CRM Watcher is the source for the latest Microsoft Dynamics CRM News and Downloads.
Jeffry (CWR Mobility) gives a preview of their new Mobile CRM solution:
CWR Mobile CRM 2.0 will implement the major new features of CRM 4.0 like e.g. multi-language, multi-currency, multi-tenancy and many-to-many relationships.
Here's a screenshot of the multi-language form editor:
Microsoft Dynamics CRM 4.0 (formerly known as "Titan") Build Numbers:
| Build Number | Released | Details |
| 4.0.7333.3 | 12/19/2007 | RTM |
| 4.0.7333.2 | December 2007 | RC2 (Internal) |
| 4.0.7309.0 | November 2007 | RC0 (Limited Release) |
| 4.0.7219.10 | August 2007 | Beta - CTP3 |
| 4.0.7044.22 | May 2007 | Beta - CTP2 |
| 4.0.6319.16 | October 2006 | Beta - CTP1 |
Source: Ascentium (Thanks Menno)
Here's a quick look at the latest Microsoft Dynamics CRM features.
Enhanced integration with Microsoft Office
Greater support for global business
Flexible hosting scenarios with multi-tenant installations
Improved availability, performance, and scalability
More on the Microsoft Dynamics CRM homepage
The new version of Microsoft Dynamics CRM, formerly code-named “Titan,” has been completed and released to manufacturing, Microsoft Corp. announced today. The new version is offered under two product names: Microsoft Dynamics CRM 4.0 for on-premise and partner-hosted deployments and Microsoft Dynamics CRM Live for Microsoft-hosted deployment. Designed with a single unified-code base for both on-premise and on-demand deployments, Microsoft Dynamics CRM enables customers to choose the right deployment model for their specific business and IT needs, with the flexibility to change deployment models over time if their needs or preferences change.
“Microsoft Dynamics CRM is making the power of choice a reality for businesses around the world,” said Brad Wilson, general manager of Microsoft Dynamics CRM at Microsoft. “This new release further enables us to deliver on Microsoft’s software plus services strategy and provide our CRM solutions with a great user experience and exceptional business value.”
The Microsoft Dynamics CRM 4.0 Implementation Guide consists of the following three documents:
Planning Guide: This guide gives you the information and tools that help you get your organization ready for Microsoft Dynamics CRM 4.0. It includes two main aspects of planning for a customer relationship management (CRM) system:
Technical: These topics focus on such areas as the supported topologies, system requirements, and technical considerations to address before you install.
Implementation methodology: These topics cover the business management, CRM requirements, and project management aspects that are needed when you deploy a CRM system. Additionally, there are several documents included that you can use as tools to plan the implementation of Microsoft Dynamics CRM 4.0. These tools are in the planningtools folder where the Microsoft Dynamics CRM 4.0 Implementation Guide is located.
Installing Guide: This guide provides the information that you need to install Microsoft Dynamics CRM 4.0, such as step-by-step instructions for running Setup, command-line installation instructions for silent installations, and guidance about how to remove Microsoft Dynamics CRM 4.0.
Operating and Maintaining Guide: This guide gives you information about how to back up, restore, and provide data recovery for Microsoft Dynamics CRM 4.0. Additionally, this guide provides troubleshooting steps for known issues.
The E-mail Router is an interface between the Microsoft Dynamics CRM system and one or more Exchange servers or POP3 servers for incoming e-mail, and one or more SMTP servers for outgoing e-mail. E-mail messages come into the Microsoft Dynamics CRM system through the E-mail Router.
The three main components that can be installed during E-mail Router Setup are as follows:
Microsoft Dynamics CRM E-mail Router Service
Microsoft Dynamics CRM E-mail Configuration Manager
Microsoft Dynamics CRM E-mail Rule Deployment Wizard
This download installs Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook, which integrates with Microsoft Dynamics CRM 4.0 (on-premise and hosted editions). Microsoft Dynamics CRM for Outlook enables access to the same data through Outlook as the Microsoft Dynamics CRM Web application.
Microsoft Dynamics CRM 4.0 for Outlook with Offline Access allows data to be taken offline.
Using the Microsoft Dynamics CRM 4.0 Data Migration Manager, you can convert and upload data from another customer relationship management (CRM) system to Microsoft Dynamics CRM 4.0.
The Data Migration Manager includes default data maps to convert source data from several common CRM systems to the data format expected by Microsoft Dynamics CRM 4.0. During the conversion and migration process, you can create any necessary custom entities or attributes to ensure that you do not lose legacy data during the migration process.
Microsoft Dynamics CRM 4.0 90-day trial versions for released languages.
Microsoft Dynamics CRM 4.0 is available as a 90-day trial version in each language in which Microsoft Dynamics CRM 4.0 is available. This page will be updated with new languages as they are released.
Each trial version can be converted to full use by applying a commercial license key in the License area of Microsoft Dynamics CRM Deployment Manager. Reinstallation is not required.
