Are you interested in a little extra reading on Microsoft Dynamics CRM? Check out this list of 2013 white papers.
Are you interested in a little extra reading on Microsoft Dynamics CRM? Check out this list of 2013 white papers.
Within Microsoft Dynamics CRM each entity has a set of system views. These system views can be configured or added to and as such are a powerful feature within the system. You can even create new views.
So what exactly is a view?
If you are familiar with a spreadsheet, you know that you have rows and columns of data and each piece of data sits in its own little cell. A view in Dynamics CRM is just like a spreadsheet. It has rows and columns of data. Additionally any given view in the system also let's you "click" and export to Excel.
Other powerful features of views include the ability to add columns of data from not just the entity where the view is defined, but from every entity that is related to the entity where the view is defined.
You can also sort views of data by clicking on the header of a column and secondarily sort by shift clicking on the next column.
People using Dynamics CRM can also use "Advanced Find" to create their own personal views of data. So if your IT Department is a bit buried under a long to-do list, you don't have to wait. You can create your own personal views AND you can even share these views with your peers or manager.
OK, so you really don't want to give up Excel and all the pivoting and graphics that you can do with it. Guess what, you don't have too! Views feed Excel and all the powerful data manipulation techniques that Excel offers. Check Out PowerView, PowerBI and PowerPivot, if you love Excel, you will go over the top with these Excel add-ins. CRM + Microsoft Excel "Better Together"
Views have another role within the world of Dynamics CRM. They feed charts, so setup your favorite view and then use the CRM Chart feature to chart the data from that view. These charts can be added to Dashboards for instant, dynamic, graphical love!
If you want to learn even more about views you can read about them in the MSDN library entry called Customize Entity Views.
Posted at 01:17 PM in MS CRM Configuring , MS CRM in Enterprise , MS CRM Knowledge Base Articles , MS CRM Partner Resources, MS CRM Studying, MS CRM Tip of the Day, MS CRM Training 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, MSDYNCRM04, MSDYNCRM11, MSDYNCRM13 | Permalink | Comments (0) | TrackBack (0)
What is a Microsoft Dynamics CRM Entity?
Think first about a table within a database and then add more. A entity in CRM is one focal point of data including a set of fields, a set of views, a set of forms, a set of relationships and more.
An entity includes an unlimited number of system views that display the data in a spreadsheet like format. Views can also include related data.
An entity includes an unlimited number of data entry forms, although many rollouts have one form per entity. A form is a set of fields laid out in a manner that allows easy data entry. Forms can be tied to security roles.
An entity includes relationships to other entities. For instance you have an Account entity that has a relationship to a contact entity and this relationship is one account to many contacts. You can also have different types of relationships including One to Many, Many to One, and Many to Many.
An entity includes Charts. A chart is a graphical representation of the data that is contained in the entity and it's related entities. Charts can also be filtered and displayed based on the views.
An entity includes system messages that can be configured.
An entity can be named or renamed to represent the specific needs of a business. Take for instance Account, the Account entity can be renamed to be Company, Corporation, Building, Farm, Sign, Hospital, Department, Office and more.
New entities can be created to meet the demands of many different types of businesses and data tracking.
Posted at 09:00 AM in CRM Development, MS CRM Tip of the Day, MS CRM Training Resources, MS CRM Users: The Executive Office, MS CRM Users: The Marketing Department, MS CRM Users: The Sales Department, MS CRM Users: The Support Department, MS Dynamics xRM in the field , MSDYNCRM04, MSDYNCRM11, MSDYNCRM13 | Permalink | Comments (0) | TrackBack (0)
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!
Well another new world has opened in the universe of Microsoft Dynamics CRM and a number of long time Dynamics CRM Guru's have questions.
To get you started on what can be extended in the new forms take a look at this great little blog post just released on MSDN
I just stumbled upon a nice xRM/CRM developer resources blog: Jamie Miley's Life and Technology - Take for instance this post
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!
Back in the day, and well ok I admit it this is still on my bulletin board in the office, Tim Dutcher put together a Microsoft Dynamics CRM v4.0 Quick Reference Sheet. This was a GREAT resource for all things new and new back in October 2008 was Dynamics CRM v4.0!
