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Blog Post: Update Rollup 11 for Microsoft Dynamics CRM 2011

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The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 11 on Thursday, October 11, 2012.

The links below will take you to the necessary information about Update Rollup 11.  If a link does not work, please refer to the Release Channel Schedule below to make sure it is past the release date listed.

Release Channel Schedule

  • CRM Online Datacenter: Schedule is being reviewed
  • Microsoft Download Center: October 11, 2012
  • Microsoft Update: October 23, 2012

 General Details about Update Rollup 11

  • Update Rollup 11 installation requires Update Rollup 6 or later UR to be installed.
  • Client packages installed manually by downloading the packages and running install will require administrative privileges. If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges.
  • For help with installation, please see the Installation Information section in KB2739504.

 How to Get Support for Update Rollup 11

For support, please contact Microsoft Product Support.  For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS.

Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem.  The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Cheers,

 Matt Brown


Forum Post: Re: Privileges and access levels in CRM2011 - explanations

Forum Post: Re: CRM Mail Merges using Word Field Prompts

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Hi Sbrandt,

I suggest you to use the Dialogs concept before to create the mail merge.

Please, see the following articles:

Regards,

 

Thank you for using Microsoft Dynamics CRM Communities,

Dynamics CRM Support Blog

 

Gustavo Dobkowski Longo

Support Engineer

Microsoft Dynamics CRM

Blog Post: Update Rollup 11 for Microsoft Dynamics CRM 2011

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Update Rollup 11 for Microsoft Dynamics CRM 2011 is now available for download. As you might know, update rollup 10 had performance enhancements for retrieving multiple queries and for the Quick Find search. Some salient points from the announcement are listed below:
Update Rollup 11 Build Number:
5.0. 9690

Note:
A database that was created by using Microsoft Dynamics CRM 2011 Update Rollup 6 or a later version cannot be imported to a deployment of Microsoft Dynamics CRM 2011 Update Rollup 5 or an earlier version. 

Update Rollup 11 can be uninstalled from a server running CRM

Prerequisites
You must have Microsoft Dynamics CRM 2011 Update Rollup 6 (build 5.0.9690.1992) or a later version installed to apply this update rollup. For more information about Update Rollup 6, click the following article number to view the article in the Microsoft Knowledge Base:
2600640 Update Rollup 6 for Microsoft Dynamics CRM 2011 is available

For information about compatibility, click the following article number to view the article in the Microsoft Knowledge Base:

