CRM 2011 – Video – Top 10 User Productivity Tips

I saw a link to this video on twitter and thought this was a really useful video from Zero2Ten.  This is particularly relevent for CRM 2011 because Microsoft have added a number of new features to speed up the process of using CRM but using them isn’t that obvious and some of them are hiding (like the favourites functionality).



CRM Statement of Direction – CRM 6 Release date Q2 – 2012 – Multi Browser support in 2012

Ahh I’m kidding a bit because I don’t know when it will actually be released by I was reading the excellent blog Microsoft CRM “du jour”, he had a blog entry called CRM 6!!  Well I thought I will have to check this out.  I would also like to put my vote behind the futuristic name CRM 3000, now that sounds pretty good.

What the blog was actually talking about was the recently released Statement of Direction document, which you can read here (LiveId Login required)

Stephane Dorrekens (blog author) highlighted these dates/facts

  • A cross browser HTML5 based MS Dynamics CRM is confirmed. (not a real surprise, but still)
  • Next Update (let’s call it CRM 5.1 for the time being, as CRM2011 is technically CRM 5.0) is foreseen for Q4 2011; both for Online and On Premise
  • Next Upgrade (let’s call it CRM 6.0) is foreseen for Q2 2012; both for Online and On Premise.
What I found interested is the short amount of time before they have another big release.  I think Microsoft really want to push on and become the leading CRM supplier.
Here are some of points I found interesting in the statement of direction document
Shorter development cycles.
 Before Microsoft use to have a major release every 3 years but now Microsoft are going to plan to have 2 releases each year.  It sounds like they are talking about slightly different things but the shorter development cycles mean we get to see the improvements quicker.
MULTI -BROWSER capability
yes I put that in capitals because it’s a biggy.  Microsoft are hoping by utilizing HTML 5, CRM will be able to use different browsers and not just IE.
Social Media/collaboration
They want to bring in Micro Blogging, business activity feeds and more social intelligence.  This sounds promising as the world does seem to be moving towards a twitter/blogging paradigm

CRM 2011 – Multiple Advanced finds allowed in CRM 2011

I find it quite annoying you can only have one advanced find window up in CRM 4 so it was with glee when I read this blog entry  telling me you can have multiple advanced finds in CRM 2011

The funny thing was I have been brain washed by CRM 4 I didn’t even try to open more advanced find windows.   Thinking about this you wonder why Microsoft put a limit of one advanced on.

This should be good news for CRM developers who love to use the advanced find, although most users don’t seem as interested with it.

This is a good reason to upgrade to CRM 2011 and well done to the chaps at powerobjects, well done for making me so happy with something so simple

They even put a picture on their blog

CRM 2011 – Add Spell Checker to Microsoft Dynamics CRM Application

I have worked on couple of CRM 4 projects where the users have complained about the lack of spell checking inside CRM, so it was with great interest that I saw this blog post Daniel Cai’s blog.  On the blog post Dan has found a free spell checking add for internet explorer and the most important feature of the add on is it can spell check any fields in CRM.

I had also used iespell on a customer site and although it was better than nothing, I also felt it could be improved and so I was interested to read his post on a new add on called Speckie

This is another good post which shows why Daniel’s blog has had over 50000 page views recently

Add Spell Checker to Microsoft Dynamics CRM Application

In CRM projects, I often hear the complaints about the lack of spell checking feature in CRM application. Most business users tend to believe it’s the application’s fault for not having such important feature. In fact, spell checking should be something offered by browser. If you have ever tried any other browsers in the market, you may have noticed that most browsers (Chrome, Opera, Firefox, Safari) nowadays are offering spell checking feature out-of-the-box. IE has been pretty much the only exception among those modern browsers in this perspective.

I was previously aware of an IE addon called ieSpell which offers spell checking solution in IE. But it is far from being an ideal solution because it doesn’t instantly highlight any wrong spellings, which in my opinion makes it almost useless.

I happened to come across another free IE addon called Speckie this week which I believe provides a much better spell checking solution in IE. So I thought I should share with everyone here.

After you have installed Speckie, you may notice that Speckie doesn’t perform spell check for single line textbox field by default. If you want to enable this option, you can go to IE Tools menu, and click “Speckie Options“.

Speckie Options

Then you can check “Enable spell check in single line edit fields” option, and click “Apply” button.

Configure Speckie

After you have done so, you should restart your browser in order for the option to take effect.

The following are a few screenshots in action.

  • Speckie spell checking for MSCRM4 textbox field

Spell Check for CRM4 Textbox Field

  • Speckie spell checking for MSCRM4 notes field

Spell Check for CRM4 Notes Field

  • Speckie spell checking for MSCRM4 textbox field

Spell Check for CRM2011 Textbox Field

I have only been using this addon for a couple of days, I cannot endorse the quality and reliability of this addon. But I am so far very happy with it.

Hope this helps.

CRM 2011 video – Introducing Microsoft Dynamics CRM 2011 Claims-based Authentication

I found this video on  youtube about Claims based authentication in CRM 2011, this is the new authentication brought into CRM 2011

I found another couple of interesting videos by the same youtube account as well

Demo: Document Management with Microsoft Dynamics CRM 2011 and SharePoint

Demo: Flexible Goal Management in Microsoft Dynamics CRM 2011

CRM 2011 – Microsoft’s Brad Wilson Discusses CRM 2011 and the Cloud

You will have seen on various CRM blogs, videos featuring a series of interviews with Microsoft’s Brad Wilson and his thoughts on CRM and Microsoft’s strategy regarding CRM 2011.  These interview were done by Software Advice and I thought this was a good way to raise the profile of their company, whilst also creating some interesting videos.