Now before you roll your eyes you might want to take a peek. A similar reference page can be put together for all things Dynamics CRM 2011. It just needs to be done and to get started here is the model!
if you have yet to move to Dynamics CRM 2011 and you have people ramping up on Dynamics CRM v4.0 they might like it
if you want to follow my style and always know what features came out with which version so you can know the version number of the features (see this lets you know if the feature is robust or maybe just a bit wet behind the years)
The Summary from the Southern New England Customer Relationship Management User Group meeting (Microsoft Dynamics CRM User Group - Regional Meeting)
June's SNECRMUG Meeting Summary
Boston once again managed to get the best of me (traffic, late to meeting), BUT I still made it to the Southern New England CRM User group meeting in time to hear the better part of the first presentation and all of the second and third presentation.
I, unfortunately, missed the introductions so if you were there I look forward to seeing you in July or September! Still it also reinforced what a great option it is to have more than one great leader helping to organize and coordinate (Thanks Pat!)
The meeting started out with a presentation by Edgewater Technology on the great new charts, graphs and visual display and reporting options in Microsoft Dynamics CRM v2011. What constantly amazes me is that reporting techniques used in the v1.2, 2.0 and 3.0 days still get a viewing and offer value, as well as all the new cool stuff in Dynamics CRM 2011. Never stop learning just because there is a new version around the corner is a GREAT motto to remember when it comes to Dynamics CRM.
The second presentation had me doing some wows! One of the Gold Certified ISVs, experlogix, showed their highly visual addition to Dynamics CRM. Products, Quotes and Orders will never be the same for me again. This product not only added break down to a very grandular bundling level but it also includes all with product pictures and built in workflow. Jeff showed the process of ordering a fish tank and with each decision the visual choices followed business rules in such a way that if you picked something such as a piranha for your fish tank, it will mark the other fish as not an option. Who wants dead fish!
The last presentation was done by a Customer. Lojack did not do the standard presentation around how sales features are used which although is definitely interesting is not as interesting to those who have seen that type of presentation before. They actualy stepped it up and did a great presentation on how the inner workings of customer service get value out of Dynamics CRM. No PowerPoint, just look this is what we do! They also offered some technology wow with some of the new things that LoJack is offering such as alerts when your "key" is not with your car when it is moving. Hey, I would want an alert on that as soon as possible! Text anyone? What was fun was some of the stories about unusually things that can occur when offering these new offerings.
Posted at 09:23 PM in 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 (1) | TrackBack (0)
Wow - CodePlex grew while I wasn't paying attention. There are now almost one hundread different free solutions available, all with interesting hints of cool stuff.
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.
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)
I just found this great little How To series on creating custom reports in Microsoft Dynamics CRM.
This little series is a great learning tool for the interns that dive into learning about the world of Microsoft Dynamics CRM.
Well said, overall well said
“Over my 12 year career in the CRM space, I have seen customers take a variety of approaches to creating training materials. From leveraging software manufacturers’ user guides to multi-deck power point presentations, I believe I have seen it all. More often than not, these approaches are nothing short of failure. Expecting users to learn your CRM philosophies and strategy from software reference material is akin to expecting one to learn how to drive by simply reading a vehicle’s owner manual. To be successful we must know the rules of the road, or in this case, the business rules to support CRM strategies.” More on the same subject at http://www.dynamicscare.com/blog/index.php/increase-user-adoption-with-effective-training-materials/
A big thanks to Steve Noe, CEO of one of the great Microsoft Dynamics CRM training facilities, Biz IT Pro.
Here are a few great links to help support those who want to get training, but who are struggling with the justification.
Now that everyone is grumbling about how much there is to learn about Microsoft Dynamics xRM it is time to separate the difference between CRM and XRM.
Microsoft Dynamics CRM can be thought of as an application that sits on top of the Microsoft Dynamics XRM platform. It appropriately stands for Microsoft Dynamics Customer Relationship Management.
Learning to USEMicrosoft Dynamics CRM is generally not very difficult. If you hire a new staff member and show them around your Dynamics CRM system they quickly realize that it is very similar to the Microsoft Office products. They get a few new folders in Outlook, They learn the difference between a View and a Form and they can immediately get their job done.
As they learn your business and their new job they might expand into doing more. It is no different than mastering Microsoft Word (including growing into the advanced features) or learning Microsoft Excel (and growing into the advanced features)
Is training recommended for the user? Personally I like training when it comes to increasing efficiency and reduced human grumbling.
