Bob Stutz’s Blog:
Customer Center Get Ready Page:
Bob Stutz’s Blog:
Customer Center Get Ready Page:
Keeping up with the incredible Microsoft Dynamics CRM versions in the old days was hard enough, but now the team is updating and releasing at an even faster pace.
These Resources can help
Posted at 09:13 AM in Announcements, CRM Development, MS CRM Partner Resources, MS CRM Selling, MS CRM User Resources, MS CRM Users: The Executive Office, MS CRM Users: The Support Department, MS Dynamics xRM in the field , MSDYNCRM13 | Permalink | Comments (0) | TrackBack (0)
Something amazing happens when you move to the Cloud. Updates Happen and for the millions of Microsoft Dynamics CRM Online users updates have been happening. Have you looked at some of the more recent released features such as Microsoft Social Listening.
This year I have counted at least four if not eight major feature enhancements to Microsoft Dynamics CRM and the wonderful is not slowing down.
About this Video:
Lex Thomas welcomes Jackie Nichols and Chris Gideon to the show as they discuss how businesses can unleash the power of “working like a network” through internal social media tools that can help organizations better communicate and collaborate with each other to drive better business results which impact customer satisfaction and your bottom line.
In the really noisy world that we live in, sometimes it is nice just to go to one place to find all the links and information you might need on Microsoft Dynamics CRM
I just reset my Globe so as the days of 2014 accumulate, and people continue to read this blog the touch pinpoints will grow again.
To date I have had ~237,000 visitors and it is a thrill to know that I can keep helping the world to master Microsoft Dynamics CRM. The release of v2013 KEEPS the great and adds more! A framework, a product, a solution set and a platform for integrating to so many other solutions. Make 2014 the year you eliminate all those random Access Databases, and reduce all those way too sophisticated and often redundant Excel Spreadsheets.
"Think Microsoft CRM"
Microsoft Dynamics CRM v2013 has so much to offer and one of the best ways to start getting your head around what is being offered is to regularly attend some great either 100 or 300 level webinars.
Luckily Microsoft is offering such webinars for partners, customers and prospects.
You can find the whole series here: http://www.microsoft.com/dynamics/offers/crm2013demos/
Or if you want to just sign up for tomorrow's session, here is the link: https://msevents.microsoft.com/CUI/EventDetail.aspx?EventID=1032569331&Culture=en-US&community=0
Promote via LinkedIn/Twitter as well! Thanks!
As we move into this bold new world of many different devices, we are also opening the door for many different options for accessing our central Dynamics CRM store of data. When learning about all the different options keep in mind the differences between an application that is built to work in different OS environments such as the new Tablet access to Dynamics CRM and an application that is built for a more specific set of criteria such as a specific Windows 8 CRM Phone applications. Key areas of slight shift are items such as on a phone you are usually talking about the "phone" focus and providers like Verizon and AT&T whereas on a tablet your focus on phone might be Skype or Lync.
It is easy to get confused and Dynamics CRM v2013 offers so much!! I have to admit I am excited.
The Tablet access offers cross browser, but also many different tablet centric features like touch, pinning and choice of surfacing what you want to see where.
The Mobile access offers the really tiny form factor (for those small phones) as well as consideration for offline.
We also continue to have the Outlook Client which leverages all that is Dynamics CRM and all the great features within Outlook and the Web Client Access offering the application from your choice of a set of browsers.
In this brave new world you need to figure out how to best communicate all of the power of choice to your customers, peers and team members. As much as we are One Microsoft and One OS across many different devices, there are certain features and options that are very relavant for some devices and not important to others. Given this the technology you are using and the choices it offers does make a difference.
Choice is also not limited to technologies, it is also all about business culture, department process and individual working styles. The convergence of business and information technology is now!
What is amazing about Microsoft is that they offer so many incredible choices without nickel and diming their customers. They help customers use what they need where from their deep pockets of choice.
Do you have a lot of other OutLook Integrations? CRM Outlook Client causing you grief on just one machine?
This rollup includes “process isolation” to split the Outlook Client out from the core Outlook process, an upgrade to SQL CE 4.0, and reductions in isolated performance issues with a large address books (among other things, it’s all in the KB)
Look out! It is a whole new and old CRM world!
Take a huge amount of depth and years of development (Dynamics CRM v2011) and add onto it a whole new way of working. Shake out a few of the old features, park a couple of items for just a bit and add some much very cool new. Now mix well, test and release.
Oh and hold onto your hat, because although change is constant it always has an impact.
