Microsoft Dynamics CRM 2011 Update Rollup 3

Update Rollup 3 for Microsoft Dynamics CRM 2011 will be available as of August 3, 2011. This update is available for all languages supported by Microsoft Dynamics CRM 2011. It includes hotfixes and updates for the following components:

Microsoft Dynamics CRM Server
Microsoft Dynamics CRM E-mail Router
Microsoft Dynamics CRM Language Packs
Microsoft Dynamics CRM for Microsoft Office Outlook

Supported Operating Systems: Windows 7, Windows Vista, Windows XP

Prerequisites

  • You must have Microsoft Dynamics CRM 2011 installed to apply this update rollup.
  • This update requires Microsoft .NET Framework 4.

Important Note: The Microsoft Dynamics CRM 2011 Language Pack must be installed before you can apply Update Rollup 3 to that language pack.

The links below will take you to the necessary information regarding Update Rollup 3:

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A Taste of the Future: Microsoft Dynamics CRM Online

Kirill Tatarinov, President of Microsoft Business Solutions Division, provided a glimpse into the future of Microsoft Dynamics CRM Online while delivering his keynote speech at the Worldwide Partner Conference 2011 in Los Angeles this past week.

During Mr. Tatarinov’s address, he reaffirmed Microsoft’s commitment to issue service updates to CRM Online twice a year. Microsoft will be rolling out the next version of CRM Online before the end of the 2011 calendar year. This version will include the Office 365 add-on (previously discussed in our xRM.com Microsoft Dynamics CRM Blog, “Office 365: Just Getting Started”).

The upcoming service update will also include significant enhancements to CRM Online’s enterprise capabilities. Improvements will be made in areas such as disaster recovery, federated identity, and security.

Mr. Tatarinov seemed most excited about the inclusion of new social capabilities in CRM Online. “We’re adding those capabilities in a way that improves productivity. It is not useless chat that we’re adding to the product, it’s actually something that helps people be more productive,” said Tatarinov.

Varun Krishna, Group Product Manager at Microsoft, provided a taste of how these social capabilities will enhance productivity in CRM Online. Watch Day 2 of the WPC 2011 keynote to see the demo. The presentation begins at the 1:35:10 mark of the video.

tasteofthefuture

Mr. Tatarinov returned to explain that a successful business is a dynamic business. A business that can anticipate change and evolve properly not only has the best chance to survive, it has the greatest opportunity to thrive. Microsoft’s guarantee to update CRM Online twice a year ensures that it will remain relevant in an ever-changing technological environment.

As a Microsoft Certified Partner, xRM.com embraces the model of the dynamic business. In the xRM concept of one platform, many applications, we understand that we live in a technological world that is rapidly changing. Your business’ needs are unique and changing. Therefore, the business solution we design for you will be unique to your company, yet capable of growing with you. We can provide that level of fit because of the versatility and stability of Microsoft Dynamics CRM, the Microsoft .NET Framework, and the xRM concept. Discover the xRM process, and take your first step towards becoming a dynamic business.

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Office 365: Just Getting Started

If your business leverages cloud-based solutions such as Microsoft Dynamics CRM Online and Microsoft Office 365, we have good news for you. Microsoft has announced that it plans to add CRM Online to the base suite of hosted applications available in Office 365. While the exact details of licensing and pricing are uncertain at this time, Microsoft plans to release this package in the second half of 2011.

Here is a little background information on Office 365. It is an updated bundle that includes the cloud applications previously offered through Microsoft Business Productivity Online Services along with other applications that have moved into the cloud, creating a powerful package of productivity tools that can be accessed anywhere over the internet. Office 365 includes the online versions of the popular productivity applications Microsoft Office Word, Excel, PowerPoint, and OneNote. It also includes a Microsoft-hosted suite of Exchange Online, SharePoint Online, and Lync Online, creating a comprehensive package able to meet the productivity, communication, and collaboration needs of any business. Now, with the inclusion of CRM Online, Office 365 is about to get even better.

