Web Sales with the Microsoft Dynamics Marketplace- Case Studies

Tuesday, January 31, 2012 - 6:14 PM von http://blogs.msdn.com/b/crm/archive/2012/01/31/web-sales-with-the-microsoft-dynamics-marketplace.aspx
PowerObjects PowerObjects is a Microsoft partner with deep expertise in Microsoft Dynamics CRM. Although the company focuses on providing consulting and implementation services, its add-on solutions for Microsoft Dynamics CRM remain attractive to customers and partners alike. When Microsoft launched the Microsoft Dynamics Marketplace, PowerObjects was quick to recognize the opportunity. After making its add-ons available on the Microsoft Dynamics Marketplace, PowerObjects now receives around fo...

Fast, Efficient Growth for Project Management Solution - Case Studies

Tuesday, January 31, 2012 - 5:56 PM von http://blogs.msdn.com/b/crm/archive/2012/01/31/fast-efficient-growth-for-project-management-solution.aspx
itara When presented with the opportunity to feature CRM-Project, the fourth module for project management in Microsoft Dynamics CRM, in the Microsoft Dynamics Marketplace, itara acted immediately. The company built a consistent marketing strategy to ensure the optimal visibility and effectiveness of its solution listing. In that effort, customer reviews and ratings are key. CRM-Project also received Certified for Microsoft Dynamics status, which greatly helps in highlighting the soundness and e...

Activity Feeds Solution & Development Environment

Thursday, January 26, 2012 - 6:48 PM von http://blogs.msdn.com/b/crm/archive/2012/01/26/activity-feeds-solution-amp-development-environment.aspx
This article focuses on the engineering behind the Activity Feeds solution and explains how to use it safely in your Development environment where you plan to build and export your solutions. If you are new to the term Activity Feeds and would like to learn about it and install it, then follow this article Introduction to Activity Feeds solution. How is Activity Feeds Feature any different than regular CRM Feature? Traditionally features within CRM were always part of the core product, with no o...

“The Big Bet”

Wednesday, January 25, 2012 - 6:29 PM von http://blogs.msdn.com/b/crm/archive/2012/01/25/the-big-bet.aspx
Business applications, as I see them, are a critical component of business success. Throughout my 20+ years in the industry I've worked with countless customers of all sizes around the globe that would absolutely agree that their core business infrastructure is essential to their long-term viability. Yes, talented, dedicated people are critical. And, yes, great products and sound processes are crucial. Competitiveness, focus, and quality sure help, too! And so goes the list of basic ingredien...

CRM 2011 Chart Enhancements

Wednesday, January 25, 2012 - 12:27 AM von http://blogs.msdn.com/b/crm/archive/2012/01/24/crm-2011-chart-enhancements.aspx
With the advent of R7/Update Rollup 5 from CRM 2011.  The ability to modify charts within the CRM 2011 interface has grown.  However, if you want to take the user chart experience even further, there are still some modifications that you may want to make by exporting the chart out to an .xml file and modifying it in Visual Studio and reimporting it back into CRM.  Below are a few basic examples for various chart types with screenshot examples and the code snippets with the areas highlighted in y...

Tips and Tricks in Microsoft Dynamics CRM 2011 Dialogs-Part I

Tuesday, January 17, 2012 - 7:09 PM von http://blogs.msdn.com/b/crm/archive/2012/01/17/tips-and-tricks-in-microsoft-dynamics-crm-2011-dialogs-part-i.aspx
How to create Page-less Dialogs? In Microsoft Dynamics CRM 2011, we introduced the concept of UI Scripts (otherwise known as Dialogs) which are essentially workflows with the provision to accept inputs from the user. We call these as “Prompts and Responses”. I use the word provision lightly simply because it’s not really optional; rather it is mandatory to have at least one page with at least on Prompt and Response item in any given Dialog. If one didn’t then one would see the following error me...

eXtremeCRM 2012 Berlin

Thursday, January 12, 2012 - 6:07 PM von http://blogs.msdn.com/b/crm/archive/2012/01/12/extremecrm-2012-berlin.aspx
The Dynamics CRM team will again be participating at the eXtremeCRM conference held this year in Berlin from February 5th – 8th.  Sessions are being presented by the CRM R&D and Product Management teams and details can be found here. I will also be speaking at the event, and hope to see you there. eXtremeCRM offers session tracks for sales and marketing professionals, implementers, and developers and these tracks are designed exclusively for those in the Microsoft Dynamics CRM ecosystem. This ye...

