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Microsoft Dynamics CRM 2013 Update Rollup 2 Now Available

Microsoft Dynamics CRM 2013 Update Rollup 2 (UR2) is now available from the Microsoft Download Center. UR2 includes four major compatibility updates as well as a myriad of hotfixes.

Important updates include:

  • Support for Windows 8.1 for the web application and CRM for Tablets
  • Support for Internet Explorer 11 for the web application and CRM for Tablets
  • Support for Safari using the web application and CRM for Tablets using the tablet app for iPad Air
  • Windows Server 2012 R2 for Microsoft Dynamics CRM 2013 Server

UR2 also includes hotfixes for several dozen issues that have cropped up since CRM 2013 was introduced.

Issues addressed include:

  • When using the Upgrade Wizard, an error message appears with a red flag in the System Checks window: “The product key is not compatible with the installed version of Microsoft Dynamics CRM.”
  • The CRM for Outlook client is unresponsive during startup.
  • The telephone field is not populated correctly when a telephone call activity is created from an existing lead or contact.
  • Some records are duplicated if the user clicks the Save or Mark Complete buttons more than once.
  • The field alignment settings are not respected on Microsoft Dynamics CRM 2013 forms.

You can read more about Microsoft Dynamics CRM 2013 UR2 here.

Download Update Rollup 2 for Microsoft Dynamics CRM 2013.

 

End of Support for Windows XP and Office 2003 is April 8, 2014

After years of faithful service in offices across the world, the end is finally near for Microsoft Office 2003 and Windows XP. End of Support (EOS) means that Microsoft will no longer provide support nor release updates, including security fixes, for Office 2003 or Windows XP.

Microsoft will also cease to provide Microsoft Security Essential for Windows XP, meaning that any PC still running Windows XP will become vulnerable to viruses, bots, and other malware.

If you have been putting off upgrading to more recent versions of Windows and Office, now is the time to make the move. Microsoft is even offering an incentive known as Get2Modern to help small-to-midsize businesses make the switch to Office 2013 and Windows 8.1.

For those with older computers, you can use the Windows Upgrade Assistant to check to see if your computer will run modern versions of Windows.

If you are still running Office 2003, now is an excellent opportunity to see if the time is right to switch to Office 365.

Click here to read more about end of support for Windows XP.

Click here to read more about end of support for Office 2003.

 

Microsoft Dynamics CRM 2013 for Tablets

Whether you are waiting for a cup of coffee in a café or sitting on a plane 10,000 feet above the ground, the new mobile functionality of Microsoft Dynamics CRM 2013 keeps you connected to your business on the go.  This exciting application enables you to stay on top of your game with a customizable Sales Dashboard where your priorities are clearly displayed and every topic is easily navigable.

Microsoft Dynamics CRM 2013 for Tablets

CRM for tablets is extremely touch friendly; you can organize daily activities and manage sales contacts with a few touches and swipes.  Whether it’s a 9.7’’ IPad or a 10.8’’ Surface, everything is resized nicely to fit on your screen.

Capabilities

On your customized Sales Dashboard, the ultimate platform to manage your business activities, you can create new tasks, update contacts, view accounts, access leads, visualize opportunities, and make calls via Skype
by simply clicking on the contacts phone number. The CRM app allows you to pin your go-to items onto the Sales Dashboard, tailoring the homepage to your everyday business needs.

Microsoft Dynamics CRM 2013 for Tablets

It’s also impressively easy to create new records.  From the Sales Dashboard you can pull up the Command Bar with a simple upward swipe on your Windows tablet (or a right click on an iPad), and quickly fill out the forms for accounts, contacts, leads, opportunities, or competitors.  Creating new records can be done easily while you’re on the go.

Microsoft Dynamics CRM 2013 for Tablets

Limitations

As with most products that get transferred into app form, Dynamics CRM for tablets is not as robust as its PC counterpart.  Mapping workflows and many app customizations cannot be completed on a tablet. Although these limitations do exist, the app was designed to give you access to what you will need when you’re on the go, such as account and contact info.

