What is a Microsoft Dynamics CRM View?

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.  


What Are Some of the Default Entities? #msdyncrm

When you purchase Microsoft Dynamics CRM a number of entities come with the system (if you need a refresher in entities, see previous post). You can create hundreds more, but here are some of the building block Entites.

  • Lead
  • Account
  • Contact
  • Address
  • Opportunity
  • Case
  • Case Resolution
  • Activities including
    • Social Activities
    • Tasks
    • Appointments
    • E-Mails
    • Phone Calls
    • Faxes
    • Letters
  • Product
  • Article
  • Competitor
  • Connection and Connection Role
  • Contract
  • Document Location
  • Entitlement
  • Goal
  • Invoice
  • Order
  • Price List
  • Queue
  • Campaign
  • Team
  • User
  • and so much more!

 


Keeping up with Dynamics CRM Versions

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. 

Benefits:

  • If you don't like something, enter a CONNECT request and you might be surprised sooner than you think or VOTE on one already submitted.

 

  • Competition: There information is probably outdated, ask multiple sources. Also make sure you include an experienced servcies provider in your conversations. The Field Service teams at Microsoft and at Partners configure and extend past most all objections.

Negatives:

  • You need to make sure to plan on staying current.
  • You need to interrupt the versioning.

These Resources can help

 The Dynamics CRM in the Field Blog

The Microsoft Dynamics CRM Team Blog

 


What is an Entity? #msdyncrm

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.  


Charts Getting you Down? Inject them!

You don't have to live with only all the powerful out of the box charting options. You can also Modify the Chart XML and inject steroids into the system.

Check out Alex's post on the basics.

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2013/11/01/modifying-chart-xml-in-crm-2013-the-basics.aspx


History is in the next Cube

One of the amazing things about technology is that the "Grandfathers and Grandmothers" of the industry might be sitting in a cube next to you happily working away.

Time is so compressed!

When I saw this post on the evolution of CRM Systems I had to smile and share!

https://community.dynamics.com/crm/b/crmsoftwareblog/archive/2013/10/31/the-evolution-of-the-crm-system.aspx 


Hold onto your Hats! Dynamics CRM 2013 is Deepening gaining depth and breadth

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.


Now is the time to "Work Like a Network"

The latest Taste of Premier episode is now LIVE!  

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.   

  • [1:10]      What is Enterprise Social?
  • [4:15]      What role does Yammer play in this?
  • [4:48]      What should our expectations be around Social Media?
  • [6:38]      Define “Work like a Network”?
  • [8:01]      How does it work?
  • [9:50]      How do you measure the success of Enterprise Social?
  • [12:31]      Can you see what topics are trending internally?

Getting Extra Value from Convergence 2014 #conv14

Convergence: It is that time of year again! #conv14 
Convergence isn't just about great sessions and learning, but it is also about

1)      Networking

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

Tips

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. Tweet tags #conv14 and product tags like #msdyncrm 

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 , they are not that strange they are all loving Dynamics.

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.

Social Tips

1) It is Atlanta! Plan to eat incredible food.

2) Don't plan on sleeping too much, but don't burn up all the brain cells so you don't have time to learn

3) Take notes and share with your team members! At least the writing can help you remember.


Microsoft Dynamics CRM v2013 (#mscrm2013)

One of the often forgotten goodies in the world of Microsoft Dynamics CRM is the wealth of available options in the CodePlex Library.

This library also has Microsoft Dynamics CRM 2013 goodies such as the

CRM 2013 Quick View Menu

https://crm2013quickviewmenu.codeplex.com/ 


"The Quick View Menu helps you navigate to any location in Dynamics CRM quickly and seamlessly by taking your existing Sitemap and presenting it in an easy to navigate interface"

 


Visitors, The Globe, Perspectives

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"

 


Welcome 2014

A big welcome to 2014. In my world there are two key phrases that are bubbling up as big picture goals this year.

1) Building and Leveraging Bridges

2) Cross Product Technical Solutions

Bridges of connection have long been a wonderful resource. I find that listening to needs and then connecting two people who can click two needs into some awesome solution(s) has been a whole lot of fun and I don't plan to stop leveraging that awesomeness now that I work within the world of Microsoft.

Cross Product Technical Solutions have also always been my focus, but unlike the days when Small Business Server combined products to meet all the needs of small businesses, we now have combined products to meet complex needs within Enterprise. Take for instance the current version of Microsoft Dynamics CRM v2013. It is not just CRM or xRM, now it also has Social Insights, Yammer, SharePoint and soon to come Social Listening and Dynamic Marketing. Sprinkle in some ISV love and you get Portals, Community, Complex Ordering, Graphical Analytics, Integration bridges and so much more!

