Today, February 16, 2011, Microsoft officially released Microsoft Dynamics CRM 2011 On-Premise. While some of you may be Online vs On-premise customers. (http://www.microsoft.com/Presspass/press/2011/feb11/02-16OnPremisesPR.mspx) This newest version of the application carries a number of new features and functionality which have been touted and talked about a lot in the last number of months. However, now that …
Category Archive: Microsoft Dynamics CRM
Jan
18
MAIL MERGE ISSUE…or is it?
Today, I got a call from one of our consultants who happened to be on-site helping a customer. He said that when he went to any account, contact, or lead view in CRM and then tried to do a mail merge it wasn’t displaying all the records in the mail merge that he selected. Stumped? …
Jan
04
Migrating RTF Notes from Goldmine or ACT!
When implementing Microsoft Dynamics CRM for customers, it is common to migrate the notes, and if you are migrating data out of a different CRM system like Goldmine or ACT!, the old notes may be in rich text format. RTF text fields will have tags like this encompassing the note or other text field. {\rtf1\ansi\ansicpg1252\deff0\deflang1033{\fonttbl{\f0\fnil\fcharset0 …
Dec
22
Microsoft Dynamics CRM 2011 Webinars from Summit Group Software
Never a better time to start the new year off right! Right around the corner, Microsoft Dynamics CRM 2011 is launching. At Summit Group Software we believe that training and knowledge are key to making prudent business decisions that help you align your corporate strategies with your IT strategies. Each month, we offer a wide …
Dec
13
Microsoft Dynamics CRM 2011: Online Lead Capture
“I need my web site to capture information about my customers and have that flow into Microsoft Dynamics CRM. You can do that, right Josh?” Well, if I have my developer hat on, I would think, “Well with enough time or money I can do pretty much anything in CRM!” While this certainly is true, …
Dec
02
Microsoft Dynamics CRM 2011 Dynamic Marketing Lists
The elusive new feature of Microsoft Dynamics CRM 2011 I wanted to call your attention to today is Dynamic Marketing Lists. For those of you who have been using Microsoft Dynamics CRM Marketing functionality, you are aware that a marketing list can consist of one of the following kinds of records Leads, Accounts, or Contacts. …
Nov
19
Microsoft Dynamics CRM 2011 New Feature Alert: Goal Management
Microsoft Dynamics CRM 2011 & Goal Management This is an expanded version of an article that will be appearing in the December 2010 edition of The Summit, Summit Group Software’s quarterly magazine. If you are interested, feel free to check out The Summit, we love new readers! In previous editions of Microsoft Dynamics CRM, goal …
Nov
18
Microsoft Dynamics CRM 2011 Elusive Feature of Day: Write In Products and Price Override on Opportunities
In earlier versions, you could not add write-in products to opportunities. This was, in my humble opinion one of those oversights that caused a lot of collective head scratching from my students when I taught either new users or the CRM Application course. Why? Well first of all the other three transactional entities (Quotes, Orders, …
Nov
17
Microsoft Dynamics CRM 2011 Elusive Feature of the Day: Negative Pricing and Quantities
For some time now, we have received a number of questions from our customers, particularly those who integrate Microsoft Dynamics CRM with ERP systems such as Microsoft Dynamics GP, if we can facilitate negative transactions on Quotes, Orders, Invoices, and Opportunities. In earlier versions this just wasn’t possible…well at least not in a supported or …
Nov
12
“I don’t use Accounts…can you please take away access to them?†Sure! No problem….or is there?
Recently we completed a Microsoft Dynamics CRM project for one of our customers and they see themselves as a B2C sort of company. As part of the Analysis Phase of our project they indicated that they don’t want to see Accounts referenced in the system. So we did what you would expect. We updated the security roles by taking away read access to Accounts in the system. Worked as expected…Accounts…POOF…gone.
Now, fast forward about 2-3 months. The customer reported that when their users go to a Contact and look on the left navigation pane, they cannot see More Addresses!