system wide duplicate detection for keeping the system cleaner and garbage-free, more than it ever was! What more can one ask for?
But this is not the only thing duplicate detection has to offer. Underneath a strong Out-Of-Box (OOB) support for duplicate detection, lies an extremely powerful SDK support. In other words, not only can you do all what is there OOB but can make use of this comprehensive SDK to build features requiring duplicate detection capability.
Read more (Intro) / (Part 1)
Microsoft Dynamics CRM 4.0 Client Setup screenshots
Below some screenshots of the installation procedure of Microsoft Dynamics CRM 4.0 (CTP3):
Screen 1: Specify the intranet and external web address
Screen 2: Help Microsoft to improve the customer experience
Screen 3: Verification of the system requirements
Screen 4: The configuration will be applied
Screen 5: The configuration is complete
Screen 6: Different from version 3.0, further configuration continues in Outlook:
Screen 1: Specify the intranet and external web address
Screen 2: Help Microsoft to improve the customer experience Screen 3: Verification of the system requirements Screen 4: The configuration will be applied Screen 5: The configuration is completeScreen 6: Different from version 3.0, further configuration continues in Outlook:By clicking the 'Configure CRM Office Client' button the installation and configuration will be completed.
Update: Below are also the client configuration screenshots
After this screen, the screens 2, 3, 4 and 5 appear again as shown in the installation procedure.
Wednesday, November 07, 2007
What’s New in Microsoft Dynamics CRM 4.0
Learn about the exciting product changes coming for Microsoft Dynamics CRM 4.0. Training materials are available at no charge to help you discover the changes between Microsoft Dynamics CRM 3.0 and Microsoft Dynamics CRM 4.0.
This What's New course provides an overview of the most significant new features for people already familiar with Microsoft Dynamics CRM 3.0.
Partners Click here to download the What’s New in Microsoft Dynamics CRM 4.0 training manual.
Customers Click here to download the What’s New in Microsoft Dynamics CRM 4.0 training manual (If you are unable to access this link, please try again later).
You are encouraged to use the training material for your own learning and to conduct training and events for your customers before the release of the in-depth Microsoft Dynamics CRM 4.0 training material titles.
This What's New course provides an overview of the most significant new features for people already familiar with Microsoft Dynamics CRM 3.0.
Partners Click here to download the What’s New in Microsoft Dynamics CRM 4.0 training manual.
Customers Click here to download the What’s New in Microsoft Dynamics CRM 4.0 training manual (If you are unable to access this link, please try again later).
You are encouraged to use the training material for your own learning and to conduct training and events for your customers before the release of the in-depth Microsoft Dynamics CRM 4.0 training material titles.
Saturday, November 03, 2007
Microsoft Dynamics CRM VPC - August 2007 Edition August fix
There are two possible solutions to fix the VPC.
The first solution is to remove the host header on the Microsoft CRM website and change port 80 to 5555 within IIS. After this open regedit and do a find and replace in the registry on http://crm and replace it with http://ds-srv-01:5555. Go to start/run and type in IISRESET. After that you should access Microsoft Dynamics crm via http://ds-srv-01:5555.
The second solution is explained here: http://support.microsoft.com/kb/896861
The description of this KB is: "When you use the fully qualified domain name (FQDN) or a custom host header to browse a local Web site that is hosted on a computer that is running Microsoft Internet Information Services (IIS) 5.1 or IIS 6, you may receive an error message that resembles the following: HTTP 401.1 - Unauthorized: Logon Failed"This issue occurs when the Web site uses Integrated Authentication and has a name that is mapped to the local loopback address.
After applying either one the fixes make sure you save the changes to the image.
Read more
The first solution is to remove the host header on the Microsoft CRM website and change port 80 to 5555 within IIS. After this open regedit and do a find and replace in the registry on http://crm and replace it with http://ds-srv-01:5555. Go to start/run and type in IISRESET. After that you should access Microsoft Dynamics crm via http://ds-srv-01:5555.
The second solution is explained here: http://support.microsoft.com/kb/896861
The description of this KB is: "When you use the fully qualified domain name (FQDN) or a custom host header to browse a local Web site that is hosted on a computer that is running Microsoft Internet Information Services (IIS) 5.1 or IIS 6, you may receive an error message that resembles the following: HTTP 401.1 - Unauthorized: Logon Failed"This issue occurs when the Web site uses Integrated Authentication and has a name that is mapped to the local loopback address.
After applying either one the fixes make sure you save the changes to the image.
Read more
