The more I see and work with the CRM 2011 Dashboards, the more I like them. One thing that I was curious about with the first release was how to embed an SSRS report into a Dashboard, and of course our good friends on the Microsoft CRM Team had an answer for that here. I’ve always [...]
continue reading...Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.
Fetch in 2011 has added some really nice features. One of those nice features is the total record count of the applied filter. In 4.0 you had to execute two fetch statements, but now with 2011 you can add the ReturnTot alRecordCount attribute. <fetch mapping=’logical’ count=’25′ returntotalrecordcount=’true’> <entity name=’account’> <attribute name=’accountid’ /> <attribute name=’accountnumber’ /> [...]
continue reading...Last time we looked at how to execute a FetchXML query against the CRM service within JavaScript. Now that we have the response, I wanted to write something to parse the XML and store it in an easily consumable variable. Now there are plenty of ways to parse the XML and this approach may not [...]
continue reading...If you are like me, you love JavaScript and use it frequently. One thing I’ve been missing is the ability to execute Fetch statements against the 2011 Organization service through JavaScript. With this basic FetchUtil JavaScript library, now you can use the 2011 service. After using this, hopefully you will find some nice little enhancements [...]
continue reading...Upgrading to CRM 2011 can prove to be a challenge on its own. One major complicating factor can be getting all of your users with the CRM 4.0 Client for Outlook upgraded to the CRM 2011 Client for Outlook. The good news is that the CRM 4.0 Client for Outlook will connect to a CRM [...]
continue reading...There are many new features in the CRM 2011 Outlook Client and here I’ll point out some related to the views within CRM. 1. Reading Pane – this is a pane that shows in the lower portion of your Outlook window and contains certain fields from the record selected in the list above. The big [...]
continue reading...When designing the security role structure for an organization in CRM it is common for people to create a role for each job title (or a rough equivalent). While there are indeed implementations that require such a security role structure, it is often overkill. To simplify the security model it is worth considering a ‘Base’ [...]
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There is a lot of new functionality in CRM 2011 around the sales pipeline. In the next couple of months we will dive into how to use the new goal tracking and dashboarding functionality to better manage sales. For this month, we’re going to talk about Dialogs. Dialogs are the new counterpart to Workflows. Instead [...]
continue reading...When companies using Microsoft Dynamics CRM 3.0 or 4.0 move to Microsoft Dynamics CRM 2011, there are some decisions to be made around how to move your current environment and data to CRM 2011. If you have an on premises installation, you can install CRM 2011 on premises and upgrade your MSCRM database to CRM [...]
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Here is a good summary of the cool things our CRM team learned at Convergence 2011 about Microsoft Dynamics CRM 2011. There is a lot of really good information here! Microsoft Dynamics CRM Release Schedule Changing and Other News from CRM User Group. At the Microsoft Dynamics CRM User Group General Session we learned that [...]
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