Users First: the greatest “Duh!” moment in CRM history - Story From: CRMOutsiders
At last week’s SugarCon conference in San Francisco, SugarCRM’s executives outlined a three-item set of ideals that their business would be built around. Two of them had to do with the idea of “openness” – an open ecosystem and an open cloud strategy. Those two items capitalize on the cultural and technical underpinnings of the … Continue reading »
Categories: CRM, SugarCRM Tags: CRM, CRM Software, SugarCRM
Using Connections for Team Selling - Story From: Microsoft Dynamics CRM Team Blog
With so many great capabilities delivered in CRM 2011, as a customer, it can be challenging to know what capabilities can be best combined to address the user’s needs. I came across one such situation last week when discussing a feature suggestion that came through our Connect feedback site.
Scenario
Here’s the high level scenario: There are often situations where two or more sales reps need to collaborate on an opportunity, sometimes referred to as the pursuit team. To accomplish this, there are a few challenges to work through:
1) How do I denote who are the salespeople working on the opportunity?
2) How can I make it easy for them to view the opportunities that they are working on?
There are several possible approaches that you might take here depending on what makes the most sense for your organization.
One simple way would be to add fields to the opportunity form to identify team members that are working on the opportunity. For example, in addition to Owner, you might have fields for “Sales Lead” and “Industry Lead” and so forth. If your requirements are static, this works. However, it’s not very flexible if the number of people that you might have working a deal varies from opportunity to opportunity.
Using Connections
Here’s where the strength of the Connections capability that was introduced in CRM 2011 comes into play. Connections allow you relate records together of all types – in a way it’s like an “any to any” relationship, with an added ability to annotate the relationship with the meaning of the relationship, or other notes. For example, you can use it to identify a contact as your “Colleague” or express the roles of the various contacts that are associated to an opportunity such as “Influencer” or “Decision Maker”.
Let’s take a look at how to address each of our questions using Connections:
Identifying the Sales Team
For our scenario, the simplest thing to do is to add Connections for each sales rep that will be working on the deal.
From the opportunity, click the Connect button
Fill in the desired user for the “Name” field:
That’s all that’s required. Save and Close.
These will appear in the Connections area for the opportunity:
Note: You may want to customize the Opportunity form to add Connections as a sub-grid, to make viewing this data inline easier.
You may even want to go a step further and define Connection Roles to express what role each sales person is playing with respect to the Pursuit Team: “Sales Lead”, “Industry Lead”, and so forth.
From Settings -> Administration -> Connection Roles, you can add new Connection Roles:
Back on the Opportunity, here are the roles used for the Connections to further clarify the meaning of the relationship to the users identified in the Connections:
Creating a Public View for My Opportunities
Now that you’ve denoted the sales reps that will be working on this opportunity and ensured that they have appropriate access, the next step is to ensure that there is a Public view that includes these opportunities.
Here’s where I ran into a bit of a snag. I had intended to just modify the “My Open Opportunities” Public View to add an OR clause such that it would show effectively “Owner Equals Current User OR Connected to Current User”. Of course, the problem is that the filter criteria doesn’t allow creating OR expressions across entities, so I couldn’t add the clauses to include Connections.
That’s ok though. What it means is that in this model, we’ll drive the view fully off Connections only, not Owner. Taking this approach does require that each sales person will need to be identified with a Connection, including the Owner of the opportunity, so you will want to automate this with a simple workflow or plug-in that creates a Connection for the Owner automatically.
Let’s start with the View creation first.
Creating the Public View
So, here’s what I did to create the view to enable the user to see opportunities that they are working on.
1. As the system customizer, go to Settings -> Customizations -> Customize the System, select the Opportunity entity.
2. I opened the “My Open Opportunities” Public view and chose Save As to create a copy of the view
3. I then modified the filter criteria as follows:
a. Removed the “Owner Equals Current User” clause, but kept the Opportunity Status Equals Open.
b. Added the following clauses to locate the Active Connections to the Current User:
Note: In this case the “From” side of the Connection represents the Opportunity, and the “To” side represents the User, hence the usage of “Connected To” Equals Current User. You may have noticed that this is very similar to the “My Connections” view that we provide out of box.
