Perhaps the most visible improvement in Microsoft Dynamics CRM 2011 for the end user is the completely revamped Outlook client. Instead of merely wrapping the CRM web client UI inside the Outlook frame with stripped navigation and giving you the all important tracking buttons, the new Outlook client promises additional usability features over the web […]
The truth is now out there, as Microsoft Dynamics CRM 2011 beta was released for the public on Thursday, September 9th. As a result, the NDA for the Early Adopter Program is no longer stopping me from sharing some of my thoughts and experiences on the latest and greatest version of CRM. Instead of trying […]
The number of blogs, forums and news sites revolving around Microsoft Dynamics CRM can feel somewhat overwhelming, especially when you’ve spent some time being “unplugged” from the constant feed of information that surrounds our everyday lives. During my four week summer vacation I did managed to keep my hands off CRM most of the time, […]
On July 12th it was announced in the Microsoft Worldwide Partner Conference (WPC 2010) that there will be no CRM 5.0, instead we will have a product called Microsoft Dynamics CRM 2011. Not a huge surprise, considering the other Dynamics products like AX and NAV had already moved to this naming convetion followed by the […]
In Part 1 I shared some thoughts and observations on what role cloud computing was playing at Convergence 2010 Atlanta. I also promised to get back on the other hot topic, which should not be a surprise to anyone. No, it’s not XRM. But if we’d follow a similar naming convention, I guess it could […]
This year’s main event for Microsoft Dynamics product line is now over and done with. It was the second time I attended Microsoft Convergence, and the first one on US soil. Here are some of my miscellaneous notes and thoughts on the event. First of all, getting to Convergence 2010 in Atlanta this year was […]
Like I mentioned in my previous post, cloud-based services are quickly becoming the default mode that people expect a CRM application to be delivered to them. Microsoft is clearly focusing their efforts on responding to this change of environment, but so far the availability of Dynamics CRM Online has been strictly limited to North America. […]
This week I attended the fifth annual CRM user days by Mepco Oy. This time the line-up included also international guests from Microsoft US and UK, namely Kim Smith and Patrick Pando. Not surprisingly, their presentations included a hefty dose of the MS Software-plus-Service mantra, presented from the Dynamics CRM perspective. The slides had a […]
Back from a long time of inactivity, I decided to resurrect this blog with some content taken from the recent PDC09 sessions. Just like last year, presenting the feature set of the upcoming CRM version wasn’t really the main point in PDC (that’s what Convergence is for), but when someone gives a developer demo using […]
Although this excellent article by Vjekoslav Babic is written from the ERP and MS Dynamics NAV perspective, the same list holds true for the CRM side as well: Top 7 reasons why to avoid (much) customization Regressions can be tricky to hunt down and fix Go-live schedule can be delayed if the customizations are not […]
After performing the basic installation of MS CRM, you will have a system that contains the default entities with all their fields, forms and so on. The next step will be to modify the entity customizations to suit the business needs of the organization. Typically there will be a development and/or test environment where the […]
One of the integrations implemented for our CRM environment includes a feature that writes entries to a dedicated Error Log entity. This can be a convenient way to provide the end users access to error notifications, when the process itself is asynchronous and does not provide a way to prompt the user. During the development […]