Dynamics CRM

There are 28 entries for the tag Dynamics CRM
Microsoft xRM: a winning idea?

One of the new terms that is emerging always more on the Microsoft Dynamics universe is xRM. Do you know CRM (Customer Relationship Management)? Now take the letter “C” out of the CRM term and place a variable called “X” inside the word “Relationship Management”. The translation of this into a more technical language is simply that now you’ve to start seeing Microsoft Dynamics CRM not only like a standard CRM platform, but always more like a platform where to start building line of business applications. The xRM concept in my opinion opens a wide range...

posted @ Monday, November 30, 2009 5:49 PM | Feedback (178)

Microsoft Dynamics CRM and iPhone

I know that the iPhone users are growing everyday more and I can undestand that if you try an iPhone you’ll love it forever (this happens to me too), but it’s a first time for me that the iPhone is a pre-requisite in order to buy a software. We’ve received this type of request during our last demo of Microsoft Dynamics CRM. Customer say us: “We’re a group of Sales Agents and we’ve choose the iPhone as our mobility solution. All our agents have an iPhone now. We want a CRM solutions that works well with the iPhone. What...

posted @ Monday, August 03, 2009 3:12 PM | Feedback (14)

Mobile Express for Microsoft Dynamics CRM 4.0 released

Mobility in the CRM world is an hot topic and I think that a great CRM product must have also a great mobile experience. Unfortunately Microsoft has not worked too much on the mobile field for its Dynamics CRM, but from version 3.0 we have the availability of a free mobile tool to use… and it works quite good (with some limits such as the lack of offline functions). Today Microsoft has released the new Mobile Express for Dynamics CRM 4.0, always as a free download for every CRM customers. It supports the full customization features of CRM...

posted @ Friday, July 10, 2009 9:07 AM | Feedback (15)

Microsoft Dynamics CRM 4.0 VPC (2009 Edition) out

If you're involved on Microsoft CRM demonstration activities, certainly you've a VPC ready to use. Preparing a good VPC environment (will all the features and "gadgets" installed) is not a simple step and it requires lots of time and resources. Fortunately Microsoft help us and, starting from the CRM 3.0 release, they release a complete Virtual PC environment every n months. Today the last release for CRM 4.0: the 2009 edition of the CRM 4.0 VPC. What I think it's really interesting in this VPC image is the complete installation of all the CRM Accelerators actually available... a great...

posted @ Monday, April 20, 2009 9:36 AM | Feedback (4)

XBAP also with CRM 4.0 now...

If you read my blog, maybe you know that I'm a fan of XBAPs (or XAML Browser Applications). Today by reading a Microsoft Dynamics related blog, I've found the announce of an interesting add-in for CRM 4.0 (something that we've discussed in the past days at Microsoft with friends): The Agent Communications Panel for Microsoft Dynamics CRM 4.0 works with Microsoft Dynamics CRM and Microsoft Office Communications Server 2007 R2, and enables agents to manage their communications (make calls, receive calls, conference, and chat) from their Microsoft Dynamics CRM system.  The Agent Communications Panel embeds with CRM itself: Despite...

posted @ Wednesday, April 08, 2009 9:31 AM | Feedback (2)

List Web Part for Microsoft Dynamics CRM 4.0

If someone of you have worked in the past on integrating Microsoft Dynamics CRM with Sharepoint, I think that you're happy to know that now is officially available the List Web Part for Microsoft Dynamics CRM 4.0. As explained on the announce, List Web Part allows users to display CRM data inside a SharePoint page. The List Web Part for Microsoft Dynamics CRM 4.0 provides a subset of the Microsoft CRM record list and allows users to view records from Microsoft Dynamics CRM as a list in a SharePoint dashboard, open records in Microsoft Dynamics CRM 4.0, and connect multiple...

posted @ Thursday, December 18, 2008 8:59 AM | Feedback (0)

Microsoft Dynamics CRM 5.0 features

If you're interested to know what will be the key features of the future Microsoft Dynamics CRM 5.0, I recommend to check Simon Hutson's post. Remember that the next Microsoft CRM version is actually planned for release late 2009/early 2010 (there's not a codename now), so this is a really first preview. This is the Simon's feature list (cross posted here): New Features For End Users Enhanced Navigation - I guess it was inevitable, but CRM5 uses the same "Fluent UI" (aka the Ribbon) as Office 2007. This new "command bar" replaces the CRM 4.0 "tool bars" at the...

posted @ Tuesday, November 11, 2008 9:18 AM | Feedback (102)

Windows Azure: Cloud Computing is here...