General best practice for OnPremise users is to stay within two roll-ups. Just consider the large team of developers writing code, fixing any issues (reported by the millions of users) and continuing to make Dynamics CRM the absolute best CRM product on the market.
Microsoft Dynamics CRM v2011 Roll-up 14 has just been officially released. Learn more here.
In our busy lives, this one might have slipped by your Excellent Dynamics CRM Extension Team.
To Read More From the Field, Check out these two great writeups ...
The annoucements are starting to come out about Making your experience with Microsoft Dynamics CRM personal.
And the NewsRoom has been updated
People who know me that are not in the world of Dynamics CRM and who don't know what CRM or xRM really means might get a kick out of this new little YouTube Video.
There are some great posts summarizing this wonderful development effort of updates, features, fixes and new!
Bullets of Interest
Links for More
Posted at 08:44 AM in Announcements, MS CRM General Announcements, MS CRM User Resources, MS CRM Users: Network and CRM SQL Database Administration, MS CRM Users: The Executive Office, MS CRM Users: The Marketing Department, MS CRM Users: The Sales Department, MS CRM Users: The Support Department | Permalink | Comments (0) | TrackBack (0)
I won't be at Convergence this year, but I wanted to go ahead and share some getting the most out of the event tips and tricks. because Convergence isn't just about great sessions and learning, but it is also about
2) Meeting the Third Party Providers and ISVs who partner with Microsoft on Dynamics CRM
and add value add
3) Meeting the Microsoft CRM Support Team and technical resources (bring your questions)
4) Meeting the Microsoft CRM Developers and development team (there are new faces to watch for)
5) Meeting other Microsoft team members
6) Communicating with other CRM users (Look for CRMUG)
7) Listening and learning from Authors, Field Experts and great consultants
So In my many years going to and presenting at Convergence I offer you the following
1) Know which sessions you want to go to before you go and have a backup option
(sometimes sessions are sold out)
2) Know who the speakers are: Ask or search the net or read their blogs, being great at what you know doesn't mean you are a great speaker. Look for both!
3) Use Twitter during the conference to keep up with the live session buzz and to connect with other CRM tweeters. My guess is the tweet tag will be #conv2013 or #conv13
4) Know the level of the session: They can range from 100 to 400 and have a lot to do
with presenter and audience. Convergence has both sales sessions to show what is new and deep technical sessions to get you up to speed fast so you have to know how to pick them.
5) Go to the parties and don’t stay at one. Roam from one party to the next and check out the culture, the mood, the tone, the side talks, the buzz
6) Talk to Strangers
7) Eat with people you don’t know and when you sit down, talk to them
8) Make time to visit the bookstore (even if to just see what CRM books are available)
9) Make time to visit the booths (I have had more great technical talks with CEOs at
trade shows than anywhere else)
10) Go to some non-CRM Sessions such as Office, SharePoint and BI – products that work
great together with CRM
11) Go to some business sessions – they have some incredible leaders presenting on
leadership, change management, etc. Many are well recognized business book
writers. (loved hearing Malcolm Gladwell a few years back)
12) Setup a Meet the Expert Connect session and have a one on one with a developer,
business leader, or other resource. A few years back I met with the development team working on a key feature in the newest version of CRM. What a blast to get their perspective.
13) Attend the Pre-Convergence CRMUG Day, the sessions are smaller and the content incredible.
14) Bring business cards, share your business cards, collect business cards AND schedule time when you get home to follow up. Not just the week after, but again two weeks after and a again after 2 months, etc. Networking is about meeting and then building relationships that offer win/win value to both people.
15) Share what you know! Evaluations make a HUGE Difference in the world of Microsoft. Peer to Peer sharing makes a HUGE difference in the success of Dynamics CRM.
16) Attend the last session of the day and the event. Those speakers are sometimes the best, because they draw out the day.
1) It is New Orleans! Get up on the balcony and share the fun of throwing beads at people.
2) Plan to eat incredible food.
3) Don't plan on sleeping too much, but don't burn up all the brain cells so you don't have time to learn.
Posted at 01:57 PM in Announcements, CRM in General, CRM Vendor News, MS CRM General Announcements, MS CRM Partner Resources, MS CRM Selling, MS CRM Studying, MS CRM Tip of the Day, MS CRM Users: Network and CRM SQL Database Administration, MS CRM Users: The Executive Office, MS CRM Users: The Marketing Department, MS CRM Users: The Sales Department, MS CRM Users: The Support Department | Permalink | Comments (0) | TrackBack (0)
The fastest way for you to find out about the hot trending topics from Microsoft Convergence is to go on over to Twitter and to search on #conv12, #conv2012 and (to get a few missed items) #con12. You can also search on #CRMLady (that is me) and #msdyncrm.