The infrastructure and billing system of CRM Online is currently independent of that of other Microsoft cloud applications. In fact, Exchange Online, SharePoint Online, and Lync Online each runs on its own servers in Microsoft datacenters across the globe. You may be wondering, “How can Microsoft effectively deliver a unified solution that includes so many individual pieces?” The answer is Windows Azure, a cloud-computing platform designed to run applications, at scale, via the internet. Microsoft is working to move all elements of Office 365 to Windows Azure, including CRM Online once it is included in the package. This common platform will allow Microsoft to align update schedules and deliver tighter integration to all Office 365 customers.

The inclusion of CRM Online adds to the value of Office 365 because it is step towards an all-inclusive Microsoft environment. Fully integrated applications that work and communicate with one another can increase efficiency and foster strong collaboration.

xRM.com specializes in Microsoft Dynamics CRM implementations. We have vast experience with the Microsoft Online Services portfolio. We have provided many of our customers with business solutions that include BPOS and CRM Online, and we look forward to being able to provide them together in the new Office 365 bundle. If you wish to learn more about this, or are interested in our consulting services, please follow our xRM Call to Action.

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Connect Microsoft Dynamics CRM with AX, GP, and NAV

If you use any applications in the Microsoft Dynamics product family, you might like to know that Microsoft Dynamics CRM can be integrated with Microsoft Dynamics ERP (Enterprise Resource Planning) products (Dynamics AX, Dynamics GP, and Dynamics NAV) using a free connector. The Connector for Microsoft Dynamics by Microsoft Dynamics Labs seamlessly synchronizes data between CRM and ERP databases using scheduled web-service-to-web-service integration. This creates highly reliable, fault-tolerant data sharing. Modifications can be made to the Connector to match your company’s specific needs, including setting the integration schedule and synchronizing additional fields.

Microsoft Dynamics CRM (Customer Relationship Management), is used to manage business contacts, track leads, and accomplish numerous tasks in the areas of sales, service, and marketing. Microsoft Dynamics ERP (Enterprise Resource Planning) applications provide sophisticated analyses and reporting on topics such as accounting and finance, manufacturing and supply, project management, human resources, etc. The Connector for Microsoft Dynamics creates synergy between these products, giving you a more rounded, more powerful Dynamics experience. This interoperability is an example of the result of the long-standing, ongoing design philosophy of building applications within the Microsoft .NET Framework.

Requirements

  • Connector for Microsoft Dynamics Feature Pack 5
  • Microsoft Dynamics CRM 4.0 with Update Rollup 5 (or any subsequent update rollup for CRM 4.0) or Microsoft Dynamics CRM 2011
  • (optional) Microsoft Dynamics AX 2009 with Service Pack 1
  • (optional) Microsoft Dynamics GP 10.0 with Service Pack 4 (or any subsequent service pack) or Microsoft Dynamics GP 2010
  • (optional) Microsoft Dynamics NAV 2009 R2
  • Supported Operating Systems: Windows 7, Windows Server 2003, Windows Server 2008, Windows Small Business Server 2003 , Windows Small Business Server 2008 Premium, Windows Small Business Server 2008 Standard , Windows Vista, Windows XP

The Connector for Microsoft Dynamics is free assuming you have active Software Assurance (SA) agreements for the relevant Dynamics CRM and Dynamics ERP products. You must order the Connector through a Microsoft partner to obtain the installation key. xRM.com is a Microsoft Gold Certified Partner with Gold competency in Customer Relationship Management (CRM). We provide expert consulting regarding the setup and configuration required for the successful deployment of this and other tools in business solutions centered on Dynamics CRM. Please read more about what we do at xRM.com. For inquiries, please visit our xRM call to action.