The human brain is creative and you never know what direction it will go, so training helps to set the right path and the right direction. Additionally many times training is 50% or even 70% about your business processes with a swirl of how to use the software. So it is an excuse to reinforce best practices in process and there are never enough chances to do that so grab it when staff are open and egar to listen.
Posted at 08:16 AM in 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 (2) | TrackBack (0)
Training marks the difference in the field between exceptional Dynamics CRM partners and those who just market that they are Dynamics CRM partners (and who are paying the price in time, dollars and internal marketing hits both to the product and to the partner technical credibility)
As far as I can tell - Microsoft is still trying to figure out what to do about this. Although you might have noticed that they have expanded their Dynamics CRM certification suite from 4 tests with a masters level capstone exam to 6 (or more).
It is true that there are some incredible technical resources in the world and most of these technical resources have taught themselves a good bit of technology. Perhaps they learned one or two development languages in school and then the other five they have mastered on our own.
Or they might know five or six or 15 different applications so what is another application. A word processor is a word processor is a word processor or a spreadsheet, is a spreadsheet, is a spreadsheet. AND for some CRM applications I can even say that a Contact management system is a contact management system
Now let's talk about Microsoft Dynamics CRM
Microsoft Dynamics CRM is a new tool and platform!Yes, it is written in .NET so one could argue if you know .NET then you can teach yourself Microsoft Dynamics CRM. Alas some have tried, many have failed - a few were open minded enough to have success, and some that have failed are still tripping over their own feet and not admitting their failures, but there is more as follows:
1) Dynamics CRM is built in a manner to enforce standard development practices on the XRM platform. Do you know those standard practices? Every MS CRM deployment can be unique and Microsoft had to come up with a way to both honor the uniqueness and not tick off all their customers when they ship rollup updates and major upgrades. (they figured it out)
2) The Dynamics CRM MS SQL databases are well .. they are not a SQL developers vanilla databases(even for the most advanced SQL guru). They have security built into them and leverage filtered views. Do you know how the filtered views work and why they are the way they are?
3) The application is server side and client side code. Development methodologies need to change so that individual developers can do server side coding and have the option to do client side coding as needed.
4) Team Collaboration when extending Dynamics CRM is unique. Have you learned how to do team programming on the XRM platform? You most likely do not want to be changing, refactoring, deleting and moving around attributes in multiple locations to be pulled together in one place. Key word here is that the XML customization file is additive.
5) Infrastructure, Infrastructure, Infrastructure:When CRM 1.2 was released it took myself and a guru infrastructure guy 7 hours to install. Now in the world of v4.0 much of that is wizard driven and the time is much, much more reasonable. BUT DO you know what those wizards are doing? Particularly so you don't change something and break the world. I have seen a lot of newbie and oldbie infrastructure mistakes (and I don't tend to play in the infrastructure world).
6) Windows Server, SQL Server, MS SQL Express, Outlook, WSS and MOSS, Office Communicator, and the MS CRM Application footprint.They are all involved when talking about a single instance of Microsoft Dynamics CRM (ok SharePoint and MS SQL Express and Outlook are semi optional) Now what do you think happens when you have a multi-tenant environment with multiple domains and trees? There is a reason that the Installation manual is inches thick and there are specific EXAMs for MSCRM infrastructure only.
7) Speaking of Exams on MS CRM- Microsoft has at least five different exams for Microsoft Dynamics CRM which I can think of off the top of my head. These include Infrastructure and Installation, the Application, Configuration and Customization, Extending and Solution development methodology. If you take and pass all those exams they also have master level exams.
So if you LOVE to read then there is a TON of material to read in the exam manuals; however there is even more. A wealth of books all coming at the CRM and the XRM platform from different perspectives.
Do realize that the cutting edge guru, guru Microsoft Dynamics CRM guys (and gals) are not spending time on their CRM developer toolkit (a must have and most likely you will have to build resource), nor are they worried about their library of code snippets that they can always tap into (code used for the other 100+ projects built on XRM they have rolled out), the master level CRM gurus are leveraging tools like Silverlight to make Microsoft Dynamics CRM sing and dance.
So back to the question at hand. Should I teach myself Microsoft Dynamics CRM? or should I ramp up with some of the well known field experts so I can start thinking CRM sooner, get to the fun stuff faster and avoid the deep scar tissue that many have from trying things and getting burned.
