Customer Effective Blog

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CRM 4.0 Workflow Challenges Part 2 (Update Picklist and Bit Fields)

Posted over 2 years ago

by Anonymous

As a continuation of my previous post on CRM 4.0 Workflow Challenges, CRM 4.0 Workflow Challenges – Part 1 (Fields on the Form and Read-only Fields) ( http://blog.customereffective.com/blog/2010/06/crm-40-workflow-challenges-part-1-fields-on-the-form...
Importing Records Created Since the Last Run Date of a Scribe DTS for Microsoft CRM

Posted over 1 year ago

by Customer Effective Bloggers

When using Scribe , you frequently want your integration process to identify only the records that have changed since the last time the integration job ran, so you only do an incremental insert or update. There are several ways to do this, including message...
MIcrosoft CRM 2011 Installation Configuration File For High Security Organizations

Posted over 1 year ago

by Customer Effective Bloggers

As a result of of working within one of or vertical specialty (financial institutions), we are seeing more and more organization requiring a much higher level of security due to SOX compliance. While there are documented instructions on this topic of...
Going Mobile with CRM 2011

Posted over 1 year ago

by Customer Effective Bloggers

With everyone wanting to be mobile, it would be great if there was an easy way to access my CRM data on a mobile device. Well, Microsoft CRM 2011 gives you that functionality out of the box. Simply append /m to the end of the url you use to access Microsoft...
Running Microsoft CRM for Outlook in Multiple Windows

Posted over 1 year ago

by Customer Effective Bloggers

Many CRM users who have CRM for Outlook installed on their PC’s also open the CRM web client to browse CRM. When asked why they do this, they often reply “because I don’t like to leave my inbox.” They will use CRM for Outlook for tracking e-mails and...
Microsoft CRM 2011 SSRS Installation Configuration File For High Security Organizations

Posted over 1 year ago

by Customer Effective Bloggers

As a follow-up to our earlier post, here is a sample installation configuration file for installing SSRS connector for CRM 2011. This allows you to configure SSRS Connector for CRM to use a manually created AD group. The “autogroupmanagement” feature...
Hiding the Form Assistant in CRM 2011

Posted over 1 year ago

by Customer Effective Bloggers

In CRM 2011, the Form Assistant is enabled by default for the following entity forms: Case (incident) Product Service Activity (serviceappointment) For those of you unfamiliar with the Form Assistant, it is designed...
Become More Customer-Centric and Streamline the Sales Cycle with CRM 2011

Posted over 1 year ago

by Customer Effective Bloggers

As a Microsoft Dynamics CRM consultant, I see firsthand how an effective CRM strategy can help an organization’s employees collaborate more effectively to improve a customer’s experience and positively impact a company’s bottom line. Not only do I directly...
Printable version of CRM User Guide for Microsoft Dynamics CRM 2011 now available

Posted over 1 year ago

by Customer Effective Bloggers

The CRM 2011 user guide has been released by Microsoft. This guide is a printable, editable collection of all of the text in the CRM 2011 help menu. This guide is comparable to the version that was released for CRM 4.0, and is very useful as a starting...
CRM 2011Changing the Form Header and Footer Colors

Posted over 1 year ago

by Customer Effective Bloggers

CRM 2011 has a beautiful default theme. Microsoft has already organized the CRM 2011 folder structure to support themes, but currently only supplies the Silver theme. Office 2010 on the other hand contains Silver, Blue, and Black. Today we...
Using Keyboard Shortcuts in Microsoft Dynamics CRM 2011

Posted over 1 year ago

by Customer Effective Bloggers

Are you an “old-school” CRM user? Someone who prefers hands on keyboard rather than mousing through the new CRM 2011 ribbon? If that describes you, I would recommend familiarizing yourself with the new keyboard shortcuts in CRM 2011. Your old favorites...
In Volatile Market Conditions, Use CRM to Strengthen Client Relationships

Posted over 1 year ago

by Customer Effective Bloggers

InvestmentNews reports that Cerulli Associates Inc. just conducted a survey of 7,800 investor households. Cerulli’s research indicates that investors, particularly high net worth investors, tend to work with multiple financial advisors, especially during...
CRM 2011 - Ability to add the same field to the form more than once and JavaScript challenges

