Microsoft CRM 2011 Launch Event in San Francisco–This Thursday, Feb. 3rd.


Don’t miss the chance to see Microsoft Dynamics CRM 2011 up close and in person in San Francisco this Thursday, February 3rd, 2011.  Link to register.  Hope to see you there.

Location:
Palace Hotel
2 New Montgomery Street
San Francisco, CA 94105

Time (Pacific Time): 8:30AM – 1:30PM
Welcome Time: 7:45AM

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Event Overview

  • Are you seeking improvement in sales forecasting?
  • Would you like to see a reduction in your sales cycle and cost?
  • Do you want a holistic tracking solution and dashboard inside a familiar interface?
  • Are you interested in reducing overhead by moving to the cloud?

Microsoft Dynamics CRM 2011 is designed to help.  Be one of the first to hear how Microsoft Dynamics CRM 2011 can help you boost sales, improve marketing, enrich customer service interactions, and accelerate line of business application development through xRM.

This in-person Microsoft event is geared towards a select group of business and technical professionals—allowing you to network with Microsoft partners and other customers in your area, and learn how Microsoft Dynamics CRM 2011 is being used by both public sector and commercial organizations.

Summary Agenda:

  • Breakfast & Registration
  • General Session
  • Business and IT Productivity Breakout Sessions
  • Break/Sponsor Pavilion
  • Breakout Sessions
    • Hi-Tech Manufacturing
    • Financial Services
    • Public Sector
    • Microsoft Office 365 and Windows Intune delivering a complete cloud based desktop package for business productivity and security for PC’s
  • Closing Remarks/Raffle

 

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Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in CRM 2011, CRM Online, Microsoft CRM, Microsoft Dynamics CRM | Tagged , | 1 Comment

Troubleshooting Microsoft CRM 2011 Online Outlook Client Installation


Here are some Microsoft Dynamics CRM 2011 Online Outlook Client installation errors that I had encountered so far and how to resolve them.

Note: Always check that the latest version of the CRM 2011 Outlook Client is installed.  Also ensure that the CRM Outlook Client is installed properly.

  • Receive the following messages during installation:
    A required resource was unavailable
    Encountered an improper argument
    The command line argument is not valid.  Verify the switch you are using

Resolution: Re-start Windows and then Un-install/Re-install the CRM Outlook Client

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  • Receive the following messages during configuration:
    There is a problem communicating with the Microsoft Dynamics CRM server

Resolution: Un-install the CRM Outlook Client, Windows Live Essential and Windows Live ID Sign In Assistant.  Then Re-install.  If you want to keep Windows Live Essential intact you can try to repair it first.

110130_CRMOutlookConfigurationIssue

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  • Microsoft CRM Outlook Toolbar, CRM Menu and Folder content not showing up

Resolution: Un-install CRM Outlook Client, Repair or Re-install Microsoft Office, then Re-install CRM Outlook Client

110130_CRMOutlookToolBarMissing

110130_CRMOutlookFolderNoContent

 

 

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Frank Lee, Microsoft CRM MVP since 2006
Workopia

Posted in CRM Online, Microsoft CRM Installation, Microsoft CRM Outlook Client, Troubleshooting | Tagged | 5 Comments

Microsoft CRM 2011 Online Outlook Client Installation


Now that Microsoft Dynamics CRM 2011 Online is released (RTW).  Here are some of my good notes on how we go about performing the Microsoft CRM 2011 Online Outlook Client Installation:

Installation:

  1. Check that hardware and software requirements are met
  2. Check and uninstall any previous version of CRM Outlook Client, including any CRM Outlook Offline components – review this link
  3. Login to the Microsoft CRM Web Client to ensure your login/password are OK
  4. Use Internet Explorer (IE) 9 if possible.  Note: Windows XP doesn’t support IE9
  5. Configure Internet Explorer to allow download the number of files at one time to 10
  6. Enable Internet Explorer (IE) Compatibility View for “dynamics.com”
  7. Add the following URLs to the Internet Explorer (IE) “Trusted” Security Zone:
    • *.dynamics.com
    • *.live.com
    • *.microsoftonline.com
  8. Allow IE pop-ups from:
    • *.dynamics.com
    • *.live.com
    • *.microsoftonline.com
  9. Be sure that Internet Explorer (IE) Browsing history “Delete browsing history on exit” setting is unchecked
  10. Increase IE Disk Space Size for Temporary Internet Files to 350MB
  11. Apply Windows and Office Update via Microsoft Update
  12. Install .NET Framework 3.5 and 4.0
  13. Install the Microsoft Dynamics CRM 2011 Online Outlook Client via setup bootstrapper or full download
  14. Apply the latest CRM 2011 Update Rollup via Microsoft Update
  15. Open Microsoft Outlook and ensure that the CRM Outlook Client is running OK
  16. Link to my recommended initial Microsoft CRM Outlook Client settings

For more detailed installation information, here is the link to the Microsoft Dynamics CRM 2011 for Outlook Installing Guide for use with Microsoft Dynamics CRM Online

More Microsoft Dynamics CRM for Outlook Installation Instructions

 

Additional Note:

 

 

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 CRM 2011, CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft Dynamics CRM | Tagged | 3 Comments

Importing Outlook Contacts into Microsoft CRM Online using Add Contacts Wizard


I often get asked what is the best way to import existing Outlook Contacts to Microsoft Dynamics CRM.  If you are using Microsoft CRM Online then one of the best options is to use the built-in “Add Contacts Wizard”.  Here is the link to the How To: Importing Outlook Contacts into Microsoft Dynamics CRM Online using Add Contacts Wizard article written by one of our consultants detailing the steps and our deployment approach.

Also, here are some useful links that I often reference regarding Microsoft CRM Outlook:

CRM-Outlook Field Mappings

Propagating Deletes on Items Synched between Microsoft CRM and Outlook

Synchronizing CRM Contacts I do NOT own to my Outlook

Duplicate Detection in Outlook

Enjoy!

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Posted in CRM Online, Microsoft CRM Outlook Client, Outlook Contact Import | Leave a comment

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!

 

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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.
 
 
 
 

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Frank
Workopia, Inc.
Microsoft Dynamics CRM MVP

 

 

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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