4. Be sure to mark this new Public view as the Default view by choosing “Set Default” from the More Actions menu for the list of views. This way, users will see the desired records by default.
Creating the Workflow to Automate the Owner Connection
As I mentioned above, to help your users adopt this model, a little workflow automation is called for. What we’re going to do is create a Connection automatically for the Opportunity Owner. Here’s the basic idea.
1. From Settings –> Processes, Create a Process of type Workflow for the Opportunity entity.
2. Set the scope as Organization and Start when the record is created or the record is assigned.
3. Add a Create Record step to create the Connection and set the fields as follows:
a. “Name” as the Opportunity Owner
b. “Connected From” as the Opportunity
c. “Owner” as the Opportunity Owner
4. Save and activate the workflow.
With this complete, individual owners won’t have to do any additional to work with their opportunities. If others are involved in the opportunity, they can list the additional users using Connections, optionally adding a Connection Role to clarify their role with respect to the opportunity.
Summary
The Connections capability, used in this context, gives you a flexible way of forming the pursuit team and to expand the membership when it is required (e.g. perhaps adding other SMEs at a particular stage in the process). Of course, once you head down this path, there are a number of other enhancements that you may want to make to facilitate ease of use. For example, you may want to have a workflow that creates placeholder connections for the various pursuit team roles to be filled in once it is appropriate to do so. You may also discover this pattern works well for other situations whereby you have multiple individuals collaborating on records in CRM.
p.s. If there are other creative ways that you use the Connections capability, we’d love to hear about it!
As an aside: The security modeling implications for how you grant access to the salespeople working on the opportunity (e.g. usage of CRM Teams, sharing, etc.) are something you should consider carefully to determine what will work best for your organizational needs. This topic is beyond the scope of this blog post.
This posting is provided "AS IS" with no warranties, and confers no rights.
Categories: CRM, Microsoft Dynamics Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
Help yourself to fixing CRM Outlook Client configuration issues - Story From: Microsoft Dynamics CRM Team Blog
We’ve released a troubleshooting wizard to help you help yourself resolve errors configuring the Dynamics CRM Outlook Client. Give it a whirl:
http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/outlook-troubleshooting.aspx
Why did we create this wizard?
There are several reasons that you might receive an error attempting to configure the CRM Outlook Client. The most likely solutions can be different depending on the error and other factors such as whether you’re using Dynamics CRM Online or On Premise. Instead of having to search KB’s and possibly find articles that do not apply to your scenario, the wizard can help guide your to the most likely solution based on your symptoms.
The wizard was created by CRM Outlook Client subject matter experts. We can continually improve this wizard as we identify additional solutions so please provide feedback.
Categories: CRM, Microsoft Dynamics Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
Huge Reactions to the Spring 2012 Release - Story From: The Official Infusionsoft Blog
It’s not everyday that a software update from a cool software company drops the jaws of analysts, instills riot-like demand to receive the update and truly underscores the purpose of that company. The Spring 2012 Release is that moment for Infusionsoft as it redefines the way people use our sales and marketing software and talk [...]
Categories: CRM, Customers, Email Marketing, Infusionsoft Tags: CRM, CRM Software, Infusionsoft
Big E-Commerce Enhancements - Story From: The Official Infusionsoft Blog
Infusionsoft continues to build upon the e-commerce platform for the Spring 2012 Release by adding new, beautifully themed shopping cart templates. Users now have the ability to use three new shopping cart themes and customize them to their needs. For e-commerce, we went after one major benefit statement in the Spring 2012 Release: “I want [...]
Categories: CRM, E-Commerce, Infusionsoft, small business Tags: CRM, CRM Software, Infusionsoft
Our New Lead Scoring is Hot, Hot, Hot! - Story From: The Official Infusionsoft Blog
Throughout the past year, the Product Management team interviewed hundreds of customers and a compelling story began to emerge of a need for efficiency. We heard it expressed differently by customers, but the theme was consistent to implement the new ability to perform Lead Scoring. “I don’t know who I should talk to” “I want to [...]
