Showing posts with label CRM 2011. Show all posts

Thursday, April 19, 2012

Dynamics CRM 2011 Training Courses

CRM 2011 Training Courses

Following Training Available

1. Dynamics CRM 2011 Application
2. Dynamics CRM 2011 Customization
3. Dynamics CRM 2011 Extended
4. Dynamics CRM 2011 Installation & Configuration

Microsoft CRM 2011 Courses

MS 80291 - Sales Management in Microsoft Dynamics CRM 2011

MS 80290 - Marketing Automation in Microsoft Dynamics CRM 2011

MS 80292 - Service Management in Microsoft Dynamics CRM 2011

MS 80293 - Service Scheduling in Microsoft Dynamics CRM 2011

MS 80296 - Installation and Deployment in Microsoft Dynamics CRM 2011

MS 80294 - Customization and Configuration in Microsoft Dynamics CRM 2011

MS 80295 - Extended Microsoft Dynamics CRM 2011

If you need training on above mentioned courses , Let me know.

Please contact if you need above mentioned trainings.

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, February 05, 2012

Microsoft Dynamics CRM 2011, codenamed “R8″

Microsoft Dynamics CRM 2011, codenamed “R8″

Today Microsoft announced what’s going to be in their next service update for Microsoft Dynamics CRM 2011, codenamed “R8″, under the headline: CRM Anywhere.

The R8 service update is expected to be available Q2 2011 and is built on six broad themes: Mobility, Browser Flexibility, Social, Industry Templates, SQL Server 2012, Certifications.

Mobility
Microsoft will be launching a new product, Microsoft Dynamics CRM Mobile, which will enable CRM Online, partner-hosted and on-premise customers with Internet-facing deployments to use CRM on up to three devices per user.

There will be native clients, which means offline support, on all the main mobile platforms: Windows Phone 7.5, iPhone & iPad, Android, BlackBerry. I haven’t seen any of the licensing details yet, but I understand that this is a subscription service (even for on-premise customers) for $30 per user per month.

Browser Flexibility
For years prospective customers have been crying out for multi-browser support and Microsoft has finally delivered! Once R8 hits your CRM server you’ll be able to access CRM using: Internet Explorer 7 or above on Windows 7, Vista and XP; Safari 5.1.1 or above on Mac OS-X or iOS5 ;Firefox 6 or above on Windows 7, Vista and XP or Mac OS-X or iOS5; Chrome 13 or above on Windows 7, Vista and XP.

Activity Feed Enhancements
In the Nov 2011 service update (codenamed “R7″) Microsoft released the new Activity Feeds feature which introduced some social enterprise features into CRM 2011. R8 introduces a series of enhancements to the Activity Feeds feature: like/dislike, enhanced filtering (e.g. @me, types of records I follow, record views), and an updated mobile activity feeds client for Windows Phone 7.5.

Industry Templates
Building on the work of Microsoft partners and its own consulting team, the Dynamics Labs will be releasing several industry templates into the Dynamics Marketplace. The first few templates will be: Wealth Management, Non-Profit, Health Sales Plans
Relationship Management for Health.

The templates will include data model customizations, dashboards, workflows and sample data. They’re designed to help customers in those industries visualise how Dynamics CRM can help their business, and speed up an implementation without necessarily being a fully-packaged vertical industry product.

SQL Server 2012
Microsoft’s own data centers have already been upgraded to SQL Server 2012 and the R8 service update bring official support for partners and customers wanting to upgrade their own deployments to SQL Server 2012. Additionally, there will be some new CRM features that make use of SQL Server 2012 new capabilities. For example: performance improvements, enhanced database recovery, next generation business intelligence (“Crescent”) such as pre-defined Power Pivot models, Power View reports, and time-animated reports.

Certifications
Certifications are critical to enterprise adoption and Microsoft has been working hard over the last year to ensure that its data centers and CRM Online service meets several important certification standards including: ISO27001, SAS 70 Type II, SOX, SSAE 16 SOC1, Safe Harbor, Data Processing Agreement, EU Model Clauses and HIPAA compliance (supported through Business Partner Agreements).

