Want to have a look at CRM 5??

Posted by on May 28, 2009 in General |

CRM5 is currently on schedule to ship as part of the Office14 Wave (most likely sometime in 2010), and the team is only part way through the development cycle, having just completed Milestone 1 (M1). Even so, there is already much to get excited about. Here is a list of “features” that were discussed:

New Features For End Users

  • Enhanced Navigation – I guess it was inevitable, but CRM5 uses the same “Fluent UI” (aka the Ribbon) as Office 2007. This new “command bar” replaces the CRM 4.0 “tool bars” at the top of each page, and is context sensitive. In addition, the “command bar” is fully customizable and you can add your own buttons much like you can with ISV.Config file today.CRM5 Ribbon (Account)

    CRM5 Ribbon (Contact)

    Incidentally, something that isn’t discussed but appears on the ribbon is the “Add to Queue” command, from which I can only surmise that you will be add any entity (including custom entities) to a Queue.

  • Single Page Forms – The form model in CRM 4.0 made use of tabs to divide a form into multiple pages. In CRM5 tabs are displayed in the same way as section, with each form just having a single, scrolling page. As you can see from the navigation page of an Account entity, tabs are now displayed as a series of “quick access” navigation shortcuts under the “Information” link.CRM5 Tabs
  • Data Filtering – One often requested feature is the ability to filter data in grids, much like Excel. Now you can navigate to the “DataView”, click the “Filter” command, and you can perform your own in-line filtering.CRM5 Data Filtering

    Again, although not explicitly stated, it looks as though you can quickly save your filters as a View, as well as setting your own Default View.

  • In-line Visualizations – Although not Business Intelligence in the true sense of the phrase, CRM5 allows you to visualize numeric data using in-line charts. This is not SQL Server Reporting Services, but looks very much like the .NET charting solution from Dundas.CRM5 In-Line Visualizations

    The charts themselves are drill-through enabled and you can select a number of different chart formats such as Bar, Column, Funnel, Line, Pie & Scatter.

  • Team Ownership – Entities in CRM 4.0 were either User Owned or Organisation Owned. Now Team Owned entities are added in CRM5, and integrated into the role-based security model.
  • Native SharePoint Integration – Integration with Windows SharePoint Services for document management, which includes site and document library provisioning, document metadata, item security, and check-in/check-out capabilities.
  • Unstructured Relationships – The next generation of “set regarding” and “relationship roles” functionality, allowing you to define ad-hoc relationships between any two entities.

More info can be found here: http://blogs.msdn.com/ukcrm/archive/2008/11/10/what-s-new-in-crm5.aspx

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Recommended Microsoft CRM 4.0 Books

Posted by on May 23, 2009 in CRM 4.0, Customizations, Deployment, General, Licensing, Plug-ins, SDK |

Hi All,

I would like to recommend to you some of the books i have read in regards to Microsoft Dynamics CRM 4.0.

Working with Microsoft Dynamics(TM) CRM 4.0 (Paperback)

Working with Microsoft Dynamics CRM 4.0
by Jim Steger (Author), Mike Snyder (Author)

Product Description
Get a practical introduction to Microsoft Dynamics CRM now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and will be delivered as an on-demand service through Microsoft® Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications including Microsoft Office Outlook®, Microsoft Office InfoPath®, and Microsoft SharePoint® Products and Technologies this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. Key Book Benefits: Delivers practical information from expert authors who have deployed, customized, and maintained Microsoft Dynamics CRM in the field Provides case studies, integration and performance guidelines, and toolsets Includes code samples, and demo data will be available on the Web

About the Author
Mike Snyder and Jim Steger are co-founders and principals at Sonoma Partners, a consulting firm specializing in Microsoft CRM implementations. Sonoma Partners was named top Global Microsoft CRM Partner in 2003 and 2005. Recognized as one of the industry s leading CRM experts, Mike authors several popular newsletters and blogs about Microsoft CRM. Jim architected and led multiple award-winning Microsoft CRM deployments, including complex enterprise integration projects. He s been developing and writing code for Microsoft CRM since the version 1.0 beta.

More info: http://www.amazon.com/Working-Microsoft-Dynamics-CRM-4-0/dp/0735623783/ref=sr_1_1?ie=UTF8&s=books&qid=1243087339&sr=1-1

Microsoft Dynamics CRM 4.0 Unleashed (Paperback)

MSCRM Unleashed

by Marc J. Wolenik (Author), Damian Sinay (Author)

Product Description

Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.

 

The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.

 

This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.

 

Detailed information on how to…

  • Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry
  • Thoroughly understand both the on-premise and hosted versions of Dynamics CRM
  • Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships
  • Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices
  • Improve customer service by integrating schedules, cases, contacts, product/service information, and more
  • Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling
  • Efficiently administer and secure any Dynamics CRM implementation
  • Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools
  • Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons

ON THE WEB:

Download all of this book’s examples and source code at informit.com/title/9780672329708

About the Author

Marc J. Wolenikis founder and CEO of Webfortis, a Northern California consulting company and Microsoft Gold Certified Partner that specializes in solutions built with Dynamics CRM. He has extensive experience with CRM implementation, integration, and migration for companies of all sizes, and is deeply involved in building custom vertical solutions around the Dynamics platform.

