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  • RELEASE: ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management

    On behalf of CRM Content Publishing, I am pleased to announce the release of the white paper, ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management , which is available for download from the Microsoft Download Center at: http://www.microsoft.com/en-us/download/details.aspx?id=39044 As Microsoft Dynamics CRM continues pushing towards the enterprise space, it becomes increasingly important to support the requirements of the enterprise—not only through the product but also in...

  • RELEASE: Using Multi-tenancy in Microsoft Dynamics CRM 2011 to Address Challenges in Enterprise Business Environments

    On behalf of the CRM Engineering for Enterprise Team and CRM Content Publishing, I am pleased to announce the release of white paper, Using Multi-tenancy in Microsoft Dynamics CRM 2011 to Address Challenges in Enterprise Business Environments , which is available for download from the Microsoft Download Center at: http://go.microsoft.com/fwlink/?LinkID=275385 There are a number of complexities associated with implementing large-scale CRM projects in Enterprise business scenarios. In these situations...
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  • How to Deploy Microsoft Dynamics CRM and SharePoint in Security Zones

    Begin by considering what the customer wants to achieve from the perspective of security/risk versus cost/complexity. Fewer zones means fewer firewalls, less configuration, lower costs, and so on, while not necessarily leading to a lower level of security, primarily on the lower layers (OS, and so on). Analyze the “zones” defined by network segments between two firewalls – or those that are directly connected to a leg of a three-way firewall. A zone with Internet- or extranet-facing...
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  • Using Connections for Team Selling

    With so many great capabilities delivered in CRM 2011, as a customer, it can be challenging to know what capabilities can be best combined to address the user’s needs. I came across one such situation last week when discussing a feature suggestion that came through our Connect feedback site. Scenario Here’s the high level scenario: There are often situations where two or more sales reps need to collaborate on an opportunity, sometimes referred to as the pursuit team. To accomplish this...
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  • Help yourself to fixing CRM Outlook Client configuration issues

    We’ve released a troubleshooting wizard to help you help yourself resolve errors configuring the Dynamics CRM Outlook Client. Give it a whirl: http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/outlook-troubleshooting.aspx Why did we create this wizard? There are several reasons that you might receive an error attempting to configure the CRM Outlook Client. The most likely solutions can be different depending on the error and other factors such as whether you’re using Dynamics CRM Online...
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  • Tell us what you think! Invite for CRM user research participants

    The Microsoft Dynamics CRM User Research group is looking for people who would be interested in providing us with information about your experiences with Dynamics CRM, including the Resource Center. We are looking for people who are (1) CRM Developers and/or Microsoft Partners OR (2) users of CRM Dynamics. We would like to interview you in person (if located in Seattle area) or by phone. The interview will take about 2 hours of your time. We know how important your time is and appreciate it. We will...
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  • Deep queries for subgrids

    In This Post: • Problem statement • Sample definition • Adding the customizations • Modifications of the Customizations.xml • Conclusion • Further reading Problem statement Currently, Microsoft Dynamics CRM 2011 allows filtered views in sub-grids for the entities directly related to the opened entity. In Microsoft Dynamics for Wealth Management Solution we enhanced this functionality and I will explain in this blog the enhanced feature that is now available in Update...
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  • Microsoft Dynamics CRM content on Microsoft Update Expiring

    Microsoft Dynamics CRM publishes Update Rollups to the Microsoft Update site when each update is released. Currently all the Update Rollups are available on the Microsoft Update site. Going forward we will maintain the three most recent Updates Rollups. On 4/19/2012, we will expire and remove our older Update Rollups from Microsoft Update. The removal of the Update Rollups does not affect the Microsoft download center http://www.microsoft.com/download . You will still be able to download all the...
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  • Reminder: Clear the browser cache after an update rollup (UR) is installed!

    Recently in the forums I have noticed a few users reporting that certain clients are getting script errors on their Crm deployments while other clients are working fine. This issue arises after update rollups have been installed. To prevent these errors, Microsoft suggests always clearing the IE cache after installing an update rollup. Sample steps to clear the cache in IE: - Open Internet Explorer - Click “Internet Options” - On the “General” tab, under “Browsing history...
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  • Update to the Convergence 2012 Discussion Group Schedule

    The Microsoft Dynamics CRM Engineering Team is looking forward to working with you at Convergence 2012 , sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences, your needs, and your insights. These focus groups will be offered Sunday March 18 through Wednesday March 21. These discussion groups will be forward looking research sessions. During these sessions we will present prototypes, and ideas designed...
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  • Microsoft Dynamics CRM and SQL Server 2012 - Better Together

    At Microsoft Dynamics our vision is to help companies transform into dynamic businesses by impassioning and equipping the individuals in their organizations. SQL Server 2012 which is being released at the Virtual Launch Event today is helping us deliver on that promise. Microsoft Dynamics CRM along with SQL Server 2012 provides a mission-critical customer data platform that can provide valuable insights for end-users, fulfilling the vision of “ CRM Anywhere ” by enabling individuals to...
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  • Improved Upgrade Performance in UR6

    Upgrades of CRM databases from V4 are much faster in CRM 5.0 UR6 release. We've made improvements to the most time consuming parts of CRM upgrades that should significantly reduce the upgrade time for large CRM databases. I wanted to share some options to make upgrades even faster. These options are more relevant for higher end hardware common to large production deployments of CRM. Since these options are hardware and deployment specific, they are implemented as registry key options(DWORDs)...
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  • Announcing Convergence 2012 Research Sessions Schedule

    The Microsoft Dynamics CRM Engineering Team is looking forward to working with you at Convergence 2012 , sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences, your needs, and your insights. These focus groups will be offered Sunday March 18 through Wednesday March 21. These discussion groups will be forward looking research sessions. During these sessions we will present prototypes, and ideas designed...
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  • Tips and Tricks in Microsoft Dynamics CRM 2011 Dialogs-Part I

    How to create Page-less Dialogs? In Microsoft Dynamics CRM 2011, we introduced the concept of UI Scripts (otherwise known as Dialogs) which are essentially workflows with the provision to accept inputs from the user. We call these as “Prompts and Responses”. I use the word provision lightly simply because it’s not really optional; rather it is mandatory to have at least one page with at least on Prompt and Response item in any given Dialog. If one didn’t then one would see...
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  • eXtremeCRM 2012 Berlin

    The Dynamics CRM team will again be participating at the eXtremeCRM conference held this year in Berlin from February 5th – 8 th . Sessions are being presented by the CRM R&D and Product Management teams and details can be found here . I will also be speaking at the event, and hope to see you there. eXtremeCRM offers session tracks for sales and marketing professionals, implementers, and developers and these tracks are designed exclusively for those in the Microsoft Dynamics CRM ecosystem...
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