Microsoft just released an updated version of the April 2009 VPC release, mostly because it’s due to expire very soon.  You’ll probably need PartnerSource or CustomerSource access to download it at the link below.

VPC Re-Release for Microsoft Dynamics CRM 4.0

Why should you download this version?  First of all, it’s [...]]]>

You down with VPC? (Yeah you know me)

Microsoft just released an updated version of the April 2009 VPC release, mostly because it’s due to expire very soon.  You’ll probably need PartnerSource or CustomerSource access to download it at the link below.

VPC Re-Release for Microsoft Dynamics CRM 4.0

Why should you download this version?  First of all, it’s not set to expire until August 2011 which will give you plently of time to play around until CRM 2011 is released.   It’s also a leaner download at about 7 GB.  Last but not least, it includes some new technologies such as Office 2010 and portal accelerators.

Per the download page, this new release (or re-release) has some new updated software:

• Update Rollup 11
• Microsoft Office 2010
• New Portal Accelerators
• New Partner and Customer portal installed using AD so no external network is required
• New Profile Manager Tool which has two profiles for services and URL caching

It also looks like this VPC has the same credentials as in the past releases.  Log in with the following:

ID=contoso\administrator
PW=pass@word1

Enjoy!

Microsoft released the latest Update Rollup 11 for Dynamics CRM today, just in time before the World Cup 2010 tournament.  It’s so obvious now; they did this to make some room in [...]]]>

Drogba, Ivory Coast's number 11, gets a kick out of regular updates to his CRM. (UPDATE: he's injured and will miss the World Cup. Bummer)

Microsoft released the latest Update Rollup 11 for Dynamics CRM today, just in time before the World Cup 2010 tournament.  It’s so obvious now; they did this to make some room in their schedule for watching the live matches.  Indeed, they had already announced that there would be regular updates every 8 weeks… but I see through your game!   ಠ_ಠ

This release shows better Ribbon integration with Outlook 2010.  The CRM buttons don’t appear in the Add-Ins tab anymore.

Make sure you download and review the KB article from the links below.

• Download Update Rollup 11 for Dynamics CRM (Microsoft)
• KB 981328: Release Notes for Update Rollup 11 (Microsoft)

The usual considerations apply regarding backing up and restoring customization XML files.  Make sure to carefully read the release notes before upgrading.

Some notable updates:

• Windows Internet Explorer crashes or stops responding when you use the Advanced Find view on a computer that is running Windows 7.
• After you apply Update Rollup 7 for Microsoft Dynamics CRM 4.0, you experience slow performance when you open Microsoft Dynamics CRM 4.0 Web client.
• When you create a Microsoft SQL Server 2008 Reporting Services (SSRS 2008) report by using the new SSRS 2008 features, you cannot display the report in Microsoft Dynamics CRM 4.0.
• You experience slow performance when you add many members, such as 10,000 members, into a marketing list. Additionally, you may receive a time-out error message.
• Assume that you create a report in the Report Wizard. When you run the report, you receive the following error message: An error has occurred during report processing. Query execution failed for data set ‘DSMain’.

A special cheers to all my fellow Dynamics CRM colleagues who will be following the tournament as closely as I will. 

Hopefully there will be more to come soon. Let me know if you have a specific Dynamics CRM topic you’d like me to address, and I just might make a video walkthrough based on it. Meanwhile, [...]]]> Here’s my brief video walkthrough of the Microsoft Dynamics CRM Sales Lifecycle, from initial e-mail to closing the sale.

Hopefully there will be more to come soon. Let me know if you have a specific Dynamics CRM topic you’d like me to address, and I just might make a video walkthrough based on it. Meanwhile, I’ll continue to practice on my demo voice.

Looking forward to your feedback!

Download here! Dynamics CRM Statement Of Direction – April 2010 (link to Ross’ CRM website with the PDF)

There [...]]]> Microsoft just released their latest Statement of Direction for Dynamics CRM. It’s typically a must-read for any CRM aficionado if you want to learn what Microsoft has up its sleeve in the upcoming short and long term timeframe.

Download here!
Dynamics CRM Statement Of Direction – April 2010
(link to Ross’ CRM website with the PDF)

There is some exciting information on unifying the Dynamics technologies that will help bring together any challenging business solution, as well as welcome additions to the SDK. Some details regarding CRM 5.0 are starting to be teased out, but in reality most of the information here has been public for some time.

So what did we learn? There are new Accelerators in the pipline:

• Non-Profit Solution for Dynamics CRM Online – now available!
• Portal Accelerators – Q2 2010
  • This release provides new versions of eService, Event Management and Partner Relationship Management (PRM) accelerators that can connect to Microsoft Dynamics CRM Online as well as on-premises and partner-hosted deployments.
• Customer Care Accelerator (CCA) – Q2 2010
  • This solution can be used to help customer care and contact center organizations provide consistent customer service experiences by combining data elements from disparate applications such as mainframes, databases or Web sites for display in a single user interface.
  • Some features: Integrated agent desktop, Desktop automation, Computer telephony integration (CTI), and Activity reporting.