Categories: CRM, Infusionsoft Tags: CRM, CRM Software, Infusionsoft
Tell us what you think! Invite for CRM user research participants - Story From: Microsoft Dynamics CRM Team Blog
The Microsoft Dynamics CRM User Research group is looking for people who would be interested in providing us with information about your experiences with Dynamics CRM, including the Resource Center. We are looking for people who are (1) CRM Developers and/or Microsoft Partners OR (2) users of CRM Dynamics. We would like to interview you in person (if located in Seattle area) or by phone. The interview will take about 2 hours of your time. We know how important your time is and appreciate it. We will reimburse you with a Microsoft software gratuity (you can choose a Microsoft Application from a list of MS Applications).
If you are interested or have any other questions, please contact mlalomia@microsoft.com or carolak@microsoft.com.
Regards,
Microsoft Dynamics CRM, Project Manager
Carola Klass
Categories: CRM, Microsoft Dynamics Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
4 New Lead Generation Features - Story From: The Official Infusionsoft Blog
The Spring 2012 Release has been historic in many ways for Infusionsoft. It debuted our new look and delivered the benefits that will enable small businesses to operate and grow at a whole new level. In this release, we have powerfully integrated new lead generation features that will allow our users to capture leads in [...]
Categories: CRM, Infusionsoft, lead generation, small business Tags: CRM, CRM Software, Infusionsoft
Deskera for Android – Screenshots - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more!
You may have read about the release of Deskera Mobile Apps in an earlier post. Well, here we are with the screenshots of the apps on Android. Please click on the thumbnails below to view larger images. Deskera CRM for Android: Deskera Project Management for Android: Deskera eLeave for Android: You may view [...]
Categories: CRM, Deskera, Project Management Tags: CRM, Deskera, iDeskera CRM
Deskera for iOS – Screenshots - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more!
You may have read about the release of Deskera Mobile Apps in an earlier post. Well, here we are with the screenshots of the apps on iOS. Please click on the thumbnails below to view larger images. iDeskera CRMS (Deskera CRM for iOS): iDeskera PM (Deskera PM for iOS): iDeskera Portal (Deskera Portal for iOS): [...]
Categories: CRM, Deskera, Project Management Tags: CRM, Deskera, iDeskera CRM
The Microsoft Dynamics CRM Swiss Army Knife - Story From: Microsoft Dynamics CRM Team Blog
For this month’s column, I would like to stay away from a technical subject and discuss the most important fact regarding Microsoft Dynamics CRM Users who I had the opportunity to meet at Microsoft Convergence 2012.
This year was the first time I had the opportunity to participate at Microsoft Convergence and I felt that it was the perfect time for me to meet the Microsoft Dynamics CRM Users that participate on this community and maybe answer some questions in person.
The most shocking and important fact regarding most of the Microsoft Dynamics CRM users I met at Microsoft Converge was the fact that they had no idea regarding all the FREE help that is out there to ensure that their experience regarding Microsoft Dynamics CRM is outstanding.
Since I learned that most users did not know where to go when they needed help (not just technical support), I decided to dedicate my next column to all the Microsoft Dynamics CRM Users out there and detail all the different options in one single post. All the tools in one column, the Microsoft Dynamics CRM Swiss Army Knife!
If you look at the bottom left corner of your Microsoft Dynamics CRM Web Client, you will notice a section called “Resource Center”. This section is phenomenal and gives you access to all the information you need.
Access is granted to the Microsoft Dynamics CRM Community, the Dynamics Marketplace, instructional videos, CustomerSource, Microsoft Connect, the Microsoft Knowledge Base, Technical Support and many other features.
Microsoft Dynamics Community – http://community.dynamics.com/product/crm/default.aspx
In case you are not connected to your Microsoft Dynamics CRM Organization but still need access to Microsoft Dynamics Resources, the Microsoft Dynamics Community is the main location for all your Microsoft Dynamics CRM needs. From here, you can access “CustomerSource”, the Marketplace, Blogs, Videos and the most important feature of all, “Ask the Community”. Let me give you some details regarding each of these features:
1. CustomerSource - https://mbs.microsoft.com/customersource: CustomerSource is a secure site that allows you to access job-tailored productivity tools including unlimited training courses and self-support resources like the knowledge base. Just as important, it provides access to downloads and updates such as timely tax and regulatory releases that may be necessary to help your organization remain compliant.