For More Information
Download the R8 Release Preview Guide from the Microsoft Dynamics CRM website:http://crmpublish.blob.core.windows.net/docs/ReleasePreviewGuide.pdf

Read the CRM Anywhere blog article by new CRM General Manager Dennis Michalis:https://community.dynamics.com/product/crm/crmnontechnical/b/crmconnection/archive/2012/02/06/crm-anywhere.aspx

Regards,

Imran

Friday, February 03, 2012

Dynamics CRM 2011: Rename an Organization

Dynamics CRM 2011 : Rename an Organization

Step by Step Guide.

Here are Step by Step guide to renaming an Organization in CRM 2011.

Open the CRM 2011 Deployment Manager then select the Organizations node. The list of organizations should look something like this:

1. Highlight the selected Organization the click the Disable link.

You will be prompted to confirm that you wish to disable the organization:

2. Select Yes.

Note: Remember that a Disabled organization can’t be accessed.

3. Click the Edit Organization link:

and the Edit Organization Wizard will be displayed:

You will notice that you can’t edit the Name field. That’s the physical name of the CRM Organizational database and that can’t be changed once it’s created.

You can however, change the following:

Display Name
SQL Server
SQL Server Reporting Services URL

In this exercise, we’ll just be changing the Display Name.

4. Change the Display name field to the new name.

5. Click Next and the standard installation environmental checks:

Assuming you don’t encounter any errors, then click the Next button and you will be asked to perform one last verification before proceeding:

6. Click the Apply button. The changes will be applied and again, assuming you don’t encounter any issues, you’ll see the following dialog:

7. Click the Finish button.

Back in the organization list, you will see the change you just made:

8. The last step is to highlight the organization and click the Enable link to enable the newly changed CRM organization.

Conclusion

As you can see from the following figure, you’ll notice that the URL for the organization remains the same, but the Display Name has been changed:

Let me know if you have any issue in this.

Regards,

Imran

Thursday, February 02, 2012

Network Load Balancing (NLB) Microsoft Dynamics CRM 2011

Deploying Microsoft Dynamics CRM 2011 on a Network Load Balanced (NLB) server cluster is a supported way to get increased scalability and high availability performance from your CRM deployment.

Why load balancing?

Using NLB, you can cluster multiple Windows 2008 servers together. It provides added scalability as you can easily add additional nodes to the cluster as your usage grows, and it provides high availability, because if one node fails, traffic will be routed to other servers in the cluster.

To learn more about configuring a NLB cluster in Windows 2008, see the NLB deployment guide at Technet. Network load balancing is available in Windows 2008 R2, including Standard or Enterprise versions.

Installing Microsoft Dynamics CRM 2011 on a NLB cluster

Once your NLB cluster is configured, installation of Microsoft CRM is very similar to a non-clustered deployment. The following is the process to deploy CRM on a two-node NLB cluster:

1. Install CRM 2011 on the first node. Choose create a new deployment.

2. Install CRM 2011 on the second node, pointing to the existing deployment created in step 1.

3. When done, CRM should be available from both nodes, as well as from the cluster url.

4. On one of the servers open the Deployment manager. On the right side actions pane, click properties, then go to the web address tab. The URL’s in this tab will reflect the URL of the first node on which you installed CRM. Update the URL’s to reflect the cluster URL. This will insure that any references in the application, as well as plugins, point to the cluster URL, otherwise you may see cross-site script errors.

Now your NLB CRM cluster is complete, and users can access CRM, both in browser as well as Outlook, using the URL of the cluster.

It’s important to underscore, anything that you store on the server will need to be located on all nodes of the cluster—if you have any custom web pages that you embed in iframes, you will need to have them on both servers, and you will want to have consistent versions of these files on all servers.

Installing Update Rollups

If you network load balance, you will want to be sure that you install the update rollups on each server in your NLB cluster

Let me know if you need help in this type of configuration.

Regards,

Imran

Wednesday, January 25, 2012

Dynamics CRM to OneNote : CRM2OneNote

Dynamics CRM and OneNote Integration

Here are setup files will help you for CRM and Microsoft Onenote integration
http://crmsnap.codeplex.com/releases/view/7804

Regards,

Imran

Thursday, January 19, 2012

Dynamics CRM 2011 Training Courses

Dynamics CRM 2011 Training Courses:

Following Training Available now....