Update Rollup 11 fixes and updates:
  • When you upgrade an organization from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, permissions for the SystemForm entities are not assigned correctly.
  • When you run the Set Regarding function on an email message, the lookup view lists all active accounts. However, you should be able to set a different default view for the lookup.
  • The WAUTH parameter is not supported in Federation Provider properties in the deployment web service.
  • When you run the Mail Merge function, the CRM add-in crashes on the Word Automation services.
  • When you change the First Week of Year setting in the organization settings, the changes are not considered when the system uses the fetch functionality to retrieve some date data that is grouped by week.
  • After you change the reminder time in Outlook, recurring appointments are corrupted.
  • When you perform a Quick Find search on the Activities view, the search may return unexpected results.
  • You cannot hide CRM ribbons in Outlook 2010.
  • The Address Book Sync Entity list is not filtered by security permissions.
  • When you perform bulk operations in Microsoft Dynamics CRM 2011 client for Outlook, you experience slow performance.
  • When you access a CRM website in a claims authentication deployment, the Authentication Engine may reject the request. In this situation, you receive the following error message:
            404 - File or directory not found.
  • When you browse to the Discovery service, you receive the following error message:
           The server was unable to process the request due to an internal error.
           This issue occurs because of the address in the deployment manager.
  • The Rule Deployment wizard does not work in a Microsoft Exchange Server 2003 and Exchange Server 2010 mixed environment.
  • When you use custom menu options, an Internet Explorer script error may occur.
  • The Quick Find search does not apply the user's default date-format setting.
  • The secondary sorting function does not work in a view in Microsoft Dynamics CRM 2011 client. This issue occurs when the DisableMapiCaching registry key is enabled.
  • Workflow instances that are upgraded from Microsoft Dynamics CRM 4.0 workflow definitions do not work correctly when the workflow definitions use owning users or owning teams.
  • The CreatedOn and ModifiedOn values for a UOM Primary Unit record are generated in incorrect formats in the database.
  • Microsoft Dynamics CRM 4.0 client for Outlook does not work correctly when you connect the client to a Dynamics CRM 2011 organization.
  • When you perform a synchronization in Outlook 2007 that has the Cached Exchange mode disabled, the synchronization tries to re-promote CRM email activities that were sent through a web client.
  • When you try to close the Print Preview form, a script error occurs. This issue occurs when a tab that contains a subgrid is hidden.
  • When you import a managed solution, audit records are generated unexpectedly.
  • Dynamics CRM claims-based authentication does not work with trusted partner Active Directory Federation Service (ADFS) users.
  • After you change the searchable setting for a Dynamics CRM 2011 attribute in the editor form, all fields in the editor form are dimmed unexpectedly.
  • When you import a solution that contains a field that has the searchable value set to No, the searchable setting of the field is not updated correctly.
  • When you install Microsoft Dynamics CRM 2011 client for Outlook on a computer that is running Windows 8, Windows Identity Foundation (WIF) is not enabled.
  • The JavaScript editor is limited to 2,000 characters unexpectedly. In this situation, a script that contains more than 2,000 characters may be truncated.
  • When you configure Microsoft Dynamics CRM 2011 client for Outlook to use SQL Server CE 4.0, the client crashes.
  • When you try to import a solution, you receive the following error message:
               The solution package cannot be imported because it contains invalid XML.
  • The Quick Find search fails and displays no result.
  • When you save a form, the save action may be blocked by an update action of the background main page grid.
  • The following error message is logged in the Microsoft Dynamics CRM client trace log:
           NullReferenceException <InvalidateItemCache>
  • Save of a form is blocked by refresh of the background main page grid.
  • Scheduling dialog box form pops up after you save a rescheduled service activity. 
  • Duplicate Detection job does not show more than 12 records, and page navigation is disabled. 
  • "There was an error displaying the records in this view" error message when you use special filters Incidents. 
  • Cannot set X and Y fields in charts in Outlook. 

Blog Post: CRM E-mail Tracking: Part 3- Tagging Deep Dive

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We have many people wondering about this Automatic E-mail Tagging option that is available in the CRM Diagnostics and what it does. I will address that here in detail.

What is the E-mail Tagging Process?

The e-mail tagging process is a process that polls the CRM Server for messages that are currently tracked in Outlook. If there are CRM Server side modifications, it will retrieve these changes from the CRM server to Outlook for modified e-mails only.

When you turn on Automatic E-mail Tagging through the CRM Client Diagnostics tool, this updates the TagDisabled registry key to a 0 in the following path: HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient\{Orgid}

When the e-mail tagger process starts, the client computer sends a request to the Dynamics CRM Server to get a list of the top 51 recently tracked e-mail messages on which the current user is a party. As part of the E-Mail Tagging process, it will fetch the e-mails using the following criteria.
-Records for which the CRM user is a party
-Records that have a modified on date on or after the TagStartDateOffline or TagStartDateOnline specified in the Outlook client registry
-Records where the messageid is not-null

The CRM server will then compile the list, and send it back to the CRM for Outlook client in the form of XML, consisting of the following values:
-TimeStamp
-MessageId
-ActivityID

If the CRM for Outlook client machine receives 51 records back in the response from the CRM Server, it increases the request to the last 101 e-mail messages. It does this until it can confirm that it is processing all of the messages where this user is a party that occurred after the timestamp in the query.