New integration tools with other Dynamics software! All the Dynamics technologies are starting to come together very nicely.

• Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP – May 2010
  • A highly reliable, bi-directional and fault tolerant business document integration between Dynamics CRM 4.0 (Update Rollup 5 and above) and Dynamics GP 10 (Service Pack 4 and above) and the new GP 2010.
• Microsoft Dynamics CRM Adapter for Microsoft Dynamics AX6 – 2011
• Microsoft Dynamics CRM Adapter for Microsoft Dynamics NAV2009 – 2011

And for you developers out there, a big fat update is coming to the SDK in May 2010 making it easier to build agile and integrated CRM Web solutions.

• SDK (May 2010) – Advanced Developer Extensions for Microsoft Dynamics CRM is a set of new tools included in the Microsoft Dynamics CRM SDK that simplifies and accelerates the development of internet-enabled applications that interact with Microsoft Dynamics CRM 4.0.
• A full list of key features is outlined in the Statement of Direction document.

Regarding CRM 5.0, it is of course scheduled to release “the second half of 2010″, most likely near the end of the year. The outline is below, and as I expected it doesn’t really reveal more than what has already been disseminated. Regardless, it’s still nice to see what we have to look forward to.

• User Productivity and Collaboration
  • Increase accessibility through the Microsoft Office “ribbon” interface
  • Drive user adoption through personalization
  • Enrich business insight through improved business intelligence
  • Balanced workload management for more efficient use of resources
• CRM Capabilities: core CRM investments
  • Contact and Account Management
  • Team-Based Collaboration
  • Call Center and Unified Communications Support
  • Territory Management
  • Performance Management
  • Other areas:
    • Further improving the flexibility of sales opportunity management to incorporate team selling models.
    • Extending the outbound marketing capabilities to allow richer communications via email, including document attachments.
    • Further simplifying and extending marketing list management capabilities.
    • Providing users the ability to schedule future recurring activities.

From some #MSCRM Twitter buzz, it looks like the latest compilation of hotfixes for Microsoft Dynamics CRM will be released tomorrow, April 8th.  Not to worry; I’ll update this post with the links as soon as it’s available.

'C' is for CRM!

I [...]]]>

EDIT: Update Rollup 10 is now available!  Download the bits at this link (KB 979347).

From some #MSCRM Twitter buzz, it looks like the latest compilation of hotfixes for Microsoft Dynamics CRM will be released tomorrow, April 8th.  Not to worry; I’ll update this post with the links as soon as it’s available.

'C' is for CRM!

I confirmed with Microsoft Support that this latest Update Rollup will include a hotfix that resolves one particular Outlook sync issue.  A user may get following error when going Offline or Online:

Only items in the default Microsoft Outlook store can be promoted to Microsoft CRM.

Until this hotfix, the workaround for this problem was to disable the Exchange Cached Mode setting to cache shared folder. 

While you’re waiting for the download, check out this ZDNet article on the latest news regarding CRM ’5′.

Now [...]]]> I recently had to check my CRM enviroments to make sure they’re updated to the latest Update Rollup version (currently #9, on Feb 2010). From experience, all I needed to do was:   

• Browse to the CRM website.
• Click on the “Help” button on the top right side of the window.
• Click on “About Microsoft Dynamics CRM”
• Get the build number displayed.

Now that I have the build number, I can compare it to the latest list of Update Rollup build numbers. The nice thing about this screen is that it’ll post your CRM Outlook Client build version as well.  See the screenshot below for an example.  I have Update Rollup 9 on the CRM Server, but I have Update Rollup 7 on the Outlook Client.

CRM Help - Build Version

 Thanks to David Vidmar at Bite my Bytes blog, I can repost a section of his very useful build version chart below.  

For more technical details on the version numbers of the various Microsoft Dynamics CRM 4.0 components, please see the Microsoft KB #946594 Article.

Microsoft Dynamics CRM 4.0 is already user friendly and intuitive.  However, there will be times where you want to nudge the CRM users along the road to productivity by providing a nice shiny button that does what they want.  In this case I want to add a button to a [...]]]>

You know your users want to push your buttons.

Microsoft Dynamics CRM 4.0 is already user friendly and intuitive.  However, there will be times where you want to nudge the CRM users along the road to productivity by providing a nice shiny button that does what they want.  In this case I want to add a button to a custom entity form, where upon clicking would automatically pop open a new related record.  

 A couple potential  case examples off the top of my head:  

• Button to create a new Phone Call activity, related to an open custom entity record.
• Button to create a new Contact record, related to an open Account record.

Since the button can run JavaScript on demand, you can think outside the box and consider other unique scenarios and possibilities.  

See below for the general procedure to get this published.  I’ll try to make it quick and painless.  