1. Dynamics CRM 2011 Application
2. Dynamics CRM 2011 Customization
3. Dynamics CRM 2011 Extended
4. Dynamics CRM 2011 Installation & Configuration

Microsoft CRM 2011 Courses for consultants, administrators and Senior Developers....

Developer & Consultant related Courses

MS 80296 - Installation and Deployment in Microsoft Dynamics CRM 2011

MS 80294 - Customization and Configuration in Microsoft Dynamics CRM 2011

MS 80295 - Extended Microsoft Dynamics CRM 2011

Application Related Courses

MS 80291 - Sales Management in Microsoft Dynamics CRM 2011

MS 80290 - Marketing Automation in Microsoft Dynamics CRM 2011

MS 80292 - Service Management in Microsoft Dynamics CRM 2011

MS 80293 - Service Scheduling in Microsoft Dynamics CRM 2011

Regards,

Imran

Wednesday, December 14, 2011

CRM 2011 TreeView for Lookup

Download It from

http://crmtreeviewforlookup.codeplex.com/

Regards,

Imran

CRM 2011 TreeView for Dependent Picklist

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

Advantages

Having a TreeView form of data makes User to quickly browse through the TreeView and make selection more quickly.
TreeView control allows user to select Top-Down as well as Bottom-Up.
In Top-Down Picklists are set only to the node where User as selected from hierarchy.
In Bottom-Up if user selects a node from TreeView all the its Parent Nodes are automatically set in Picklist.
If required Picklists can be kept disabled to enforced only TreeView selection.
Picklist Mapping Utility makes it very easy to configure Mappings between Picklists.
Although Silverlight form currently allowing only 4 levels, there is no limit on Levels of TreeView hierarchy.

Regards,

Imran

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

Diagnostics Tool for Microsoft Dynamics CRM 2011

Download from here.

http://crmdiagtool2011.codeplex.com/

Regards,

Thursday, December 01, 2011

MVP Summit 2012 -Microsoft

http://www.2012mvpsummit.com/default.aspx

MVP Summit for Year 2012

Regards,
Imran

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:

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

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

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.

Friday, June 10, 2011

Microsoft CRM 2011 - Courses

Microsoft CRM 2011 Courses

MS 80291 - Sales Management in Microsoft Dynamics CRM 2011

MS 80290 - Marketing Automation in Microsoft Dynamics CRM 2011

MS 80292 - Service Management in Microsoft Dynamics CRM 2011

MS 80293 - Service Scheduling in Microsoft Dynamics CRM 2011

MS 80296 - Installation and Deployment in Microsoft Dynamics CRM 2011

MS 80294 - Customization and Configuration in Microsoft Dynamics CRM 2011

Also - Extended Microsoft Dynamics CRM 2011

If you need training on above mentioned courses , Let me know.

CRM 2011 version of the performance toolkit

Here is version for CRM 2011 performance toolkit

http://crmperftoolkit.codeplex.com/discussions/228177

Friday, June 03, 2011

Microsoft CRM 2011 Update Rollup 2 released

Microsoft CRM 2011 Update Rollup 2 released

UR 2: http://www.microsoft.com/downloads/details.aspx?FamilyID=a5a088be-c19e-43b5-87fb-219c2a2bc280

Highlights of Update Rollup 2
· 77 total fixes

· 17 customer-escalated issues (see KB for details)

General Information on Update Rollup 2
· The UR 2 blog has been posted at http://blogs.msdn.com/b/crm/archive/2011/06/02/update-rollup-2-for-microsoft-dynamics-crm-2011.aspx

· KB is located at http://support.microsoft.com/default.aspx?kbid=2466086

· All CRM 2011 Online customers have been upgraded to UR 2.

· UR2 will be available June 28th on Microsoft Update

Monday, March 28, 2011

Change Color of Priority in Dynamics CRM 2011

Change color of priority in CRM

It has three options: Low, Normal, High.
Let’s add colors for them: Yellow, Green and Red.

