tag:blogger.com,1999:blog-70223094110431034462024-03-15T18:10:09.140-07:00Microsoft Dynamics CRM Online InsightsBrian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-7022309411043103446.post-40802744025664435342012-07-24T08:05:00.001-07:002012-07-24T08:05:33.273-07:00Partner Enhancements for the Microsoft Dynamics CRM Online Service<p><strong>Enhancement 1:</strong></p> <p>Microsoft Dynamics CRM CSA partners can leverage <a href="https://mbs.microsoft.com/partnersource">PartnerSource</a> to view Microsoft Dynamics CRM Online subscriptions where your Partner organization is denoted as the “Partner of Record” for your customer’s subscription. This provides visibility to when the customer’s subscription expires. The Customer Renewal Management section can now filter by Dynamics CRM Online and type of subscription (trial, paid, churned)</p> <p><a href="http://lh4.ggpht.com/-1vDPuqxcQM4/UA65q7qmbKI/AAAAAAAAAKk/HL6r4Rd0qN4/s1600-h/image_thumb13%25255B1%25255D.png"><img style="background-image: none; border-right-width: 0px; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image_thumb[1]" border="0" alt="image_thumb[1]" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4t4aGc7sEvJce-1_-EQ56OzUpQ_NpWks89QRnSDTNn6OvSsI7MC70Ts_3QIOajNdasy-ygHoxd1miPZorjM-QSlJC39vx_lpMq5382qEsVze3VxTNRarsRyxjMmmsjE9pD2qfFHaMo-o/?imgmax=800" width="519" height="223"></a></p> <p><strong>Enhancement 2:</strong></p> <p>With the move to the same billing platform as Office 365, your partner organization can now “Quote” Microsoft Dynamics CRM Online subscriptions (trial or paid) to your interested customers evaluating Microsoft Dynamics CRM Online.</p> <p>Once you login with your Partner credentials to the <a href="http://go.microsoft.com/fwlink/?LinkId=252781">Office 365 portal</a> select the “Partner” link.</p> <p><a href="http://lh6.ggpht.com/-8nYmwZkZ5BE/UA65roYJM0I/AAAAAAAAAKw/6-uHZsn3bXc/s1600-h/image5.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgW72ePkH6FdPyeo1XgvIBpUOcZXwaSBiFjkajDDDpbr4-r23VEZw7n_t-_ImWURadS6wY3mSiRD2sl-UskWPIFaFd468LWclAYHlR52JWd9sst-BiX_z-enphmvN7JsIJYwK8u441p270/?imgmax=800" width="521" height="62"></a></p> <p>Leverage the applicable link to create trial or paid offer invitations.</p> <p><a href="http://lh6.ggpht.com/-IrGL4gmXweY/UA65sI4zTxI/AAAAAAAAALA/P0aN2oM3ciE/s1600-h/image9.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgeE6r2Or3ZSsC4cRgvQFYB7vwf0vYqolC6K4KnRjmlNWwSCivZtgyfqTsbSq5SxGZK5Va4j42ET9gIvLEzKvirKzHkf1UnLNXGYlCq3yyjbAJUxdxxnrD-juwbAf_61hOy7VmR2cA39J4/?imgmax=800" width="254" height="289"></a></p> <p>Select the “Microsoft Dynamics CRM Online Trial” and check the box for delegated administration if you would like to have your customer allow your partner organization access to their admin portal to manage the subscription.</p> <p><a href="http://lh6.ggpht.com/-PT9PmChLxec/UA65s-l4zOI/AAAAAAAAALU/S9ZN2LWcPHk/s1600-h/image13.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiNVhI9SlPkwWhSXb2LYh1Q2acw3icbhSVuu7u4rH_M9XIjVSbdKO3N9qK8jWoMIcYSvc82NWE__SaFeuBId_TgJMJ2UJD6Jr-q1d2bh3Wqppbe7f6Wt3YEg5h8psG_ScAeqmJwwSsbVpU/?imgmax=800" width="629" height="332"></a></p> <p>You can copy paste this text into an e-mail and/or post this URL on your partner organization website. Once your customer clicks the link and completes the sign-up, your partner organization is already designated as the partner of record for the subscription.