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Samstag, 4. August 2012

The Microsoft Dynamics CRM Q2 2012 Service Update – New delivery schedule

The Microsoft Dynamics CRM team is committed to delivering familiar, connected and intelligent CRM experiences to the 33,000 organizations worldwide that power their sales, service and marketing processes with Microsoft Dynamics CRM. We strive to balance a high standard of quality with our aspiration to deliver technology updates on a timely and frequent basis. Along those lines we are greatly excited about the important advances we have delivered across the last six months such as integrated social collaboration capabilities, a unified Microsoft Office 365 experience underscoring simplified cloud service management through common administration, billing and provisioning as well as important performance and business continuity features such as improved disaster recovery with in-region replication to further help protect data.

On July 19th, as we committed, our Q2 release will include Microsoft SQL Server 2012 support, Industry templates and certifications for our online service. After listening to the feedback from our customers and partners we are delaying availability of Microsoft Dynamics CRM Mobile and cross-browser support. These were previously scheduled to be delivered in the Q2 2012 Service Update, and we now plan to deliver them in the service update scheduled for Q4 2012.

At the heart of the Q4 release we are focused on delivering a more compelling customer experience in mobile and cross browser. A Q4 2012 Service Update Release Preview Guide detailing the new capabilities and interface will be published this summer.

We firmly believe that this updated plan puts us in a better longer-term position to deliver high quality solutions and capabilities that will excite our customers and partners.

In the meantime we understand there may be questions. Please see the Q&A provided below for more information.

Q&A

When will Cross-Browser be supported?

Answer: Cross-browser support will be available with the Q4 2012 Service Update.

Does this new plan result in planned capabilities from the Q4 2012 release being deferred?

Answer: No currently announced Q4 2012 capabilities will be deferred as a result of this decision. As a part of our bi-annual release cadence we work on multiple service updates in parallel. Merging the Q2 and Q4 2012 releases allows us to provide a better overall experience by combining cross browser support with user interface enhancements already planned for the Q4 2012 Service Update.

What does this mean for on premises updates?

Answer: Microsoft delivers regular updates to on-premise customers called rollups. Update rollup 10 is currently scheduled for release in August 2012.

What does this mean for the planned industry and regional compliance requirements/certifications?

Answer: Microsoft is committed to meeting key customer compliance requirements across industries and regions. Previously announced certifications will be available to new customers beginning in July 2012. Please check our CRM Connection blog here for the detailed list of certifications.

Can I get the Industry templates before the revised date of Q4 2012?

Answer: Yes, the following Industry templates are being made available in the Microsoft Dynamics Marketplace in July 2012.

  • Wealth Management
  • Non-Profit
  • Life Annuity Insurance Sales
  • Health Plan Sales

When will on premise customers receive SQL 2012 support?

Answer: Microsoft delivers regular updates to on-premise customers. Support for SQL Server 2012 will be included in Update rollup 10 currently scheduled for release in August 2012.

What do I do if I have an immediate requirement for Mobile prior to Q4 2012?

Answer: If you are unable to wait for a Microsoft delivered mobile solution we have Partner Solutions available here

Mittwoch, 1. August 2012

Microsoft Dynamics CRM Overview


zu mehr Dynami(k)cs.

 unterstützt Unternehmen bei der Optimierung Ihrer kundenorientierten Geschäftsprozesse. Mit den Dynamics CRM 2011 Modulen für Vertrieb, Marketing und Kundenservice bietet Microsoft Dynamics CRM 2011 eine schnelle, flexible und preisgünstige Lösung, die zu steter und messbarer Verbesserung bei allen kundenbezogenen Geschäftsprozessen führt.  

Automatisierung des Vertriebs

Dynamics CRM 2011 optimieren Sie mittels der vertrauten und intelligenten Funktionen von Microsoft Dynamics CRM Ihre Vertriebsinitiativen. Nutzen Sie die hoch intuitive Dynamics CRM 2011 Benutzeroberfläche und die eingebetteten Microsoft Office-Funktionen, um mehr Zeit mit Ihren Kunden verbringen zu können, die Vertriebszyklen zu verkürzen, die Abschlussraten zu erhöhen und Echtzeiteinsichten zu erhalten.