The buzz during the event was hot, fast, real time and enlightening. I can't tell you how many times I smiled while reading 140 characters. A quick glance, a smile and back to 100% listening to content.
What was great was to post a thought and then to see all the reviberating thoughts on the speakers while the speaker was still speaking.
In fact at one of my presentations. Someone TWEETED a question, I read it (yes, while speaking) and responded to the entire group. How did I do that? Well there were two of us presenting so the back and forth gave me a chance for a quick peek.
Talk about an entirely different way to present to geeks and introverts - Look out future tomorrows, the power of the introverts enabled!
The Microsoft Dynamics landscape is changing quickly – new technology, new platforms, new implementation strategies, new partner challenges—and the changes mean major new opportunities, and major new risks. Decisions that you make now about your Dynamics solution will have implications for years to come.
Who Should Attend Decisions Fall 2011?
Decisions Fall 2011 is a virtual event for...
Have You Registered Yet? @crmug: #msdynCRM
Next week is the Southern New England CRM User Group meeting in the Waltham, MA Microsoft Offices.
Come On Over to share in the joys and pains of INTEGRATION!
Every once in a while I change my theme. Why? Well I find that certain changes offer a bit of brain refresh both for me as the writer and for those that read the blog via the web.
So today - the theme on my blog changed.
What do you think?
Microsoft has released Update Rollup 3 for Microsoft Dynamics CRM Server 2011. It includes updates and hot fixes packaged together for easy deployment. We recommend that you install the update rollup to keep your software performing at its best.
It is not easy to grow a business these days, but when you have years and years of experience and tons of connections and there is a good need, it is often the right thing to do.
John Gravely and his team have just that company with ClickDimensions.
On June 1st, join John to hear some of that great experience as he presents REAL stories of MARKETING with Dynamics CRM. This is a premier event for marketers (not sales people who do a bit of marketing): Offering True Stories of Marketing with Microsoft Dynamics CRM
This live workshop will include examples of real world campaigns where Microsoft CRM was used to:
It should be fairly interesting as there is so much more that can be done both with the built in features of Microsoft Dynamics CRM Marketing AND with some of the incredible ISV offerings that tie the power of the internet, statistics and technology with the CRM platform.
You just settled in with Microsoft Dynamics CRM v4.0
In fact you are feeling pretty good with it. You have started with the basics, learned a few of the intermediate features, added a few reports that you like and all is good. Next week you might even add a few more workflows to the mix to automate even more of those painful manual processes and THEN
Microsoft comes out with this upgrade. Oh and you took a look and it has some cool new stuff that you want. BUT, but, but there is still so much you can do in Dynamics CRM v4.0
Well no worries: We have a session to discuss all of these considerations at the VIRTUAL FREE DecisionsWorld conference.
Mark your calendar today - Register (yes, it is free but you need to register) and gather up all of those questions and perhaps a few assumptions so you are ready to debate the timing and benefits of staying vs. upgrading.
Over the last couple of years I have participated in the MSDynamicsWorld Decisions conference and the first year it was pretty cool, but a little light by the second year the speakers and vendors were really starting to get the format and now VIRTUAL CONFERENCES are well just hot. (Hey, just checking out the technology is cool)
Yes, the world is noisy, people are busy - but given that Decisions 2011 has one full day packed with great CRM Speakers I am helping to spread the world. Last year I heard and shifted my perspective when listening to a talk on Dynamics CRM and the marketing features (how to really leverage what is there) and this year who knows what I will learn.
SO Mark your calendars as June 17th is CRMDAY!
and for those of you also working with the other products within the Microsoft Dynamics Family you might be interested in these virtual conference days as well.
Posted at 09:34 AM in Announcements, CRM Vendor News, MS CRM Studying, MS CRM Training Resources, MS CRM User Resources, MS CRM Users: Network and CRM SQL Database Administration, MS CRM Users: The Executive Office, MS CRM Users: The Marketing Department, MS CRM Users: The Sales Department, MS CRM Users: The Support Department | Permalink | Comments (0) | TrackBack (0)
As a firm believer in sharing technical nuances, field tips and general best practice experiences I was thrilled to be nominated and approved as a member of the CRMUG Board of Advisors
If you have not visited their website for a while, check it out
If you are looking for advanced training (developer, infrastructure, user and more) tap into all the new that is happening with the CRMUG Academy
if you are in Southern New England keep an eye on your local CRMUG Subgroup www.snecrmug.org for upcoming face to face meetings.