The most interesting news that comes fro the PDC is certainlty the announce of the Windows Azure platform.  Azure will be the start of a new era for the Microsoft's applicatons world. It will be a complete "cloud computing" platform available directly from the Internet. It will permit you to have a distributed infrastructure where you can host applications and (really interesting...) it will be completely integrated with the Visual Studio tools (it will be available a specific SDK for building applications for Azure). The Azure platform embraces different services and technologies: and, directly over the operating system...

posted @ Tuesday, October 28, 2008 9:33 AM | Feedback (0)

SQL Server 2008 is out: is my platform supported?

With the official release of SQL Server 2008, this is the "hottest" question that customers are asking to us. If I'll plan to move under the new database engine, is my business ready for this new platform? This is the answer for the products that we support: Microsoft Office Sharepoint Server 2007 (MOSS) and Windows Sharepoint Services 3.0 (WSS) support SQL Server 2008 with their Service Pack 1 version (MOSS 207 SP1 and WSS 3.0 SP1). SP1 is also a requirement for installing MOSS 2007 and WSS 3.0 on Windows Server 2008. Microsoft Dynamics CRM 4.0 runs with...

posted @ Friday, August 22, 2008 1:47 PM | Feedback (0)

Decimal fields problem when upgrading to CRM 4.0

I don't know if it's a bug on the upgrade procedure or what, but on two different systems I've experienced a problem on decimal and money fields after an upgrade from Microsoft CRM 3.0 to Microsoft CRM 4.0 (Italian language). The problem appears curious: when you enter a value on a money or decimal field (for example 7) and you try to save the record, the number changes to 700.00 and it's multiply by 100 on every record save. My first  idea was to check the Organization Setting for the number format (and money format) but here the decimal separator...

posted @ Friday, April 25, 2008 1:30 PM | Feedback (1)

Maximum number of attributes in Microsoft Dynamics CRM 4.0

Today I had a discussion about when to limit the number of attributes into Microsoft Dynamics CRM to gain with performances and I've observed that there's not always a clear idea on how SQL Server manages these things. When you add a custom attribute on a CRM entity, Microsoft Dynamics CRM adds a new column on the corresponding table into the SQL Server database. With SQL Server 2000, the maximum length of a table row was 8 KB. While this is still the physical maximum length of a page, SQL Server 2005 can move overflow varchar, nvarchar, varbinary, or...

posted @ Wednesday, March 26, 2008 10:25 PM | Feedback (2)

Microsoft Dynamics and Classic Integration Tour: 2nd step

Today we'll have the second step of our "Dynamics TempoZero Tour" and the site is Busto Arsizio (VA). We'll show a nice demo of integration between Dynamics NAV, MOSS and Business Intelligence (a complete real world scenario of a manufacturing company) and we'll talk more in depth about the technology under the cover (BDC, Windows Workflow, Web Services, the future NAV Service Layer etc.). We've also added a section for Dynamics CRM 4.0. I hope to see some of you this morning... Here's a screenshot of our demo scenario: NAV data published on a MOSS Dashboard. Technorati...

posted @ Thursday, February 21, 2008 11:26 AM | Feedback (3)

Microsoft CRM 4.0 Logical Database Diagram

An interesting download containing the Microsoft Dynamics CRM 4.0 Logical Database Diagrams is appeared today on MSDN downloads. This download contains the following diagrams in Visio 2003 format: crm4answers.vsd – Shows relationship for the knowledge base and sales literature entities. crm4casecontract.vsd – Shows relationship for the incident (case) and contract entities. crm4cola.vsd – Shows relationships for the four key entities: account, contact, opportunity and lead. crm4marketing.vsd – Shows relationships for the marketing automation entities. crm4mywork.vsd – Shows relationship for the entities shown in the My Work area. crm4productcatalog.vsd – Shows relationship for...

posted @ Monday, February 18, 2008 10:39 PM | Feedback (2)

Dynamics Tempo Zero Tour tomorrow

I wrote some days ago about the big tour that we're launching in a strict collabouration with Microsoft. We will be in lots of city all around Italy to show how you can tune up your business with the integration of Microsoft Dynamics product family and the Microsoft collabouration platform (Sharepoint/MOSS, Unified Communication, Microsoft Office, Windows Mobile). Tomorrow the first step: I will be in Oleggio Castello (NO) and I'll show you a nice and complete integration scenario between NAV, MOSS and Business Intelligence (based on our Navlab platform). After my demo, some colleagues will show you something about Dynamics...

posted @ Wednesday, February 06, 2008 3:46 PM | Feedback (0)

Microsoft Dynamics + Classic Tour: we wait for you...