Service mit Dynamics CRM 2011

Microsoft Dynamics CRM erfüllt die gesteigerten Erwartungen von Kunden durch die Bereitstellung einer stabilen und flexiblen Servicelösung. Die Dynamics CRM 2011 Benutzer finden vertraute Funktionen vor sowie eine Oberfläche, die ihnen das Arbeiten auf eine individuelle, natürliche Weise ermöglicht. Diese intelligente Lösung stellt Servicemitarbeitern praktische und aufschlussreiche Informationen bereit. Das Ergebnis ist eine verbundene, teamorientiert arbeitende und integrierte Abteilung.

Marketing mit Dynamics CRM 2011

Setzen Sie auf eine flexible und benutzerfreundliche Dynamics CRM 2011-Marketinglösung, die für die Anforderungen Ihres Unternehmens entwickelt wurde. Verwandeln Sie jeden Kontakt in eine Verkaufschance, und nutzen Sie das unentdeckte Potenzial Ihrer Kundenbasis. Mithilfe der vertrauten und intelligenten Marketingfunktionen in Microsoft Dynamics CRM können Sie mehr auf effektive Weise vermarkten, die Produktivität verbessern und praktische Einsichten in Ihre Marketinginitiativen gewinnen.

Erweitertes CRM mit Dynamics CRM 2011

Häufig müssen Unternehmen weitere Beziehungen (Dynamics XRM 2011) verwalten, die für den Erfolg von wesentlicher Bedeutung sind – mit Mitarbeitern, Partnern, Lieferanten, Distributoren, Auftragnehmern und zahlreichen weiteren Stakeholdern, denen eine entscheidende Bedeutung zukommt. Microsoft Dynamics CRM kann auf einfache Weise an diese „Erweiterten CRM-Szenarien“ angepasst werden und den Wert aller Beziehungen steigern, deren Bedeutung und Eignung für das Unternehmen verbessern, die Qualität der betrieblichen Abläufe optimieren und bessere Einblicke in das Unternehmen bieten. http://www.dynamicsconsulting.de/microsoft-dynamics-crm-2011/dynamics-crm/

Sonntag, 22. Juli 2012

Web-to-Lead Forms or Web to any Entity & Dynamics CRM 2011

dynamics_crm_muenchen_webtoleadDynamics CRM Web forms simplify the process of capturing visitors’ or users information from the website into your Dynamics CRM system. It is designed to automate importing of information from website into CRM and to enable non-technical users to design and publish their own web forms. The User or let´s say the Poweruser is enabled to create webforms on a User Interface and only copy and paste the background create code into the content Web Management System like Wordpress, Blogspot, Typo3 or any other Web Content Management System or Custom Website.


Build a website form in less than 10 minutes! Stop Cutting and Pasting from Emails into Dynamics CRM - No Programming Required!


The Dynamics CRM Web Forms (Dynamics CRM Add-on from Dynamics Consulting) can be used for:

Capturing data (visitors) information
Communicating with website visitors
Conducting surveys Responding to user queries
Generating online sales Online Feedback
Creating Leads
Creating Cases

The  subscriptions per year is €449 per CRM organization which allows you to publish forms for any CRM entity and there is no charge per form submission. Hosting for the form is included

In the cloud version of Microsoft Dynamics CRM, there is a free build- in wizard called Internet Lead Capture found under the Sales tab within Dynamics CRM. Lead Capture does all the heavy lifting.

You can direct the web administrator to go there to scoop up the bits of HTML needed for a more useful and practical contact entry form.

If you have any questions let us know. Give us an call under +49 40 30 698 77 0
or drop an short email request to
support@dynamicsconsulting.de

Regards the Dynamics Consulting Team.

this is an Blogpost from Dynamics Consulting München
- Dynamics CRM Experts aus München -
http://www.dynamicsconsulting.de/2012/07/22/web-to-lead-forms-or-web-to-any-entity-dynamics-crm-2011/

Donnerstag, 7. Juni 2012

Microsoft Dynamics CRM Addons

Microsoft Dynamics CRM 2011 ist eine Customer-Relationship-Management Software aus der Microsoft Dynamics Unternehmenssoftware Familie. Im Gegensatz zu den anderen Dynamics-ERP Systemen basiert Dynamics CRM 2011vollständig auf Microsoft .NET und lässt sich sehr leicht in Visual Studio .NET Projekte integrieren. Microsoft Dynamics CRM 2011 ist eine vollständige Webanwendung basierend auf .Net 4.0 und IIS 7.