This site is Easy to navigate using the Left Navigation Pane where all these great resources are available in one place:
2. Microsoft Connect - http://connect.microsoft.com/ : Microsoft Connect is a place for you to submit bugs and suggestions for Microsoft products which will be considered for addressing in a future release.
Some of the things you can do in this web site are:
• Participate in feedback programs managed by Microsoft Dynamics CRM Product Team
• Download and test beta products
• Submit bugs and suggestions for future releases of Microsoft Dynamics CRM
• Vote, comment, and validate other people’s feedback
Many great features of Microsoft Dynamics CRM 2011 are the direct result of feedback provided by users just like you. Even some features of the Microsoft Dynamics CRM Community are the result of feedback from Microsoft Dynamics Community users.
3. The Microsoft Dynamics Marketplace - http://dynamics.pinpoint.microsoft.com : The Microsoft Dynamics Marketplace helps you discover innovative applications and professional services from Microsoft partners worldwide. Find expert help, download applications and tailor Microsoft Dynamics to improve productivity and build your business.
There are hundreds of Applications and Services offered at the Marketplace for FREE.
The Marketplace can be access via Microsoft Dynamics CRM (Settings -> Dynamics Marketplace) or by going to the Microsoft Dynamics Marketplace website.
4. Blogs - https://community.dynamics.com/product/crm/b/default.aspx : The Blogs section within the Microsoft Dynamics CRM Community contains blog entries coming from 85 different Microsoft Dynamics CRM Blogs around the web. These blogs have been recommended by other community users and include entries posted by the best Microsoft Dynamics CRM Professionals in the world.
Instead of searching or reading dozens of blogs out on the web, go to the Microsoft Dynamics CRM Community and browse all of them at once!
5. Videos - http://community.dynamics.com/product/crm/crmnontechnical/b/crmvideos/default.aspx : The videos available in this section are posted by the Microsoft Dynamics CRM team as well as Microsoft Dynamics CRM Partners worldwide.
From an “Introduction to Microsoft Dynamics CRM” to “Optimizing Internal Business Processes”; from “Adding a field on a form to complex customizations and development”, find free step by step instructional videos in one place.
6. Ask the Community - https://community.dynamics.com/product/crm/f/117/p/addpost.aspx : This is by far my favorite feature on the Microsoft Dynamics CRM Community.
This section allows you to post any question regarding Microsoft Dynamics CRM. The difference between Microsoft Dynamics Technical Support and Asking for Community Support is that the community has no limitations and it is always free. Microsoft Technical Support engineers are the best in the world at solving issues relating to Microsoft Dynamics CRM. However, the Microsoft Dynamics CRM Community is available to answer questions regarding issues inside and most importantly outside the scope of Microsoft Technical Support, “how-to” requests, best practices, related technologies that work with Microsoft Dynamics CRM, Solution Architecture, User Adoption, etc.
We have received posts from simple “How do I…?” questions to “What is the best way to implement a CRM Cluster around the world?” questions.
In other words, here is the place where you can get ANY question you have regarding Microsoft Dynamics CRM answered by the best Microsoft Dynamics CRM Professionals in the World. All of this FOR FREE!
If you currently work with a Microsoft Dynamics CRM Partner that knows and understands your CRM organization and you have an agreement for support or access to their expertise, you will be able to exploit that benefit.
The organizations without access to these benefits can leverage the power of the Microsoft Dynamics CRM Community to achieve success and drive User Adoption.
One great feature of Asking the Community is the access to all previous questions asked by many users in the past. There is a chance that the issue you are having has been already addressed before.
