Microsoft Dynamics CRM Outlook Client synchronization rules

When you are working with Microsoft Dynamics CRM and CRM Outlook Client you need to remember the following rules regarding Editing, deleting and assigning contacts:

Editing

• When  editing contact in outlook it will immediately update the CRM contact
• When editing contact in the CRM it will update the outlook contact in the next time the CRM and outlook sync or you can press the "Sync with CRM" button then it will sync immediately

Deleting

• When you delete an Outlook contact than has been tracked in CRM will not delete the contact from the CRM and it wont sync back to the Outlook Client
• When you delete a contact you own in the CRM that was previously synced to Outlook, will not delete the contact from the Outlook

Assign

• When you assign a contact that was created in the CRM and sync to Outlook will remove the contact from the Outlook
• When you assign a contact that was created in Outlook and tracked into the CRM will keep the contact in Outlook. note that all changes to the contact in Outlook will update the contact record in CRM and visa versa.

Fredy Opaets
Soft-Pro
Fredy@soft-pro.co.il

CRM 2011 Autonumbering Solution

Project DescriptionThis is a solution for crm 2011 (hosted/on-premise) for autonumbering the configurated entity.

As an unmanaged solution, files included are:

1. A plugin for sequence generation : CRM.Plugin.SequenceGenerator
2. A custom entity for configuration: Counter
3. Three icons for the custom entity.

For more information:
http://crm2011autonumber.codeplex.com/

Diagnostics Tool for Microsoft Dynamics CRM 2011

This tool basically starts to centralise CRM debugging in to one place. This is your hub… This is the place to come when CRM is dying with server exceptions… This is the light when there’s no hope. Give the logs produced from this tool to a developer and he’ll give you pointers

For more information:
http://www.crmcodex.com/2011/12/review-diagnostics-tool-for-microsoft-dynamics-crm-2011/

CRM 4 to CRM 2011 JavaScript Converter

Project Description

CRM 4 to CRM 2011 Javascript Converter 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.

Usage
Simply paste your CRM 4 script into the left hand text area and click Convert.

For more information:http://crm2011scriptconvert.codeplex.com/

What is Social CRM ?

What is ‘social Customer Relationship Management (CRM)’?

‘Social CRM’ (or SCRM) is a term I guarantee you will start to hear more and more. Social CRM is an extension of traditional CRM but with more focus on the ‘social’ element of the process(es). Business is built around relationships and social CRM looks to bring social media platforms into the CRM process in order to grow relationships, listen, engage and turn communities into customers. You may hear SCRM referred to as ‘CRM 2.0’ or ‘Enterprise 2.0’.

How does social CRM affect companies and their customers?

Social networks allow businesses to build communities, listen and engage in conversions whilst having the ability to innovate based on prospects’ and customers’ insight. Businesses can themselves provide industry-specific insight
and support to prospects and customers and then start to build and strengthen relationships. We all buy from people we like and trust, social media can be a great way to nurture relationships and turn contacts into long-term customers.
These platforms give the customer new ways to communicate with you and can provide you with a new way of understanding your customer-base. The more you know about someone the easier it is to sell to them, social media allows businesses to get on a level with their customers and understand more about them, which can only be a good thing! With Social CRM customers have more control over the relationship, they have wider channels down which to express positive or negative comments and they have more of a say in how companies should provide their products and services.

Social CRM – The Market

According to Gartner, Inc. the social CRM market value will surpass $1 Billion in revenue by year-end 2012, this market is currently experience aggressive growth so it is possible for the market value to considerably exceed
this amount by year-end. Gartner, Inc. also predicts that by year-end 2013 B2B organisations using social CRM applications will represent 25% of all projects worldwide. We know that social CRM is an extension of traditional CRM; contentmanagementconnection.com estimates that the social CRM market is equivalent to 25% of the CRM market, in USD value.

What does all this mean for small businesses?

Its common knowledge that all of the fortune 500 companies have invested heavily in social business strategies. However these platforms, strategies and processes are not reserved for industry’s giants. Small businesses can
successfully adopt social business strategies by using social tools and processes. Social media platforms are great tools for researching, marketing and growing your products, services and brand. For the most part, the use of social
media platforms such as Twitter, Facebook and Linkedin is free. The ‘social’ approach to CRM really puts the ‘R’ (relationship) back into CRM – make sure your business is involved!

Thanks for this article:

http://www.theadminhub.com/2012/03/what_is_social_crm/

CRM Anywhere - Microsoft Dynamics CRM Q2 2012 Service Update "What's New Video".

Microsoft Dynamics CRM Q2 2012 Service Update "What's New Video". This is the video version of our Release Preview Guide. Includes great demos of mobility, BI and Analytics.

http://www.youtube.com/watch?v=5HVqc5MthbI&feature=youtu.be

CRM 2011 Visual Ribbon Editor

Visual Ribbon Editor is a tool for Microsoft Dynamics CRM 2011 that lets you edit CRM ribbons. This ribbon editor shows a preview of the CRM ribbon as you are editing it and allows you to easily modify the ribbon without needing to completely understand the underlying XML schema.

Main Features:

• Connects to CRM Online or On-Premise (on-premise should work but hasn't been tested)
• Edit entity ribbons or application ribbons.
• View a preview of the ribbon while editing as it will look in CRM.
• Add new custom buttons to existing groups.
• Add new custom groups to existing tabs.
• Define button text, tooltip, images. and appearance.
• Define button actions, enable rules, and display rules.
• Hide system buttons.
• Quickly save the ribbon back to CRM

For more information:
http://crmvisualribbonedit.codeplex.com/

Moving Form Labels Above the Field Instead of on Side of Field in Microsoft Dynamics CRM 2011

I know that I have had trouble in the past when I make a new four column section, getting everything to fit on the form, and by default you need to re-size the form on open to even get everything to fit unless you can find a way to shrink your fields down. I know there are settings to change the amount of space given to the label, but I have found another way to tackle this.

Here is how it works:

1. The setting is at the section level. So, double-click on a section to bring up the section properties
   
   
   
2. Now, click on the formatting tab and scroll to the bottom to find the "Field Label Position" setting:
   
   
   
3. Now you just have to change the setting to "Top" and save and publish the form. You can repeat this for all sections on the form if you want to

It's as easy as that. Here's what it looks like when you are done and have published the form.

Hope it will help you out :).

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

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.

For more information and Download:
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=27824

Vote for the Changes and Suggestions You’d like in Microsoft Dynamics CRM

Ask your self a question: "How many times you've heard or asked yourselves i wish i had this feature or functionality in the system" ?

Now Microsoft would like to hear from you, what is still missing and can improve the usage and implementation of Microsoft Dynamics CRM.

In Microsoft Connect site you can look for posted suggestions or requests and vote for them, that way the will get prioritized in the upcoming versions.

In case you didn’t find the relevant suggestion or request you can always open new one.

Here on the Microsoft Connect site are the Most popular CRM suggestions posted to date for the Microsoft Dynamics CRM team to consider as they work on version next:

https://connect.microsoft.com/dynamicssuggestions/Feedback

Is your voice being heard? You can start here:

https://connect.microsoft.com/dynamicssuggestions