"Thank You" to my Customers, Partners and Friends by Brad Wilson

Tuesday, January 10, 2012 - 7:17 PM von http://blogs.msdn.com/b/crm/archive/2012/01/10/quot-thank-you-quot-to-my-customers-partners-and-friends-by-brad-wilson.aspx
What a journey it's been over the past six years!  ... from the ground-breaking CRM 3.0 release, to full multi-tenancy with CRM 4.0, and the amazing user experience of CRM 2011... with the launch of CRM Online in 2008, a global roll-out in 2011, and six more Online service updates along the way ... and with great customers and great partners around the world fueling double-digit growth of the Dynamics CRM business for 29 consecutive quarters.  It's been so much fun to be a part of this business,...

Personalizing Reports for Microsoft Dynamics CRM Online

Tuesday, December 20, 2011 - 11:18 PM von http://blogs.msdn.com/b/crm/archive/2011/12/20/personalizing-reports-for-microsoft-dynamics-crm-online.aspx
Microsoft Dynamics CRM 2011 has excellent reporting capabilities. Customizers have the option to create SSRS reports using SQL or CRM’s querying language, FetchXML, in on premise deployments. Customizers must leverage FetchXML to create SSRS reports in online deployments for improved security and performance. ISVs should consider creating reports using FetchXML to reach the broadest audience. This blog will provide commons patterns that can be applied when writing reports using FetchXML or conve...

What’s new with Dialogs in Microsoft Dynamics CRM 2011 UR5

Thursday, December 15, 2011 - 8:37 PM von http://blogs.msdn.com/b/crm/archive/2011/12/15/what-s-new-with-dialogs-in-microsoft-dynamics-crm-2011-ur5.aspx
Introduction Dialogs are the synchronous/interactive processes in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online that collect and process information by using step-by-step scripts to direct users through a process. Dialogs have been enhanced in Microsoft Dynamics CRM Online R7 (Microsoft Dynamics CRM 2011 UR 5) to enable enhanced interaction with existing entities and records in the CRM system. The enhancements are covered in 3 parts below. Smart Form experience at Runtime In Mi...

Resource Center article: Go live with Microsoft Dynamics CRM Online

Wednesday, December 14, 2011 - 6:26 PM von http://blogs.msdn.com/b/crm/archive/2011/12/14/resource-center-article-go-live-with-microsoft-dynamics-crm-online.aspx
We have recently published the article Go live with Microsoft Dynamics CRM Online that aims at improving your experience with Microsoft Dynamics CRM Online. This article describes some common settings to optimize the performance of Microsoft Dynamics CRM Online, and also lists some resources that you could benefit from. It is intended for administrators and business users of Microsoft Dynamics CRM Online. Note: This article is based on the Go Live checklist document created by the Microsoft Dyna...

Resources for customer service

Wednesday, December 14, 2011 - 6:22 PM von http://blogs.msdn.com/b/crm/archive/2011/12/14/resources-for-customer-service.aspx
Customer service is an important part of any business. To keep your customers happy and to retain them, it is very important that you provide excellent services to your customers.  We’ve created an article that includes links to various resources that help you get started with managing cases, contracts, and services, and organizing and tracking activities in Microsoft Dynamics CRM. You can view the article here: Articles about customer service processes in Microsoft Dynamics CRM (On-premises) A...

Help get your Case Solved Faster using Diagnostics

Tuesday, December 13, 2011 - 9:15 PM von http://blogs.msdn.com/b/crm/archive/2011/12/13/help-get-your-case-solved-faster-using-diagnostics.aspx
Microsoft Support is using Diagnostics to help automate data collection and data analysis when troubleshooting support incidents.  Diagnostics allow our support teams to capture certain pieces of data about an environment to more efficiently resolve a customer case.  Diagnostics can do basic data collection to gather information about product version, system configurations and settings, as well as do a deeper analysis of this and other data collected to determine the root cause of an issue.     ...