Mit sogenannten Microsoft Dynamics CRM Addons (Microsoft Dynamics CRM Addons  Plugins)

lässt sich die Funktion als aich Integration von Microsoft Dynamics CRM in alle beliebigen Richtungen ausweiten.

Die Erweiterungen / Add-ons für Microsoft Dynamics CRM Add-ons  arbeiten alle mit der Microsoft Dynamics CRM Addons Webschnittstelle die mit derVersion 2011 den Addons völlige neue Möglichkeiten bietet.

Mögliche Erweiterungs Addons für Microsoft Dynamics CRM 2011 die derzeit zur Verfügung stehen sind:

Microsoft Dynamics CRM 2011 PlatformMicrosoft Dynamics CRM 2011  CRM E-Mail Marketing Add-On
Microsoft Dynamics CRM 2011 CRM Activity History Add-On
Microsoft Dynamics CRM 2011 MS CRM Customer Portal PHP Add-On

Microsoft Dynamics CRM 2011 MS CRM Sharepoint Integration Add-On
Microsoft Dynamics CRM 2011 Email Verification Add-On

Microsoft Dynamics CRM 2011 Contact Update Add-On
Microsoft Dynamics CRM 2011 Auto Number Add-On
Microsoft Dynamics CRM 2011 Document PDF Creator
Microsoft Dynamics CRM 2011 Saluation Creator
Microsoft Dynamics CRM 2011 Sales Funnel Prozess
Microsoft Dynamics CRM 2011 Telephone Integration Tapi

Microsoft Dynamics CRM 2011 Telephone Integration Lync
Microsoft Dynamics CRM 2011 Telephone Integration Skype
Microsoft Dynamics CRM 2011 Documents Scanner

Microsoft Dynamics CRM 2011 Email Signature
Microsoft Dynamics CRM 2011 Quickbix Documents Suite 2011 Add-On
Microsoft Dynamics CRM 2011Quickbix Integration Suite 2008 Add-On

Microsoft Dynamics CRM 2011 Marketing Suite Add-On
Microsoft Dynamics CRM 2011 DashBoard Add-On
Microsoft Dynamics CRM 2011 Data Grid Control Add-On
Microsoft Dynamics CRM 2011 Document Manager Add-On
Microsoft Dynamics CRM 2011 Project Management Add-On
Microsoft Dynamics CRM 2011 Lead Management Add-On
Microsoft Dynamics CRM 2011 Sales Pipeline Management Add-On
Microsoft Dynamics CRM 2011 Customer Portal Add-On ASPX
Microsoft Dynamics CRM 2011 Leads Portal Add-On
Microsoft Dynamics CRM 2011 Notes Summary Add-On
Microsoft Dynamics CRM 2011 Social Networking Add-On (Twitter \ Facebook \ Linkedin)Microsoft Dynamics CRM 2011 Survey Add-On
Microsoft Dynamics CRM 2011 Alert Add-On
Microsoft Dynamics CRM 2011 Fax Add-On
Microsoft Dynamics CRM 2011Contact Photo Integration Add-On
Microsoft Dynamics CRM 2011Card charging Add-On
Microsoft Dynamics CRM 2011website analytics Add-On
Microsoft Dynamics CRM 2011Webform Integration Add-On
Microsoft Dynamics CRM 2011Sage 200 Integration Add-On
Microsoft Dynamics CRM 2011QuickLabel Add-On
Microsoft Dynamics CRM 2011Accounting Add-On



Microsoft Dynamics CRM 2011 for Ipad
Microsoft Dynamics CRM 2011 CRM for iPad Add-On (free)
Microsoft Dynamics CRM 2011 CRM for iPad Add-On (customizable)

