Archive for the ‘CRM Updates’ Category
Read Optimized Forms and Pending Emails
April 11th, 2012We (and me!) all have a lot to learn about the nuances of Read Optimized Forms (ROF). Today I discovered an unexpected consequence of ROF. While working to configure a client’s CRM Email Router for a new CRM 2011 implementation I discovered that in the ROF mode the warning that the email is pending will not be displayed is an unwelcome function. Until you put the form in an Edit mode the warning won’t be displayed. This of course would be an issue you will run into when checking to see if emails are leaving or have left the system while configuring the router. Or during the normal course of use, users won’t get that immediate feedback that something is amiss in their system.
This is the notification bar you would normally see if an email is pending delivery.
This is the corresponding form view when in ROF mode. No alert is displayed.
Read-Optimized forms for individual users
April 10th, 2012Recently we upgraded a client from CRM 4 on premise to CRM 2011 on premise and applied UR 7. This rollup includes a form viewing mode selection for either read-optimized or editable. We initially turned on the read-optimized setting system wide and then needed to disable it for selected users. This is done as follows:
1. Enable Read-optimized forms system wide by going to System Settings, Customization and selecting the checkbox.
2. Then go to Settings, Administration and then Users.
3. Select one or more users.
4. Then in the Ribbon Bar Form group select Edit to change their default setting to the ‘old way’.
KB2600640 and CRM Update – What’s Up?
March 27th, 2012While installing Update Rollup 7 for Microsoft Dynamics CRM 2011 (KB 2600643) on a clients’ desktop computer yesterday the following error message popped as soon as the install package started running.
When I Binged the error message it sent me to: http://support.microsoft.com/kb/2600640
After looking at the client’s computer I discovered that the CRM Outlook integration was only at Update Rollup 5. I then decided that I should probably read the KB article for Update Rollup 7 rather than just download and install. It wasn’t even in the fine print. Right in the System Requirements were two bulleted items and clearly not having Update Rollup 6 already installed was the culprit.
So I installed UR 6 and then UR 7 went in smooth as silk.
Dynamics CRM R8 Preview – Biggest Update Ever!
February 6th, 2012Really, really BIG News about Dynamics CRM
| Today – February 6, 2012 Microsoft is releasing preview guidance regarding the Q2 2012 Service Update |
| In this blog I have higlighted and summarized the 6 major categories. You can read more details at the official release site: http://crmpublish.blob.core.windows.net/docs/ReleasePreviewGuide.pdf |
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| Today’s preview announcement is for R8. The tentative schedule is for it to release sometime this Spring. It is going to be HUGE! Looking ahead to the Fall there will be R9. Not much has been disclosed about it yet. But you can see on the time chart that Social will be the focus along with Next Gen Productivity. I wonder what that means? |
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MobilityNot only are there mobile options from various third party providers, get a real CRM mobile client from Microsoft itself. Mobile Express no more as the only solution from Microsoft. Of course it isn’t free but for those that need it the cost is easy to justify. |
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Browser FlexibilityTo quote Red Fox from Sanford & Son – This is the Big One. Running IE as the browser will no longer be the non-negotiable requirement. Run CRM in the browser of your choice and the device of your choice. |
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SocialActivity Feeds just got introduced in the November 2011 R7 release and they are going to get more functionality and features. |
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Industry TemplatesLooks like more vertical market sample solutions from the MS team (Dynamics Labs) to demonstrate how CRM can be applied to any industry. These pre-built solutions can be used to jump start your implementation. |
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SQL Server 2012SQL Server RCO is available and ready. Looks like CRM Online will be using it come this Spring. Along withe new BI solutions for SharePoint to integrate into CRM. |
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CertificationsThey are going to keep your data even safer at Microsoft CRM Online and meet some of the most important and widely required agency, organization and rule certifications requirements will be met. |
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