How To: Creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch Extension


Here is a wonderful step by step guide written by one of our consultants on creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch Extension.  I love this new design – building custom reports for Micrsooft CRM Online is so much easier now and with this appraoch it leverages the same reports development tool as for On Premise.  Win – Win!

 

Contact me if you need help with your Microsoft CRM. Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in BIDS Report Authoring Extension, CRM 2011, CRM Online, Microsoft CRM, ms crm 5.0 | Tagged | 2 Comments

Microsoft Dynamics CRM 2011 Client Beta updates available on Microsoft Update


The Microsoft Dynamics CRM 2011 Client Beta update for both Online and On-Premise are avaiable via Microsoft Update services.  Since it is part of the Microsoft Update – one less thing to setup a reminder for.  I like it.

If you would like to install the updates manually, you can download them from the Microsoft Update catalog:
http://catalog.update.microsoft.com/v7/site/Search.aspx?q=crm
  
For moe details on this feature – check out this blog.
 
 
 
 

Contact us if you need help with your Microsoft CRM.  Free Estimate.
 
Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

 

 

Follow Workopia on Twitter

FREE 30-Day Trial, Setup & Training – Microsoft CRM Online
 Sign up for a FREE 30-Day Trial, Setup & Training

 

Posted in Microsoft Dynamics CRM | Leave a comment

Microsoft CRM 2011 "CRM 5.0" What’s New


What’s new in Microsoft Dynamics CRM 2011 “CRM 5.0”?

 

Here are two excellent links with the details:

  
CRM 2011 On-Premise and Online (hosted by Microsoft) are currently in Beta and is available to the public, here is link to sign-up to try it out:
http://www.crm2011beta.com

Another link to more 2011 blog articles.

 

The new features are amazing – one of my favorites is the Role-based forms and views.  I will post more observations – so stay tune.

  
 
 
 
 
 

Contact me if you need help with your Microsoft CRM.  Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP
Workopia

Posted in CRM 2011, Microsoft Dynamics CRM, MS CRM 4.0, ms crm 5.0 | Tagged , , | Leave a comment

June 2010 Update Available – Microsoft CRM Online Outlook Client


Good news for the folks using the Microsoft Dynamics CRM Online Outlook Client on Microsoft Office Outlook 2010 – the June 2010 update is available and one of the nice update enhancements is to set the CRM Menu on the Home Ribbon vs. the Add-ins.  This has been a popular enhancement request from CRM Outlook 2010 users.
 
 
Pre June 2010 Update Office Outlook 2010 CRM Ribbon:
 
After applying the June 2010 Update:
 
 
To obtain the latest update: Run the Microsoft CRM Update from the Outlook CRM Menu or from the Start >> Programs >> Microsoft CRM Program "Update":
 
 
 
 
 

Contact us if you need help with your Microsoft CRM.  Free Estimate.
 
Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

Follow Workopia on Twitter

FREE 30-Day Trial, Setup & Training – Microsoft CRM Online
 Sign up for a FREE 30-Day Trial, Setup & Training

Posted in Microsoft Dynamics CRM | Leave a comment

Customization Import – Common Issues


Here are some common issues encountered when importing Microsoft Dynamics CRM 4.0 customizations and how to resolve them:
 
1. Update Rollup 2 or above
You can export customizations from a server that is running Microsoft Dynamics CRM 4.0 and that has Update Rollup 2, Update Rollup 3, Update Rollup 4, Update Rollup 5, Update Rollup 6, Update Rollup 7, Update Rollup 8, Update Rollup 9 or Update Rollup 10 installed, and then you can import those customizations into a server that has Update Rollup 11 installed. You can also export customizations from a server that is running Microsoft Dynamics CRM 4.0 and that has Update Rollup 11 installed, and then you can import those customizations into a server that has Update Rollup 2, Update Rollup 3, Update Rollup 4, Update Rollup 5, Update Rollup 6, Update Rollup 7, Update Rollup 8, Update Rollup 9 or Update Rollup 10 installed.
 
I would recommend matching the Microsoft CRM environments with the same Update Rollup going forward.
 
 
 
2. Customization file size too large
 

 
 
3. Between Microsoft CRM Online and Microsoft CRM On-Premise
 
 
 
4. Between an upgraded Microsoft CRM (3.0 to 4.0) and a baseline 4.0 envionment
 
 
 
Contact us if you need help with your Microsoft CRM.  Free Estimate.
 
Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

Follow Workopia on Twitter

FREE 30-Day Trial, Setup & Training – Microsoft CRM Online
 Sign up for a FREE 30-Day Trial, Setup & Training

Posted in Microsoft Dynamics CRM | Leave a comment

Advanced Find: Display All Activities related to Contacts in Marketing List


Here is a sample Microsoft CRM Advanced Find setup to display All CRM Activities related to Contacts in a Marketing List:
 

 

 

Contact us if you need help with your Microsoft CRM.  Free Estimate.
 
Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

Follow Workopia on Twitter

FREE 30-Day Trial, Setup & Training – Microsoft CRM Online
 Sign up for a FREE 30-Day Trial, Setup & Training

Posted in Advanced Find | Leave a comment

CRM Online Monthly Update Doesn’t Install, Repeatedly Prompts Available


If you are using the Microsoft Dynamics CRM Online Outlook Client, it is a good practice to check for updates on a regular basis.
 
You can check for updates using the "Check for Updates" menu item or from the Start >> Microsoft Dynamics CRM >> Update:
 
 
 
However, on a few Vista and Windows 7 computers, the Microsoft Dynamics CRM Online Monthly Update doesn’t install and repeatedly prompts being available even after the user had applied the update and rebooted the PC (even performed the CRM Diagnostics):
 

The resolution for this is to run the "Update" program again as administrator "Run as administrator".  Administrative rights on your PC are required to install the update.

 
 
Contact us if you need help with your Microsoft CRM.  Free Estimate.
 
Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

Follow Workopia on Twitter

FREE 30-Day Trial, Setup & Training – Microsoft CRM Online
 Sign up for a FREE 30-Day Trial, Setup & Training

Posted in CRM Online | 1 Comment