To use the 90-day trial, you must apply one of the convertible trial keys available here. To receive the trial software, download it from this page or reuse Microsoft Dynamics CRM 4.0 media by using one of the following trial keys:
Microsoft Dynamics CRM 4.0 Workgroup
Trial key (5 CAL limit):
V8QCJ-74RXV-FF27W-TY3V2-92MJY
Microsoft Dynamics CRM 4.0 Professional
Trial key (no CAL limit):
P6MYC-RPKCC-QWWCM-6MTJ3-RT3DY
Microsoft Dynamics CRM 4.0 Enterprise
Trial key (no CAL limit):
QCKXD-BDH8R-G74H8-RDYHX-R4K4T
This document covers the following Internet-Facing Deployment (IFD) scenarios for Microsoft Dynamics CRM 4.0.
• Install Microsoft Dynamics CRM 4.0 through the user interface (UI) setup
• Install Microsoft Dynamics CRM 4.0 with a configuration file
• Upgrade Microsoft Dynamics CRM 4.0 through the UI setup
• Upgrade Microsoft Dynamics CRM 4.0 with a configuration file
This document is intended to cover how to set up the Microsoft Dynamics CRM 4.0 Web site to make it available from the Internet. This document will not cover the steps that you must complete to make a server available from the Internet.
After months of development and testing we wanted our vertical template “Microsoft Dynamics CRM for construction companies” to get certified and last week the good news was there: Our software does meet the criteria for the “Microsoft Dynamics Test for ISV Solutions” program, so now we do have a certified product. Yes!
More info here ACI bv (Dutch)
A new firm established specifically to help seniors learn about and access Federal Housing Administration (FHA) reverse mortgages has chosen Microsoft Dynamics CRM to manage its nationwide customer base and support the company’s growth, Microsoft Corp. announced today.
Microsoft Dynamics CRM, with modules for sales, marketing and customer service, offers customer relationship management capabilities that enable companies to maintain a comprehensive view of their customer and prospect base from initial contact through the sale and subsequent communications. Stay In-Home Reverse Mortgage Inc., headquartered in Bellevue, Wash., will rely on Microsoft Dynamics CRM to provide an integrated view of customer and prospect data, sales reports and marketing information to reach qualified borrowers and help ensure high-quality leads.
SalesCentric Relationships Charts is the first application available for Titan to Partners.
Relationship Charts helps customers:
Accelerate sales through better qualified opportunities
Make CRM easy and let sales see where they have strong relationships with top people and, more importantly, where they‘re weak and how to improve.
Increase bottom line profit
Having the right relationships with decision makers means sales people discount less. A 1% increase in average selling prices can lead to a 30% increase in Net Profit, enough to pay for the whole CRM project!
Drive CRM user adoption and sales productivity
Let sales people easily connect contacts and accounts, drag and drop them within CRM to manage their relationships, and now they’ll use CRM!
Sharpen your focus
Marketing to existing customers has the highest ROI. When sales use Relationship Charts, marketing get more than just contact and product details - now they can move with the personalities and relationships their customers have.
Improve forecast accuracy
Properly qualified and easily visible sales relationships lead to more reliable sales forecasting and confidence.
Open Microsoft Dynamics CRM activities can't be closed all at once, so yo need to close them one by one...
There's now a free add-on that solves this 'problem' for you and it's available here.
Free license here (registration needed)
Cybersystems offers more nice add-ons for Microsoft Dynamics CRM (not for free) and you can find them here.
Mobile Edge for Microsoft Dynamics CRM is an easy and rapid way to get real-time access to information found on your Microsoft Dynamics CRM 3.0 Professional or Small Business editions on your RIM BlackBerry smartphones.
Mobile Edge for Microsoft Dynamics CRM gives you the option of hosted, on premise or mixed deployment to suit your company’s needs. It’s a cost-effective open standards application based on Web Services. Pre-built, it quickly connects and extends your mission-critical enterprise data housed in Microsoft Dynamics CRM to the BlackBerry, while offering users remarkable flexibility and ease of use.
Click here to download a demo version of Mobile Edge for Microsoft Dynamics CRM.
Phil Richardson and Barry Givens (both Senior Program Manager Leads) walk through Dynamics CRM Reporting with Rory.
Dynamics CRM takes full advantage of SQL Server Reporting Services (SRS) and takes it even farther by adding capabilities that even end-users can use. Barry and Phil walk through the end-user features but also show how you can take reports so much further by pulling them into Visual Studio Report Designer.
The Channel 9 Video is here
Install and run Internet Explorer for Windows 5, 6, or 7 on a Mac with the free, open source application ies4osx.
Getting ies4osx up and running takes a little effort on your part and an installation of 'Darwine', but the download site has detailed step-by-step instructions for getting it up and running.
Once installed, you can run Internet Explorer on a Mac and start Microsoft Dynamics CRM 3.0
Ies4osx is free and you can download it here
Here is a screencast showing the process for importing the Sample Data into CRM 4.0.
Screencast: Importing Sample data using the Data Migration Tool
Effective business management software (ERP and CRM) is key to timely and insightful business decisions. But your people won't use it if it is too complicated or too unfamiliar...
Microsoft Dynamics works like and with Microsoft software your people already use.
Watch the video's on this new part of the Dynamics site.
