Wednesday, December 14, 2011

CRM 2011 TreeView for Lookup





Download It from

Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

CRM 2011 TreeView for Dependent Picklist






Download Tool from http://treeviewfordependent.codeplex.com/


Advantages

  1. Having a TreeView form of data makes User to quickly browse through the TreeView and make selection more quickly.
  2. TreeView control allows user to select Top-Down as well as Bottom-Up.
  3. In Top-Down Picklists are set only to the node where User as selected from hierarchy.
  4. In Bottom-Up if user selects a node from TreeView all the its Parent Nodes are automatically set in Picklist.
  5. If required Picklists can be kept disabled to enforced only TreeView selection.
  6. Picklist Mapping Utility makes it very easy to configure Mappings between Picklists.
  7. Although Silverlight form currently allowing only 4 levels, there is no limit on Levels of TreeView hierarchy.
Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Saturday, December 10, 2011

Microsoft CRM 2011 OData Query Designer -Silverlight Component

Hi Readers,

Download from here http://crm2011odatatool.codeplex.com/

The CRM 2011 OData Query Designer is a Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. This tool allows you to build OData queries by selecting filter criteria, select attributes and order by attributes. The tool also allows you to Execute the query and view the ATOM and JSON data returned.


The look and feel of this component will improve and new functionality will be added in the near future so please provide feedback on your experience.


1. Added dropdown list of available OptionSet values for a filter when of type OptionSet, Boolean, Status and State.
2. Attribute lists now show the UserLocalizedLabel Display Name instead of Schema Name.
3. Resolved issues with some attribute types not generating correctly when used in a filter.



Import this solution into CRM 2011 and you will see a new menu option 'OData Query Designer' within the Settings Area under Customization.

There are 3 items in the solution

1. A Silverlight application
2. A html webpage that hosts the Silverlight application
3. An update to Sitemap to set the menu option to be visible under Settings->CRM Tools


Note This release is currently in Beta so please provide feedback in the discussion area for any areas of improvement.

Regards,

Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Monday, December 05, 2011

Dynamics CRM 2011 - Diagnostics Tool

Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Tuesday, November 08, 2011

Dynamics CRM 2011 and Sharepoint Online Integration

Microsoft Dynamics CRM integration with SharePoint Online is here

To take advantage of this functionality follow these easy steps:

  1. Your Microsoft Dynamics CRM System Administrator must install the Microsoft Dynamics CRM 2011 List Component
  2. Once enabled, the Microsoft Dynamics CRM user can open an Account
  3. Microsoft Dynamics CRM Account
  4. Click on Documents – If the Account does not have a corresponding Document Library in SharePoint Online one is automatically created
    image
  5. The SharePoint Online Document Library for this Account is rendered directly with CRM
    image
  6. Users can simply upload content to SharePoint Online while working within Microsoft Dynamics CRM
    image
  7. Similar to Microsoft Dynamics CRM, SharePoint Online leverages Lync presence to drive individual productivity.

    image
  8. The corresponding view of the Document Library within SharePoint Online.
    image
Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Friday, November 04, 2011

Deploying Microsoft Dynamics CRM 2011 and CRM Online Solutions from Development through Test and Production Environments

Many times client ask question directly deployment from development to test and then production, here is very nice whitepaper on it.

This white paper explores deploying real-world Microsoft Dynamics CRM solutions across test and production environments in reliable and repeatable ways by using automation, together with some automation examples. The paper also highlights the specific constraints that exist when deploying and testing solutions in the Microsoft Dynamics CRM Online environment.


Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Thursday, October 27, 2011

rollup update 5 for crm 2011

Dear All,

rollup update 5 have excellent new features which you will like that

1. Whats new (same like facebook)
2. follow the entities / users inside crm
3. offline client enhancements
4. subgrid with good pane showing

for more see this ..
http://blogs.msdn.com/b/crm/archive/2011/10/25/update-rollup-5-for-microsoft-dynamics-crm-2011.aspx

Friday, October 21, 2011

@ UK

I am currently in UK

Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Thursday, October 06, 2011

4th time in a row awarded MVP - Dynamics CRM 2011

Again awarded MVP this year.