Getting started guide for business users

Friday, December 09, 2011 - 11:11 PM von http://blogs.msdn.com/b/crm/archive/2011/12/09/getting-started-guide-for-business-users.aspx
We know that new users of Dynamics CRM often have a lot to contend with when they start trying to get their work done on a daily basis in the software. We think those first few days could be a bit easier to adjust to if more information is available about how to use the product. To that end, we’ve put together a getting started guide for business users. Have a look, and let us know if we’ve helped answer some of your questions: http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/gettingstarted_...

Introduction to the Activity Feeds Solution

Friday, December 09, 2011 - 11:07 PM von http://blogs.msdn.com/b/crm/archive/2011/12/09/introduction-to-the-activity-feeds-solution.aspx
With Activity Feeds in the marketplace for several weeks now, we’re learning more about what customers need in terms of documentation supporting the feature. We’ve seen lots of interest in information about how to determine whether Activity Feeds could be useful feature for a given customer, how to get it, set it up, and customize it. We’ve tried our best to assemble all that information in one place, and we’re always looking to hear more about the questions people have about Activity Feeds. Kee...

Video: introduction to Activity Feeds

Friday, December 09, 2011 - 10:59 PM von http://blogs.msdn.com/b/crm/archive/2011/12/09/video-introduction-to-activity-feeds.aspx
We’ve been hearing from customers who would like to know more about Activity Feeds, the new social-based communication tool offered in our fall release. People have told use they’d like to know more about everything from how to customize it down to just getting a basic sense of what we’re offering. We’re pleased to report that we have a video now that should give you a sense of what we have available, how to figure out whether it might be useful for your organization, and where you can get your ...

Getting started for Microsoft Dynamics CRM Online administrators

Friday, December 09, 2011 - 10:55 PM von http://blogs.msdn.com/b/crm/archive/2011/12/09/getting-started-for-microsoft-dynamics-crm-online-administrators.aspx
After you've purchased Microsoft Dynamics CRM, but before the business users in your organization start using it, there are some basic tasks that you, as the Microsoft Dynamics CRM administrator, should complete. They’re summarized for you in this article, which details the very basic things you need to complete to get started.  If you’ve purchased Microsoft Dynamics CRM On-Premises, see this article. Or, if you’ve purchased Microsoft Dynamics CRM Online, see this article.   Carola Klass

Amplify your selling power with Microsoft Dynamics CRM

Tuesday, December 06, 2011 - 6:45 PM von http://blogs.msdn.com/b/crm/archive/2011/12/06/amplify-your-selling-power-with-microsoft-dynamics-crm.aspx
A great salesperson is priceless. You deserve a tool where the art of selling meets the science of winning.  In this new video we focus on productivity from the perspective of the salesperson and what they need in a CRM application. Great salespeople… Understand the value of insight Know how to rally a team Appreciate flawless time management Are always on Exceed their goals // '); // ]]> Microsoft Dynamics CRM amplifies your selling power by helping you focus on the right Opportunities, clo...

Data…. The New Marketing Creative

Thursday, December 01, 2011 - 1:40 AM von http://blogs.msdn.com/b/crm/archive/2011/11/30/data-the-new-marketing-creative.aspx
Data. You've got a LOT of it. You use it every day for reporting and analysis to determine effective campaign management to your clients and prospects. But with 600 Tweets, 20,000 Bing searches, and 700 Facebook posts per second, marketers are no longer in control of their brands, thanks to the real-time web. But that doesn't mean you have to accept defeat and succumb to these new challenges. By bringing your data together across channels, it's possible (even easy!) to successfully embrace real-...

Create Sample Data for your Solution

Thursday, December 01, 2011 - 1:32 AM von http://blogs.msdn.com/b/crm/archive/2011/11/30/create-sample-data-for-your-solution.aspx
In This Post: Problem statement How to create and export CRM Data How to create DataMap and save it How to import sample data using SDK APIs Conclusion Further reading Problem statement You have created a solution using the Microsoft Dynamics CRM 2011 Solutions framework and you want people to download it and try it. But without some sample data it may be difficult for people to understand how it is supposed to work. This blog describes a way to create a script to install sample data for any...