It really is a world of frameworks, integration, social and the new features of v2013 process and automated business rules and the toolsets just keep expanding.

So reach out and put on that learning hat, open your mind for some right shift perspective changing and dive in. Oh and don't forget to park egos, negative attitude, doubt and frustration from change at the door. They will just get in your way as you learn to surf on the changing waters of this new world.


Why I use Yammer (#yammer)

My Top 5 Yammer Value Adds

1) Bridges to so many people all within the corporate world in which I work. People who I would never meet, talk to or get to know without the tool.

2) Realtime discussions and debates on issues being faced today, segmented by subjects that I care about.

3) Answers to any question I can think of from a global perspective (if you work in a global company)

4) Access to a large library of already created work - Don't reinvent just improve

5) Opportunities to meet my goals and to help others meet theirs


Dynamics CRM v2013 Rollup 1 has been released #mscrm2013

I have recently changed my daily process to include Yammer and the value add has been significant. Take for instance the release of Microsoft Dynamics CRM v2013 Rollup 1, Yammer post with link and discussions letting me know it was available.

If your company currently has YAMMER and you are not using it, you might want to reconsider. Timing is everything when it comes to accepting new and sometimes you just need to re-evaluate on an ongoing basis.

 


Jump Start your MS CRM 2013 Understanding #crm2013

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!


A Bold New World: Even more choices #CRM2013

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.


Purchasing CRM? Style considerations

Thinking on CRM : The last time you purchased a TV, did you purchase it because of the new features? The better picture quality, the smaller form factor, perhaps even a new connection or cutting edge bling?

OK so that is how you buy a new TV, but this mindset does not work as well for the purchase of a new CRM System. A CRM System is not the solution to your business process problems, it is the empowerment of your decided upon business process. Perhaps even new business processes. It is a new road with growth possibilities and potenial. It is a new culture.

You might be limited today by technology, but the technology that you buy for tomorrow should not limit you and your business processes.

Needless to say why I am a big fan of Microsoft Dynamics CRM. Microsoft Dynamics CRM is as much a development framework (xRM) as it is a product. Those who are masters understand not only the features they get out of the box, but also the strengths, weaknesses and when to use which feature. They also understand the age and maturity of each feature. Knowing if the feature can easily be used outside it's designed purpose or if it needs to stay in it's comfort zone. They understand when to configure,  when to customize and when to extend using standard Microsoft Development methodologies.

 As a business owner stepping into the world of implementing and incorporating technologies into the heart beat of your company you need to think flexibility. Change is constant, but the change of technology is so fast that you need a product and a partner that offers you choice. Constant choice. Microsoft Dynamics CRM has a long history (10 years and counting) of not only offering you choice , but of also staying current with the latest technologies and not removing all that has been an incredbly solid framework since 2003.

Choose carefully your product

Choose carefully your partner

and you will have an engine behind your business processes that helps keep you consistent, organized, empowered and current.


Are you ready for some Dynamics CRM v2013 Videos from YouTube?


Are you ready for some CRM v2013 reading?

 Microsoft Dynamics CRM v2013 Implementations Guide

Microsoft Dynamics CRM v2013 Software Developer Kit (SDK)

Microsoft Dynamics CRM v2013 Performance Counters

Microsoft Dynamics CRM v2013 Connectivity and Port Requirements

Microsoft Dynamics CRM v2013 Server

Scalable Security Modeling for Microsoft Dynamics CRM v2013

Using multi-tenancy in Microsoft Dynamics CRM 2013 to address challenges in enterprise business environments

 


The word of the day is: Composite Control

Within the world of millions of pieces of data, relating certain data to other data can create a new piece of data. Take for instance a Full Name.  

A full name can be considered one piece of data or it can be broken down into two, three, four or more pieces of data. Take the full name : Mr. John Jay Smith III and broken down we see the following:

  • Salute: Mr.
  • First Name: John
  • Middle Name: Jay
  • Last Name: Smith
  • Prefix: III

and these pieces can be data or can be combined to create a number of different data names. John, John Smtih, John Jay Smith, John Jay Smith III, Mr. John Jay Smith III

Why does this even concern anyone? Well these are details that are important within the world of development and coding.

So welcome to Composite Control! A development choice for grouping the need to enter like data through a smooth user friendly interface.

In Dynamics CRM v2013 Composite Control is offered on Name and Address and via the SDK even more can be done.

To read more on Composite Control in the world of Dynamics CRM, CLICK HERE.


Rollup 15 MS Dynamics CRM v2011

Microsoft has posted CRM v2011 Update Rollup 15.

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)

 


Microsoft Dynamics CRM v2013

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.

