Microsoft Dynamics Marketing is a great new addition to the Dynamics CRM Marketing platform. You can learn more about it and even sign up for a trial using one of the following resource links:
A new 2014 State of Multichannel Customer Service Survey commissioned by Parature, from Microsoft shows that old customer service channels certainly aren’t going away, but new ones like social are creating both greater and faster service expectations across the board.
The survey, which gauged the responses of 1,000 U.S. consumers, shows that time and effectiveness are of the essence when it comes to a satisfying customer experience. Key findings are summarized in the accompanying infographic. To download and read the full survey report, click here.
Today, when I launched Outlook I received what looked like a terrifying message that our CRM organization was disabled. One of the benefits of being a CRM MVP is access to the CRM Product Team. After posting this to our group I received a very prompt explanation.
It appears that due to the broad range of changes to the CRM metadatabase from SP1, the first time sync to CRM from Outlook can take substantially longer. The team added the notification to alert you that it would take more time that longer to sync with Outlook. In my case it took only about 5 minutes.
So don’t worry, this is all standard operating procedure. By the time you read this post, the message may have likely been edited, specifically the part where it says” your crm organization has been disabled’. They are going to tone that down.
Recently this question came up on a forum post I answered and wanted to share it on our blog also.
The forum poster did not have Outlook available and was getting the following message:
To view and refresh dynamic data, Microsoft Dynamics CRM for Outlook must be installed. If it is already installed and configured, click “Refresh from CRM” to sign in to Microsoft Dynamics CRM. If you do not want to be prompted again to sign in, click “Save my email address and password” on the Sign In page.
KB 2556284 provides the solution by providing the following steps:
You can workaround the requirement of using the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook client by going through the following:
1. Export the Dynamic Worksheets and/or Dynamics Pivot Tables from Microsoft Dynamics CRM 2011.
2. Open up the Dynamic Worksheets and/or Dynamics Pivot Tables with Excel.
3. After the ADFS sign in page or the “Script is disabled” error shows in the worksheet, click on Data tab.
4. Click on Connections.
5. Within Workbook Connections, click on Properties.
6. Within Connection Properties, click on Definition tab.
7. Click on Edit Query button.
8. Within the Edit Web Query, window you will need to do one of the following:
- Using IFD Claims authentication, the Edit Web Query will redirect to ADFS login, enter in the user’s credentials and click on Sign In.
- Using Claims authentication, continue to step 9.
9. After getting the Microsoft Dynamics CRM error, click on OK.
10. Within Edit Web Query, click on Cancel.
11. Within Connection Properties, click on Cancel.
12. Within Workbook Connections, click on Close.
13. Within Excel > Data tab, click on Refresh All.
Note: These steps are required every time you close and re-open the Dynamic Worksheets and/or Dynamics Pivot Tables.
Do you have an interest in building a mobile CRM application but want to leverage existing core competencies and not have to build up a iOS, Android or Win 8 environment?
Understand that although these apps are very powerful it isn’t quite the same as building it natively.
Here are a few to take a look at:
Xamarin - this application leverages C# and while not free except for the starter version, it is reasonably priced.
Project Siena - this is currently in beta but it is Microsoft’s excellent foray into this area. While it doesn’t have a built in connection to CRM as of this post date, it is possible to get it connected to CRM. Currently it only produces Win 8 applications.
After looking into these applications if you still need some help our firm build’s task specific mobile applications.
For example here is a video on a field service management application we did for a client recently.