If you are moving to CRM Online or implementing Windows Surface Pro’s to enable your users to be mobile while they use CRM then you will need to create Windows Live IDs for each user. However, you will run into a blocking mechanism if you try to setup more than 3 in a day. The Live ID system in an effort to ward off malicious individuals, spammers and other low lifes locks down the creation to 3 or fewer new Live IDs from one IP address per day.

However, this is a way around the blocking mechanism by requesting a white listing of your account and IP address.

Note: this limitation isn’t an issue if you are creating user IDs inside of the Office 365 administration panel.

 Step 1 – go to IP WhiteListing Form

Windows Live ID Whitelisting Form

Windows Live ID Whitelisting Form

 Step 2 – Get redirected to the success page after submitting the form.

Live ID Whitelisting Submit Form Success

Live ID Whitelisting Submit Form Success

 Step 3 – Receive your approval by email about 3 hours later (this is the turn around I received during a weekday)

Live ID Whitelisting confirmation email

Live ID Whitelisting confirmation email

Don’t miss the encore presentation of Extending Dynamics CRM Beyond Sales Force Automation (SFA) with xRM Gone Wild. As one of the most popular CRMUG at Convergence, you will walk away with dynamic ideas on how you can extend the traditional CRM configuration you may have been introduced to. Let’s get wild! You must be a premium member of CRMUG to view this webinar.

This session will illustrate some of the ways CRM has been extended past the traditional SFA (Sales Force Automation) configuration. Real world examples of customizations and extensions to the CRM system will be presented. Participants will be able to get ideas and tips on how CRM can be used in a wide variety of industries for support of a wide variety of business environments beyond just the traditional Contact, Account, Lead, Opportunity and Case entity configuration.

CRMUG Convergence 2013 Encore: Extending Dynamics CRM Beyond SFA – xRM Gone Wild

06/20/2013 02:00 PM (ET) – 06/20/2013 03:00 PM (ET)

Microsoft Dynamics CRM XRM

Microsoft Dynamics CRM XRM

Packt Publishing asked me to do a review of Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide.

What I like about this book is:

1. I couldn’t find any obvious technical errors in it when I read through it. So that makes it a reliable reference and training manual.

2. It has a nice ‘conversational’ tone to it. While it is mostly step by step point and click (which it should be), it does interject some additional insight into the processes that you might get if you were in a class room environment.

3. It is very thorough. It appears to cover the breadth and depth of the knowledge you will need to get positioned to sit for MB2-868 exam. Although, don’t expect that reading through this book or for that matter any similar Microsoft exam material training publication to get you 100% ready by itself. I would recommend that you read through the book cover to cover and then go back and actually step through each activity with a real CRM system.

4. The book includes 75 sample test questions, plus quiz questions at the end of each chapter. But one thing this  book does that most don’t is in the answer key it expands on just identifying what the correct answer was  by giving more information on what makes the wrong answers wrong and the right answers right.

Overall, it is a worthwhile purchase to make as you pursue the CRM 2011 Applications Exam – MB2-868.

Microsoft Dynamics CRM 2011 Applications Certification Guide

Microsoft Dynamics CRM 2011 Applications Certification Guide

It is week 25 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 28 page Community Resources chapter. This week completes the reviews of all 25 chapters of the book that I have blogged about over the last 6+ months. It has been a great learning experience for me personally. Even though I have been working with CRM since v1.2 in 2003, there isn’t a chapter in the book that I didn’t learn a new tip, trick, or best practice from my fellow CRM MVPs.

However,  there will be one more blog posting. I am working on a CRM Field Guide Learning Curriculum that will identify the first 10 chapters a person should read depending on their persona:

  1. CRM Admin
  2. Power User
  3. Business Analyst
  4. IT Support
  5. Developer
  6. New User

 

The learning curriculum will be published in about 2 weeks.

It is fitting that we wrap up the book review with the last chapter on Community Resources.

The resources referenced in this chapter was assembled by asking MVPs to submit the links to the resources we use. So you get twitter handles, blog posting urls, CRM Team and Microsoft sponsored content links. Along information and resources directly integral to the product like the SDK is online.

At our company this is one of the first ‘tools’ we provide to our new members to our CRM team to get them ramped up quickly and listening to all the CRM chatter and insight.

Microsoft Dynamics Twitter Feed Samples

Microsoft Dynamics Twitter Feed Samples

Microsoft Dynamics CRM Blogs of Interest

Microsoft Dynamics CRM Blogs of Interest

It is week 24 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 44 page Rapid Development Best Practices chapter.

This isn’t the typical instructional chapter in the CM Field Guide that walks you through a practical training session on a particular feature or component of the CRM system. You get to take a look inside a leading developer’s computer resources to see all the best utilities and methodologies that the author has assembled to make the development process less painful, more efficient, write and maintain better code, and deliver a superior product the client.