 

 


2013 is a Big Happy 10th Birthday to Microsoft Dynamics CRM

In 2002 Microsoft developed and in 2003 released Microsoft Dynamics CRM

Dynamics CRM v1.0 Released January 2003

Dynamics CRM v1.2 Released December 2003

The product team has also had an INCREDIBLE Record for announcing and releasing updates and upgrades with precise regularity.

BIGS KUDOS to the present and previous developers who have worked on this product and who continue to work on the product.

Another incredible in this crazy world of technology change! The core foundation of success, the building blocks and the feature sets keeps growing and expanding with little need to remove anything. Mastering the incredible tough task of staying current with all that is great while also never needing to totally reinvent the wheel. This little discussed value to long term clients is a real win and one of the reasons I continue to be passionate about the product.


It might be available as an Add-On? #msdyncrm

Clients want to purchase a software package that has absolutely everything they need all nicely bundle in a shiny box, but the reality is that each client's business process has many unique variables.

In order to meet all the unique needs of clients Microsoft has built not only a product with a ton of features (#msdyncrm), but also with a framework for development (stick within the framework and upgrades and updates go fairly smoothly). So what have the great partners in the field done?

They have built additional modules, utilites, full products and even feature sets for purchase that click into Dynamics CRM.

 


Dynamics CRM v2011 Rollup 14 Released

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.


Dynamics CRM SDK v5.0.16 Release

In our busy lives, this one might have slipped by your Excellent Dynamics CRM Extension Team.

 A new Microsoft Dynamics CRM SDK Update was released in June

To Read More From the Field, Check out these two great writeups ...

http://crmbusiness.wordpress.com/2013/06/19/crm-2011-new-sdk-version-5-0-16-available/

http://bingsoft.wordpress.com/2013/06/19/crm-2011-sdk-version-5-0-16-available/

 


A Wealth of Resources in the world of #msdyncrm

A little Monday morning wake up and refresh!

Have you found the Microsoft Dynamics CRM IT Pro Center on Technet?

There are a number of nice little goodies in this including the CRM Online Enterprise Planning Guide. CRMOnline is not just for SMB!


CRMOnline and Multiple Instances

Have you considered the multi-instance option for CRMOnline?

"Multiple instances. Similar in the way that you can add user licenses or storage, you can also add instances to a Microsoft Dynamics CRM subscription. Each new instance that you add creates a separate and isolated Microsoft Dynamics CRM organization. This helps in maintaining distinct instances that are consistent with your organization’s unique needs, such as separate instances by department, location, or those to be used for pre-production and development. For more information"

What's New in the last 12 Months? TechNet Rocks -

http://technet.microsoft.com/en-us/library/hh699712.aspx


Within the world of the CRM Industry there is a cutting edge ...

Within the world of the CRM Industry there is a cutting edge ...

AND when it comes to the cutting edge pushing the design of data consumption is right up there with tying the use of CRM to employee motivation. As in they get more motived the more they use the internal CRM application. (yes, really, but I will save that for a future post)

Thanks to Mark for sharing this great post and a free solution on data display design - Perhaps take a few minutes to check it out and comment.

 http://markmargolis.wordpress.com/2013/05/13/crm-timeline/#comment-500

 

http://markmargolis.wordpress.com/2013/05/13/crm-timeline/#comment-500

 


What the heck is ... CRM:53143123 in my e-mail subject line?

The famous Ben Hosk wrote up a great little post about the e-mail tracking token. I like to call it half of the locket or an automation puzzle piece. It clicks a responding e-mail into the e-mail that is being responded to. Offering incredibly reliable threading. On the other hand it is TOTALLY Optional and Dynamics CRM is sophisticated enough to have even more embedded algoritums of success.

If you would like to know more about the e-mail tracking token, take a peek at Ben's writeup which you can find here.


Do you think "CRM"?

Julie Yack has such a great way with words that I just had to share. Take a look at her summary about how you might fit in the world of Dynamics CRM.

READ Here

oh and after you read the above, here are a few more

You might be a Dynamics CRM Power User if…

  • You share Dynamics xRM videos with friends because you think the solutions are cool
  • You wake up thinking of yet another Excel application that can be replaced *or MS Access

You might be a Dynamics CRM administrator if…

  • You have a bookshelf full of more than 5 different Dynamics CRM books
  • You know that when it comes ot CRM On-Premise CRM infrastruture support makes a big difference
  • Staff augmentation is not in your best interest for CRM extensions and development

 

You might be a Dynamics CRM developer if…

  • You would rather developer on the Dynamics CRM Platform then build security and UI from scratch
  • You know that a new SDK has been released
  • the word Caching and GAC are in your vocabulary
  • You roll your eyes at beginner lessons learned because you have been there and done that
  • You know where to post and vote on feature and function requests

What is a Lead? Isn't that the same as a prospect?

