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

Configuring the List Component in SharePoint Online

The Microsoft Dynamics CRM 2011 List Component adds functionality to SharePoint which enables Document Management capabilities in Microsoft Dynamics CRM. In order to deploy the List Component Solution the following modifications to SharePoint are required:

• Run the following command in the SharePoint Management Console for a specific Web application: AllowHtcExtn.ps1 .
• Alternatively, set the Browser File Handling to Permissive to allow automatic execution of Web content. Only a farm administrator can change the Browser File Handling settings.

For more information:
http://blogs.msdn.com/b/crm/archive/2011/11/08/configuring-the-list-component-in-sharepoint-online.aspx

Microsoft Dynamics CRM integration with SharePoint Online is here

Most notable from a Microsoft Dynamics CRM perspective, is that Microsoft Dynamics CRM customers can now take advantage of the rich SharePoint Online document management functionality directly within the Microsoft Dynamics CRM application. This provides users the ability to create SharePoint Online Document Libraries dynamically within CRM – when and where they are needed. Companies can add Document Management capabilities to entities such as Accounts, Opportunities, Cases or even custom entities in Microsoft Dynamics CRM.

To take advantage of this functionality follow this link:
http://blogs.msdn.com/b/crm/archive/2011/11/07/microsoft-dynamics-crm-integration-with-sharepoint-online-is-here.aspx

Configuring & Using “Dynamics CRM” Mobile App

Dynamics CRM Mobile App is recently released to the windows phone Marketplace. Here, in this article, I’ll try to explain how to take configure the app against your CRM Online & IFD organizations and its high level capabilities to use from the phone.

For more information:
http://blogs.msdn.com/b/crm/archive/2011/11/14/configuring-amp-using-dynamics-crm-mobile-app.aspx

Quick Start guide for Microsoft Dynamics CRM Online for Outlook users

If you've installed Microsoft Dynamics CRM Online for Microsoft Office Outlook and are ready to begin using it, you can use this quick start guide to learn how to make the most of Microsoft Dynamics CRM Online after it's integrated into Outlook. You can download, install, and configure it, and then track and send e-mail messages, use Outlook to do your Microsoft Dynamics CRM Online work, and add Outlook contacts to Microsoft Dynamics CRM Online.

http://www.microsoft.com/downloads/info.aspx?na=41&srcfamilyid=9438015b-b6a6-4210-819c-e4ea68ba0561&srcdisplaylang=en&u=http%3a%2f%2fdownload.microsoft.com%2fdownload%2f1%2fF%2fB%2f1FB59419-0423-40A0-A3D9-7F7CAD924346%2fQuick-Start-Guide_for_Microsoft-Dynamics-CRM-2011-for-Outlook.docx

Microsoft Link:
http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/gettingstarted_outlook_users.aspx

Quick Start guide for Microsoft Dynamics CRM business users

To help you get started quickly with Microsoft Dynamics CRM Online, we've collected some of the most common tasks that users can do to set up the system the way they want it. You can personalize Microsoft Dynamics CRM Online, import data, run reports, filter lists, share records, assign records, and learn valuable keyboard shortcuts by reading this guide.

You can save this document to your computer or print it out. Each task has a link to more detailed information about how to do these tasks.
http://www.microsoft.com/downloads/info.aspx?na=41&srcfamilyid=94da4a25-889b-4b0a-8b1b-bfd0df7e7331&srcdisplaylang=en&u=http%3a%2f%2fdownload.microsoft.com%2fdownload%2f6%2f7%2fB%2f67B92B20-08E2-4DF9-B481-C6F522CF16AD%2fQuick-Start-Guide_for_Microsoft-Dynamics-CRM-2011.docx

Microsoft Link:
http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/gettingstarted_bus_users.aspx

Dynamics CRM - Getting started resources

Welcome to Microsoft Dynamics CRM. Microsoft Dynamics CRM is a customer relationship management application that is designed to help your organization acquire and retain customers and reduce the time that must be spent on administrative tasks.

The articles and videos listed within the following links will help you get started with Microsoft Dynamics CRM. The first set of articles will help you work with the data that you already have. The second set will give you a quick set of steps to learn more about the different areas of the product. The final set has videos that will show how to set up and configure the settings in your system.

In case you have Micorosft Dynamics CRM Online access the following link:
http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/gettingstarted_resources.aspx

Otherwise access this link:
http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/gettingstarted_resources.aspx

DisplayRule in Microsoft Dynamics CRM 2011

Following an examination of Xrm.Page.ui.refreshRibbon() in Microsoft Dynamics CRM 2011.

The Xrm.Page.ui.refreshRibbon() conceders only and not to as opposed to what has been written in the SDK .

The possible workaround is to define a that will check the attribute and hide a button and hide a button using JavaScript.

Microsoft has added several new features in Dynamics CRM 2011, this post will present two of those features:

• Dialog Management
• Goal Management

Those features might be very useful in your projects and implementations, therefore it's important that you'll learn and understand their capabilities.

The following videos will present those capabilities:

• Video: Use Goal Management (CRM users)
• Video: Use Goal Management (CRM Online users)
• Video: Create a dialog (CRM Online users )
• Video: Create a dialog (CRM On-premises users)

Drag And Drop Listbox and Product Price List Import Tool - Add-Ons

There are two interesting add-ons that i would like to share with you in this post.
The first is the "Drag and Drop Listbox" the second is the "Product Price List Import Tool".

Drag and Drop Listbox

“Drag And Drop Listbox” is an add-on for Microsoft Dynamics CRM 2011. It allows users to setup two listboxes, one as Source (on left hand side with available values) and another as Target (on right hand side with chosen values). User can drag desired values from Source to Target listbox and can save a record with dragged values.

For more information please follow this link:
http://pinpoint.microsoft.com/en-IN/applications/drag-and-drop-listbox-12884936087

Product Price List Import Tool

You normally receive a Price list in an external document and without the presence of an inbuilt automated system you need to manually update the price of each of the products in the price list. This can be a very tedious and time-consuming job.

Using the Product Price List Import tool, it is easy to manage the Products/Prices in Dynamics. With a one-click import tool you can save a lot of time and it makes it easy to keep the product prices up-to-date.

It also allows you to create new products in Dynamics CRM that do not already exist in CRM before importing its price.

For more information please follow this link:
http://pinpoint.microsoft.com/en-IN/applications/product-price-list-import-tool-12884924568

Using the Plug-in Registration Tool for Microsoft Dynamics CRM 2011

Summary

Do you have a need to extend Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online by writing and integrating custom code? Whether you are writing a plug-in or a custom workflow activity, you will use the Plug-in Registration tool, provided in the Microsoft Dynamics CRM SDK, to register your custom code with the Microsoft Dynamics CRM system. This article complements the documentation in the SDK by providing detailed information on how to use the Plug-in Registration tool to register custom code with Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online. However, registering custom workflow activities with Microsoft Dynamics CRM Online is not supported using the registration tool or any other means.

For more information please review the following links:

• Using the Plug-in Registration Tool for Microsoft Dynamics CRM 2011
• Walkthrough: Register a Plug-in Using the Plug-in Registration Tool