Microsoft Dynamics CRM 2011 Update Rollup 4

Update Rollup 4 is available for Microsoft Dynamics CRM 2011. It can be downloaded from the Microsoft Download Center as of September 22, 2011 or updated through Windows Update as of September 27, 2011. This update is available for all languages supported by Microsoft Dynamics CRM 2011. It includes hotfixes and updates for the following components.

Components:
Microsoft Dynamics CRM 2011 Server
Microsoft Dynamics CRM 2011 E-mail Router
Microsoft Dynamics CRM 2011 Language Pack
Microsoft Dynamics CRM 2011 Reporting Extensions
Microsoft Dynamics CRM 2011 Report Authoring Extension
Microsoft Dynamics CRM 2011 for Microsoft Office Outlook

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

Prerequisites: You must have Microsoft Dynamics CRM 2011 build 5.0.9688.583 installed to apply this update rollup. This update requires Microsoft .NET Framework 4.

Important Note: Update Rollup 4 for Microsoft Dynamics CRM 2011 cannot be removed. Specific database updates are applied in Update Rollup 4 that will not let you uninstall Update Rollup 4. You should back up your databases before you install this update.

Links:
Microsoft Support: Update Rollup 4 for Microsoft Dynamics CRM 2011 is available
Microsoft Download Center: Update Rollup 4 for Microsoft Dynamics CRM 2011

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Organize your CRM Online Solution by Categorizing Reports

Reports are a handy tool in Microsoft Dynamics CRM Online 2011. They provide great insight into the Marketing, Sales, Service, and Administrative areas of your organization. As the number of reports you create grows, you may find proper categorization quite helpful. This will allow you to organize different report types into logical groupings and make it easier to find the report you need fast.

By default, there are four categories available in Microsoft CRM Online under which you can file your reports:

  • Administrative Reports
  • Marketing Reports
  • Sales Reports
  • Service Reports

System administrators can create new categories if needed (not covered in this walkthrough).

In this walkthrough, we are going to categorize a custom report called “Active Opportunities by Owner.” This task requires permissions found in all default security roles in CRM Online.

1. In the Workplace module, click Reports in the left navigation pane (see below). Select the report you wish to categorize by checking the box next to the name. In the ribbon, click the Edit button.

 Organize your CRM Online Solution

2. When the Report form opens (see below), scroll down to the Categorization section. In the Categories field, click the (ellipsis points) button.

Organize your CRM Online Solution 

3. Once the Select Values dialog box appears (see below), notice that there are four default categories from which to choose. For the purposes of this walkthrough, select Sales Reports, click the >> (right arrows) button to move Sales Reports into the Selected Values list, and click OK to close the dialog box.

Organize your CRM Online Solution

4. On the Report form (see below), verify the Categories field says “Sales Report”. Next, click the Save and Close icon in order to save the category selection. 

 Organize your CRM Online Solution

The report has now been categorized. In the Reports view, in the view selector, select Sales Reports (see below). The “Active Opportunities by Owner” report now appears in the Sales grouping.

 Organize your CRM Online Solution

If you wish to learn more about Reports in CRM Online, such as generating new reports through the Report Wizard or creating custom categories, xRM.com invites you to sign up for our CRM Success Portal. Here you will find many tutorial videos featuring various tasks and functions in CRM Online.

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Boost Collaboration by Sharing Saved Views in CRM Online

Did you know that in Microsoft CRM Online 2011 you can share a saved view with your coworkers? In CRM Online, not only can users create custom views for quick and easy access to important records, but they can also give their fellow users access to these custom views. This comes in handy if a custom view would benefit a team in your organization. Instead of each member having to create the view individually on their own time, one user can create it, and then share it with the members of the group.

This task requires permissions found in all default security roles in CRM Online and can be performed in all deployment models of Microsoft Dynamics CRM 2011 including on-premises and CRM Online.

Here is a step-by-step walkthrough on how to share a saved view:

1.  In the ribbon, click Advanced Find (see below). Please note that for the purposes of this walkthrough, all images are stills of a reduced window. In a maximized window, the Advanced Find button will appear without the need of a dropdown menu.

Boost collaboration crm online

2. Once the Advanced Find window appears, click the Saved Views button in the ribbon (see below).

Boost collaboration crm online

3. Select the saved view you wish to share by clicking on the corresponding checkbox (see below). Click the Share button in the ribbon.