I highly recommend training from well regarded, highly referenced Microsoft Dynamics CRM trainers. I also recommend a continued training mindset. There are not a lot great resources out there, but they are out there so do your homework AND if you have had training from someone really good (or really bad) then please share your experience.
Posted at 05:38 PM in MS CRM Studying, MS CRM Tip of the Day, MS CRM Training Resources, 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 found this today and thought I would share. Thanks Muhammad for taking the time to post your comments and thoughts. Your feedback makes a huge difference.
"I am a Software developer looking for CRM Dynamics custom development but first wanted to explore the concepts and out of the box functionality. I have thoroughly read until Hour-7 and skimmed over the rest, the book did a great a job so far elaborating and aligning the CRM concepts that most reader will subconsciously be aware of.
I bought another text and was overwhelmed by the information presented only from a usage viewpoint. Definitely, one would have to refer an adavnced title for custom development and that's not suggested by the book's title either. However, unlike its counterparts, the book handles a simple subject with utter simplicity.
No twinkle in fifth star due to size of illustration, hardly can peek into the pictures"
Author's Note: As the book gets updated I will definitely depend on a different tool for capturing screen shots. Vista's Snipping Tool just didn't do the job it needed to do.
You are a new customer to Microsoft Dynamics CRM and one of your first questions might be "How do I get started?" and "What training resources are available to me?"
The Top 7 8 New Customer Resources
1) Microsoft Partner of Record: Never under estimate the power of working with your Partner of record. Microsoft Dynamics CRM partners have been there and many times done that and they have a variety of resources available including consulting services, training options, white papers, and relationships to key contacts both at Microsoft and within the ISV (add-on applications) community. I might also add that if your partner of record isn't working out you do have the power of choice. Invest in a win/win relationship.
2) Books: There are now a number of books available which provide a solid foundation of knowledge. These can be found at your local and online bookstores. For the developers search on the following authors: Mike Synder, Jim Stegner and David Yack and for the users the Microsoft Step by Step book and you can get a good primer and start from my book "Teach yourself Microsoft Dynamics CRM in 24 hours"
3) User Groups: There are two great user groups providing some awesome recorded and live training sessions. The XRM User group has a focus on the people working with, developing in, extending and customizing Microsoft Dynamics CRM and the CRM User Group has a focus on leveraging the CRM features of the software to their highest potential. CRMUG additionally has some special interest groups based on industry and both XRMUG and CRMUG have local chapters.
4) Blogs: I follow about 60 blogs (all on Microsoft Dynamics CRM) and I know there are more that I am most likely missing. I have a couple of favorites when it comes to a user focus and the first is Richard Knudson's Dynamics CRM Trickbag blog. Richard is a Microsoft Dynamics CRM trainer and as such his blog is packed with learning CRM resources. The second is the Microsoft Dynamics CRM Team blog which is a great place to search for answers.
5) Dynamics CRM Forums: In the Dynamics CRM forums you can post a question and you will get a variety of answers. No questions is to basic! There are forums for all the different audiences using and working with Dynamics CRM. My personal tip: When working with the forums make sure you post your question in the right forum to the right audience. For instance if you have a question about sales process then you might not want to post that in the developer forum.
6) Twitter, LinkedIN and Facebook: On Twitter Search on #MSCRM and you will immediately feel the buzz. If you are not tweeting or if you are just getting into twitter then choose to follow one or two of the consultants in the field and feel free to post your own questions using the #MSCRM tag. On LinkedIn and Facebook (Jim Glass, Guru CRM Community Liasion) has some awesome Dynamics CRM Groups where people from all over the world share information.
7) Microsoft Dynamics CustomerSource: CustomerSource is a benefit of your service contract and is managed by Microsoft Business Solutions.
8) Don't Forget the resources within the third party software vendors (ISV's): The Independent Software Vendors writing solutions on top of Microsoft Dynamics CRM have a TON of educated and trained resources. Talk to them, invite them in to do a presentation and ask them about the Dynamics CRM way of life.
Learn to Think CRM
Posted at 07:52 AM in MS CRM Partner Resources, 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)
It is snowing and raining in New England today and yet we have had an early spring! The daffodils are blooming, the grass is green and the buzz of the Microsoft Dynamics conference "Convergence" in Atlanta is in the air!