 

Damian Sinayis a Webfortis partner. Currently a development manager with senior .NET development responsibilities, he has extensive experience working with all Dynamics CRM technologies. He has participated in Dynamics CRM projects involving extremely complex customizations, integrations, and implementations.

 

More info: http://www.amazon.com/Microsoft-Dynamics-CRM-4-0-Unleashed/dp/0672329700/ref=sr_1_1?ie=UTF8&s=books&qid=1243088206&sr=1-1

Programming Microsoft Dynamics CRM 4.0 (Pro-Developer)

programing ms crm 4.0

by Mike Snyder (Author), Jim Steger (Author), Brad Bosak (Author), Corey O’Brien (Author), Phil Richardson (Author)

Product Description
Announcing a fully revised second edition of this popular SELF-PACED TRAINING KIT designed to help maximize your performance on 70-536, a core exam for the MCTS and MCPD certifications. This 2-in-1 kit includes the official Microsoft study guide, plus practice tests on CD to help you assess your skills. It comes packed with the tools and features exam candidates want most including in-depth, self-paced training based on final exam content; rigorous, objective-by-objective review; exam tips from expert, exam-certified authors; and customizable testing options. It also provides real-world scenarios, case study examples, and troubleshooting labs for the skills and expertise you can apply to the job. Focusing on the fundamentals of .NET application development, this official study guide covers using system types, collections, and generics to help manage data; validating input, reformatting text, and extracting data with regular expressions; developing services, application domains, and multithreaded applications; enhancing your applications by adding graphics and images; implementing code access security, role-based security, and data encryption; working with serialization and reflection techniques; instrumenting your applications with logging and tracing; and interacting with legacy code using COM Interop and PInvoke. Work at your own pace through the lessons and lab exercises. Then assess yourself using 300+ practice and review questions on the CD, featuring multiple, customizable testing options to meet your specific needs. Choose timed or untimed testing mode, generate random tests, or focus on discrete objectives. You get detailed explanations for right and wrong answers including pointers back to the book for further study. You also get an evaluation version of Microsoft Visual Studio® 2008 software and an exam discount voucher making this kit an exceptional value and a great career investment.

Key Book Benefits

Comprehensive exam prep study guide In-depth coverage of exam objectives and sub-objectives plus instructive case studies and troubleshooting scenarios to enhance your performance on the job 300+ practice and review questions Test engine that enables customized testing, pre-assessment and post-assessment, and automated scoring and feedback Microsoft Visual Basic and Visual C# code samples on CD Handy exam-mapping grid Evaluation version of Visual Studio 2008 software 15 percent exam-discount voucher from Microsoft (limited time offer) Entire study guide in searchable eBook format

About the Author
Tony Northrup, MCTS, MCSE, CISSP, and Microsoft MVP, is a consultant and author. He is coauthor of the SELF-PACED TRAINING KITS for a wide range of .NET Framework, Windows Server 2008, Windows Vista, and Windows XP certification exams.

More info: http://www.amazon.com/Programming-Microsoft-Dynamics-CRM-Pro-Developer/dp/0735625948

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I’m back!!

Posted by on May 16, 2009 in General |

Hello All,

I’m back and wish to start once again posting on my blog. I will now be adding content for CRM, Sharepoint, Server 2003/Exchange 2003 & some linux as this is what i work on all day…

Keep checking back for more updates.

– Ibrahim

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MSCRM 4.0 Update Rollup 1

Posted by on Jan 4, 2009 in CRM 4.0, General |

 

Microsoft has release rollup 1 for CRM 4. KB952858 can be downloaded here.

This upate is for Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, and Microsoft Dynamics CRM 4.0 E-mail Router.

Please note that if you have customized Microsoft Dynamics CRM 4.0 Help files, back up your customized files before you install this update !!!

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Increase E-mail Attachment Size

Posted by on Jan 4, 2009 in CRM 4.0, General |

The default attachment file size limit in Microsoft Dynamic CRM 4.0 is 5 MB. 

There is good reason for this – as a general rule you should be placing some restrictions on the amount of file data that can enter CRM so that the database can maintain a reasonable size and so that performance is optimized. However, your business may find the need to increase this size a little in order to handle larger file attachments. 

Here are the instructions to increase the file size limit to 10 MB.  You can go larger than this, but pay close attention to the table size and performance over time as you want to keep CRM running as well as possible. Note – even though the System Settings option looks like this it would apply to email attachments only, it does apply to “notes” type attachments as well.  Finally, this procedure to change the max attachment size is not an officially published recommendation, so use this at your own risk. 

How to increase the max attachment size in CRM 4.0:

1.           Open the application web.config (C:\Inetpub\CRM\web.config).

2.           Locate the <httpRuntime> key within the <system.web> element and change the values to the following:

<httpRuntime executionTimeout=”9999″ maxRequestLength=”10240″/>

3.           Locate the <httpRuntime> key within the <system.web> element of the <location path=’MSCRMServices”> element, and change it to the following:

<httpRuntime maxRequestLength=”10240″/>

4.           Save and close the web.config.

5.           Open the CRM web application (http://crm).

6.           Navigate to Settings | Administration | System Settings.

7.           Click the E-mail tab.

8.           Change the maximum file size (in kilobytes) field to 10240.  

9.           Click Ok to save the changes.

10.        Perform IISReset. 

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