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.

  
 
 
 
 
 

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Frank Lee, Microsoft CRM MVP
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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":
 
 
 
 
 

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Frank
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Microsoft Dynamics CRM MVP

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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
 
 
 
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Frank
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Microsoft Dynamics CRM MVP

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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:
 

 

 

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Frank
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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.

 
 
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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

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Posted in CRM Online | 1 Comment

Displaying all the Microsoft CRM Contacts that clicked on an ExactTarget Send Email Link


We have a customer asked about how to use the Microsoft Dynamics CRM Advanced Find to display all the Microsoft CRM Contacts that had clicked on a particular ExactTarget Send email link so they can perform some follow-up actions.  ExactTarget for Microsoft Dynamics CRM stores this data in the "Link Details" entity.
 
The below screen shot shows an example:
 
 
Or you can filter it by the Microsoft CRM Campaign that the ExactTarget Send belongs to.
 
 
 

 

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Frank
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Microsoft Office 2010 and Microsoft Dynamics CRM


I had installed the final release of Microsoft Office 2010 (Outlook 2010) and set it up as the Microsoft CRM Outlook Client for Microsoft Dynamics CRM v4.0 On-Premise and then for Microsoft Dynamics CRM Online “v4” – it worked on both without any issues (including the Offline Access setup).
 
Here are my setup notes for Microsoft CRM Outlook Client on Microsoft Office 2010 (Outlook 2010):
 
A. More and more folks are using 64-bit PC Operating Systems such Vista or Windows 7 – but you need to install the Microsoft Office 2010 32-bit version in order to support the Microsoft CRM Outlook Client for Microsoft CRM v4.0 On-Premise or Microsoft CRM Online “v4”.  The reason is that the Microsoft CRM v4 Outlook Client is only available in 32-bit.  Note: Microsoft CRM 2011 “v5” Outlook Client supports BOTH 32 and 64 bits.  Here is how to check if your Microsoft Office 2010 is 32 or 64 bits:
 
 
Note: In case your Microsoft Office 2010 is not 32-bit but 64-bit, then you will need to uninstall and reinstall it with the 32-bit version:
 
 
 
B. After the correct Microsoft Office 2010 is in place, then you need to download the LATEST Microsoft Dynamics CRM v4.0 On-Premise or Microsoft CRM Online Outlook Client setup program.  Here is a Link to both downloads.  During the initial setup screen, be sure to click “Update installation files” and then following the normal Microsoft CRM Outlook Client setup process.  That’s about it.
 
 
Here are some screen shots of Microsoft CRM Online Outlook Client running on Microsoft Office Outlook 2010.  Enjoy!
 
 
 
 
Update 6/3/2010:  By applying the latest Microsoft CRM 4.0 Update Rollup (UR11), the Microsoft Dynamics CRM buttons are displayed on the Home tab vs. on the Add-ins tab.  If you are using Microsoft CRM Online – apply the latest CRM Outlook Client update.
 
 
 
 
 
Update: Microsoft Dynamics CRM 2011 “v5’” supports BOTH Microsoft Office Outlook 32 or 64 bits.  Microsoft CRM 2011 Online was released to the world on January 17th, 2011 and  Microsoft CRM 2011 On Premise was released to the world on February 16th, 2011.  Yay! 
 
 
 
 

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Frank Lee, Microsoft CRM MVP
Workopia

Posted in Microsoft Dynamics CRM, Outlook Client | Tagged | 8 Comments