2011
2010
2009
2008

4th time in a row. Dynamics CRM MVP 2011 - Technical / architecture

Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Sunday, August 28, 2011

CRM 4 to CRM 2011 Javascript Converter Tool

Here I have a CRM 4 to CRM 2011 Javascript Converter tool that helps convert scripts to the latest CRM 2011 Form scripting model. The converter uses an xml file that contains CRM4 and CRM5 nodes which allow the converter to find/replace specific instances of text.

I created this as an aid to help me during upgrades from CRM 4 to CRM 2011, so if you would like to test it against your CRM 2011 javascript web resources after you upgrade from CRM 4 then let me know how it goes.

You can find the tool on codeplex here.

CRM 4 to CRM 2011 JavaScript Converter Tool
CRM 4 to CRM 2011 JavaScript Converter Tool

Has this Tool saved you time…

If you have benefited from downloading and using this tool, please feel free to donate an amount of your choice.

Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert


Wednesday, August 17, 2011

Dynamics CRM 2011 License Cost

Microsoft Dynamics CRM Online (SaaS / Hosted)

If you're looking for a Software-as-a-Service solution, chose Microsoft Dynamics CRM Online and Microsoft will host your solution in the cloud. No servers to buy, and no software to install. The Microsoft Dynamics CRM Online monthly fee is just $34* per user per month. This price includes all of the features and functionality available in the software.

The Microsoft Dynamics CRM Online license compares to the functionality available in the Salesforce.com Enterprise edition, yet it's priced at almost one-third of the price. This table compares the Microsoft Dynamics CRM Online functionality and pricing to Salesforce.com's editions:

Microsoft Dynamics
CRM Online
$34/month*
Salesforce.com
Professional
$65/month
Salesforce.com
Enterprise
$125/month
Core CRM functionalityYesYesYes
Workflow & approval automationYes-Yes
Mobile customization & administrationYes-Yes
Offline AccessYes-Yes
Custom apps and websites (API access)Yes-Yes

Salesforce.com and Oracle customers that switch to Microsoft Dynamics CRM Online between now and June 30, 2011, can take advantage of the Cloud CRM for Less offer. Through this offer, customers will receive up to $200 for each user that they switch to Microsoft Dynamics CRM Online. This money can be applied for services such as migrating data or customizing the solution to meet unique business needs. This offer is available in most markets for Microsoft Dynamics CRM Online, and details on the offer can be found at http://www.cloudcrmforless.com.


Microsoft Dynamics CRM (on-premises)


In addition to the Microsoft Dynamics CRM Online cloud offering, Microsoft also offers customers the option to purchase Microsoft Dynamics CRM software licenses and deploy the software on-premises. Microsoft Dynamics CRM offers the following license options:

  • Server License: You need to purchase one server license for each web server running the Microsoft Dynamics CRM application. The license price ranges from $1,900 to $2,100 depending on your current Microsoft licensing agreements.
  • Client Access License (full use): One license needed for each named user with read and write access that will access Microsoft Dynamics CRM. Price per license ranges from $800 to $995 depending on your current Microsoft licensing agreements.
  • Client Access License (read-only): One license needed for each named user with read only access that will access Microsoft Dynamics CRM. Price per license ranges from $200 to $300 depending on your current Microsoft licensing agreements.
  • External Connector License: You only need to purchase an External Connector License if you plan to share your Microsoft Dynamics CRM data with external users (non-employees) through a portal or custom application. The license price ranges from $4,700 to $5,000 depending on your current Microsoft licensing agreements.

Both the on-premise and the Online version of Microsoft Dynamics CRM use the same code base and programming framework. Therefore, customers have the option to start with one deployment model and then switch to the other model at a later time. For example, you might start with Microsoft Dynamics CRM Online and then later switch to an on-premise deployment.


* Promotional pricing expires on June 30, 2011


If you need implementation or development , Let me know.

Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Saturday, August 13, 2011

Questions about Rollup Updates / HotFixes in Dynamics CRM 4


This article answers common questions about Microsoft Dynamics CRM Update Rollups.