You can find the app in the Windows Store for Windows products, iTunes for Apple products, and the Google Play Store for Android products.  The app is called Microsoft Dynamics CRM and is free to download.  CRM is accessible both on Windows Surface RT and Pro, Android, as well as 3rd and 4th Gen iPads.  To get set up on your tablet now check out CRM for Tablets: Set up and use. For more information regarding CRM 2013 for tablets, head over to CRM for tablets: Information for end users.

Office 365 Customers Can Save Up to 40% on CRM Online

If you have already taken your first tentative step into the cloud by subscribing to Office 365, now might be the perfect time to expand your embrace to include Microsoft Dynamics CRM Online.

Until March 31, 2014, Microsoft Office 365 Midsize Business customers can save big when adding Dynamics CRM Online Professional licenses. Midsize Business subscribers who add between 5 and 49 Professional CRM Online licenses
can save 30%. The 30% discount brings the price of new CRM Online Professional licenses down to $45.50 per user, per month, a savings of $19.50 per seat.

Office 365 Enterprise E3 and Enterprise E4 customers who add 50 or more new Professional CRM Online licenses can save 40% on those new seats. The 40% discount brings the price of new Professional licenses to $39.00, a $26.00 savings.

As always, some terms and conditions apply.

  • First, you have to be an Office 365 Midsize Business, Enterprise E3, or Enterprise E4 subscriber.
  • Second, you have to make a minimum purchase of 5 new Professional CRM Online licenses to qualify for the 30% discount and 50 new licenses for the 40% discount.
  • Third, the discount only applies to Professional licenses. Basic and Essential licenses are exempt.
  • Fourth, the number of CRM Online licenses can’t exceed the number of Office 365 licenses that you subscribe to.
  • Fifth, the discount can’t be combined with any other offers.

To read more, view the full terms and conditions, or to take advantage of the discount, visit http://www.microsoft.com/dynamics/offers/CRMM.aspx.

Once you have obtained your discounted CRM Online seats, head over to xRM and attend a free “Introduction to Microsoft Dynamics CRM” demonstration. Then sign up for a free account at the Success Portal, the CRM Online video training library from xRM.

xRM Constant Contact Integration Now Available for Microsoft Dynamics CRM 2013 and CRM Online

xRM has released a new version of its Constant Contact Integration tool that is compatible with Microsoft Dynamics CRM 2013 and CRM Online.

xRM Constant Contact Integration makes it easy to manage contacts between your Constant Contact and Microsoft Dynamics CRM databases. The tool provides three core features that any company using Constant Contact for email marketing and Microsoft Dynamics for its CRM will appreciate. First, it provides one-way synchronization of your Dynamics CRM Marketing Lists to your Constant Contact account, allowing you to make use of your current CRM database without risking overwriting your data in CRM. Second, it allows you to import the results of your Constant Contact Email campaigns to CRM. Third, it imports unsubscribes to CRM.

xRM Constant Contact Integration Now Available for Microsoft Dynamics CRM 2013 and CRM Online

The tool is compatible with Microsoft Dynamics CRM Online, Internet-facing deployments (IFD) and partner-hosted deployments (ADFS) of CRM 2013, and CRM 2011.

For more information, visit www.xrm.com.

xRM Web Gateway Now Compatible with CRM 2013

xRM has recently released the newest version of xRM Web Gateway, adding compatibility with Microsoft Dynamics CRM 2013 as well as with the Fall ’13 release of Microsoft Dynamics CRM Online.

Web Gateway is a powerful tool that allows you to capture information using a modified version of your existing web pages and push that information directly into your Dynamics CRM 2013, CRM 2011, or CRM Online database. Although frequently used as an Internet-lead-capture tool, Web Gateway works with all Microsoft Dynamics CRM entities, including custom ones, making it an excellent tool for collecting contacts or signing up new members as well as capturing leads.

xRM Web Gateway is compatible with the following versions of Dynamics CRM:

  • Internet-facing Deployments (IFD) of on-premises Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM 2011
  • Microsoft Dynamics CRM Online
  • Partner-hosted Microsoft Dynamics CRM 2013 and CRM 2011 (ADFS)

Click here for more information about xRM Web Gateway.