There are multitude of blog sites that have reviewed various utilities – free or commercial – to more rapidly develop CRM applications. This chapter does two things: puts them all together in one place and provides insight on why the ones that were identified are the best. Plus you get the re-assurance that they are good because the author is essentially giving us a peek inside of his computer and seeing the tools and processes he uses every day.

The author starts the chapter off with perhaps what could be considered philosophical perspective on life and how that applies to coding for CRM.

Microsoft Dynamics CRM Development Starts with Preparation

Microsoft Dynamics CRM Development Starts with Preparation

After providing links and usage guidance for about 25 tools the author then moves on to the subject of source control.

Microsoft Dynamics CRM Source Control Best Practices

Microsoft Dynamics CRM Source Control Best Practices

The author than wraps it up with the responsibility we have as a system customizer and working with the client.

Microsoft Dynamics CRM Customer Best Practices

Microsoft Dynamics CRM Customer Best Practices

For the last 3 years I have been thinking I should take the Sure Step Methodology Exam MB5-858. True, we use parts of the Sure Step Methodology for project management here at CRM Innovation, but I have never taken any official product training on it. I have sat in on two webinars several years ago and watched some of the free partner resources on the topic.

In February, our Partner Account Manager said she had a free exam voucher that we could use to take the exam. Being an entrepreneur the word ‘Free’ is magical so I immediately said sure send it on over. I printed out the email and put it in my good intentions pile on the side of my desk. About the 20th of April when I was going through the pile I came across the voucher and discovered that it would expire at the end of the month. I immediately panicked at losing a free voucher, went out to the Prometric site and scheduled the exam for the last possible day – April 30th at 8:30 AM.

The weekend prior to April 30th I went to the Sure Step Online site, reviewed several of the documents we use in our project proposals for work breakdown schedules, scoping, change management and project closeout. Read up a little  more Sure Step theory and re-familiarized myself with the formal naming conventions for the various phases. I then went through one of the sample test exams that I had received when we purchased an online training course a while back. That along with a cursory view of several blog postings on tips and tricks on how to study for the exam completed my formal exam training.

So on Tuesday the 30th I went to the testing facility first thing in the morning. Sat for the test which is 70 questions and got out 90 minutes later just in time to get to my first client appointment at 10:30. I didn’t score as high as I thought I was going to as I moved pretty quickly through the questions at about 1 minute per question. The questions are your typical Microsoft exam format – 4 choices, 1 is wacko, 1 could be it, 1 is almost correct and the last one is definitely it and the one you are supposed to select. Add to that for this exam there are a lot of questions that ask you to select the two or three best answers out of the four which actually makes it harder. Definitely trying to use the high school strategy of just pick choice C, won’t cut it.

The interesting thing for me on my test score is that the lowest scoring section was the part of the process we do the best and are known for in our marketplace. Diagnosing customer requirements and coming up with the solution. Just goes to show you that a test doesn’t always map to the real world.

In any event in the Microsoft exam world a pass is a pass and at the end that is all that matters.

Microsoft Sure Step Methodology Exam

Microsoft Sure Step Methodology Exam

It is week 23 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 44 page Connector for Microsoft Dynamics chapter.

This chapter takes us through a practical review of the possibility of using the Connector for Microsoft Dynamics as the integration mechanism between CRM and the Dynamics ERP products. The Connector was developed by Microsoft and it’s ‘Dynamics aware’. This means you do not have to worry about writing your code for the integration and you can rely on what Microsoft developed in regards to supportability and extensibility of your integration solution.

The author starts with a review of the three alternatives for providing an integration service:

  1. Use one of the many third party tools
  2. Write the Integration yourself
  3. Use the Connector for Microsoft Dynamics

There isn’t one best answer, it depends on the environment, integration requirements, skill sets and budget. However, at the end of the chapter you will have a good sense if the Connector is a possible fit for your needs and if it should be given further consideration in the mix of alternatives.

Regarding when the Connector is a good fit depends on part on how you will allow both systems to communicate with each with respect to the storing and ownership of data. Some refer to this as the Database of Record notion. In the case of the Connector the philosophy is as follows:

  • Microsoft Dynamics CRM is used to manage relational data, ie. to manage contacts and leads, manage sales pipeline, track sales activities, perform marketing activities, manage service contracts and claims, prepare quotes and enter orders, manage any other records that might be helpful to build proper relationship with your business partners.
  • Any Microsoft Dynamics ERP system is used to manage transactional data, ie. manage accounts and their structure, maintain vendor / supplier records, perform any accounting features, realize sales orders, manage stock and HR.

There are a lot of good resources online for the Connector including the community site on MSDN

There is a section that covers the integration templates.

Microsoft Dynamics Connector Integration Templates

Microsoft Dynamics Connector Integration Templates

First run setup and configuration of the Connector is explained. With some very good cautions about which buttons not to click as tempting as they may look during the initial installation process.

Microsoft Dynamics Connector Configuration and Setup

Microsoft Dynamics Connector Configuration and Setup