Microsoft Takes 'social' Cue From Salesforce.Com for Its CRM

IDG News Service — Microsoft on Tuesday unveiled the latest version of its Dynamics CRM (customer-relationship-management) software, which adds some social software functionality as well as closer ties to the Office 365 online productivity suite. "What we had prior to now is separate environments for billing and provisioning [of CRM Online and Office 365]," said Brad Wilson, general manager, Dynamics CRM product management group. But now customers will be able to order the application "within the Office 365 experience," he said. Taking a page from rivals such as Salesforce.com, both the online and on-premises versions of Dynamics CRM software will gain micro-blogging tools and social activity feeds that enable users to post status messages and follow co-workers as well as...

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Posted in: CRM 2011 News

Microsoft Releases Dynamics CRM Activity Feeds App For Windows 7 Phone

Microsoft Releases Dynamics CRM Activity Feeds App For Windows Phone   Microsoft today announced the availability of Dynamics CRM Activity Feeds app for Windows Phone that will be available for free from Windows Phone marketplace. With the November 2011 update for Microsoft Dynamics CRM, Microsoft brings in new integrated social collaboration capabilities such as micro blogging, activity feeds, etc as well as a unified Microsoft Office 365 experience and enhancements for enterprises. App Description: Microsoft Dynamics CRM Activity Feeds provide real time notifications and quick sharing of information that the team cares about via quick and short updates. Activity Feeds enable a user to follow and listen in on important activities that...

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Posted in: CRM 2011 - Windows 7 Phone

Filtered Lookup as a Drop-down Picklist in MSCRM

Filtered Lookup as a Drop-down Picklist in Microsoft Dynammics CRM   The ability to add a Filtered Lookup is one of those areas of core functionality that MSCRM currently lacks – this thankfully will be resolved in the forthcoming v5 of MSCRM, however at the moment we are forced to use extensions or customisations to replicate this functionality. Given the extendibility of the platform, there are many methods for implementing a Filtered Lookup in MSCRM: - Use a Custom Developed ASP.NET screen to select and then populate the relationship.- Purchase the popular Stunnware Filtered Lookup tool here.- Hack the existing Lookup field type and screen to contain a custom filter, this is completely unsupported and so not advised but you can find...

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