In Summary, the Microsoft Dynamics CRM Resource Center and Microsoft Dynamics Community provide you with access to:
1. Free access to the latest news, software and fixes.
2. Free Training.
3. Free Instructional Videos.
4. Free Technical and Non-Technical Blogs.
5. Free Access to voting, commenting, and validating other people’s feedback regarding bugs and suggestions for future releases of Microsoft Dynamics CRM
6. Free Technical and Non-Technical assistance by thousands of Microsoft Dynamics CRM Users and Experts.
The questions posted on the Microsoft Dynamics CRM Community Forums represent what I call a “Perfect Circle”. For the users, any concern or question can be addressed by some of the best Microsoft Dynamics CRM Professionals of the world. For professionals, it represents learning. Learning we normally wouldn’t find by working with a limited amount of customers and situations. We like to be challenged by these issues and solving them burns the knowledge in our minds.
If you are a Microsoft Dynamics CRM Professional, please distribute this column to all users you can currently reach and to every customer and user you work with in the future. It is important to provide awareness and I hope this column contributes to it.
So, if you have any questions or needs regarding Microsoft Dynamics CRM or even this column, let us know what we can do to help you.
Categories: CRM, Microsoft Dynamics Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
4 Reasons Why Small to Mid-Size Businesses Need Sales Software - Story From: Commence CRM Blog
Nothing can be more frustrating for management than seeing new leads and promising sales opportunities fall through the cracks, but this is often the norm for many small to mid-size businesses. And when it comes to timely and accurate sales forecast, well sales management might be better served looking into a crystal ball. Why do so [...]
Categories: CEO Corner, CRM, Commence News, Sales Effectiveness, Sales Training Tags: Commence CRM, CRM, CRM Software
Deep queries for subgrids - Story From: Microsoft Dynamics CRM Team Blog
In This Post:
• Problem statement
• Sample definition
• Adding the customizations
• Modifications of the Customizations.xml
• Conclusion
• Further reading
Problem statement
Currently, Microsoft Dynamics CRM 2011 allows filtered views in sub-grids for the entities directly related to the opened entity.
In Microsoft Dynamics for Wealth Management Solution we enhanced this functionality and I will explain in this blog the enhanced feature that is now available in Update Rollup 7.
Note: These steps require that you are familiar with Fetch XML query language and you are comfortable modifying the solution’s Customizations.xml file.
Sample definition
To explain the new feature lets start by defining the custom entities hierarchy. We have a Legal Account which has a 1:N relationship to Portfolio that has a 1:N relationship to Holding. This feature works for deeper hierarchies as well, but for simplicity we will work with this three entities hierarchy.
Prior to UR7 we could not have a sub-grid on the Legal Account form showing related Holdings. Sub-grids only supported showing related entities that were 1 level deep, such as the Portfolio entity.
Adding the customizations
In UR7 we added additional functionality to support sub-grids that could display related records more than 1 level deep.
To use this new feature, I will describe below the steps necessary to enable it. I will use the same object model above. Our goal is to add a sub-grid on the Legal Account form to display related Holdings.
We start by opening our solution and navigating to the Holding Entity. Here we will create a new View. We will modify this view later using Fetch XML to enable seeing related Holdings in the Legal Account form. For the purpose of this exercise I named the view “HoldingsRelatedToLegalAccount”. We click OK after entering the name and click Save & Close on the new window.
We navigate now to the Legal Account entity and we open the Legal Account form. We click Insert on the Ribbon and choose Sub-Grid.
We give a Name and a Label,and, most importantly we choose HoldingsRelatedToLegalAccount as the default View. Also, select “All Record Types” for the Records dropdown and “Holdings” for the Entity dropdown. In other words we will see all the Holdings in the system regardless of whether they are related to the currently opened Legal Account or not. We will modfy this via Fetch XML later so that only related Holdings will be shown.
We click OK, Save&Close on the form and close the Solution window.
We are ready right now to Publish All Customizations and Export the solution as an unmanaged one.
Modifications of the Customizations.xml
Extract the Cusomizations.xml from the zip and open the file in your favorite XML Editor.
Search for the new sub-grid name (in our example the name is Related_Holdings).
Note that the <RelationshipName> entry is empty. This means that we show all the entities in the system, not only the related entities. We will change this by adding the relationship name between the current entity (in our case Legal Account) and the immediately related entity down the hierarchy (in our case Portfolio). The name can be obtained by looking at the Relationships (1:N, N:1) of the Legal Account or Portfolio entity in the solution window.