If you are an Enterprise Dynamics CRM USER or IS Contact at an Enterprise account you will want to mark the underground lunch meetup on your calendar. We are meeting at lunch on Sunday at the edge tables in the lunch room. (signs on the table) This is informal so please come on over and introduce yourself to some peers!! (Meals are in Building B, Hall B3-4)
If you are not planning on attending Convergence you might want to reconsider after reviewing Julie Yack's great post on "Why Convergence?" or you might want to follow the Microsoft Convergence threads on Facebook or search Twitter via #CONV10. Some of the best information on Dynamics CRM is FIELD learning and there are not many places where you can get this kind of training from peers.
Key things to make sure you do!!
1) Plan on spending time after sessions finding out about where information is being "shared"!
2) Sit down for 15 minutes or so with the Dynamics CRM Technical support team. They have usually have a few kiosks or booths.
3) Find out about the Dynamics CRM events/parties and after hours networking. I have learned so much from these!
4) Don't be shy talk to the people you sit next to on the buses. To and from the hotel, to and from events, etc.
5) USE MICROSOFT CONNECT and setup at least one meeting.
I will be doing/participating in two presentations. One is sponsored by CRMUG (a great learning resource) and it will focus on "Is the Customer always right?" and the other is a panel with a few of the developers where they ramp up a totally new Dynamics CRM/XRM solution in two sessions!!
There is a week left! It is not too late to register! Come on down and join in the fun.
If you are in the ATLANTA area you can also consider a Day Pass!
The Nuts and Bolts article Outlook Synchronization in Microsoft Dynamics CRM 4.0, which is available for download from the Microsoft Download Center:
Outlook synchronization enables Outlook users to view Dynamics CRM information, including contacts, tasks, phone calls, letters, faxes, appointments, and e-mails, within the Outlook interface. This document describes the client synchronization process that is associated with Update Rollup 7 for Microsoft Dynamics CRM 4.0 or later (for on-premise deployments) and with Microsoft Dynamics CRM Online November 2009 Service Update or later (for online deployments).
Posted at 12:21 PM in Announcements, CRM Development, MS CRM General Announcements, MS CRM Knowledge Base Articles , MS CRM Partner Resources, MS CRM Studying, MS CRM Tip of the Day, MS CRM Training Resources, MS CRM Users: The Support Department | Permalink | Comments (0) | TrackBack (0)
As a follow-up to my system jobs post earlier this week I was pleased to find and to have shared with me two other related posts.
Customer Effectives post titled "Bulk Deleting Waiting Workflow Instances from Microsoft Dynamics CRM"
Phil Adam's Blog post titled Performance is slow if the AsyncOperationBase table becomes too large in Microsoft Dynamics CRM 4.0
Both add additional insight on the subject matter that is well worth the read.
Back in the pre-Microsoft SQL days I spent a good amount of time thinking about databases. There were databases that needed constant tweaking and maintanence and there were databases that were like chunks of granite that rarely had trouble, but when they did have trouble they could be a monster to fix.
I am curious as to if anyone out in the community has run across any favorite Microsoft SQL Server database tools and Dynamics CRM database maintanence best practices.
Just ran across a great post about some excellent available online training and best of all it is free! This made me realize that I needed to blog not only about this, but also about all the incredible resources from Microsoft Dynamics CRM with regards to training material.
If you are a Dynamics CRM customer make sure you have total access to Microsoft Dynamics CustomerSource! CustomerSource is a great place to find white papers, videos, forums and links to all things Dynamics CRM.
Additionally the Dynamics CRM Resource center is now packed with great little videos, one page quick help sheets and more. The Dynamics CRM Resource center is directly available from Microsoft Dynamics CRM.
In terms of other free classes and training from great colleges like MIT or via Microsoft and their extensive application stack check out this blog post from John F. Moore.
It is hard enough to have success with any CRM application (tons of interesting case studies and white papers on this one), BUT without training and input from experience you are pushing the envelope hard.
Make time to attend a deep dive bootcamp, ask your questions, double check any and all assumptions.
If you are a Dynamics CRM Customer make sure you do the following things (Major thanks to Holly Holt, Microsoft Group Manager)
When it comes to E-Mail and Microsoft Dynamics CRM you will find that users have a number of questions. In fact partners have a number of questions. These questions range from what is the CRM Tracking token and can I get rid of it to why are some e-mail addresses red and others blue within the activities view.