Customize your ISV.config file  

All Dynamics CRM deployments include a default ISV Config file.  However, this default file is typically riddled with developer test examples that can clutter your CRM if you’re not mindful.  On the other hand, it may serve as a useful reference to see some customization possbilities.   

If you want a clean ISV Config file with the button I’m creating, I’ve provided a copy here to download.  It’s up to you! 

ISV-button-template.zip  

To export or back up your current ISV Config file:   

1. Navigate to Settings > Customization > Export Customizations.
2. Export the ISV file to your desktop or local drive.

Exporting your ISV Config file

  Use your favorite XML or text editor program to view and edit your ISV customization file.  I particularly like the free Microsoft XML Notepad 2007 and Notepad ++. The code you want to add will look something like the below, nested in the Entities section. 

      <Entities>
        <Entity name=”new_customentity”>
          <ToolBar ValidForCreate=”0″ ValidForUpdate=”1″>
            <ToolBarSpacer></ToolBarSpacer>
            <Button Icon=”/_imgs/ico_18_debug.gif” JavaScript=”locAddRelatedTo(10016);”>
              <Titles>
                <Title LCID=”1033″ Text=”Create a new related record” />
              </Titles>
              <ToolTips>
                <ToolTip LCID=”1033″ Text=”Create a new related record based on this open record.” />
              </ToolTips>
            </Button>
            <ToolBarSpacer />
          </ToolBar>
        </Entity>
      </Entities> 

  In the above code, we: 

• Referenced where we want this button with the Entity name value.
• Made this button available only when a record is saved by disabling ValidForCreate and enabling ValidForUpdate.
• Added a couple ToolBarSpacer spots for neatness.
• Referenced a icon for it at the Button Icon value.  The debug icon works for me.
• Added Title and ToolTip info to let the users know what it does.
• Added a simple JavaScript line to create a new related record.

To make this JavaScript work for you, you’ll need to find out the related entity’s “Object Type Code”.  It’s really easy.  Simply browse to your CRM deployment’s Metadata Browser, which is typically at this URL format: 

http://{CRM_URL}/{Organization_Name}/sdk/list.aspx

Click on the related entity’s details, and you should see “Object Type Code” number.  Insert that number in the parenthesis for this JavaScript snippet:

locAddRelatedTo({Object_Type_Code})

Follow me here: the locAddRelatedTo function will let the button open a new related CRM record of the entity I specified with the Object Type Code.  Simple as that.

 Once you finished customizing your new ISV Config file, make sure you upload it back to your CRM deployment. 

Last Step!  Enable custom menus and toolbars

If you published your new ISV config file and you still don’t see the changes, this is the reason.

By default, CRM disables the custom menus and toolbars.  This means CRM will simply ignore whatever ISV Config file is out there.

To enable your custom button:  

• Navigate to Settings > Administration> System Settings.
• Click on the Customization tab.
• Add the Clients where you want this customization to appear.  The choices?  Web, Outlook, and Outlook Offline.

Custom Menu Settings

  Thanks to Mitch Milam’s blog for pointing me in the right direction.  

I <3 CRM

There’s some buzz lately about Update Rollup 9 being available soon this Thursday, February the 11th.  No details yet on what it may bring, though, so I’ll be patient!  My bet is more bug fixes, nothing too monumental.  Time to plan for it [...]]]>

EDIT: Update Rollup 9 is now available at this download link.

I <3 CRM

There’s some buzz lately about Update Rollup 9 being available soon this Thursday, February the 11th.  No details yet on what it may bring, though, so I’ll be patient!  My bet is more bug fixes, nothing too monumental.  Time to plan for it nonetheless. 

As you may already know, Update Rollup 7 was the last major update for Microsoft Dynamics CRM. It brought significant changes to Dynamics CRM 4.0 and the CRM Outlook Client. In addition, it can be considered the “gold standard” for a new CRM deployment going forward.

Make sure all your CRM deployments are at the very least up to speed with Update Rollup 7 for two very good reasons: better performance, and compatibility with future updates.

For a full list of current Update Rollups for Microsoft Dynamics CRM click here: http://support.microsoft.com/kb/949256

First off, I apologize for not keeping this blog regularly updated.  Balancing projects and the holiday season tends to make one procrastinate. 

After a quick scan of the list of fixes, it appears this release only adds stability improvements on top of what was Update Rollup 7′s big changes.  Update [...]]]>

Should you update? "Signs point to yes"

First off, I apologize for not keeping this blog regularly updated.  Balancing projects and the holiday season tends to make one procrastinate. 

After a quick scan of the list of fixes, it appears this release only adds stability improvements on top of what was Update Rollup 7′s big changes.  Update Rollup 7 is not a pre-requisite.  You can install UR8 on any server deployment of CRM 4.0 because it’s a cumulative update.  Easy!  However, you should make sure to to review the import and export customization file notes.

EDIT: The Outlook Client and Data Migration Manager both require Update Rollup 7 to be installed beforehand.

Happy holidays!