Events: Microsoft Customer Immersion Experience (CIE) sessions

 Riics is hosting Microsoft Customer Immersion Experience (CIE) sessions It’s time for you to understand for the first time, or rediscover, how Microsoft can transform your business through technology, please join us in a CIE!During this hands-on session you’ll get a chance to test drive Microsoft solutions and discover how they can deliver immediate business value to both you and your organization. Each facilitator-led session is customized to meet your needs so you can explore tools at your own pace, focus on the products and solutions that you want, and discover first-hand how they can solve your biggest challenges.   […]

Key New Features in CRM 2015 Spring Wave Release (Carina)

At the CRMUG Chicagoland Chapter user group meeting in May 2015, I delivered key new features/enhancements in CRM Spring 2015 release code named “Carina” overview to attendees.  The Carina release added more features and enhancements to the first release of Microsoft Dynamics CRM 2015, code name “Vega” which was released back in Nov/Dec 2014. This post summarizes the presentation I delivered at the CRMUG Chicagoland user group meeting in May.  I provided a quick summary list of features in Vega and Carina and then dived into key new features and enhancements in the Carina release.  Since Microsoft is frequently adding new […]

Microsoft Dynamics CRM 2015 Spring Wave Release

Microsoft is getting ready to release its next update to the Microsoft Dynamics CRM Online application in Q2 2015. CRM Spring 2015 Release (also known as Carina) brings set of new and enhanced features to CRM Online. Features ranging from ability to perform ad hoc analysis via Immersive Excel (by end user) to platform improvements which will allow CRM Administrators/programmers to code more efficiently to enhancements in Microsoft Dynamics Marketing (MDM), Microsoft Social Engagement (formerly Social Listening) , and integration of CRM Online to Parature, there’s a lot in this Q2 release of Microsoft Dynamics CRM Online solution. If you […]

Understanding Microsoft Dynamics CRM 2013 Opportunity relationship to Account and Contact records

Microsoft Dynamics CRM 2013 Opportunity record association to parent record (Account or Contact) is based on “Potential Customer” field.   In the past, by default, Microsoft Dynamics CRM opportunity record only had “Potential Customer” field to map the opportunity record to the parent record whether that was an account or a contact.  The “Potential Customer” field was a unique lookup field that allowed the user to select either an account or a contact record. In the enhanced Microsoft Dynamics CRM 2013 UI, the “Potential Customer” field has been removed by default from the “Opportunity” form (still available in the entity) and instead Microsoft explicitly […]

Removing “.onmicrosoft” extension from username

By now most of the Microsoft Dynamics CRM Online organizations should have been transitioned over from CTP platform to the new Office 365 billing system.  When this transition occurred, existing Microsoft Dynamics CRM Online users logins were appended with “” extension after their original login credentials.  For example, if your Microsoft Dynamics CRM Online username was then after transition to Office 365, it would be represented as I noticed that some customers do not realize that they can remove “.onmicrosoft” in their username.  In order to remove the “.onmicrosoft” extension, here what you need to do. Sign into Office 365 Admin Portal with an administrator account, […]

Improved Microsoft Dynamics CRM Experience with 2013

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 […]

Implementing Successful CRM Project

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 […]

Next Service Update: CRM Anywhere in Q2 2012

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 […]

Which CRM Solution is right for your organization?

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 […]

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 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 […]

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.