One of the great resources that is available for answering e-mail in Dynamics CRM questions is the Troubleshooting e-mail in Microsoft Dynamics CRM 3.0 FAQ.
Take a look!
I had the rare opportunity to spend the day with Daniel Hunter, Technical Solution specialist for Microsoft Dynamics CRM. Daniel is an expert at all things Dynamics CRM in both a technical and a sales capacity and is a key technical contact for our Texas offices.
I can't share enough thanks with Daniel for spending time with TRG!
When Dynamics CRM v3.0 was first released the ability to automatically send bulk sets of e-mail was just not available. You could generate them as activities, but then the send was a bit .. well let's just say manual.
Given the feedback from the field the team released a midupdate release that offered clients a choice of e-mailing options. This midstream update allows for the automatic send of bulk e-mails. To read more about your choices when sending out e-mails you can follow this link.
|Microsoft CRM E-mail Communication Methods|
Yes (as an activity)
Yes (as a campaign response)
Yes (as a campaign response)
Unsubscribe Request Tracking
Return on Investment Tracking
Automatically Send E-Mail Messages
Yes (with update KB 911520).
Yes (with update KB 911520).
Use Marketing Lists for Recipient Selection
|1||Return on investment (ROI) can be tracked based on the cost of the campaign and its activities. The Campaign Performance and Campaign Comparison reports can be used to track and compare ROI.|
Microsoft Dynamics CRM 3.0 Blended Learning Boot Camp – Applications Track
This blended learning boot camp explores the Microsoft Dynamics CRM application from a user's perspective so that you can prepare for customer scenarios and exam preparation. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, Sales Management, Service Scheduling, Service Management, and Marketing Automation.
|Level:||300||Training Format:||Classrooms (Live)|
|Date & Time||Duration||Location||Your Price|
|8/1/2007 - 8/1/2007||8:30 AM - 4:30 PM||Chicago, IL||$250.00|
|8/8/2007 - 8/8/2007||8:30 AM - 4:30 PM||San Francisco, CA||$250.00|
|8/15/2007 - 8/15/2007||8:30 AM - 4:30 PM||Washington DC, DC||$250.00|
|9/12/2007 - 9/12/2007||8:30 AM - 4:30 PM||Dallas, TX||$250.00|
|9/19/2007 - 9/19/2007||8:30 AM - 4:30 PM||Seattle, WA||$250.00|
|9/26/2007 - 9/26/2007||8:30 AM - 4:30 PM||Hasbrouck Heights, NJ||$250.00|
|10/10/2007 - 10/10/2007||8:30 AM - 4:30 PM||Fargo, ND||$250.00|
|10/17/2007 - 10/17/2007||8:30 AM - 4:30 PM||Hasbrouck Heights, NJ||$250.00|
|10/24/2007 - 10/24/2007||8:30 AM - 4:30 PM||Los Angeles, CA||$250.00|
|10/31/2007 - 10/31/2007||8:30 AM - 4:30 PM||Tampa, FL||$250.00|
|11/7/2007 - 11/7/2007||8:30 AM - 4:30 PM||Denver, CO||$250.00|
|11/14/2007 - 11/14/2007||8:30 AM - 4:30 PM||St. Louis, MO||$250.00|
|11/21/2007 - 11/21/2007||8:30 AM - 4:30 PM||Waltham , MA||$250.00|
|12/5/2007 - 12/5/2007||8:30 AM - 4:30 PM||Phoenix, AZ||$250.00|
|12/12/2007 - 12/12/2007||8:30 AM - 4:30 PM||Atlanta, GA||$250.00|
With this blended learning program, you will receive:
Microsoft Dynamics CRM Applications Professional training is recommended for individuals who will be on the implementation team, administering or using the Microsoft CRM application.
At course completion
After completing this course, partners will understand:
Before attending this course, partners must have:
Additionally students must have completed the following prior to attending the Instructor Led Portion and receiving their Certification Exam Voucher:
1) Select the city and date that you will attend the classroom portion of the blended learning boot camp.
2) You will receive a confirmation email confirming your attendance in the classroom portion of the course.
3) Within 1-2 business days, you will be contacted by our registration coordinator to facilitate the registration for the eLearning, Electronic Courseware and eLive portions of the course.