By adding this relationship we ensure that we will filter the results by showing only the Holdings related to the currently opened Legal Account. However this is necessary but not sufficient.
<control id="Related_Holdings" classid="{E7A81278-8635-4d9e-8D4D-59480B391C5B}">
<parameters>
<ViewId>{B7FAD5B3-2906-415D-9279-E94CB879A4C7}</ViewId>
<IsUserView>false</IsUserView>
<RelationshipName>msdyn_account_msdyn_portfolio_Legalaccount</RelationshipName>
<TargetEntityType>msdyn_holding</TargetEntityType>
<AutoExpand>Fixed</AutoExpand>
<EnableQuickFind>false</EnableQuickFind>
<EnableViewPicker>false</EnableViewPicker>
<ViewIds>{B7FAD5B3-2906-415D-9279-E94CB879A4C7}</ViewIds>
…………
The next step is to search for the View definition by searching the id (in this example ‘B7FAD5B3-2906-415D-9279-E94CB879A4C7’).
Here we need to enhance the FetchXML. Remember that the current FetchXML for our View is retrieving all the Holdings in the system.
We need to add a link-entity statement between the current Holding and the parent Portfolio by using the primary key/foreign key link.
<fetchxml>
<fetch version="1.0" output-format="xml-platform" mapping="logical">
<entity name="msdyn_holding">
<attribute name="msdyn_quantity" />
<attribute name="msdyn_asset" />
<attribute name="msdyn_totalvalue" />
<attribute name="msdyn_holdingid" />
<order attribute="msdyn_asset" descending="false" />
<link-entity name="msdyn_portfolio" from="msdyn_portfolioid"
to="msdyn_portfolioid"></link-entity>
</entity>
</fetch>
If we had a deeper hierarchy we would need to add all link entities up the hierarchy except the last one. For example, if a Holding was related to Assets, and we wanted to show all the related Assets for a Holding, then in the FetchXML we would need to add the link entity from Asset to Holding, and an inner link-entity from Holding to Portfolio.
<fetchxml>
<fetch version="1.0" output-format="xml-platform" mapping="logical">
<entity name="msdyn_asset">
…
<link-entity name="msdyn_portfolio" from="msdyn_portfolioid"
to="msdyn_portfolioid">
<link-entity name="msdyn_holding" from="msdyn_holdingid"
to="msdyn_holdingid">
</link-entity>
</link-entity>
…
</fetch>
Link-entity entries in Fetch XML will be transformed into SQL Join statements. To be able to filter all the Holdings related to the currently opened Legal Account we need to build these Join/Link-Entity statements by walking up the relationship hierarchy.
The last Join/Link-Entity (in our case from Portfolio to Legal Account) we will be added by the Sub-Grid engine. The engine does this by inspecting the <RelationshipName> (i.e. msdyn_account_msdyn_portfolio_Legalaccount). It uses the relationship name to populate the last Link-Entity statement on the fly (e.g. from Portfolio to the currently opened Legal Account). This is the reason we need all the other Link-Entity statements up the hierarchy, except the last one.
Once this is done, we need to repack the Customizations.xml into the zip file and reimport the solution into the system and republish the customizations.
By opening a Legal Account, we notice that we see now only the Holdings related to the currently opened Legal Account.
Conclusion
In this blog post we have shown that having Sub-Grids that show related entities that are multiple levels down the relationship hierarchy is possible with the Dynamics CRM 2011 UR7 release.
Further reading
Form Sub-grid in Dynamics CRM 2011
Download and inspect the asset allocation charts in Microsoft CRM for Wealth Management solution
Categories: CRM, Microsoft Dynamics Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
CRM Software Without Limits - Story From: Commence CRM Blog
What’s the difference between low end CRM offerings and the ones that truly provide value? It’s significant if you know where to look. Smaller companies typically have two business challenges — data consolidation and generating new business. Some use contact managers or an Excel spreadsheet to keep track of customers, contacts, notes and e-mail. And [...]
