Easily integrate Twitter search results about your clients in Microsoft CRM
Administrator, Cool tips, CRM 4.0, Customizations, Developer, General Users, Salespeople March 23rd, 2009
It’s difficult to escape the Twitter hype nowadays, but in all honesty this “micro-blogging” tool is indeed a great source to be mined. Twitterers can have informed opinions and news regarding some of your top clients, and having access to that information can be very valuable. Disregard this resource at its own risk.
Twitter Search feed in a Microsoft CRM account record form
If your company is interested in learning about what the Twitterscape is chattering about your dearest customers, check out this easy-to-implement iFrame addition to your Microsoft CRM. It’s basically a iFrame coupled with JavaScript that takes your customer’s Account Name and queries it on the Twitter Search page, all within a tab in CRM. You’ll be up and running in 10 minutes or less. You will need at least System Customizer security permissions to implement.
See all the steps to adding this functionality after the jump. Read the rest of this entry »
Tags: customization, iFrame, JavaScript, Microsoft Dynamics CRM, Twitter
Internet Explorer 8 is now fully supported for Microsoft CRM 4.0
Administrator, CRM 4.0, Downloads, General Users, Support March 19th, 2009
"Fully supported"? See what I did there? Argh, I give up.
Microsoft apparently overcame its Beta version problems with Microsoft CRM, and released a fully supported version of Internet Explorer 8. Download it at the link below!
My thanks to Matt at ICU MSCRM Blog for confirming its compatibility. The beta version of IE8 would break the CRM workflow configuration screen, thereby making my job a lot more difficult.
Update Rollup 3 is now available for Microsoft CRM 4.0 (KB 961768)
Administrator, CRM 4.0, Downloads, Support March 13th, 2009
As promised by the Microsoft Dynamics CRM Team, the latest regular hotfix rollup was released! There are hotfix updates for the CRM Server, as well as resolving some performance issues with the CRM Outlook Client. Check out the links below.
- KB Article Summary: Update Rollup 3 for Microsoft Dynamics CRM 4.0 (KB 961768) [Microsoft.com]
- Download Link: Update Rollup 3 for Microsoft Dynamics CRM 4.0 (KB 961768) [Microsoft.com]
As per all Update Rollup versions, there are issues when trying to import customization XML files with different Update Rollup versions. In this case, Rollup v3 is incompatible with v1. It always pays to check the KB Article page for the details.
As reported previously, the Dynamics CRM Team Blog commented on an Update Rollup schedule:
The CRM SE team is planning to release Update Rollups on 8-week cycles; therefore, Update Rollup 3 is scheduled for mid-March. While quality is the focus of every release, we are also trying to be predictable in our release schedule so that our customers can schedule deployments of our Update Rollups with confidence. In November, when we released Update Rollup 1, we set the date of Update Rollup 2 to January 15th and we met this timeframe. We will do our best to establish a release rhythm that our customers can come to depend on.
Microsoft Dynamics CRM 4 Mobile Express is here!
Accelerators, Administrator, Consulting, CRM 4.0, Downloads, General Users, Salespeople March 9th, 2009
NOTE: This article was published for the release candidate version. The final version of Mobile Express can be downloaded at this link.
The mobile version of Microsoft Dynamics CRM is finally here! See below for the relevant download links.
- Microsoft Dynamics CRM Mobile Express – Homepage [microsoft.com]
- Mobile Express for Microsoft Dynamics CRM 4 i386 [microsoft.com]
- Administration and User Guide for Mobile Express for Microsoft Dynamics CRM 4 [microsoft.com]
The administration page in CRM for this mobile solution looks really easy to manage. All you need to do is browse to Settings, then Mobile Configuration. Some things you can do here:
- Entities can be added and removed from the list of available entities by selecting the entity and clicking the relevant button.
- Entities can be assigned as Read Only or Editable.
- Choose the fields that are available for viewing.
- Publish the changes.
Mobile Express Administration page
CRM Mobile Express - Entity
The entities supported in this solution are:
• Custom Entities (this is a big one!)
• Invoice Product
• Account
• Lead
• Annotation
• Letter
• Address
• Marketing List
• Appointment
• Opportunity
• Case
• Order
• Campaign
• Order Product
• Contact
• Phone Call
• Competitor
• Quote
• E-mail
• Quote Product
• Fax
• Task
• Invoice
• User
Some other screenshots are below. I’ll give this accelerator a go this week. Let me know your thoughts if you’ve tried it already!
CRM Mobile Express - System Views
CRM Mobile Express - System Views 2
CRM Mobile Express - Read Only Form
CRM Mobile Express - Editable Form
Tags: Microsoft Dynamics CRM, Mobile, mobile client, Mobile Express
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