The e-mail tagging process utilizes an SDF database called EmailCache.sdf. This file can be found in the following location:
%AppData%\Microsoft\MSCRM\Client

There are two tables that exist in the EmailCache.sdf database that are used by the tagging process:
-EmailIdMappingTable
-RecentEmailsTable

Let's look at the RecentEmailsTable:
This table contains a list of all of the recent e-mails that have been received by the CRM for Outlook client within Microsoft Office Outlook. This includes the inbox and all subfolders within the mailbox. This table is used as an index of the user’s mailbox so that the CRM Add-in does not have to consistently scan the user’s mailbox looking for items to tag.

As the user receives new e-mail messages in their inbox, this table is updated with the messageId of the new message, as well as the EntryId so it can locate the message if it later needs to be tagged.

When an object is moved within Outlook, or is deleted, it also inhibits the ability of the CRM Add-in to find the record in the user’s mailbox. Each of these events is also tracked and the RecentEmailsTable is updated accordingly.


Now, let's look at the EmailIdMappingTable:
This table contains the mappings between the e-mail messages in the user’s mailbox and the ActivityID for the tracked e-mail message that exists in the Dynamics CRM database.

Let's go more in-depth with Tagging:
As the CRM for Outlook client machine is returned results from the CRM server of items that need to be tagged, it looks up the item in the EmailIdMappingTable to see if it has already been tagged.

If the message is already linked (it already exists within the EmailIdMappingTable), the CRM Add-in verifies that the information on the record is correct, such as the RegardingId. If an update is needed, meaning an update from the CRM Server, the CRM Add-in updates the item within Outlook, and then updates the corresponding row in the EmailIdMappingTable. Once this is complete, it goes to the next record.

If the message does not exist within the EmailIdMappingTable, the CRM Add-in looks up the MessageId and EntryId in the RecentEmailsTable. It uses this information to find the object within Outlook, and updates the records custom properties. Once the item has been updated, it inserts a row corresponding to the update into the EmailIdMappingTable. When it tries to find the object in Outlook, you may notice read requests to the Exchange server if Outlook is not configured for Cached Exchange mode. If it is configured for Cached Exchange mode, it will find this using the OST file.

The custom properties mentioned above include crmAsyncSend, crmEntryId, crmmessageid, crmxml, and crmsecondpagexml. These can be found in the email by clicking on the Developer tab in the e-mail. Once here, select Design this Form, click the All Fields tab, and select User-defined fields in this item.

If the email is sent outside of the Exchange domain, the User-Defined properties will be removed for the email that is received by the recipient.

 

Some of the registry keys that will affect tagging are below:

TagLastUpdateTime- This is updated with the System Time of the last tagging poll

TagStartDateOnline- This is updated based on the TagLastUpdateTime minus the TagGracePeriod time, which is 24 hours by default.

TagStartDateOffline- This is updated based on the TagLastUpdateTime minus the TagGracePeriod time, which is 24 hours by default.

TagGracePeriod- The default is 86400 seconds. It can be set to a lesser value allowing the Outlook client E-mail tagger to process records that are not as old. For example the value of 3600 should allow for e-mail about 1 hour old.

TagMaxAggressiveCycles- http://support.microsoft.com/kb/2585157

TagPollingPeriod- http://support.microsoft.com/kb/2585157- defaults to 5 minutes.

 

Two of the most common scenarios where tagging is useful are the following:

1. When the user record (Settings| Administration| Users) is set to use the Email Router. When using the Email Router for incoming and outgoing emails, the CRM for Outlook client cannot tell whether or not the emails should be tracked, as they are routed through the Email Router for tracking instead. Since the tagging process's main goal is to retrieve changes to emails from the CRM Server and bring them to the CRM for Outlook client, tagging will see that these emails have been added to or changed in CRM and that they should be tracked when requesting records from the CRM Server and it will then pull down these change to the CRM for Outlook client to show these emails as tracked.

2. The second scenario is where the System Settings (Settings| Administration | System Settings) "Track e-mails sent between CRM users as two activities" is not marked. If two CRM users are included on an email, each user has the option to track this into CRM. Now, if  User1 tracks this to a specific record (Record A), the Set Regarding record will then be updated on the CRM Server for that email. However, if User2 tracks this email from their CRM for Outlook client and sets the regarding to a different record in CRM (Record B), this will update the Set Regarding for the same email record on the CRM Server. If tagging is enabled on User1's CRM for Outlook client, this set regarding change will roll down to User1's email in their CRM for Outlook client and they will now see this Set Regarding to Record B.

