Yearly Archives: 2011


Basic, Standalone, or Integrated CRM Solution?

So, you’ve finally decided on Microsoft Dynamics CRM solution for your Small and Medium-sized Business (SMB) organization and now you need to implement it. Before you get yourself into knee deep in implementation, you need to ask yourself “What type of CRM solution is right for my organization from budget and scope standpoint?” This is non-vertical specific question thus it applies to all organizations that wishes to implement a CRM solution. What does your organization want to accomplish with CRM? What is your scope? Who are the users? What is your budget? How much are you willing to or can […]

CRM Keyboard

Dashboard-Overview

CRM 2011: Dashboards

Administrator can create System Dashboards for organization wide availability or users can create their own personal Dashboards for their consumption and also share them with others in the organization. It is easy to configure and use yet delivers powerful reporting capabilities to executives, management, and staff.


Exporting Data out of CRM 2011

In CRM 2011, you can now export data out of CRM in xml, edit and or add new records, and upload the file back into CRM.  Newly added records in the file will be created in the CRM. However, there is a limit of 10,000 (10K) on the number of records that can be exported out of Microsoft Dynamics CRM 2011.


Importing Data into CRM 2011

In Microsoft Dynamics CRM 2011 you can add new records in bulk into CRM using Import Data Wizard. If you want to save time in mapping the source data to target fields in CRM, you can download import templates in xml “Download Template for Import”.  Microsoft Dynamics CRM importing  feature accepts csv or xml file types and you can also compress source files into zipped file for import.The Import Data Wizard provides an ability to create new fields in CRM during data mapping process dynamically if your source data contains attributes that does not exist in CRM.  You will find this […]

ImportDataWizardScreenShot1

Microsoft Dynamics CRM 2011 On-Premise Release Date

Microsoft Dynamics CRM 2011 On-Premise software was made available to public on 2/16/2011 with 90-day trial keys.Prodution keys will be made available on April 1, 2011.  The trial keys can then be upgraded to production keys with no re-install required.  The update to production keys is done using teh Deployment Manager Console (MMC).Production systems will need to be upgraded to production keys before the trial keys expire.