Categories: CEO Corner, CRM, CRM Best Practices, CRM Software, Commence News Tags: Commence CRM, CRM, CRM Software
Sales Best Practice #3 – Has an excellent working relationship with the boss - Story From: Commence CRM Blog
A best practice for sales people by guest poster Dave Kahle, author and leading sales educator. By Dave Kahle The best salespeople understand that their company has assembled a collection of resources into which they can tap in order to further their sales success. One such resource is your sales manager. Now, I understand that the quality [...]
Categories: CRM, Commence News, Sales Management, Sales Training, Social CRM, Social Networking, customer-management-software Tags: Commence CRM, CRM, CRM Software
Microsoft Dynamics CRM content on Microsoft Update Expiring - Story From: Microsoft Dynamics CRM Team Blog
Microsoft Dynamics CRM publishes Update Rollups to the Microsoft Update site when each update is released. Currently all the Update Rollups are available on the Microsoft Update site. Going forward we will maintain the three most recent Updates Rollups. On 4/19/2012, we will expire and remove our older Update Rollups from Microsoft Update. The removal of the Update Rollups does not affect the Microsoft download center http://www.microsoft.com/download. You will still be able to download all the previous Update Rollups from the Microsoft download site.
Below is the current schedule for the content to expire. On the expiration date, the binaries will disappear from Microsoft Update at 10 am (Pacific). Update Rollup 6 will be an exception and not expired because Update Rollup 6 is required for future Update Rollups to be installed.
|
Release |
Expiration Date |
|
RTM (Patch from RTW) |
4/19/2012 |
|
UR1 |
4/19/2012 |
|
UR2 |
4/19/2012 |
|
UR3 |
4/19/2012 |
|
UR4 |
N/A (Not on Microsoft Update) |
|
UR5 |
When UR8 is published |
|
UR6 |
N/A (Required for Future URs) |
|
UR7 |
When UR10 is published |
|
UR8 |
When UR11 is published |
|
UR9 |
When UR12 is published |
Categories: CRM, Microsoft Dynamics Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
Questions or problems with Dynamics CRM Online billing? - Story From: Microsoft Dynamics CRM Team Blog
Do you want to convert your trial to paid subscription? Change the credit card you’re using to pay for your subscription? Questions about your bill?
Help yourself to answers about your Dynamics CRM Online billing—we’re here to make it easy. Visit Frequently asked questions about Microsoft Dynamics CRM Online billing. There’s a great chance we have the answer you’re looking for. You can avoid banging your head on your desk while waiting on the phone.
This FAQ is for those of you who manage your billing via https://billing.microsoft.com/home.aspx. If you manage your billing via Microsoft Office 365, visit that web site to get help with billing.
Categories: CRM, CRM Online, Microsoft Dynamics Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
3 Most Common Mistakes when Choosing a CRM - Story From: Commence CRM Blog
With the vast choice of Customer Relationship Management software available, it is easy to get overwhelmed and make a decision that is not right for your organization. There are three common mistakes made by organizations that lead them to select CRM software that may not be the best fit for their business. Failing to examine the [...]
Categories: CEO Corner, CRM, CRM Software, Commence News, crm solution Tags: Commence CRM, CRM, CRM Software
Reminder: Clear the browser cache after an update rollup (UR) is installed! - Story From: Microsoft Dynamics CRM Team Blog
Recently in the forums I have noticed a few users reporting that certain clients are getting script errors on their Crm deployments while other clients are working fine. This issue arises after update rollups have been installed. To prevent these errors, Microsoft suggests always clearing the IE cache after installing an update rollup.
Sample steps to clear the cache in IE:
- Open Internet Explorer
- Click “Internet Options”
- On the “General” tab, under “Browsing history,” click “Delete…”
- Check “Temporary Internet Files,” “Cookies” and “History”
- Click “Delete”
- Restart your browser and you are good to go!
Also, remember that after installing a UR you will need to close existing sessions and then re-open to get the changes.
Cheers,
Brandon Simons
Categories: CRM, Microsoft Dynamics, Updates Tags: CRM, CRM Software, dynamics, microsoft dynamics crm
EnterpriseFeatures.com Lists Commence CRM Number 1 for SaaS CRM Software Providers - Story From: Commence CRM Blog
See the original article here:
Categories: CEO Corner, CRM, Commence News Tags: Commence CRM, CRM, CRM Software