  1. HideWhat is an update rollup?
    An update rollup is a collection of software updates for a particular Microsoft Dynamics CRM application.
    Each update package file uses the form CRM_version-KBNumber-platform-application-Language.exe. For example, the following list describes the update rollup 3 package files for the English version.
    • CRMv4.0-KB961768-amd64-Router-ENU.exe. Microsoft Dynamics CRM E-mail Router update rollup package for x64-bit editions.
    • CRMv4.0-KB961768-amd64-Server-ENU.exe. Microsoft Dynamics CRM Server update rollup package for x64-bit editions.
    • CRMv4.0-KB961768-amd64-SRS-ENU.exe. Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services update rollup package for x64-bit editions.
    • CRMv4.0-KB961768-i386-Client-ENU.exe. Microsoft Dynamics CRM for Outlook update rollup package.
    • CRMv4.0-KB961768-i386-DMClient-ENU.exe. Data Migration Manager update rollup package.
    • CRMv4.0-KB961768-i386-Router-ENU.exe. E-mail Router update rollup package for 32-bit editions.
    • CRMv4.0-KB961768-i386-Server-ENU.exe. Microsoft Dynamics CRM Server update rollup package for 32-bit editions.
    • CRMv4.0-KB961768-i386-SRS-ENU.exe. Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services update rollup package for 32-bit editions.
  2. HideShould I apply the latest update rollup to my deployment?
    In most situations we recommend that you apply the latest update rollup. Microsoft fully tests and supports installing any update rollup for Microsoft Dynamics CRM at the time of its release. If issues arise after the release of a Microsoft Dynamics CRM update rollup, Microsoft will work to address the issue as quickly as possible. For help and support contact information, see Microsoft Dynamics CRM 4.0 Help and Support.
  3. HideWhat preventative actions should I take before I apply an update rollup?
    Before you apply an update rollup, we recommend that you follow these steps:
    1. If you plan to import customizations that were exported from a Microsoft Dynamics CRM server that was running a previous rollup, review the "Notes about exporting and importing customizations" section of the corresponding update rollup Microsoft Knowledge Base article for limitations.
    2. Back up the computer where you are applying the update rollup. Notice that you must back up the Web.config file if the file has been customized or those customizations will be overwritten. For more information about this issue, seeYou have to manually modify the Web.config file after you install or remove a Microsoft Dynamics CRM 4.0 hotfix or update rollup.
  4. HideDoes an update rollup require additional configuration after I install it?
    Some of the individual updates may require a Windows registry modification or require you to run a script to complete. For information about additional configuration that may be required after you install an update rollup, see the "Hotfixes and updates that you have to enable or configure manually" section of the corresponding update rollup Microsoft Knowledge Base article.
  5. HideAre the update rollups cumulative?
    Yes, update rollups are cumulative. This means that the problems that are fixed in an update rollup are also fixed in later update rollups. For example, Microsoft Dynamics CRM Server Update Rollup 3 contains all the fixes that are included in Microsoft Dynamics CRM Server Update Rollup 2.
  6. HideDo I need to apply the previous update rollup before I can apply a later one?
    No, because update rollups are cumulative. For more information, see the answer in the previous question in this topic.
  7. HideHow frequently can I expect a new update rollup to be released?
    The Microsoft Dynamics CRM Sustained Engineering team is committed to releasing update rollups approximately every 8 weeks. For more information about this policy, see Blog post: Microsoft Dynamics CRM 4.0 Update Rollup Schedule.
  8. HideHow can I get notified when an update has been released?
    If you want to know when updates have been released for Microsoft Dynamics CRM, you can sign up to receive e-mail notifications. Notifications may include information on security updates, updates to Microsoft Dynamics CRM that address feature requests from customers, or the release of a new version of Microsoft Dynamics CRM. There are two ways to accomplish this. From a computer that is running a Microsoft Dynamics CRM client application:
    1. In the Navigation Pane, click Settings, click Administration, and then click Product Updates.
    2. In the Microsoft Dynamics CRM Product Updates form, sign in to the Windows Live ID service.