Blog Post: What’s Working in Marketing Workshop by Panel of Experts Recap

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Recently I attended an interesting marketing workshop hosted by Walsh College. Featuring a panel of four marketing, advertising, public relations, social media, and face-to-face marketing experts, they discussed what tactics they are currently seeing as producing the best results for small and medium sized businesses. Following presentations by each of the experts, participants were then broken down into two smaller groups to discuss and share best practices with the experts, and answer any questions.

 The lady sitting next to me asked about how to track marketing campaigns’ effectiveness. Of course I talked to her about Microsoft Dynamics CRM. Using Microsoft Dynamics CRM you can create marketing campaigns, track the campaign’s costs through marketing activities, build marketing lists, track the campaign responses, track what leads are assigned to sales, see what opportunities get created, and record what sales close. Sorry about the run-on, but Microsoft Dynamics CRM does a lot of stuff! And, it is designed in such a manner that all this marketing data is all tracked automatically without someone having to update this information manually each step of the way. If you want to learn more about Microsoft Dynamics for marketing automation, you can read our earlier “It’s Year End – Do You Know Where Your Marketing Dollars Are? You Do with Microsoft Dynamics CRM” blog.

 Anyway, here are some highlights from each speaker’s session during the What’s Working in Marketing Workshop:

 1) Mark Young of Jekyll and Hyde Advertising: He mentioned that the #1 mistake in advertising that companies make is splashing their company’s name big and bold right across the top of an ad. Prospective customers don’t know who the company is and really don’t care. It won’t get their attention. Good ads are like news stories and must be about the reader and explain what’s in it for them.

Mark had a lot more interesting ideas and tips to share, but I don’t have room here to share them all. However, I would like to share his closing thoughts because they are near and dear to my heart as a Sales and Marketing Director. Mark noted that advertising is accounted as an expense according to accounting rules, but in actuality it should be viewed as an asset. When people buy companies, they buy the intellectual property and the brand. Marketing and advertising build a firm’s brand and thus the value of the company.

 2) Matt Friedman of Tanner Friedman – Strategic Communications: He talked about using public relations to get your marketing message out. “In the last five to six years, media has changed,” Matt said. “Broadcasting has really become narrowcasting and there are fewer journalists than ever before.” If you want to get a story on the TV you need to come up with visuals (TV is video based, a paper press release won’t work), take the act on the road (like a restaurant’s chefs doing studio cooking tutorial for anchor) and find the today angle. The majority of reporters go for what’s current and right in front of them. They don’t have time to do lengthy features anymore.

Radio is still holding their own. News/talk is still getting consistent ratings and NPR is doing really well. Morning drive time is still really good for business-to-business. If you want to get radio coverage you have to message succinctly, time it for the maximum hook, and reach out to the news people directly. Fortunately for companies with a message they want to get out in the press, the internet has made news reporters more accessible than ever.

 3) Anita Mitzel of GraphiColor Exhibits, a trade show display design and production company: Anita talked about how social media has traction right now and that it is kind of the opposite of face-to-face marketing. Trade shows have been around forever. They can be very time consuming and expensive. There are a few things that companies exhibiting at tradeshows can do to make the most of their trade show investments.

  1. Train the booth staff on how to engage and qualify.
  2. Have an ice breaker.
  3. Follow-up with the attendees.
  4. If you can’t afford a nice display, then don’t bother to exhibit.

“The #1 problem at tradeshows today is the booth staff spending more time looking at their phones than at the attendees,” Anita emphasized. “Put your best foot forward and be available to attendees. No talking among yourselves and put away your phones.”

 4) Paul Chambers of Core3 Solutions, Crain’s 20 In Their 20’s, Digital Innovator: Paul’s presentation was about digital marketing in today’s world where most people are getting their news off the internet. He started with a list of what’s hot and what’s not. Hot is Google Plus and content marketing, infographics, blogging including video blogs, and mobile. Not hot is link building and being social to simply be social.