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Microsoft Dynamics CRM 4.0 Update Rollup 18

Microsoft has released Update Rollup 18 for Microsoft Dynamics CRM 4.0. This update is available for all languages supported by Microsoft Dynamics CRM 4.0. It includes hotfixes and updates for the following components:

Microsoft Dynamics CRM 4.0 Server
Microsoft Dynamics CRM 4.0 E-mail Router
Microsoft Dynamics CRM Data Migration Manager
Microsoft Dynamics CRM for Microsoft Office Outlook
Microsoft Dynamics CRM 4.0 Language Packs

Supported Operating Systems: Windows 7, Windows Server 2003, Windows Server 2008, Windows Vista, Windows XP

Prerequisites

Important Note: The Microsoft Dynamics CRM 4.0 Language Pack must be downloaded before you can apply Update Rollup 18 to the language pack.

The links below will take you to the necessary information regarding Update Rollup 18:

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Edit Multiple Records, Part 2: Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM lets you edit multiple records simultaneously. This can save you a great amount of time in certain tasks.

The previous blog entry, “Edit Multiple Records, Part 1: Microsoft Dynamics CRM 2011”, described a quick and easy method of writing the same change to multiple records using the Edit function that was recently updated in Dynamics CRM 2011.

This blog entry describes a more advanced method that is useful for making heterogeneous changes across multiple records as opposed to the homogeneous changes made by the Edit function. This method also gives one a feeling of omniscience because all of the data is laid out and plainly visible in a single Excel spreadsheet.

The basic steps of the process are these: export the Dynamics CRM records you’re interested in, edit them in Microsoft Excel (2003, 2007, and 2010), and import them into Dynamics CRM.

Note: This procedure requires no permissions beyond the default security roles. It can be performed in all deployments models: on-premise Microsoft Dynamics CRM, Microsoft Dynamics CRM Online, and the partner-hosted Microsoft CRM model.

1. Navigate to the view of the records you wish to edit. For the purposes of this walkthrough, we will use some Lead records from the Microsoft Dynamics CRM sample data. Navigate to Sales > Leads and choose the All Leads view (see below).

Check that the columns you wish to edit are included in the view. Only the included columns are exported. If your desired columns are included, skip ahead to step 7. Otherwise keep reading and we’ll tell you how to add them.

2. Click Advanced Find in the Data section of the ribbon (see below). You can see in this image how the new ribbon automatically adjusts to a narrow window, replacing the Data section with a Data button and dropdown menu to economize space.

3. Click Edit Columns (see below).

4. In the Edit Columns window, you can add or remove columns, change the properties of a specific column, and reorder the columns using the green arrows. For the purposes of this walkthrough, we will click Add Columns (see below).

5. Check the boxes next to the fields you wish to edit that are not already included in the grid. For the purposes of this walkthrough, we will check Job Title. (See below). Click OK and click OK once again as shown in the above image.

6. Once you have added the columns you need, and added any filters to your Advanced Find query, click Results to perform the search. (See below.)

7. Once the results appear, verify that all fields you wish to edit within each entity are represented in the columns. If so, click Export Leads located in the Data portion of the ribbon (see below).

8. When the export window opens (see below), check Static worksheet with records from this page and check Make this data available for re-importing by including required column headings. Click Export.

9. In the File Download dialog box (see below), click Save and choose a location for your template. The file type will be XML Document.

10. Once you have opened the XML Document in Excel, you can start editing fields (see below). Highlighted boxes are examples of sample fields that have been edited for this walkthrough. Boxes you edit in Excel will not be highlighted. After you have edited the necessary fields, save the XML Document and close the file.

11. Import your edited records into Dynamics CRM 2011. Navigate to Workplace > My Work > Imports and click Import Data in the ribbon (see below).

12. When the window opens (see below), click Browse… and find the XML Document you saved from Excel. When done, click Next.

13. Choose if you want Dynamics CRM 2011 to allow duplicate records in CRM (see below). Next, choose which CRM user will be the default owner (see image for details). Click Submit.

14. To verify that your sample data was imported successfully, navigate to Workplace > My Work > Imports (see below).

Better Excel integration and a new ribbon for commonly used functions are two examples of the many year-over-year improvements featured in Microsoft Dynamics CRM 2011. xRM.com can help you utilize the plethora of new features in Dynamics CRM 2011 through our formal CRM Online training. If you are interested in researching a Dynamics CRM solution for your business, please visit our xRM call to action.



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