Microsoft Dynamics CRM Online Discounts for Charities

Due to its flexibility and powerful features, Microsoft Dynamics CRM Online is a tremendous tool for building relationships with donors, clients, volunteers, vendors, and other stakeholders. However, a lot of small organizations feel that CRM Online is out of reach for them; the $65-per-user monthly price is just too expensive for them to squeeze into tight budgets.
Fortunately, if you are a charitable organization in need of CRM, Microsoft has a deal for you. The company provides a significant discount on the monthly rate of CRM Online subscriptions to nonprofit companies that meet certain guidelines.

CRM Online Nonprofit Pricing*

Professional – $15.00 per-user, per-month (regularly $65)

Basic – $7.00 per-user, per-month (regularly $30)

Essentials – $3.75 per-user, per-month (regularly $15)

*The pricing above is available in the United States. Microsoft Dynamics CRM Online nonprofit pricing is also available in Canada, Germany, Hong Kong, India, Japan, Korea, Malaysia, New Zealand, Singapore, and the United Kingdom. Read more about Microsoft Dynamics CRM Online nonprofit pricing.

Eligibility Requirements

In order to qualify, your organization needs to be non-profit and non-governmental charity.

Nonprofit Pricing Steps

  1. Start your free trial of Dynamics CRM Online.
  2. Review the eligibility requirements.
  3. Contact Microsoft Billing Support and ask them to validate your organization’s nonprofit credentials.
  4. Microsoft will validate your organization and then convert your trial account to a paid subscription.
  5. Enjoy the tremendous efficiency boost that you will receive thanks to the CRM Online subscription that you obtained at a vastly reduced price.
  6. Optional: Sign up for a Success Portal account. The Success Portal is a free online video training library dedicated to Microsoft Dynamics CRM.

CRM Online Renewal Pricing Increase Delayed

Microsoft recently announced that it is delaying the implementation of the new Professional CRM Online license renewal rate until February 9, 2014. This date now marks the first day that existing CRM Online customers will have their Professional CRM Online licenses renewed at the higher, $65 per-user, per-month rate.

Read more about the Microsoft Dynamics CRM Online licenses.

Existing customers who renew on or before February 8, 2014, can continue to receive their Professional licenses at the previous, $44 per-user, per-month rate. This rate is good for the remainder of the contract.

CRM Online subscribers who renew on or after February 9, 2014 will renew at the new rate of $65 per-user, per-month rate.

The previous deadline was February 1, 2014.

Microsoft Dynamics CRM 2013 Update Rollup 1

Microsoft released Update Rollup 1 (UR1) for on-premises and partner-hosted Microsoft Dynamics CRM 2013, resolving 32 issues. The build number is (6.0.0001.0061) or (06.00.0001.0061), depending where you read it.

UR1 is available now for manual download.

UR1 will be available through Windows Update in January 2014.

Links

Microsoft Support knowledge base article 2891271: http://support.microsoft.com/kb/2891271

Microsoft Download Center: http://www.microsoft.com/en-us/download/details.aspx?id=41546

Microsoft Developer Network (MSDN) blog article: http://blogs.msdn.com/b/crminthefield/archive/2013/12/17/podcast-and-overview-microsoft-dynamics-crm-2013-update-rollup-1.aspx

Microsoft Dynamics CRM 2013 Training Videos from xRM

With  Microsoft Dynamics CRM 2013 and CRM Online Fall ‘13 now available worldwide, xRM has created a series of video tutorials so users can familiarize themselves with the new features and dramatically improved user interface.