He also said that Facebook is mostly for personal use, Twitter is most useful for business, and LinkedIn is very business oriented. There are also several emerging trends that Paul highlighted including the death of boring static webpages (new sites will have more dynamic content like Amazon) and text based online advertising will be going away.

 This was an excellent workshop hosted by the Walsh Institute of Walsh College as part of their Hot Topics Workshops. For more information about their workshops please visit www.thewalshinstitute.com/businessLIVE.

 Want to enrich your company and make your business life easier?  Contact The TM Group today for more information at 248-489-0707, email jennifers@tmgroupinc.com or visit our website:  www.tmgroupinc.com.

by The TM Group, Michigan Microsoft Dynamics CRM Partner

 

What’s Working in Marketing Workshop by Panel of Experts Recap is a post from: CRM Software Blog

Related posts:

  1. Maximize Revenue by Aligning your Sales and Marketing Teams Through Dynamics CRM
  2. Microsoft Dynamics CRM + Broadlook = The Perfect Match
  3. Getting Results: Driving Revenue and Serving Customers with Microsoft Dynamics CRM

Forum Post: Re: Why does microsoft CRM remove FQDN message-ID from email message once tracked in CRM? How can this be resolved? There is no information on this anywhere but it seems to be extremely common problem.

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The CRM Team seems to be very quiet about this issue? Anybody there to help? I'm experiencing quite a few emails being rejected due to this specific issue.

thanks,

Ben

Forum Post: New 2011 Installation: Many Window Onload Object doesn't support this property or method errors

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We just set up Dynamics CRM 2011 on a new virutal server using a new SQL Server 2008 virtual server. The setup went through fine and we were able to add users from our Active Directory. Outlook client is also working. However, accessing several forms (open an existing Goal, create a new Annoucement, etc.) will give us the following error: Field: window Event: onload Error: Object doesn't support this property or method I Googled and found the URL rewrite repair/re-install that did not fix our problem. I tried IE Developer Tool to debug into INPUT.text.htc. But the code is in one line and I could not look into more. I only know that one action in initActionQueue was causing this error. We are new to Dynamics CRM 2011 and SQL Server 2008. We would try any advice we can get. If nothing new, we have to re-install CRM and hope it will fix the problem :-( Thanks.

Forum Post: Re: UR10v2 in the Outlook client on XP

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Thanks Adam,

Update Rollup 11 was released today. Can you apply this to see if you are still running into issues? Also, sometimes with Update Rollups, the code that is fixed is on the server even though it affects the Outlook client. It is important to have both the Server and Client updated.

www.microsoft.com/.../details.aspx

Blog Post: Top 10 Ways to Streamline & Ease Data Input in Dynamics CRM 2011

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  1. Take a moment to layout your forms so they are friendly to the end user. Start out by removing fields you aren’t using. If you have a lot of required fields, try to move them closer together to minimize scrolling up and down.
  2. Keep the required fields to a minimum. One might be inclined to think more data is better, but the more fields a user has to enter to create a record, the more chance they will get populated inaccurately when they are in a hurry
  3. Option sets and look up fields can be your friend. Let the users pick from an existing set of choices rather than forcing them to type (data consistency will improve too!).
  4. Dialogs can make entering data into a complex form a little less overwhelming. You can design a set of dialogs to step the end user through exactly what needs to be filled out and provide them tips along the way.
  5. A little training can go a long way. Things like Save & New, field mappings, tabbing between fields and automatic name resolution on look up fields can all speed up the input process – but only if the users know the features exist to begin with.

 Click here to continue reading Top 10 Ways to Streamline & Ease Data Input in Dynamics CRM 2011!

 For more ways to streamline and ease data input in Dynamics CRM, contact Avastone Technologies at (920) 687-4108, or dynamicsinfo@avastonetech.com

By, Jason Lattimer, Software Developer, Avastone Technologies LLC, Microsoft Dynamics CRM Partner – Fox Cities and Milwaukee WI

Top 10 Ways to Streamline & Ease Data Input in Dynamics CRM 2011 is a post from: CRM Software Blog

No related posts.

