Today's opening of "Star Trek Into Darkness" has Brett Rojas in a "Star Trek" mood, which he channels into his new blog post, "CRM 2011: The Wrath of Kharriage Return". Find out about a potentially problematic email formatting issue within Dynamics CRM, and how to fix it.
"The Cloud" is one of the most talked about buzzwords in the IT Industry, and while most CRM vendors are addressing this trend with a mobile application of some sort, these applications usually don't include any complex data entry or reporting visualizations. Here's a look at how to quickly and safely expose your data from the cloud using Microsoft Dynamics CRM 2011 and Windows Azure.
Clients often ask me what's needed to guarantee user adoption on a new or re-designed CRM system. Over the years, I’ve whittled my response to these three essential elements.
Part 2 of this series on setting up IFD for CRM 2011 goes through the actual IFD setup required to enable external access to CRM.
What are the benefits of upgrading Dynamics CRM vs. re-implementing it?
Recently I have had the pleasure of helping a client work through some very impactful performance issues with their on-premise CRM installation. Their issues ran deep including SQL timeouts, excessive bandwidth consumption, outlook crashes and general slow performance. The end result was not only causing poor user acceptance and lowered productivity but also impacting other business critical applications. We updated many database settings, tuned indexes, updated CRM registry settings and doubled the SQL Server RAM, but in the end the following 5 items provided the biggest boost to performance.
A funny thing happened with my client the other day. Suddenly a CRM Organization was completely unreachable by any user, including System Admins. I don't have any screenshots, but a system administrator was trying to troubleshoot a problem, and added the system account that runs the CRM Asynchronous services as a CRM user. Suddenly, no one could get in to CRM!
Our latest post outlines a simple procedure you can use to change the default Local Data Groups for the CRM Outlook client using a SQL update query.
So, there is no easy solution to setting up IFD for CRM 2011. However, if you have CRM and ADFS running on separate servers (including an ADFS Proxy), then the steps outlined in this blog post should help you set up IFD on your CRM Instance.
Importing file attachments into Dynamics CRM is often an important requirement when migrating data into CRM. In this screencast, I’ll show you how to accomplish this using the Dynamics CRM import tools.
I've just returned from the Microsoft tidal wave that is Convergence - the annual Microsoft Dynamics customer conference. I wanted to share some of my observations from the conference while they are fresh, and some thoughts on what these developments may mean for our clients running Dynamics CRM.
Microsoft Dynamics CRM’s Service module, and specifically the Case record, is a great option for managing requests from customers or clients. Dynamics CRM also allows you to manage these Cases in Queues, to help with routing and workload balancing, which can add further benefits. However, these benefits do come with some tradeoffs in terms of additional management and maintenance. This post examines the pros and cons of using queues within the Microsoft Dynamics CRM Service Module.
A CRM platform tailored for the homebuilding industry can help enforce consistent messaging, nurture and manage leads, centralize community information and provide a single source of truth with respects to lots, floor plans, options, and availability. Learn more about Dynamics CRM solutions that benefit residential homebuilders.
Implementing Microsoft Dynamics CRM across an enterprise can deliver tremendous value for organizations, but it requires addressing several significant challenges (such as the need for functional diversity between departments, organizational security requirements, enterprise-wide standardization, and enterprise-wide reporting.) For many organizations, a hub-and-spoke architecture may be the best approach for answering the challenges presented by enterprise-wide implementation of CRM.
If you’re a ClickDimensions user, you’ll want to learn about the new features now available in the latest ClickDimensions Release.
During a recent Upgrade from CRM 4.0 to CRM 2011, we discovered some inconsistencies with Report Wizard Reports, seemingly related to CRM Security Roles.
Are you running into this Dynamics CRM issue? Learn how to fix it.
The Ribbon Workbench lets you customize button behavior in Dynamics CRM. Here's how it can be used to hide the Activate and Deactivate buttons from the end-users, while leaving them visable to system administrators.
Here's a look at the Top 5 Best Features included in the latest Dynamics CRM 2011 update.
I installed Rollup 10 on a dev box at my client’s site, and discovered the web resources data entry for scripts gave me an error of “You have exceeded the maximum number of 2000 characters in this field; it will be truncated.
Search/advanced find was “optimized” with Rollup 10. Somehow this affected views for Lead, Account, Contact, Competitor. Here is how I fixed it.
How many times have we sat wrestling with writing out requirements documents while wishing we could simply draw out what we’re trying to say instead? Why is it that sometimes drawing on a whiteboard sometimes just helps us get our points across quicker than writing them out?
Social media continues to be a huge investment for Microsoft, particularly for the Dynamics CRM group, which will continue to step up its social media capabilities throughout the rest of 2012 and beyond.
Gamification is gaining prominence as a strategy for user engagement among website and application developers. This strategy involves introducing elements of game mechanics into non-game contexts to influence user behavior. Common gamification features that you may have experienced include accumulation of “points” earned through application actions, assignment of users to different “levels” or “ranks” based on point attainment, and visibility to point totals on user avatars or on a visible “leaderboard” of users. Gamification taps into key dynamics that drive people’s behavior, including a sense of accomplishment, recognition among a peer group, and competition.
We developed a Dynamics CRM Solution for an enterprise-size client that leverages E-mails, Cases, and Queues in the Service Module. The client has users and customers worldwide.
In a recent upgrade of code from CRM 4.0 to CRM 2011, after importing the upgraded customizations one of my developers had checked in...
I noticed odd behavior whenever I used the IP address in the URL in my CRM 2011 environment. If I used the server name (or on my VM, localhost) everything worked as expected.
Recently, one of our clients decided to move their CRM installation to an internal server. Their team had been using CRM Online, but the reporting limitations (fetchxml) and a few other problems became high priority issues.
Sometimes, we just need a good example of how to write some simple code. We don't have the time to parse / read / undertand all the possible ways of doing something - just tell us what to do for this one thing.
There is an error generated when users try to pivot on an Excel export generated from a report made with Ad Hoc report wizard in CRM.
I have been discussing the need for some duplicate detection rules for our custom entities with a client.
Nucleus Research recently completed a technology value matrix for CRM applications. This matrix utilizes overall application functionality and usability to rate CRM applications.
Having seen hundreds of CRM implementations, the most common complaint that crops up over and over is "We invested a significant amount of energy and money, but our team (particularly sales) just isn't using the system the way we expected, and as a result we don't get much out of it".