Developer alert: Microsoft Dynamics CRM 2011 Custom Code Validation Tool

The upcoming update for Microsoft Dynamics CRM Online, Update Rollup 9 aka “CRM Anywhere”, brings multi-browser support to CRM Online. Several JavaScript functions only available in Internet Explorer were deprecated for functions supported in multiple browsers. On June 21, 2012, the Microsoft Dynamics CRM 2011 Custom Code Validation Tool was released on the Microsoft CRM Blog. The primary function of the tool is to aid in identifying potential issues in Microsoft Dynamics CRM Online customizations or configurations.

The Custom Code Validation Tool (pictured below) is available for both Microsoft Dynamics CRM Online and on-premise Microsoft Dynamics CRM 2011 deployments. When the Tool checks JavaScript, potential issues are highlighted in either red or blue. JavaScript highlighted in red relies on functions that have been deprecated in CRM Online and needs to be updated to current standards. JavaScript highlighted in blue relies on undocumented functions that might need to be updated to current standards. Test this code at your discretion.

 Developer alert Microsoft Dynamics CRM 2011 Custom Code Validation Tool

The Custom Code Validation Tool is downloaded in a .zip file and then imported into Microsoft Dynamics CRM or CRM Online as a Solution.

For the latest on Microsoft Dynamics CRM and the xRM developer community, follow our xRM.com Microsoft Dynamics CRM blog.

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Quick tip: CRM for Outlook Configuration Troubleshooting Wizard

If you’ve ever experienced an issue installing or configuring the Microsoft Dynamics CRM for Microsoft Office Outlook client, then you’re going to love the wizard that Microsoft released in April 2012.

The CRM for Outlook Configuration Troubleshooting Wizard (pictured in an example below) is a tool designed to aid users of any level with any issue that they may experience while configuring the client. The tool is embedded in a web page that’s accessed through your web browser.

 Quick tip: CRM for Outlook Configuration Troubleshooting Wizard

The wizard asks you a series of questions, determines the source of your issue, and then provides a step-by-step resolution. If the first resolution does not work, the wizard often suggests advanced resolutions. We’ve discussed several of these resolutions before on our xRM.com Microsoft Dynamics CRM blog.

The wizard contains support options for Microsoft Dynamics CRM Online and on-premise Microsoft Dynamics CRM deployments.

If you’re looking for helpful tutorial videos, please visit Success Portal by xRM.com for CRM Online.

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The numbers are in! Return on investment with CRM Online 2011

As a company that regularly works in the diverse and crowded Customer Relationship Management (CRM) application market, xRM.com keeps its nose in the news with Microsoft Dynamics CRM.

Today we’re discussing a study we received from Nucleus Research, an independent research firm dedicated to providing quality IT research and expert service consulting. Since not everyone is convinced that they will see the kind of return on investment (ROI) that they are looking for with Microsoft Dynamics CRM Online 2011, we’ve been searching the press for anything related. The study, “CRM pays back $5.6 for every dollar spent” was released in November of 2011 and most of what you need to know is really in the name.

Nucleus Research performed case audits on a multitude of CRM projects, looking specifically at the ROI. They dove not only into Microsoft CRM Online 2011, but also into competitors such as Salesforce.com and Oracle. What they have found true is delighting CRM sales teams all over the world, as this is a really easy number to grasp for someone in accounting.

Generally, when a company is investing in software, they eventually face a quickly rising curve reducing potential ROI. However, with the changes in the CRM market in the last 5 years, companies once found themselves struggling to find a viable ROI are now drooling over the investment opportunities offered by CRM applications.  

The expansion of the cloud-driven Microsoft product, CRM Online 2011 has enabled customers to begin working with a CRM application at lower costs than ever before. The price isn’t just going down though, functionality is rising. When we start to consider key functions such as social media integration and mass-media communication, the ROI continues to rise.

Another interesting nugget from the study is related to multiple CRM deployments. Companies that are currently using a second-tier (or less-featured) CRM application have seen as high as triple-digit ROI from a successful implementation and integration of Microsoft Dynamics CRM using their current CRM database as a guideline during planning. Even though this might not be your first investment in CRM, turning to CRM Online 2011 can drive significant sales improvements and a triple-digit ROI.

CRM benefits are not industry specific. Nucleus Research analyzed a wide splatter of companies ranging in every type and size and found notable profits.

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Developer alert: Dynamics XRM Tools 1.0 beta release

If you do any developing for Microsoft Dynamics CRM or CRM Online, you might like to know about the recent release of Dynamics XRM Tools 1.0 beta on CodePlex, an open source project website hosted by Microsoft. It bundles several developer tools that previously were available individually, including Statistics, OData Query Designer, JavaScript Converter, and Metadata Browser. It also has a new Configuration tab for configuring the other tools. Importing the tools in a single solution is quick and centralizes them in one location.

Dynamics XRM Tools was initially developed by Rhett Clinton and Ramon Tebar, and is available for both Microsoft Dynamics CRM Online and on-premise Microsoft Dynamics CRM deployments. You download the Dynamics XRM Tools in a .zip file and then import it into Microsoft Dynamics CRM or CRM Online as a Solution. Once you have imported Dynamics XRM Tools, to use them, navigate to Settings > Dynamics XRM Tools > Start (see below). Then access any tool by opening its tab, such as Odata Query Designer, and clicking the relevant button (Designer in this example) to launch the tool.

 Developer alert Dynamics XRM Tools 1.0 beta release

There is a Dynamics XRM Tools discussion group for those who want to review the product with their peers and provide feedback before the full release.

For the latest on Microsoft Dynamics CRM and the xRM developer community, follow our xRM.com Microsoft Dynamics CRM blog. When Dynamics XRM Tools 1.0 is released, we’ll post a fully detailed follow-up developer alert.

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Quick Tip: Disable Duplicate Detection during data import

Imagine this scenario: Your boss has tasked you with migrating some data into Microsoft Dynamics CRM Online. Data migration is usually easy with CRM Online, but the database you are about to import was poorly maintained and contains many duplicated records. When you import the data, automatic Duplication Detection processes may cause CRM Online to perform slowly.

Here’s a quick tip: You can specifically disable Duplication Detection during data imports, allowing you to run Duplicate Detection Jobs manually later. Follow along below and we’ll guide you through it.

Please note that the steps described in this article disable Duplication Detection during data import for all users of CRM Online. We only recommend using this setting if you are the only person who imports data. Otherwise, we recommend that individual users use the Allow Duplicates option in the Import Data Wizard for each import they perform.

You will need to have a Security Role of System Administrator or equivalent privileges in CRM Online to modify Duplication Detection settings.

In CRM Online (see below), navigate to Settings > System > Data Management, and click Duplicate Detection Settings.

 Quick Tip Disable Duplicate Detection during data import

The Duplicate Detection Settings dialog opens (see below). The settings you choose here affect all users. Uncheck During data import and click OK to close the window and save your settings.

 Quick Tip Disable Duplicate Detection during data import

If, in the future, you want to enable Duplication Detecting during data imports again, simply reopen the Duplication Detection Settings dialog and check the box again.

If you’re looking for more quick tips, keep following our xRM.com Microsoft Dynamics CRM blog. If you’re looking for something slightly more guided, you can find helpful tutorial videos on our Success Portal by xRM.com for CRM Online.

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