Together Dynamics CRM 2013 and CRM Online Fall ’13 are a dramatic departure from traditional CRM applications. Microsoft has reimagined the way that CRM functions and how users interact with it. CRM applications have traditionally been form-based tools that allowed their users to access information about their customers. With these new releases, Microsoft has switched the focus of CRM from accessing information to achieving outcomes, such as a sale, with its new process-driven approach. The shift in focus accompanies a dramatic change in user experience. Fortunately, xRM has created a serious of videos in its Success Portal to help CRM users adjust.

What is Microsoft Dynamics CRM 2013?



In this video, we outline the key principles behind the application, and explain how it works. When Microsoft designed Dynamics CRM 2013, they wanted to focus on a few key principles, one of which is usability. User adoption is a huge challenge for any business that implements new business practices or software. People don’t always have the time or resources to stop production and learn a new way of doing things. CRM 2013 is a simpler, yet more powerful reimagining of Dynamics CRM 2011.

Another core concept of CRM 2013 is modernization. The User Interface (UI) is now much flatter than it used to be, but all of the different areas and functions of Dynamics CRM are still present. The change allows Microsoft to deliver a much more consistent experience across devices than it could with Microsoft Dynamics CRM 2011. It also makes it easier for new users to find what they are looking for.

In this video, we also explain that CRM 2013 is a framework. It is an application designed to work from day one, but also designed to be flexible enough to match the needs of your business. Any business software should work the way your business does, not the other way around. Once you understand what it is designed to do and how it is designed to work, you’ll be able to fully leverage the powerful application.

Understanding CRM 2013



This lesson is designed to help beginners understand Microsoft Dynamics CRM 2013 by learning how the application is structured. The next lesson in the series, “Navigating CRM 2013,” will teach you how to move around the application and access critical functions.

When you place your cursor over “Microsoft Dynamics CRM”, five tiles appear: Sales, Service, Marketing, Settings, and Help. With the exception of the Help tile, these are all of the different modules. If you want to see Dynamics CRM through the lens of a marketing user, you click the Marketing module. If you are a customer service representative, you might want to work through the lens of the Service module.

What is important to take away from this lesson is that CRM 2013 is organized into different areas or modules, the lenses from which to interact with the application and view your data. There are various entities in each module. In an entity, there can be numerous Views, or filters, that organize records. As you navigate CRM 2013, you can always refer to the breadcrumb in the navigation bar to get your bearings. To learn more about some of these navigational features, please watch the next lesson, “Navigating CRM 2013”.

Navigating CRM 2013



In an effort to get you CRM 2013 ready, this video demonstrates the basic navigational structure, including modules, entities, and views. In the process, it illuminates some of the key features of CRM 2013 and how it differs from CRM 2011.

The video starts with the most glaring change for users familiar with CRM 2011: there is no longer a navigation pane. The pane has been replaced with the navigation bar at the top of the window. It is a thin, dark blue bar where users can see their display name, user name, and user picture. Another handy feature in CRM 2013 is the back button. If you are working in the application from a web browser, you can now click the back button on your browser or mouse to return to a previous screen. This action was not supported in previous versions of the application.

As the video explains, the guiding principle for moving within CRM 2013 is breadcrumb navigation. As you drill down into a module and an entity, a breadcrumb will be present in the navigation bar showing your path. This is especially helpful when opening related records from another open record. When you open a record in CRM 2013, it doesn’t open in a new window; it refreshes on the same window. This is nice because you don’t have to deal with tons of open windows in a single browsing session. However, you do have the option to manually open records in different windows if you so choose. Since records open in the same window, having a breadcrumb to show you where you are is quite useful.

To learn more about what you can do with Microsoft Dynamics CRM, please refer to other lessons in our Success Portal. The Success Portal is a library of hundreds of Dynamics CRM training videos that are arranged in six different courses covering: setup, configuration, use, customization, etc. Success Portal accounts are free for companies thatname xRM.com as their partner of record.

xRM specializes in Microsoft Dynamics CRM and private cloud services. For more information, visit www.xrm.com or email sales@xrm.com.

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