You will have seen the videos featured on many CRM blogs (mine included), how did these interviews managed to be featured on so many blogs I hear you say.  Well Lauren Carlson from Software Advice politly told the various CRM blogs she had done a few interviews with Brad Wilson and would they like to feature some of the interviews on their blogs.  Ha! it’s as easy as that.

Anyway they have finished released all of the interviews and I am linking to them all

“What is the state of the CRM software industry?”

“What’s the strategy behind Microsoft Dynamics CRM 2011’s low price point?”

“What percentage of customers choose the cloud?”

“How can Microsoft Dynamics CRM partners survive in the cloud era?”


“Is the Microsoft Dynamics Marketplace a success?”

“What is Microsoft’s strategy to compete in the marketing automation market?”


“What’s New in Dynamics CRM 2011?”

CRM 2011 – Microsoft release two portal accelerators

Microsoft hinted two accelerators were going to be released last week the blog – The future of Microsoft Dynamic CRM accelerators and today they announced two of the portals have been released on this blog entry

So what portals have been released and you can find them in the Microsoft Dynamics Portal and they are basically an upgrade of the CRM 4 accelerators.  Sticking to promoting the cloud, these portals work on all versions of CRM.

The one thing I have noticed is the Customer Portal has 4 review getting 3.5 rating (out of 5) and the partner relationship portal has no reviews which is quite surprising.  Looking at the reviews of the customer portal, all of the people had problems installing the portal, so it might be worth waiting until some of the problems are smoothed out.


Customer Portal for Microsoft Dynamics CRM 2011

Customer Portal for Microsoft Dynamics CRM provides businesses the ability to deliver portal capabilities to their customers while tracking and managing these interactions in Microsoft Dynamics CRM.

Functionality includes lead generation, service scheduling, case management, event calendar, product registration, self-help knowledge base and content management. Customers can turn this functionality on or off depending on their specific requirements. Note, this solution includes all functionality from the Portal Integration, eService and Event Management accelerators that were released for Microsoft Dynamics CRM 4.0.


Partner Relationship Management Portal for Microsoft Dynamics CRM 2011

The Partner Relationship Management (PRM) Portal allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners. It provides pre-built extensions to the Microsoft Dynamics CRM sales force automation functionality, including new data entities, workflow and reports. Using the PRM Portal, companies can jointly manage sales processes with their channel partners through a centralized Web portal, as well as extend this integration to automate additional business processes.

CRM 2011 – The Dynamics Marketplace is buzzing

I was looking at CRM 2011 and when I was in Settings/Customizations instead of clicking on solutions I clicked on Dynamics Marketplace.  I then was suprised to find there were items in the popular  and also a list of items in the newest.

This is quite a powerful piece of advertising for the companies and their Add-on’s/accelerators. They are beaming their CRM good directly to everyone who has CRM 2011 deployed!!  Here is a picture of what’s on offer

It’s interesting because there are a few offerings like the Lead Management for Microsoft Dynamics CRM has 10 reviews all with a 5 star rating.  Now I don’t really know much about Lead Management but this is quite an impressive review and if it works like Amazon or eBay then the recommendations will be a very powerful tool in getting customers to trust you.

CRM 2011 – Video’s focusing on personalising CRM 2011 and Outlook

I found this blog post at ISV Labs today and it had a good list of CRM 2011 videos.  After the release of the CRM 2011 Developer videos I am now more interesting in videos featuring the front end, This list has a few good ones

Video: CRM that works in Microsoft Outlook: :32
Is your CRM as easy as email?

Demo: Personalizing Microsoft Dynamics CRM 2011: 5:07
This demo shows and many ways that Microsoft Dynamics CRM 2011 can be personalized to suit individual roles and workstyles.

Document Management with Microsoft Dynamics CRM 2011 and SharePoint: 4:23
This demo shows how documents can be easily stored, accessed, updated, and included in workflow using Microsoft Dynamics CRM 2011 and SharePoint Server.

Demo: Flexible Goal Management in Microsoft Dynamics CRM 2011: 4:28
See how a businesses can define key performance and business indicators to track and measure progress against any organizational goal or metric.

Demo: Process control in Microsoft Dynamics CRM 2011: 3:18
This demo shows the different ways in which managers can gain greater control of their business processes using Microsoft Dynamics CRM 2011.

Demo: Microsoft Dynamics CRM 2011 and Outlook: 8:52
This demo shows how Microsoft Dynamics CRM 2011 works inside Microsoft Outlook, making it easier than ever to keep track of customer information.

Demo: Solutions Management in Microsoft Dynamics CRM 2011: 7:50
This demo shows how developers and ISVs can manage thier solutions in Microsoft Dynamics CRM 2011.

Video: How to make Dialogs: 9:07
This video will demonstrate how to create a dialog, a type of process, in CRM 2011

Video: Conditional Formatting in the Outlook CRM Client: 3:16
This video will demonstrate how to create conditional formating in CRM 2011.

Video: Record Auditing in CRM 2011: 4:37
Want to know how to track changes to records in CRM? This video on auditing shows you how to manage audit tracking and history.

Video: Dynamic Marketing Lists: 4:37
Create marketing lists and add members automatically using dynamic marketing lists.

Video: Dynamic Marketing Lists: 3:50
Watch this video to get a better understanding of the changes in the new version of Microsoft Dynamics CRM Online to help you prepare for your upgrade.