Are you interested on discovering the power of the entire Microsoft Dynamics suite combined with the Microsoft Classic products? Do you want to see Dynamics NAV and Dynamics CRM in action with Sharepoint in a great scenario of collabouration and integration? This is the event for you... Microsoft and Navlab together (our group) will be in 20 city (only in Italy unfortunately) and we'll show you a complete scenario of integration between Dynamics NAV, Dynamics CRM, Sharepoint Portal Server, Infopath and Microsoft Office PerformancePoint Server 2007 (for BI integration). Believe me... it will be an interesting event. If you...

posted @ Wednesday, January 30, 2008 10:12 PM | Feedback (2)

Microsoft CRM 4.0 hits RTM

The announce was on the air and Michael Lu (I was pleased to meet him in Microsoft Italy some months ago) has revealed it: started from 14th of December, Microsoft CRM 4.0 is officially RTM and the bits will be available in the next days via the standard channels, such as MSDN. The new CRM era is started... plan to upgrade your old CRM 3.0 systems as soon as possible! Technorati Tag: Dynamics CRM

posted @ Monday, December 17, 2007 11:32 AM | Feedback (0)

OBA and Microsoft Dynamics

In these days we're really busy to work with Microsoft on a future tour where we'll show the power of the integrations between Microsoft Dynamics and what is called the "Microsoft classic" world. One of the key point of this future tour is in my opinion what is called OBA, alias Office Business Applications. In order to undertand the potential of OBA, start with this picture: OBAs connect Line of Business (LOB) systems with the people that use them through the familiar user interface of Microsoft Office. OBAs enable businesses to extend the Microsoft Office clients and servers...

posted @ Thursday, December 06, 2007 4:00 PM | Feedback (2)

Microsoft CRM 4.0 and the still missing feature

In these days I'm playing a lot with the beta release of Microsoft CRM 4.0 and I've to say that there are many features that rocks, from the little things (now you can type inside a lookup field, duplicate checker, an improved Advanced Find that permits you to add columns from related entities) to the big ones (a report wizard has been added to the report area, new many to many relationships with the ability to specify the appearance on the CRM menu, improved worklows and WF, Offline SDK). However, I can't understand why (after a so hard work in...

posted @ Thursday, October 11, 2007 9:58 PM | Feedback (1)

Microsoft Dynamics CRM 4.0 CTP3 available

Finally Microsoft has officially decided to fully break the NDA around the new version of Microsoft CRM: the new bits of the CTP3 version of "Titan" are available to download from HERE. The only requirement is to have a Partner account. Download in progress... we'll launch the first set of CRM demoes with the new CRM release soon. Technorati Tag: Dynamics CRM

posted @ Tuesday, October 09, 2007 6:10 PM | Feedback (0)

Microsoft CRM 4.0: workflows are so cool!

I'm reading that many blogs are starting to talk about the next Microsoft CRM 4.0 release (code name Titan) and I've read also that the 1st of October is the official NDA end date for this product. I've not listened any official announce around it but the sources of this information are "guys that count"... ;) I'll talk a lot about Titan (ops... CRM 4.0) in the next days, but for the moment I want to leave you here what I think is the hottest feature of this release: the new workflow platform! In this new CRM...

posted @ Tuesday, October 02, 2007 9:53 AM | Feedback (6)

Windows Workflow Foundation with Microsoft CRM 3.0

One of the key concept of the new Microsoft® .NET Framework 3.0 platform is absolutely Windows Workflow Foundation (WF), the framework that enables you to build sequential and state-driven workflow capabilities into your existing applications. I've always written in the past that WF will be always more an important part of every enterprise architectures and it will be always more a key concept on the future MS Dynamics architectures. The future Microsoft Dynamics CRM 4.0 (Titan) will be natively based on Windows Workflow and the workflow functionalities will be exposed via web, in order to have multiple target of your...

posted @ Monday, October 01, 2007 9:26 AM | Feedback (0)

