CRM 2011 book – Introduction to CRM: Sales and Marketing

An interesting book publishing by Accolade publishing about CRM, it’s called Introduction to CRM: Sales and Marketing, you can read more about the book here

This is certainly an area where customers could do with something to give them a headstart on the topic.  Often customers know they want to improve in the area of Sales and Marketing, which is one of the reasons they purchase Microsoft Dynamics CRM 2011 but then they are not sure how to use the functionality in CRM 2011 to help them.

 

This is what the website says about the book

Need to know how to best use the MS CRM Sales Management Module?  This book walks the user through that module and teaches new users how to best use this superior Customer Relationship Management tool.

This book covers the Sales Management module of CRM. It helps a user:

  • Reduce the number of clicks to perform specific tasks.
  • Create, Edit and Merge records in the application.
  • Locate contact data using Advanced Find.
  • Create Templates.
  • Create Reports.
  • And more!

This book gives the user a detailed picture of the strengths that MS CRM can bring to an orginazation.  It reveals time-saving shortcuts for utilizing this powerful and flexible product while also giving a better understanding of deploying the product for long-term strategic success.

 

 

A Summary Syntax Difference between CRM2011 and CRM4.0

There are a lot of differences between CRM versions CRM 4 and CRM 2011. It can take you a while to get use to the changes but after an initial period of confusion I think you will find the changes have dramatically improved developing CRM extensions.

Javascript changes were the most tricky to get my head round but like many of the other changes it has in the long run made writing Javascript easier and more logical.

The biggets improvement is Microsoft getting rid of the CRM variables, they are a complete pain and means you have to spend hours converting everything. I also think the solutions concept is brilliant.

I haven’t mentioned the new functionality but focused on what has changed in simliar functionality. The new functionality is

Webresouces,OData, WCF instead of webservices, online version allow sandboxed plugins, SSRS reporting using FetchXML, Sharepoint intergration

Synatx Difference between CRM4.0 and CRM2011

Below our some links to the syntax differences between CRM 4 and CRM 2011 for data types, plugins, javascript and workflows

Data Type Changes:

https://crmbusiness.wordpress.com/2011/01/28/type-mapping-between-versions-crm-2011-and-crm-4/

Plug-in Changes:

https://crmbusiness.wordpress.com/2011/02/13/crm-2011-syntax-changes-in-plugins-from-crm-4/

Java Script Changes:

https://crmbusiness.wordpress.com/2011/02/19/crm-2011-comparison-between-crm-4-0-and-crm2011-script/

This link shows you the difference of creating a lookup in Javascript for both CRM 4 and CRM 2011

https://crmbusiness.wordpress.com/2011/02/18/crm-2011-how-to-set-up-a-lookup-using-javascript/

I would defintely recommend having the Javascript cheat sheet close to hand when you start developing

https://crmbusiness.wordpress.com/2011/04/11/crm-2011-javascript-cheat-sheet/

Custom Workflow Changes:

https://crmbusiness.wordpress.com/2011/04/08/crm-2011-custom-workflow-syntax-changes-from-crm-4-to-crm-2011/

Daddy Hosk

The last few weeks has seen the Hosk household turned upside down and inside out with the arrival of a new member to the family.

As you can see by the picture it has already aged me as a beard has been grown.  I have found you have a lot less time when you have a baby in the house.

Below you can see my beautiful little girl – Jessica Lily Hosking.  She was 6 pounds 3 ounces but is now 7 pounds after 2 and a half weeks of playing catch up.

IMPORTANT – CRM 2011 Rollup 5 cannot be uninstalled

I’m sure many people have seen this warning on the release note but what about the people who have CRM 2011 to automatically download using the windows update functionality.  I just thought I would make everyone aware of this.

on the release note you have this warning

General Details about Update Rollup 5

  • Update Rollup 5 cannot be uninstalled.
  • Client packages installed manually by downloading the packages and running install will require administrative privileges.  If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges.
  • For help with installation, please see the Installation Information section in KB2567454.

I believe some of the changes to the database are fundamental changes which cannot be rolled back. I’m not sure if this has any other ramifications.  It just makes me feel a bit uneasy when you install things which cannot be uninstalled.

 

Below are the dates for the release, the windows update usually happens a couple of weeks later, also you can see the date for the next rollup, everyone can relax until next year.

 

Release Channel Schedule

The resources available at these links will be active according to the following Release Channel Schedule:

  • CRM Online Datacenter: October 18      to October 25, 2011
  • Microsoft Download Center: October  25, 2011
  • Microsoft Update: November 8, 2011


Dates for Future Update Rollups

Update Rollup 6 is to be delivered on its predefined schedule, 16 weeks after Update Rollup 4, which puts the delivery in January 2012.

CRM 2011 – Update Rollup 5 Released

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 5 on Tuesday, October 25, 2011.

The links below point to important information about Update Rollup 5:

This release also has some significant enhancements which has the CRM Q4 service update features

Dynamics CRM Q4 Service Update

Update Rollup 5 also contains the Dynamics CRM Q4 Service Update features. For more information about the Dynamics CRM Q4 Service Update features, visit the following Microsoft website:

Microsoft Dynamics CRM: the road ahead

  • Improvements to Dialogs (i.e. Lookup and Date fields included)
  • User Access Auditing

Release Channel Schedule

The resources available at these links will be active according to the following Release Channel Schedule:

  • CRM Online Datacenter: October 18 to October 25, 2011
  • Microsoft Download Center: October 25, 2011
  • Microsoft Update: November 8, 2011

General Details about Update Rollup 5

  • Update Rollup 5 cannot be uninstalled.
  • Client packages installed manually by downloading the packages and running install will require administrative privileges. If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges.
  • For help with installation, please see the Installation Information section in KB2567454.