</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgWlWnbfL7dRqzoxBqJKcLSi91fuhUlU2uZdxMj9yJQcMG1s3dnFJZUNY3uJSB6Bxx9jC36aCR98qiehObuMvmeWqGCGr5BRP9vC2kW7cwuS4i87Th5mWkrmdEAMSmfQffrlqvc-Xk9m4/s1600-h/image17.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh5.ggpht.com/-0stCHrIbIuY/UA65t2Z_dQI/AAAAAAAAALo/9bXKzhH71yM/image_thumb9.png?imgmax=800" width="637" height="357"></a></p> <p>What the customer would see.</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiVNHbkQErEJMoIBMsDVL7yNtXtIhTBs75fPmboRN1U0aj3hFdHQi_paDPDzjk4F1kfQ1YaXU_YzTEXefOMmb30wUmvwe7cXm5fXUH4oW6yEzeK_Oq5tHpFddq1vGd2UzJ4njZC45ynU04/s1600-h/image23.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh6.ggpht.com/-sEWLh37zbb4/UA65u_d8-uI/AAAAAAAAAL8/BLzSE8RMTOM/image_thumb13.png?imgmax=800" width="652" height="515"></a></p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com35tag:blogger.com,1999:blog-7022309411043103446.post-3978649369523345762012-07-23T08:23:00.001-07:002012-07-23T08:23:45.577-07:00The Elevated Productivity Story<p>The combination of CRM capabilities and productivity tools gives you the ability <br>to easily create and manage customer interactions with everyday tools such <br>as email, shared calendars, IM, video conferencing, and document collaboration. </p> <p>e.g. <a href="http://www.forbes.com/sites/microsoftdynamics/2012/07/09/two-clouds-equal-a-storm-of-productivity/">Two Clouds</a> do equal a storm of productivity. </p> <p>Here is how you can evaluate this joint solution -- <a href="http://crm.dynamics.com/office365">http://crm.dynamics.com/office365</a></p> <p>By following this trial link it provisions a 30-day trial of Dynamics CRM Online. To add the trial for Office 365 select the “Trial” for Office 365 “E3” via the Purchase section of “Subscriptions”</p> <p><a href="http://lh5.ggpht.com/-d7d1dIarvxc/UA1sdFJbpeI/AAAAAAAAAJg/7JAz5nAdte4/s1600-h/image15.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigQpZMUcXSIi2T59-wI_IlBEaukwtzUO9JlPkIAui6j1mjPHk04D1Jj7BQQvF3HxzNQedV7RFJ_8oAnTVEbj2N_DNrFMmX4MoLE7cP9bloS500QSBd7muI2WJVqMgTSGxYkUmviczTvE8/?imgmax=800" width="98" height="82"></a></p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQiX68IJYHq9R_vVo6tdgSqVAXwPiGmrzaLLSRf13hhHcmkjwentpUIyMWbXYPt-z7C6yVB5tzs1Tt5cRRVGuKGDdURb0cXBbXX5uczMucq_pqzMEg2-Jsde7UoueVum_lTWNiWoaNnsM/s1600-h/image11.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiT7LOB6CdixJpiYSCp_MpasNp2WsblomdrOFw1Bj9fZeGHvKjBaDT4wfe8xzXl9tN9rQ4QsdQ-dHApf2hNoJQ_QuUWn9d-gOBtcSb6h5DdPPrshKMEbsq7WQ3l-wcX-dkr65TFwVSWOsI/?imgmax=800" width="423" height="102"></a></p> <p>If you already have a Office 365 subscription, select the “Trial” for Microsoft Dynamics CRM Online in the subscription shopping cart</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyk9W_kVVUSrGVMl-acqizdpzltLkhVZAkJhI465_-cStxgDSh_UFpfZ9tb1QICV2X1WjX1AnRatW3E4Zi8S1x5Yhxf4ZnIP6aDhP7nS4YRVUthgCRDx-0i_nk4JVdv57m5c1buO0DIGM/s1600-h/image3.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh5.ggpht.com/-rocdFw4wsl0/UA1sfIZvlKI/AAAAAAAAAKI/tjRNQKQ737Y/image_thumb1.png?imgmax=800" width="420" height="103"></a></p> <p>Before users can take advantage of the solution, you need to assign them licenses to either Office 365 and Dynamics CRM Online.