Dynamics CRM–What is Supported–Different Rollups of Client and Server?

In a recent conversation with the Dynamics CRM products team the topic of supportability recently came up between different User Rollups(UR). Sustained Engineering does some testing against both scenarios,  i.e. higher UR version on servers vs. clients and higher UR version on clients vs. servers, for both CRM 4.0 and CRM 2011.  However, the test matrix, especially for CRM 4.0, is huge, so spot checking is done; the entire matrix is not tested by any means.  Test focus is probably on v-minus 1. Standard rules of thumb are: · Generally the servers are upgraded first and the clients after as … Continue reading Dynamics CRM–What is Supported–Different Rollups of Client and Server?

Dynamics CRM: 6 Principles of Customer Service to keep in Mind

Many times I run into situations where people think of software as IT and IT as technical skill. However CRM is about customers and its use is about establishing a corporate culture which embodies a system of beliefs about how these most valuable relationships are handled with care. As I have with sales, I strive to remind people of the basic concepts and principles we are trying to instill in the systems we implement. So here are six principles of customer service to keep top of mind: Be friendly and demonstrate good manners. Teach employees to smile, leading by example. … Continue reading Dynamics CRM: 6 Principles of Customer Service to keep in Mind

Dynamics CRM–5 Principles of Sales to bear in mind while implementing

In the CRM world we always have to bear in mind the system is meant to reinforce good customer relationships. I have explored in my previous posts how from time to time people miss the mark. We need to bear in mind the principles which make sales people successful and gear the system to reinforce that success. The following are five principles of sales which create opportunities for success. We use them to review the system implementation and ensure that we are enhancing the opportunities for the principles to be applied. Listen to your customers Seek to understand your customer’s … Continue reading Dynamics CRM–5 Principles of Sales to bear in mind while implementing

CRM Sales Process questions that give you part of the answer–But is it enough?

Many would have you believe that implementing a CRM system for Sales is about asking process questions like the ones that follow. While you read them think about what your organization is trying to accomplish and what your focus as a company is all about. Bear in mind your major strategies, product niche and the unique competitive position your are trying to build with your company. Now read these questions and ask yourself, does my process reflect my strategy? Do these questions help me implement unique value for our clients in selecting our products because they are a superior fit … Continue reading CRM Sales Process questions that give you part of the answer–But is it enough?

Dynamics CRM 2011 SDK 5.0.8

Microsoft Dynamics CRM SDK Version 5.0.8 is now live on MSDN library. Apparently the team is experiencing some technical difficulties with the download but it will be available tomorrow on MSDN downloads. The following is a summary of what you’ll find in this release: Updated binaries for the Portal developer toolkit and developer extensions. New features include support for authenticating portal users through the Windows Azure Access Control Service. A new section describing developer integration and access to Microsoft Office 365. Updated helper code for authentication to support more scenarios. A new topic providing guidance for creating solution components that … Continue reading Dynamics CRM 2011 SDK 5.0.8

Dynamics CRM Tip: Get a Count of records using Reports

Reports are among the most interesting value in CRM. The following is some helpful information I dug up which I had hoarded away in the past. Reports  can be used to group records based on a specific criteria and provide a count of records in each group using the Report Wizard. The count option in the Report Wizard groups the records by a count of matching records. For example, if you have 10 accounts created in the month of July and another 20 created in August, and you configure the Report Wizard to group accounts by month, the report will … Continue reading Dynamics CRM Tip: Get a Count of records using Reports

Outlook “Problem communicating with the Microsoft Dynamics CRM Server”

When a user tries to configure Microsoft Dynamics CRM Client for Outlook, by using the Configuration Wizard the following error message is displayed: There is a problem communicating with the Microsoft Dynamics CRM Server. The server might be unavailable. Try again later. If the problem persists, contact your administrator. I love these messages and I only wish I had an administrator to contact besides me. However with the buck stopping here the following KB might be useful. http://support.microsoft.com/kb/2502671 Essentially there is an issue with time on the CRM server which needs to be corrected. It is well documented in the … Continue reading Outlook “Problem communicating with the Microsoft Dynamics CRM Server”

Dynamics CRM 2011 Auditing Capabilities OOBE

Back in August I gave a talk for the CRMUG about auditing. If you are a CRM user or partner you really should consider joining the user group since they offer great value for free and a lot of value added content for reasonable annual membership. Here are the slides for the presentation which was recorded and is available to members of the UG. Hope that helps, if you need more details please join the UG and view the whole recording. Jeff Loucks

Dynamics CRM Online 2011 publically available – Steve Ballmer

CEO Steve Ballmer today announced the worldwide availability of Microsoft Dynamics CRM Online, the cloud version of the new Microsoft Dynamics CRM 2011 release that delivers new levels of productivity to sales, service and marketing organizations. The on-premises and partner-hosted versions of Microsoft Dynamics CRM 2011 will be globally available on Feb. 28, 2011. For the first time outside North America, customers can access Microsoft Dynamics CRM Online in 40 markets and 41 languages and sign up for a free trial at http://crm.dynamics.com. Microsoft Dynamics CRM Online is available today at a promotional price of $34 per user per month … Continue reading Dynamics CRM Online 2011 publically available – Steve Ballmer