Posted over 1 year ago

by Customer Effective Bloggers

If you were not aware of it yet, one cool feature of CRM 2011 is the ability to add the same field more than once to a form. It comes in handy when a customer uses the same form but the form changes based on form condition, say a selected product. It...
CRM 2011 ADFS and TokenLifetime

Posted over 1 year ago

by Customer Effective Bloggers

One of the new Dynamics CRM 2011 implementation requirements, if your organization is planning an IFD (Internet Facing Deployment) to work in CRM 2011, is to install and configure ADFS 2.0 and Claims-based authentication. There are some good videos on...
CRM in the Age of the Cloud Webinar

Posted over 1 year ago

by Customer Effective Bloggers

Be sure to check out the on-demand recording of the webinar, "CRM in the Age of the Cloud: Trends, Rules, and Lessons for Engaging the Socially- Empowered Customers". Learn from the experts as Brent Leary and Michael W. Thomas, along with...
Improve Sales Results with Better Forecasting and Sales Intelligence in CRM 2011

Posted over 1 year ago

by Customer Effective Bloggers

Sales teams that consistently increase annual revenues to exceed quotas and expand market share spend more time on client-facing communications and selling activities rather than organizing and searching for data or manually calculating forecasting figures...
Microsoft's 'Cloud for Less' Gives Salesforce Users $150 Cash per License to Switch

Posted over 1 year ago

by Customer Effective Bloggers

Microsoft believes that businesses do not need to pay a premium for a world-class business solution. This week they announced a great offer aimed at current SAP, Oracle, and Salesforce users in organizations between 50 and 500 users. The offer is available...
CRM 2011 Form Customization (Part 2)

Posted over 1 year ago

by Customer Effective Bloggers

A while back we looked at customizing the CRM 2011 header and footer . I got some really positive feedback, but some people were tripped up. Troubleshooting via blog is difficult, so whenever you have problems feel free to tweet me (@paul_way). Today...
Don't Miss the 2011 Customer Effective CRM Customer Conference in October

Posted over 1 year ago

by Customer Effective Bloggers

Mark your calendars! The fourth annual Customer Effective CRM Customer Conference is coming up in October. We will be hosting the conference at the Westin Poinsett Hotel in beautiful, Downtown Greenville, South Carolina on October 19 - 21. This year's...
Customer Effective: Insurance Connects a Mobile Sales Team

Posted over 1 year ago

by Customer Effective Bloggers

The Microsoft Insurance Vertical Team recently identified the Top 5 Technology Trends on the TechNet Blog. One of trends discussed is mobility. Our team recently built some mobile solutions that allow insurance professionals to engage with their CRM...
Tips for Putting the 'Use' in Microsoft Dynamics CRM User Adoption

Posted over 1 year ago

by Customer Effective Bloggers

As both veteran consultants and customers will tell you, one key to a successful Microsoft Dynamics CRM implementation is user adoption. Like most other companies, financial services organizations face challenges getting users to adopt new CRM systems...
Microsoft Dynamics CRM Security - The "Append" and "Append To" Rights

Posted over 1 year ago

by Customer Effective Bloggers

Here’s an easy example to help remember the distinction between the Append and Append To Rights defined in CRM's Security Roles. Consider the situation when a user needs to set the Parent Customer field on the Contact. Beyond the obvious ‘write...
CRM 2011 - Missing Ribbon Bar

Posted over 1 year ago

by Customer Effective Bloggers

An existing customer of ours, in the process of upgrading to CRM 2011, was testing an upgraded development organization against workstations that previously had the CRM 4 Outlook client installed on them. They encountered this strange behavior relating...
How to get the Microsoft CRM Closed Activities Nav Bar Link Back (if you delete it)

Posted over 1 year ago

by Customer Effective Bloggers

As we have covered earlier on the CEI blog, Microsoft Dynamics CRM 2011 introduces some great new form customization capabilities. One of my favorites is the ability to remove Navigation bar links from a form. Prior to 2011, the only way to remove...
Hiding Ribbons in CRM 2011

Posted over 1 year ago

by Customer Effective Bloggers

I was recently involved in implementing Microsoft CRM for a large organization, and one of their requirements was a simplified, stripped down UI. One of the ways that we accomplished this goal was by hiding ribbon buttons that were not used in their deployment...

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