Most worlds have a subset of definitions for terms that perhaps you have another understanding for. In the world of Dynamics CRM the term LEAD and the term PROSPECT are actually very different.

So What is a Lead?

A lead is a hint, a potential and an unqualified set of data. The data usually contains a person's name, sometimes the company they work for and maybe some initial information such as a phone number and address. A lead can can from many sources including purchased lists of name, trade show events, advertising, or direct calling. A lead generally is not HOT, but is still being reviewed. There is not much history on leads; although there might be if you are watching a lead from afar. The structure of a lead in Dynamics  CRM is flat. One record.

And what is a prospect?

 

A prospect on the other hand is more qualified. A prospect is more formal. The structure of a prospect in Dynamics CRM is hierarchical and might contain not only a contact and an account record, but also numerous contacts, an opportunity and even assigned potential products. History can be found on these contacts rolling up to the prospect. You might also have a long list of activities or a sales process that you are following on a prospect. A prospect is qualified, known and many times is being actively worked.

If a prospect is associated to an opportunity then there is an associated timeline that has a process that ends with either a signed deal (as they become a client or customer) or with a loss. A loss that can be reported on, analysized and then used to improve processes. 

And what is an Opportunity? (ah material for the next post)


A day in the life of Enterprise

I can't help sharing when I see stories of companies doing cool things within the world of Dynamics CRM.

Needless to say when this little story crossed my plate today I thought I would share.

Check out Weight Watchers and Dynamics CRM

 


What is xRM?

We intermingling the term xRM and CRM when talking about Microsoft Dynamics CRM, but in all reality the name is talking about exactly the same product. A product that can be customized, configured and eXtended.

Changes DO NOT require a developer, but a developer can add an entirely different option set and layer to your already powerful application. The system is built to be configured or extended or both. Developers who work within the defined methodology are also treated by upgrades and updates seemlessly keeping the base option current and in this really fast paced world this is a real PLUS for businesses.

So what is xRM, really?

Here is one example of Dynamics CRM meeting a very different type of need outside your typical Sales, Marketing and Service.

Constitute Relationship Management

http://www.crmsoftwareblog.com/2013/04/schools-as-crm-users-constituent-relationship-management/ 

 


Dynamics CRM 2011 Rollup 13 has been released

There are some great posts summarizing this wonderful development effort of updates, features, fixes and new!

Bullets of Interest

 

 

Links for More


The beautiful world of CRM Multi-Tenant

Rather than dive into writing something again that was so well written by another member of the community I am sharing a post about Multi-Tenant and why this powerful option is now available for Microsoft Dynamics CRM Online users.

Read Here


Polaris: What about Extending these new Forms?

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

http://blogs.msdn.com/b/crm/archive/2013/03/11/customizations-in-december-2012-service-update.aspx 

 


Reporting, Reporting and more reporting #msdyncrm

Time to think differently about this concept of reporting. In some systems your only choice to get the data out of the system is with a report, BUT it is not like that with Dynamics CRM.

In fact it has not been like that for quite sometime, but I find that we often forget to mention some of the "cool" that exists when everyone is buzzing about the latest or next greatest feature.

So thinking about slicing, dicing, analysing,  and looking at the data that is in Dynamics CRM you have a number of choices that do not contain the word "report"

1. Review Data in a Dynamic Excel Spreadsheet or Pivot Table or Chart

    The security on the user opening this in Excel drives the data that is displayed.

2. Review data in a Static Excel Spreadsheet or Pivot Table or Chart

    The data stays static, no matter the user.

3. Use Excel 2013 PowerPivot or PowerView on Dynamics CRM Data

4. Leverage Microsoft SQL Server Reporting Services

5. Leverage FetchXML to pull data into your choice of BI Tools.

6. Check out Microsoft's Business Intelligence Development Studio (BIDS)

7. Use Dynamics CRM Advanced Find to pull data from a relationship tree of entities

8. Leverage the built in Dynamics CRM Report Writer

9. Use Microsoft Word Mail Merge to pull Dynamics CRM data into a favorite Microsoft Word Template

10. Tab into the extensive power of the entire Microsoft Office Stack and the integration between the different applications within this stack from CRM -> Excel -> Word  -> Visio -> OneNote and more.

11. Leverage the power of Entity specific Charts and charts on related entities

12. Leverage the built in Dashboards and the dashboard building wizards for individuals or for the entire company

13.  Use the built in Report Wizard

14. And if the above isn't enough to think about you also have a huge MarketPlace of Reporting and Business Intelligence available addin options.