There has been buzz about Microsoft CRM not really offering nice pretty quotes.. now when I first realized this I didn't get it.. I mean the software handles complex quote tracking, why isn't there a quick click button to print/e-mail a quote to a customer. We are talking about sales guys using this system right!?!.. BUT in fairness.. I really didn't get it.
Microsoft Dynamics CRM totally works with Microsoft Office, but the process has to be learned and configured.
For a really nice 11 minute video on how to print a customer-ready quote! Watch Here.
My only complaint is that it is a rare small business that actually "prints quotes for customers at the end of the month" It is more like hang up the phone, create and mail quote and move on to the next opportunity.
That's it .. it is time to go back to class! .. Argh.. So much to learn..
Hey Jim how about MS Dynamics CRM TV! Complete with humorous trainers.. I could then just get my daily dose...
"Microsoft Dynamics CRM 3.0 includes several ways to connect with your customers using e-mail. Which of these approaches you choose depends on the specific Microsoft Dynamics CRM features you want to take advantage of."
Microsoft has released a new summary to help expand and explain on what is available and how to use it.
Some know this, others do not! Did you know that the MS CRM Help files are continually updated and are a HUGE resource of information?
They were also just updated. New MS CRM Help File Update
The answer to a recent question that I thought would be helpful for others..
There are two calendars (calendar View) in MS CRM: The Scheduling Calendar and the WorkPlace Calendar. Additionally MS CRM can synchronize to the Outlook Calendar. Here are the details.
1) When using MS CRM web client AND you have Outlook open (and the Outlook MS CRM client is installed) the following four items do not appear. This is by design as MS CRM hides these. In fact many report that they "disappear". These include: Settings, Customizations, Service Calendar and the workplace calendar. It should be noted that users can only access the MS CRM service calendar and the MS CRM workplace calendar from the MS CRM WEB INTERFACE.
2) The MS CRM Client for Outlook can optionally synchronize all the tasks, contacts and appointments to the Outlook Calendar. This is a set by a time increment under Settings Organizational Settings System Settings Outlook Synchronization
3) Users indicate different styles of using the calendar and activities list. Some use only the Outlook calendar and the activities list in outlook. Others use the workplace calendar and don't use MS CRM in Outlook. As with all things Microsoft you have choices.
The real question becomes how do you want to work with MS CRM? If you want to switch between MS Outlook MS CRM Client and the MS CRM Web Client than you need to have a system for "refreshing" the temporary internet files. In general we are only talking about one or two files that can be deleted. One idea is to setup a little batch files that deletes these or the more big picture brutal approach is to clean the cache using "Delete Temporary Files" off the Control Panel/IE options.
Thanks for great MS CRM Help files Microsoft! Partners do you know there is an update to these files from March?
Anyway I totally missed that you can merge two accounts in MS CRM! Thinking it wasn't yet possible and telling my client as such.. my client went off to find the solution on their own (these small clients move really fast!) Needless to say I was thrilled when they found the answer (I really do want clients to be empowered!) and when I asked for the steps to repeat...
Walla .. directions to HELP! You have to love um.. !
So Where do you learn about merging two accounts?
A recent e-mail from an avid Microsoft Dynamics CRM user asks... What are some other resources for information about the Customer Relationship Management ?
In terms of CRM Resources, they are numerous! Certainly the subject of CRM has been hot or hotly debated in the Enterprise space for many years and there are numerous articles..
For the small business space and as a subset of the SBS community we have mscrm_SMB (at) yahoogroups.com and MSCRMStudy (at) yahoogroups.com as discussion forums.
In terms of other sites:CRM IT TOOLBOX
and there is always the option to Google on CRM with a search key of the subset you desire...
After a few months of everyone simply trying to get projects finished (ok really this applies to me trying to get projects finished) I am finally back to heating up the MS CRM Study group. We have 31 people registered and we will spend each week on a handful of topics.
The schedule has been posted for the next few weeks so jump on board if you are interested.
Microsoft Business Solutions MS CRM Home Page
Microsoft CRM Demonstrations - A lick of the ice cream
Microsoft CRM Forum - General Questions and Answers (you can filter on just answered questions!
Microsoft CRM Developer - Customizing the product? Have questions?
Microsoft CRM Deployment - Implementation Questions from Domain names to Import issues.