Blog Post: Join Customer Effective at CRMUG Summit 2012

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Please join us at the upcoming CRMUG Summit in Seattle, October 15-18, 2012.  Customer Effective will be there in our booth, and we will also be leading five different breakout and deep dive sessions.


Tuesday, October 16

Header10:00 a.m. – Tools of the Technical Trade for Dynamics CRM. With Paul Way. Are you using the right tools for the job? From Fiddler, HTTP Watch, Visual Studio 2011 ALM, etc…let’s join in a roundtable discussion to share in the best practices of using the right tools for the right job.

2:45 – Tips & Tools for deploying a user-friendly and high-performance CRM. With Scott Sewell. Putting the final “fit and finish” on a CRM configuration greatly improves the usability but is tedious and time consuming, unless you know the “secrets”. In this results-oriented presentation, we’ll identify common configuration weaknesses and their best-practice solutions. – We’ll also demonstrate a “veritable smorgasbord” of free or low-cost utilities that every CRM administrator should have in their toolkit.

Wednesday, October 17

9:30 a.m. – 50 Tips in 50 Minutes. With Brad Koontz and Leah Quartano.  This fast-paced presentation delivers 50 tips for Microsoft CRM that you can take back and implement. With topics like social CRM, mobility, extending CRM, user adoption, Office integration and collaboration you will walk away with a bag full of tricks that are guaranteed to make you more productive and your CRM sing. The Tips and Tricks are straight from our team of experienced CRM professionals and the award-winning Customer Effective Blog.

11:00 a.m. – Taming the Beast of CRM Security. With Scott Sewell. Implementing Data Security within CRM is undoubtedly one of the most complex and under-planned aspects of any implementation. We’ll break down the components of how CRM data can be segmented and protected – without crushing performance. We’ll look at the roles of Security Roles, User Teams, Business Units and Shares – as well as Field-Level Security, configuration gotchas, automating user-security management, and the all-powerful PrincipalObjectAccess table.

5:00 p.m. – Keys to Unlocking CRM Data Integration Success.  With Scott Sewell.  Providing a 360° view of a customer is the heartbeat of a successful CRM Implementation. This session will explore best practices for getting that all-important data into – and out of CRM. We’ll survey the popular built-in and 3rd-party tools for integration. Finally, we will reveal the simple, practical, “secrets” of high-performance integration that you need to know.

by Customer Effective, Florida, Georgia Microsoft Dynamics CRM Partner

Join Customer Effective at CRMUG Summit 2012 is a post from: CRM Software Blog

Related posts:

  1. Customer Effective Presents at CRMUG Summit 2011
  2. CRMUG Summit 2011: Must-Do List
  3. Customer Effective Named to the 2012 Microsoft Dynamics Inner Circle

Blog Post: Remember Two Important Truths When Searching for CRM Software

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A purchase of Customer Relationship Management (CRM) software is a very valuable investment in the success of your company; which is all the more reason you take things slowly and deliberately. While researching CRM software, you need to take into consideration two important truths: 1. Know your business and 2. Know your expectations.

Purchasing CRM software is slightly different than other IT investments because it will affect every department within your organization, at least it should. CRM is a way to connect your office so you can better serve your customers. Because of this extended internal reach, it’s extremely important you conduct some internal reflection:

  1. Define your current sales process: Don’t be surprised if you don’t actually have one. Many companies struggle with defining what they do when leads come in. The sales process is an area that CRM will help you grow, but if you do have a process in place, you should document it so that CRM doesn’t throw everything off kilter once implemented.
  2. Know exact reporting expectations: Having internal insight is a huge benefit of CRM software, but not even knowing how to properly utilize this to your company’s benefit is a shame. Building custom reports and a detailed dashboard in CRM software such as Microsoft Dynamics® CRM is easy to do, but you have to first make sure the right information gets to the right people. Do your research, and make good notes to ensure this important functionality doesn’t get missed.