Join us for the next meeting of the CRMUG New England Regional Chapter on Tuesday, April 5, 2011 at the Corner Pocket Billiards & Grill, Johnston, RI from 4 to 7 pm. This will be an informal connect with other CRM customers with topics to include: "Getting the Most Out of Convergence" & "Upgrading - Why? and When?". Please register no later than Friday, April 1st!
Meeting Date & Time: Tuesday, April 5, 2011, 4 to 7 pm
Audience: All CRM users are welcome to attend, regardless of whether they have joined CRMUG. Partners should be accompanied by a customer. Partners should bear in mind that the objective of Regional Chapters is to exchange knowledge and Dynamics CRM experience. Partner personnel should possess deep CRM expertise and refrain from sales activities.
About CRMUG Regional Chapters: Regional Chapters enhance your membership in CRMUG by offering face-to-face interaction and knowledge-sharing with other Microsoft Dynamics CRM users in your region. By having meetings centrally located within your region, users from all job roles and levels in your company can participate by only driving a short distance. All job roles are welcome: • Customer Service • Sales • Information Technology Join us so you can optimize the functionality, flexibility, performance and return on investment offered by CRM—and get better results from your CRM implementation back home. Feel free to invite CRM colleagues and other users within the region. For more information about CRMUG, visit www.crmug.com.
The Microsoft Dynamics CRM development team has released CRM v4.0 Rollup 16 and not only have they managed to resolve some of the issues reported from the field, they have also fine tuned some of the existing features. (it is amazing what a team of programmers writing code every day can create in 8 weeks) Particularly given there are change control processes, testing processes, QC, Builds, Deploys and more to pull together.
Do you have feedback?
Share your comments !
Convergence is just around the corner and one of the key presentations I am involved in is totally focused on the Microsoft Dynamics CRM Service Module!
How are organizations using the Service Module of Microsoft Dynamics CRM 2011?
and much more!
In addition to core key knowledge I am also going to make sure we get a ton of audience sharing happening. So nail down those logistics and get your questions ready for the developers who are going to be on stage with me! We are prepping for the best event yet!
If you work with any of the Microsoft Dynamics products or if you are just thinking about jumping onto the xRM/CRM bandwagon then you will want spend some time thinking or rethinking about attending Convergence 2011 in Atlanta!
Microsoft Convergence is one of the largest Microsoft shows in North America and as such it draws a large number of cool people from a wide variety of vendors and from Microsoft. I love just having a chance to sit down for 15 minutes or so with a number of different partner contacts, support staff, guru field experts and even the people who happen to sit next to me at breakfast. There are so many fascinating minds at work in this world!
Additionally although some of the presentations can be a bit too marketing oriented (the last couple of years have shown huge improvement in this area), there are even more that are totally intense field feedback packed. Not to mention that many of the speakers come right from the front line.
Realize that this year the EXPO hall at Convergence was sold out way in advance. Welcome back buzzing economy! AND the conference attendence is so full that Microsoft marketing doesn't have to do much so don't expect any extra motivation from your local Microsoft Rep!
Here are my top 5 tips for getting the most out of Convergence 2011 AND if you are going to be in Atlanta watch for me!
1) Spend the time to setup meetings in advanced. These can be a quick lunch, a specific breakfast table or an agreement to go to selected sessions together. Meet with people you don't know! A lot can be accomplished in those first 15 minutes before a presentation starts.
2) Line up your agenda now, but give yourself choices. One of the morning sessions might influence which session you pick in the afternoon.
3) Know the speakers and pick the speaker that is going to offer you the content at the level you are interested in. This could be highly technical, a mix of business and technical, 101 or case studies.
4) Make time to visit the Expo Room so you can connect and learn about all the incredible third party offerings. Many of the people in the booths are GREAT contacts to know from CEOs, to developers to passionate CRM gurus.
5) Attend DAYOne sponsored by CRMUG and supported by xRMVirtual. It is a great way to warm up, ask questions, find out how the week will unfold and meet some of the people who spend a significant amount of their time helping the community and learning from answering CRM specific questions.
6) Follow the TWEETs on the event so you know where things are happening and what you don't want to miss. The tweets let you find out about unpublished events and can give you access to Convergence experienced feedback minute by minute. #CONV11
Posted at 09:28 AM in Announcements, MS CRM General Announcements, MS CRM ISV and 3rd Party Add-on Products, MS CRM Partner Resources, MS CRM Training Resources, MS CRM User Resources, MS CRM Users: Network and CRM SQL Database Administration, MS CRM Users: The Executive Office, MS CRM Users: The Marketing Department, MS CRM Users: The Sales Department, MS CRM Users: The Support Department | Permalink | Comments (0) | TrackBack (0)
A late but very heart felt congratulations to the Microsoft Dynamics CRM Development team who have now officially released Microsoft Dynamics CRM v2011 OnPremise.