Microsoft Dynamics CRM 2011 for IPhone

Microsoft Dynamics CRM 2011 CRM for iPhone Add-On (free)
Microsoft Dynamics CRM 2011 CRM for iPhone Add-On (customizable)

Microsoft Dynamics CRM 2011 for Android

Microsoft Dynamics CRM 2011 CRM for Andrid Add-On (free)
Microsoft Dynamics CRM 2011 CRM for Andrid Add-On (customizable)
Mobile Client MS Dynamics CRM 
MECRM (Microsoft Dynamics CRM)
Resco Mobile CRM
CRM Mobility (MS Dynamics CRM)
ME for Microsoft Dynamics CRM
MECRM Plus(Dynamics CRM + EAS)
CWR Mobile CRM 2011 (beta)
CWR Mobile CRM 2011 5.1
CRM Call Log Sync
Akvelon CRM Tracker

Important to know before going to the next Release of CRM 2011

Due to the planned Multi Browser Support of Dynamics CRM Release for the upcoming Release it can be nessesarry to update some Java Scripts.

You can start the work now and be prepared for the installation of the next Release of Dynamics CRM 2011.



For detailed information on the Java Changes , please review the official Microsoft Dynamics CRM blog post.

Samstag, 2. Juni 2012

Fixed: Import CRM 4.0 Organization on CRM 2011 Deployment Error


During an import of an new customer (from Dynamics CRM 4.0) to our Dynamics CRM 2011 Hosting
Plattform we fixed the folowing issues during the troubleshooting:

Here a short summary of the issue and
the  action plan.

[SCOPE] KBA-Z9H1Y2

ISSUE:

Import CRM 4.0 Organization on CRM 2011 Deployment Error CRM 2011 Exeption without any further details:
11:18:07|  Error| Installer Complete: OrganizationUpgrader - Error encountered
11:18:07|  Error| Exception occured during Microsoft.Crm.Tools.Admin.OrganizationUpgrader: Action Microsoft.Crm.Tools.Admin.UpgradeDatabaseAction failed.
InnerException:
System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Data.SqlClient.SqlException: A severe error occurred on the current command.  The results, if any, should be discarded.
   at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection)
   at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning()
   at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)
   at System.Data.SqlClient.SqlDataReader.ConsumeMetaData()
   at System.Data.SqlClient.SqlDataReader.get_MetaData()
   at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString)
   at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async)
   at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result)
   at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method)
   at System.Data.SqlClient.SqlCommand.ExecuteScalar()
   at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)
   at Microsoft.Crm.CrmDbConnection.InternalExecuteScalar(IDbCommand command)
   at Microsoft.Crm.CrmDbConnection.ExecuteScalar(IDbCommand command, Boolean impersonate)
   at Microsoft.Crm.DataUpgrade.DeleteCompletedOldAsyncOperationsAction.Execute(Boolean upgradeJobsOnly)
   --- End of inner exception stack trace ---
   at System.RuntimeMethodHandle._InvokeMethodFast(IRuntimeMethodInfo method, Object target, Object[] arguments, SignatureStruct& sig, MethodAttributes methodAttributes, RuntimeType typeOwner)
   at System.RuntimeMethodHandle.InvokeMethodFast(IRuntimeMethodInfo method, Object target, Object[] arguments, Signature sig, MethodAttributes methodAttributes, RuntimeType typeOwner)
   at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture, Boolean skipVisibilityChecks)
   at System.Reflection.RuntimeMethodInfo.Invoke(Object obj, BindingFlags invokeAttr, Binder binder, Object[] parameters, CultureInfo culture)
   at System.RuntimeType.InvokeMember(String name, BindingFlags bindingFlags, Binder binder, Object target, Object[] providedArgs, ParameterModifier[] modifiers, CultureInfo culture, String[] namedParams)
   at Microsoft.Crm.Setup.Database.DllMethodAction.Execute()
   at Microsoft.Crm.Setup.Database.DatabaseInstaller.ExecuteReleases(ReleaseInfo releaseInfo, Boolean isInstall)
   at Microsoft.Crm.Setup.Database.DatabaseInstaller.Install(Int32 languageCode, String configurationFilePath, Boolean upgradeDatabase, Boolean isInstall)
   at Microsoft.Crm.Tools.Admin.InstallDatabaseAction.Do(IDictionary parameters)
   at Microsoft.Crm.Setup.Common.CrmAction.ExecuteAction(CrmAction action, IDictionary parameters, Boolean undo)
InnerException:
System.Data.SqlClient.SqlException (0x80131904): A severe error occurred on the current command.  The results, if any, should be discarded.
   at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection)
   at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning()
   at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj)
   at System.Data.SqlClient.SqlDataReader.ConsumeMetaData()
   at System.Data.SqlClient.SqlDataReader.get_MetaData()
   at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString)
   at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async)
   at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result)
   at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method)
   at System.Data.SqlClient.SqlCommand.ExecuteScalar()
   at Microsoft.Crm.CrmDbConnection.InternalExecuteWithRetry[TResult](Func`1 ExecuteMethod, IDbCommand command)
   at Microsoft.Crm.CrmDbConnection.InternalExecuteScalar(IDbCommand command)
   at Microsoft.Crm.CrmDbConnection.ExecuteScalar(IDbCommand command, Boolean impersonate)
   at Microsoft.Crm.DataUpgrade.DeleteCompletedOldAsyncOperationsAction.Execute(Boolean upgradeJobsOnly)