Software evaluation and implementation are a great time to look internally to see what is currently there and what could possibly be changed to better the company’s future success. It’s an important time to understand your company and know what you need to succeed, so take your time, evaluate, ask questions, and most importantly, choose a software provider you can trust to take you through the steps.  Contact Rimrock Corporation, a Microsoft Dynamics CRM Partner (http://www.rimrock.com/), for more information about Microsoft Dynamics® CRM and how this solution can help.

By Rimrock Corporation, a Microsoft Dynamics CRM Partner out of Toronto

Remember Two Important Truths When Searching for CRM Software is a post from: CRM Software Blog

Related posts:

  1. Four Questions to Find Out How Important Customization is for Your CRM Software
  2. Do You Have Questions about CRM Software? Attend the CRM 360 Virtual Summit & Find the Answers You’ve Been Searching for.
  3. Why is Being Able to Personalise Microsoft Dynamics CRM so Important?

Forum Post: Re: Single sign on for DynamicsCRM and Office365

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Thanks for the reply and information Jeremy.  I am trying to coordinate with the Office 365 support team on this too.  Keep you posted.

Mike

Forum Post: Report: Worked on Queue

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This seems so easy, yet I have not been able to create a simple report showing which users are most effective at working Queues. Here is the scenario:

  1. Queues are created via the email router and result from an email sent to help@mycompany.com. Email router is working fine and stable
  2. Technicians check the queue througout the day and work on these email support requests delivered to the help desk Queue. They either resolve, remove, or escalate the Queues to a case, but in all cases they first select "work on Queue"

The process is working nicely, but I would like to measure the effectiveness of the respective techs and report on how many queues they worked on during a time period - day, week, month, etc.

There are no preconfigured reports, and my efforts to create one have all yielded no data whatsoever. What am I doing wrong?

Thanks for your kind assistance,

David Walker

Forum Post: Error using Custom Filter on Picklists when ampersand in data (2011)

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I've come across an issue in CRM 2011 where you get an error when you use the custom filter on a pick list attribute, when the pick list contains an & sign.  We have regions, such as NZ & Pacific, and I don't really want to change to an 'and' because of what looks like a bug.

Has anyone else had this problem?  We've just applied Rollup 11 and it doesn't seem to have fixed it.


Forum Post: Re: Upgrade from CRM 4 to CRM 2011 Failed

Blog Post: CRM 2011 – RU 11 ist erschienen

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Gestern ist jetzt das Update Rollup 11 mit der Versionsnummer 5.0.9690.2835 erschienen.

Ihr findet das Update unter diesem Link: http://support.microsoft.com/default.aspx?kbid=2739504

Der direkte Downloadlink für die deutsche Version lautet http://www.microsoft.com/de-de/download/details.aspx?id=34969

Durch das späte erscheinen von UR10 V2 wird das UR10 nicht mehr durch Windows Update automatisch angeboten sondern direkt RU11.

Wie die vorhergehenden Updates auch benötigt das UR11 das Update Rollup 6, bevor es installiert werden kann

UR11 wird an folgenden Terminen zur Verfügung stehen:

  •  Microsoft Download Center: 11.10.2012
  • Microsoft Update: 23.10.2012
  • Microsoft Online: noch nicht definiert

Blog Post: Update Rollup 11 für Microsoft Dynamics CRM 2011 verfügbar

Forum Post: Re: IE error window in CRM 4.0, rollup21, IE9 with Outlook 2010

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Hi.

Thanks for the suggestions, however, the problem remains.

Blog Post: Update Rollup 11 now available!

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Update Rollup 11 for Dynamics CRM 2011 is now available for download from http://www.microsoft.com/en-us/download/details.aspx?id=34969

This update includes compatibility with Windows 8 and IE10 besides other fixes. A complete list of this can be found at http://support.microsoft.com/kb/2739504


In addition to this, a few days back new bits for UR10 were made available. These included fix for issues reported from the original version of UR10. This can be found at http://www.microsoft.com/en-in/download/details.aspx?id=30711

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