Boost collaboration crm online

4. The “Who would you like to share the selected saved view with?” window will appear. On the left side of the window, click Add User/Team (see below). 

Boost collaboration crm online

5. The “Look Up Records” window will appear (see below). This is where you identify the users you wish to share your view with. Check the box next to the corresponding user(s) or team(s), and then click Add. Once you have specified everyone you wish to share the saved view with, click OK.

Boost collaboration crm online 

The saved view is now accessible to the designated user(s).

Sharing saved views is one of the many ways CRM Online fosters collaboration. xRM.com can offer you more tips and strategies on how to better leverage your CRM Online solution through our CRM Online training. We also invite you to sign up for our CRM Success Portal to view our CRM Online tutorial videos. For information, please follow our xRM.com Call to Action.

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See the Big Picture: Working with Goals in Microsoft Dynamics CRM Online 2011

Setting goals is a necessity for any successful business. By setting and meeting goals, your business can gauge progress, boost motivation, and project growth. Goal Management in Microsoft Dynamics CRM Online 2011 allows organizations to track goals by using any metric that measures the performance of their various teams.

Usually, a business determines its goals by using a top-down forecast based on factors such as research, budget planning, and historical performance. Microsoft Dynamics CRM Online takes it a step further. Overall goals, or parent goals, can be assigned to sales managers who have the responsibility of meeting them. Child goals can then be created, which are assigned to individual teams, organizations, territories, and product lines. The child goals are then rolled up into the parent goals in order to measure progress. This means individual users or teams can measure their contributions to the company’s overall goals, thus keeping them informed and motivated.

Goal Management allows you to track just about any metric you can quantify in Microsoft CRM Online. You can set a goal for how many prospects you want your sales team to call every day, and then track the number of contacted records. You can set goals for your service team based on resolved cases. Goal metrics can also extend beyond company boundaries. If your company sends its customers a satisfaction survey, CRM Online can track the results. You can even track customer satisfaction by team member, so individuals can learn what needs to be improved upon.

You can access Goals from the Sales or Service modules. Click the New button in the ribbon to create your own Goal.  

Working with Goals in Microsoft CRM 2011

Through effective goal management in Microsoft Dynamics CRM Online 2011, your business can identify points of growth and areas that need improvement. In addition to helping your business deploy a CRM Online solution, xRM.com can also help you fully utilize its many capabilities, such as Goal Management. For tutorials covering a range of features in CRM Online, we invite you to sign up for the xRM.com CRM Success Portal.

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Attach a File in Microsoft Dynamics CRM Online 2011

In Microsoft Dynamics CRM Online 2011, users can attach files to records. For example, this function allows you to attach a PowerPoint presentation to an account, or an Excel spreadsheet to a contact. Whatever your needs are, attaching a file to a record is a simple process. This feature improved in version 2011 over version 4.0 in that you no longer have to open a record to attach a file to it. For the purposes of this walkthrough, we’ll open the record just to be explicit.

Note: this task requires permissions that are found in all default security roles.

1) Open the record to which you want to attach the file. For the purposes of this example, we are attaching a file to a sample contact (see below). To attach the file, open the Add tab of the ribbon, then, in the Include section, click Attach File.

 attach files crm online

2) The Manage Attachment dialog box will appear. Type the path and name of the file or click Browse to locate the file. Once you have located the file, click Attach.

attach files crm online

3) To view the attached file, navigate to the Notes & Activities section of the form.

 attach files crm online 2011

Note: The types of files that can be attached and the maximum file size are defined by your system administrator. If you are having trouble attaching a file, the file type or size may not comply with the standards set by your system administrator. If you are the system administrator, navigate to Settings > System > Administration and click System Settings. Set the file types to block in the General tab under Set blocked file extensions for attachments. Set the maximum file sizes in the E-mail tab under Set file size limit for attachments. (This applies to all attachments even though it’s under e-mail.)

For more Microsoft Dynamics CRM Online tips, check out our xRM.com CRM Online training. If you are an xRM.com CRM Online customer, you can sign up for our CRM Success Portal in order to gain access to video tutorials that will improve your CRM Online fluency. For more information, we invite you to discover the xRM process.

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