With a reimagined user experience and newly added functionalities, Microsoft Dynamics CRM 2013 provides simple and intuitive CRM solution that allows users to become more effective on their job and have access to actionable intelligence at their fingertips. Microsoft Dynamics CRM 2013 is a significant update release. Here’s are some ebooks from Microsoft that effectively describes the Microsoft Dynamics CRM 2013 using pictures, highlights, and few words. I really like the format of these ebooks because it’s simple and to the point, especially for customers that wants to get a quick overview. What’s Changed in this version? If you were […]
To implement a successful CRM project, for a start, you need to have a good project manager that can manage the project (communications, scope, cost, time/schedule, etc.) and technically competent team to develop & deploy the CRM solution. That’s a basic starting point. A seasoned project manager will leverage his/her past experiences and adopt various tools & techniques from one of the project management methodologies whether it’s SureStep Methodology from Microsoft, Project Management Book of Knowledge (PMBOK) from Project Management Institute (PMI), Agile, hybrid, or other flavors of project delivery methodologies, based on project requirements, to plan and manage the […]
Earlier this month, Microsoft released information on what will be included in the next CRM Online Service Update (Q2 2012) and I was excited to find out about the following 10 new features/enhancements. I am especially looking forward to Mobile and Cross Browser Support. 1. “Microsoft Dynamics CRM Mobile” (New Cloud Based Mobile CRM Service Subscription) 2. Cross Browser Support (IE, Safari, Firefox, and Chrome) 3. Rapid View Forms (Load forms quickly) 4. Enhanced Activity Feed (“like”, “unlike”, improved filtering) 5. Industry Solution Templates (Vertical solutions) 6. Microsoft SQL Server 2012 (Improved Performance) 7. Business Intelligence (BI) Insights with Power View (Excel […]
There are many factors that can influence a CRM solution scope for an organization. Factors may include meeting specific timeline, budget, business requirements, user/department preferences, available resources and technologies, and others. Thus there’s always going to be some tradeoffs and negotiations in scope/feature, cost, and/or timeline in successfully implementing a CRM solution. In the previous article, I bundled CRM Solutions into one of the three groups: Basic, Standalone, and Integrated. In this posting, I will talk about an approach you can take in choosing the “right” CRM Solution for an organization. I am going to elaborate on Value and Pareto’s Principle (the 80/20 […]
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 2011 picklist attribute can hold up to 400 entries of Option Set.
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.
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 […]
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.
Microsoft Dynamics CRM 2011 Online is scheduled to be released on January 17, 2011.