IMPACT / AUSWIRKUNG: 
Not able to complete Migration / Organization Import.
Possible Roleback to the still existing Dynamics CRM 4 Deployment


ROOT CAUSE:
This question has been solved and asker verified.For Access to this Solution please register by sending an request to support[@]dynamicsconsulting.de and request the cause/solution for KBA-Z9H1Y2
 
ACTION PLAN / NÄCHSTE SCHRITTE:
This question has been solved and asker verified.
For Access to this Solution please register by sending an request to support[@]dynamicsconsulting.de and request the cause/solution for KBA-Z9H1Y2

LABOUR / AUFWAND:

Freitag, 25. Mai 2012

Microsoft Dynamics CRM 2011 and Data Integration

At the point of time where customers are going to implement an Microsoft Dynamics CRM System, they most often already have an ERP System like SAP or Navision or Axapta in place.

As you do not want to have inconsitant data, and also do not want to maintain data twice you will get the need to get an data integration beween your Microsoft Dynamis CRM System and you ERP System, lets take SAP as an example.

In general we talk about 3 Main Areas of Data Integration:

1. Master Data Integration

2. Customer Data Integration
3. Application Integration



1. Master Data Integration:What we need as starting point in Dynamics CRM are the accounts already present in SAP.
Maybe we have also contacts in regarding to the accounts maintained in SAP.
What we would also integrate is the Products from SAP to the Products Entity in Dynamics CRM.
So we talk about Master Data Integration as basement of our Dynamics CRM Implementation.

2. Customer Data Integration:So do not switching around between Dynamics CRM and SAP all the time we need some related Customer Data in Dynamics CRM. IT would not really make sense to have the whole accounting information in Dynamics CRM when you have an dedecated ERP System but, for example customer complaints and customer products would be very useful information.
So the account manager really gets an good overview with Dynamics CRM what is going on at his customer.

Customer Product for example are not existing by default in Dynamics CRM. It is really simple to to build as we are using an existing product integrate via Master Data Integration and link this with a N:N relationship to the account.

This will provide us really nice features and process optimization opportunties.
Imaging you have the need to inform all who bought customers with Product C about an special new information regarding this. In the past a big job for any student to fetch all this informtion out of SAP by hand and write a letter or an email to each of them.

With an Data Integration like discribe above more an 10 minutes job ;-)

You only go to your contacts and raise the following Advanced Find:

- Contacs where Parent Account has an related Product "Product C" -

Click an Find and you have an big list of all these customers. Now you can add them to an marketing list or directly raise an Quick Campaign out of the list using Microsoft Word Mail Merge for Letters or direct Emails as Channel.

Click submit and the work is done, so easy it can be with an proper dataintegration ;-)



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