Vertical Templates for Microsoft Dynamics CRM

Microsoft has started on Codeplex an initiative for Microsoft CRM called "Vertical Templates". These templates include reference data models, pre-defined workflows, and role-based user experiences that showcase how Microsoft Dynamics CRM is relevant to customers in these industries.Each vertical template includes the following materials:- CRM Configuration XML Files- Workflows- User Roles- Demo Data- Demo Script- README FileThe templates are designed to work with Microsoft Dynamics CRM 3.0 today and will be updated for the next release of the Microsoft Dynamics CRM product. The first set is devoted to the manufacturing industry and they can help you to customize your...

posted @ Thursday, August 02, 2007 9:10 PM | Feedback (0)

Microsoft Dynamics products convergence

When some years ago Microsoft has launched the new Dynamics vision (do you remember the famous "Wave 1" and "Wave 2"?), one of the common question that customers asks to Partners is: when we'll have a convergence of the actual Dynamics products? Is this convergence a reality? Obviously, there's not a clear answer at the moment (some strategies are under NDA) but what is sure is that a first step of convergence is already begun. The future Dynamics products will have a common set of features and an improved interoperability, they all will share a RoleTailored user experience, integration...

posted @ Thursday, August 02, 2007 4:35 PM | Feedback (0)

Microsoft Dynamics CRM Analytics Foundation: where is WSS 3.0 support?

On my CRM VPC that I use for product demonstrations I have an integration with a Sharepoint portal where custom webparts present some data analysis to the users. In order to update my VPC machine with WSS 3.0 I've checked for the new Microsoft Dynamics CRM Analytics Foundation (it offers interesting dashboards with KPIs) but (with a bit of surprise) it doesn't support WSS 3.0 webparts. Now I've two questions for the team: Is the WSS 3.0 support on the to-do list? Will be this product natively integrated into "Tytan"? Technorati Tag: Dynamics CRM

posted @ Monday, July 09, 2007 9:31 PM | Feedback (2)

Microsoft Dynamics CRM a step below to other Dynamics products?

I'm glad to see that Roberto Andreoli has leave me a great answer on his blog by explaining his 50-30-20 theory. On his previous post about the possible Microsoft leadership in the business application's world, I said him that "Microsoft has  a great platform expecially on the ERP side (AX and NAV are products so customizable that can fits every customer's needs). When their future releases will be more integrated into the .NET world, I think that the primary role on the market will be for sure. However, the CRM platform is a step below the ERP. Microsoft CRM actually...

posted @ Saturday, July 07, 2007 2:53 PM | Feedback (2)

Has Microsoft the chances to be the leader in the Business Application world?

With a bit of surprise, Roberto Andreoli today has published on his blog a post about one of the topic that I'll try to demonstrate during the next weeks for who has the fortune :P to be present at the next events organized by my company (I'll talk about these events later). The question is: Has Microsoft the chance to be the leader in the Business Application world in the near future? Is the Microsoft platform ready for this step? Roberto has published exactly what I'll try to explain (and demonstrate) the next week: "Microsoft with Dynamics and the...

posted @ Sunday, July 01, 2007 11:36 PM | Feedback (2)

Microsoft CRM and "Advanced Find" with exceptions

Microsoft CRM has a great tool for making custom queries to all the CRM entities available to the final CRM users: this tool is called "Advanced Find". Customers have a great fantasy on making queries and some days ago I've received a request: how can I retrieve all the Accounts that doesn't have associated Contacts via the "Advanced Find" tool? My first answer was to make a query like this (sorry but I've the italian CRM version installed on the production machine): and after pushing the "Find" button... the query doesn't work!! The "Advanced Find" tool doesn't provide...

posted @ Monday, June 25, 2007 10:06 AM | Feedback (5)

Using Microsoft CRM with Virtual PC: a solution for a noise

Microsoft Virtual PC is a great tool for making Microsoft CRM demos and lots of time it's a great choice also for development. Personally, I've a Virtual PC box with Microsoft CRM and many other features installed and I'm using it as a development environment where I setup and test my customizations. However, if you're a CRM developer and you work on a Virtual PC image, you surely have discovered some noisy effects: with Virtual PC, you can't select a view column (on system view editor and on the Advanced Find tool) and you can't customize the entity views (you...

posted @ Monday, March 26, 2007 6:58 AM | Feedback (0)