Not only do they now have Microsoft Dynamics CRM Online v2011 and Microsoft Dynamics CRM OnPremise released, but they released the OnPremise version ahead of schedule.
Sweet ! Download Information (warning: please do not try to install without reading the implementation guide)
(They now shift their focus to Microsoft Dynamics CRM 2011 Rollup1 and the next version)
I think it is pretty funny that I had an e-mail from Amazon today recommending my book to me.
"Amazon.com recommends "Sam's Teach Yourself Microsoft Dynamics CRM 4 in 24 Hours" and more ....
The best thing about this is it is a good reminder that my original book is still packed with a ton of great learning that applies to both v4 and v2011!!
Visit http://crm2011beta.com to learn more and signup.
Twitter is all a buzz with news from the Microsoft Worldwide Partner Conference
And if you want to sign up for the beta notifications on Microsoft Dynamics CRM 2011
I had not heard much from Ten Digits in the last few months and I was wondering what was up. They are such a big player in the Dynamics CRM Blackberry market.
Well as it turns out Ten Digits has been heads down in development mode.
Today they announced the newest versions which include new features and new software for a number of different platforms. I was particularly pleased to see they now have an iPad version.
In terms of new features - The mobile market offers some really nice fine tuning focus. Adding in items such as picture capture and association (it is a phone, it has a camera, it has CRM with contacts) and voice record and capture (it is a phone, it does voice, it has CRM with attachment support).
If you have not had a chance to check out what the Mobile ISV's to Microsoft Dynamics CRM are doing then you definitely want to check them out. Don't depend on just press releases. Dig into their website and see the videos, feature lists and discussions. OR step it up and visit the teams at any of the numerous conferences going on this summer and fall. If you are in Washington D.C. this week: The Microsoft Worldwide Partner Conference is happening and according to the CRM Twitter, LinkedIn and Facebook buzz Microsoft Dynamics CRM is a big part of the event.
In a wonderfully consistent best practice the Microsoft Dynamics CRM Development team has released their latest rollup for Microsoft Dynamics CRM v4.0. Nice Job Guys!
R11 has a number of updates and enhancements for Enterprise including items focused on performance improvement when dealing with tens of thousands of workflows and fine tuning around active directory user settings.
The Microsoft team has also managed NOT to neglect the help files (something easy to do when developing at the speed of light). The documentation team has continued to update the electronic help files that come with the system. A new release of help is included in this rollup and it is recommended that this also be installed.
You wouldn't add nitro to just any car without a good bit of knowledge and the same holds true with the Microsoft Dynamics CRM Accelerators. They are powerful! Just put them in the right hands, with the right knowledge and a little bit of tender loving polish and look out.
My hope is that Microsoft will continue to increase the amount of polish, but for now know what you are dealing with and don't expect to just drop in the fuel without understanding.
Release 2 of The Partner Relationship Management (PRM) Accelerator has now been posted. The PRM Accelerator allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners.
When: Thursday, May 27, 2010 9:00 AM (PDT)
Meeting time: May 27, 2010 9:00 AM (PDT)
To use computer audio, you need speakers and microphone, or a headset.
A new series has been started with two of the famous and favorite members of the CRM Developer group, Girish Raja's and Reuben Krippner
Now the first video is a bit "just announcement" but it is a great first start. Hopefully in the next set of videos they will add some of the programmers much loved gory details.
Can you add more questions to the list?
Christian Espinoza wrote such a great summary on the release of the Statement of Direction that I thought I would skip reinventing the wheel and just share his post.
And to add to this Mike Synder has also written up further details including some historical perspectives on CRM's Directions.
BOTH the Convergence presentations and the links to each session evaluation forms are available through schedule builder.
Take a few minutes and complete those evals because each completed form benefits Unicef (as well as the speakers and the quality of content for next year). BE passionate, be honest and share. You can make a difference.
Twitter is definitely having a negative impact on my blogging. Why? Well because I tend to tweet interesting tidbits directly via twitter and then run out of time and forget that I might want to expand on my thoughts and blog about the same subject.
Needless to say I am going to start doing a bit of review of tweets from last week so that I can make sure to get some of the helpful points here.
If you have not found me on twitter, do a search on CRMLady.