XRM - Modernes Beziehungsmanagement mit Microsoft Dynamics CRM 2011

XRM - Modernes Beziehungsmanagement Globales Beziehungsmanagement (xRM) jenseits des Kunden Für viele spezielle Geschäftslösungen lohnt es sich, auf der Grundfunktionalität flexibler CRM-Software aufzusetzen, statt mit Individualsoftware bei Null anzufangen. Die Vielfalt der möglichen Anwendungen drückt x Relationship Management oder kurz xRM aus. Oft starten diese Lösungen mit einfachem Kontaktmanagement. Schnell aber werden Strukturen komplexer und funktionale Anforderungen größer, beispielsweise bei einer xRM-Anwendung für einen Einkaufsverband mit gewachsenen Mitglieder- und Lieferantenstrukturen. Hier hilft anwenderfreundliche, konfigurierbare und funktionale CRM-Grundsoftware. Dies ist in unserem Fall die in Deutschland marktführende Software Microsoft Dynamics CRM 2011. Werthaltige...

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Posted in: xRM with Dynamics CRM 2011

Microsoft Dynamics CRM 2011: How to use Visual Ribbon Editor Tool?

Microsoft Dynamics CRM 2011: How to use Visual Ribbon Editor Tool? Recently, I was assigned a task of ribbon customization in Dynamics CRM. The requirement was like configure a custom ribbon button on custom entity to call some JavaScript methods. I’ve used the Visual Ribbon Editor Tool. This tool is quite handy and intuitive for ribbon customization. I would like to share my experience here in below post.Before to start with a Ribbon Editor Tool, let’s first configure the web resources (Images and JavaScript file). The images will be used as an icon on a button. Below are 3 different types that CRM supports. Image formats can be PNG, JPG, GIF or ICO. Small: 16 x 16 pixels Medium: 32 x 32 pixels Large: 66 x 48 pixels Following are the...

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Posted in: Customization

Microsoft Dynamics CRM 2011: How to launch a Dialog on click of custom ribbon button?

Microsoft Dynamics CRM 2011: How to launch a Dialog on click of custom ribbon button? In this post I will explain how to launch a Dialog from Ribbon Button in Dynamics CRM. The requirement is like configure a custom ribbon button on custom entity which will launch a dialog (Process).In this Example, I’ve used custom entity “Flight Route” contains a button called “Test Button” which will launch a dialog. Dialog will select a flight name from the option set and insert new note record on the selected flight route record. Following are steps that demonstrate launch dialog from ribbon button. Before to start with a launch dialog, we need to create 1. Create a dialog for “Flight Route” entity · Select Solution. · Select Processes. · Create...

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Posted in: Customization

Dynamics CRM 2011- Setting Multi-Level Categories Against a Record Codelessly

Nice summary from Leon: This is a bit of a variation on a theme I did a while ago when I talked about using filtered views for address population. In this case I wanted to explore if we could set up a subject-like hierarchy and then use filtered lookups to enter category levels easily against an account. It turns out it works quite nicely. Essentially, you set the first category from you list of top level categories. Then, you set level 2 which will automatically adjust to only the valid values, based on the category 1 value. Finally, you set the category 3 value, based on the value in category 2. So How Do I Set This Up? First of all, we create a new Category entity. In this case I have stripped everything out; there are no notes,...

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Posted in: Customization

Neues Social Collaboration-Tool – Microsoft Dynamics CRM-Aktivitätsfeeds

Ihr Unternehmen hat vor kurzem ein Upgrade auf die neueste Version von Microsoft Dynamics CRM Online erhalten. In dieser Version wurden mehrere vorhandene Features durch Bereitstellung von zusätzlichen Business Intelligence Funktionen, erweiterten Dialogfunktionen und einer flexiblen Erkennung von Duplikaten aktualisiert. Darüber hinaus wurde ein attraktives neues Social Collaboration Feature eingeführt, um Unternehmen und Einzelpersonen neue Formen der Kommunikation zu ermöglichen: Microsoft Dynamics CRM Activity Feeds. Activity Feeds ermöglichen Benachrichtigungen in Echtzeit und die schnelle Weitergabe von Informationen über kurze Nachrichten. Auf diese Weise sind Sie stets auf dem Laufenden über wichtige Aktivitäten in Zusammenhang mit Personen, Firmen, Kontakten, Leads und weiteren...

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Posted in: CRM 2011 - Windows 7 Phone

More than 100 Dynamics CRM 2011 videos dedicated to Microsoft Dynamics CRM 2011

More than 100 Dynamics CRM 2011videos dedicated to Microsoft Dynamics CRM 2011 Very nice summary of CRM Videos ;-) http://slowxrm.blogspot.com/2012/01/more-than-100-videos-dedicated-to.h...

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Lessons Learned Migrating Data to Microsoft Dynamics CRM 2011

Lessons Learned Migrating Data to Microsoft Dynamics CRM 2011 When companies using Microsoft Dynamics CRM 3.0 or 4.0 move to Microsoft Dynamics CRM 2011, there are some decisions to be made around how to move your current environment and data to CRM 2011. If you have an on premises installation, you can install CRM 2011 on premises and upgrade your MSCRM database to CRM 2011. This will bring in all of your customizations and data from CRM 4.0. Upgrade or Migrate? In some cases, a direct upgrade may not be practical, and you may want to selectively migrate data: If your existing data is not clean, you may want to start clean with 2011 and selectively migrate just the good data. As an example, consider if at one time you used contracts in CRM 4.0, but you changed your configuration to...

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Posted in: CRM 4.0 - CRM 2011 Migration

Handling Rejected Record Rows from Scribe

Handling Rejected Record Rows from Scribe So you have a recently installed Scribe Version 7.0.1.15701 on a server. You’ve built some DTS jobs and everything looks to be importing and translating smoothly. THEN – one of your jobs throws up a report like this: 12,555 successful records loaded! 6 record rows failed. “Hmm? I wonder why those records failed?”, you ask yourself. - and so starts your exploration. Enabling Rejected Rows in Scribe: Before you can review the rejected rows, you must first tell Scribe that you want it to put the rejected records into a table. This is done by going to Run –> Edit Settings –> Rejected Source Rows (tab) –> Output Rejected Source Rows (checkbox). You can then tell Scribe where you want...

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Posted in: CRM 2011 and Scribe