    3. Select the Subscribe box, confirm your e-mail format, e-mail address, and privacy options, and then click Continue.
    Alternatively, you can go directly to the subscription Web page at Microsoft Dynamics CRM Product Updates.
  9. HideIn what order should I apply an update rollup?
    All server roles or server role groups must have the same update rollup applied within the same period of time before going live. Similarly, if you have Microsoft Dynamics CRM Server installed on multiple computers, such as a Network Load Balanced (NLB) configuration, the nodes in the NLB cluster must all be updated before they are brought back online. A mixed deployment of Microsoft Dynamics CRM servers or server roles that are running different update rollup versions is not supported.
    Generally, Microsoft Dynamics CRM for Outlook clients will function correctly when connecting to a Microsoft Dynamics CRM server in the following update rollup deployment configurations:
    • Microsoft Dynamics CRM for Outlook computers with a previous update rollup than the server, which is running the next update rollup. For example, Microsoft Dynamics CRM for Outlook Update Rollup 2 connecting to Microsoft Dynamics CRM Server Update Rollup 3.
    • Microsoft Dynamics CRM for Outlook computers with a later update rollup than the Microsoft Dynamics CRM server, which is running the earlier update rollup. For example, Microsoft Dynamics CRM for Outlook Update Rollup 3 connecting to Microsoft Dynamics CRM Server Update Rollup 2.
      Notice that, for the best experience we recommend that you apply the update rollups on the clients as soon as possible to be consistent with the Microsoft Dynamics CRM Server system.
  10. HideHow can I automatically deploy an update rollup?
    You can configure an update rollup to be automatically deployed on computers that are running Microsoft Dynamics CRM for Outlook. More information about this is available in the following resources.
  11. HideWhat is a PatchId?
    An update rollup identifier or PatchId is a globally unique identifier that must be entered into the Patch Configuration Tool XML configuration file to validate and apply a specific Microsoft Dynamics CRM for Outlook update rollup. The PatchId can be found in the patchid element in the config.xml file that is included in an update rollup. To extract the update rollup files so that you can view the config.xml file, at a command prompt use the /x option, such as the CRMv4.0-KB961768-i386-Client-ENU.exe /x.
  12. HideHow can I avoid having my system restart right after I apply an update rollup for Microsoft Dynamics CRM for Outlook?
    To avoid a system restart after you apply an update rollup, follow these steps.
    1. Before starting the update rollup application process, in Microsoft Office Outlook click Options on the CRM menu. On the General tab, clear the Always run the Host process check box and then click OK.
    2. Apply the update rollup. During the installation, close Outlook. If you see any "File in use" errors, click Retry when the Outlook and the CRM hoster process shutdown is completed.
    3. You must restart Outlook to use Microsoft Dynamics CRM for Outlook.
  13. HideHow can I check my computer to see if an update rollup has been applied?
    There are two ways to see if an update rollup has been applied:
    • Click Start, open Control Panel, open Programs and Features, in the left pane click View installed updates and look for Microsoft Dynamics CRM Server in the list.
      Note
      For Microsoft Windows XP and Windows Server 2003 computers use similar steps to start Add or Remove Programs.
    • View the details of a binary file in the drive:\Program Files\Microsoft Dynamics CRM\Server folder, such as CrmVerServer.dll. To do this, right-click the file, click Properties, click the Version tab, and view the file version.
      Tip
      To find the version number and release date of an update rollup without installing it, see the following:
      On the update rollup download page on the Microsoft Download Center, the version number is displayed next to Version under the Quick Details area. Similarly, the date the update rollup was released is next to Date Published.
    Below is a table that includes a few of the past update rollup builds and release dates.
    Build Number
    Date Released
    Rollup Version
    4.0.7333.1408
    March 12, 2009
    Rollup Update 3
    4.0.7333.1316
    February 8, 2009
    Rollup Update 2 (rerelease)
    4.0.7333.1312
    January 15, 2009
    Rollup Update 2
    4.0.7333.1113
    November 24, 2008
    Rollup Update 1
    4.0.7333.3
    December 19, 2007
    Microsoft Dynamics CRM original version