Simply add OnLoad event:

function AddColorToPriority()
{
crmForm.all["prioritycode"][0].style.background = "#FFF380"; // Low => Yellow
crmForm.all["prioritycode"][1].style.background = "#5EFB6E"; // Normal => Green
crmForm.all["prioritycode"][2].style.background = "#E55451"; // High => Red
}

Wednesday, December 01, 2010

Field-Level Security in Microsoft Dynamics CRM 2011

Field-Level Security in Microsoft Dynamics CRM 2011:

One of most demanding feature for CRM is field level security and you can see in pictures.

See in screen new area for Field level security settings.

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

Dashboards in Dynamics CRM 2011 / CRM 5

Dashboards in Dynamics CRM 2011 / CRM 5.0

Dashboards are a powerful feature in Microsoft Dynamics CRM 2011.They made it so flexible that dashboard can be easily integrated directly into your views or your data entry forms. You can use a dashboard to see at a glance all the important information you need to make key business decisions every day. Assemble and present information from several places in Microsoft Dynamics CRM Online in a quickly-read format. They are easy to create. And, easy to revise according to your changing business needs which require you to have different information at your fingertips.

Some images of dashboards

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, January 27, 2010

Javascript functions for CRM 2011 - Part 2

Here’s an example of how to call the function (I retrieve the details of one lookup field and then call the above function to populate another lookup field):

1 var ExistingCase = Xrm.Page.data.entity.attributes.get("new_existingcase");
2 if (ExistingCase.getValue() != null) {
3     var ExistingCaseGUID = ExistingCase.getValue()[0].id;
4     var ExistingCaseName = ExistingCase.getValue()[0].name;
5     SetLookupValue("regardingobjectid", ExistingCaseGUID, ExistingCaseName,"incident");
6 }

Set the Requirement Level of a Field:

Note: this example sets the requirement level of the Address Type field on the Account form to Required.

Note: setRequiredLevel(“none”) would make the field optional again.

1 function SetRequirementLevel() {
2     var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode");
3     AddressType.setRequiredLevel("required");
4 }

Disable a field:

1 function SetEnabledState() {
2     var AddressType = Xrm.Page.ui.controls.get("address1_addresstypecode");
3     AddressType.setDisabled(true);
4 }

Hide a field:

1 function hideName() {
2     var name = Xrm.Page.ui.controls.get("name");
3     name.setVisible(false);
4 }

Hide a nav item:

Note: you need to refer to the nav id of the link, use F12 developer tools in IE to determine this

1 function hideContacts() {
2     var objNavItem = Xrm.Page.ui.navigation.items.get("navContacts");
3     objNavItem.setVisible(false);
4 }

Hide a Section:

Note: Here I provide a function you can use. Below the function is a sample.

1 function HideShowSection(tabName, sectionName, visible) {
2     Xrm.Page.ui.tabs.get(tabName).sections.get(sectionName).setVisible(visible);
3 }
4  
5 HideShowSection("tab_5", "tab_5_section_4", true);

Save the form:

1 function SaveAndClose() {
2     Xrm.Page.data.entity.save();
3 }

Save and close the form:

1 function SaveAndClose() {
2     Xrm.Page.data.entity.save("saveandclose");
3 }

Close the form:

Note: the user will be prompted for confirmation if unsaved changes exist

1 function Close() {
2     Xrm.Page.ui.close();
3 }

Determine the Form Type:

Note: Form type codes: Create (1), Update (2), Read Only (3), Disabled (4), Bulk Edit (6)

1 function AlertFormType() {
2     var FormType = Xrm.Page.ui.getFormType();
3      if (FormType != null) {
4         alert(FormType);
5     }
6 }

Determine the GUID of the current record:

1 function AlertGUID() {
2     var GUIDvalue = Xrm.Page.data.entity.getId();
3     if (GUIDvalue != null) {
4         alert(GUIDvalue);
5     }
6 }

Determine the GUID of the current user:

1 function AlertGUIDofCurrentUser() {
2     var UserGUID = Xrm.Page.context.getUserId();
3      if (UserGUID != null) {
4         alert(UserGUID);
5     }
6 }