</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhilZFi8_R-tyluHxaQxKpame0poKcmMNLUIPA5DY7LUyzXkq5wtfljBkfmQmNL_7lfb-CjyTAbRcsjg0INfHw-mvmDZpbjKQIZja6vpqCOqvAaUftB7DGkMCMZLOinQkNT6vE9nIdmTZM/s1600-h/image18.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh6.ggpht.com/-KxYcD2UarTQ/UA1sf-5Z98I/AAAAAAAAAKY/bWiALz2bqq0/image_thumb8.png?imgmax=800" width="244" height="199"></a></p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com1tag:blogger.com,1999:blog-7022309411043103446.post-74142327951748690292012-07-21T07:55:00.001-07:002012-07-21T07:55:39.734-07:00The Importance of a SLA and Service Health Dashboard for the Cloud<p>If you were using a Cloud solution, wouldn't an SLA in addition to a health dashboard be important to you?</p> <p>This recent article from Gartner reminds me of <strong>“Why Service Level Agreements Count for Cloud Computing”</strong>: <a title="http://blogs.gartner.com/robert-desisto/2012/07/11/why-service-level-agreements-count-for-cloud-computing/" href="http://blogs.gartner.com/robert-desisto/2012/07/11/why-service-level-agreements-count-for-cloud-computing/">http://blogs.gartner.com/robert-desisto/2012/07/11/why-service-level-agreements-count-for-cloud-computing/</a> <p>Microsoft Cloud Services including Microsoft Dynamics CRM Online provide not only an <strong>SLA</strong> but also a <strong>Service Health Dashboard</strong> <p><strong>99.9% SLA</strong>: <a href="https://signin.crm.dynamics.com/portal/static/1033/sla.htm">https://signin.crm.dynamics.com/portal/static/1033/sla.htm</a> <p><strong>Service Health Dashboard</strong> for Microsoft Dynamics CRM Online and Office 365</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhTzR3VTcalJApF4wbyXMZtMGn4z_LYDcezd6fQPNjKXfhJ69dUPLEiHpMtTnXa0NiBupV1FlOJvr4xJ-fvj36-wj8VGSvdeyB6ugymJHI9czrCRPc84De75BiflYVO2azmsPtKV93XJZE/s1600-h/image3.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEicq_19TvvWvQbEElb48-5elJEG5w_L8RzB1jlui0mj6gtmUhljWhBt_8Zij11kekAR_T0I_mHHZDFEimKhzK2dBkFmO1cEhbXvE39luWuzUfx6c8dAmdBU8wmWv9UZGH1ham9tIuxPW7Y/?imgmax=800" width="482" height="255"></a></p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-41262823987659101732012-07-06T11:57:00.001-07:002012-07-06T11:57:29.323-07:00Are you ready for the Microsoft Worldwide Partner Conference in Toronto starting July 8th!<p><a href="http://www.digitalwpc.com"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="3.2%20Logistics%20Image%20Convention%20Center[1]" border="0" alt="3.2%20Logistics%20Image%20Convention%20Center[1]" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg-tIotvJp8jAD30tmtJ_7bI6aAGzSzY7Q2ZgCmmv8Ye6r_G0QwIrCp1vixH8wAGM2tenAQ98AJEVkZ2rorJQw1Iiw-4BTDSh1MHy6_UiKdnJoP-PmPBF2lYi-XUH1h8gPZrrPThcxl5I4/?imgmax=800" width="492" height="226"></a> <p>The 2012 <a href="http://www.digitalwpc.com">Microsoft Worldwide Partner Conference</a> (WPC), which will take place July 8-12 in Toronto, Canada, is almost here and this year’s conference is filled with an incredible <a href="http://www.digitalwpc.com/WPC2012/Agenda/Pages/Home.aspx#fbid=WWchsFChkrh">agenda</a>, including <a href="http://www.digitalwpc.com/WPC2012/Agenda/Pages/Keynotes.aspx">keynotes</a> from Microsoft CEO Steve Ballmer and <a href="http://www.microsoft.com/en-us/news/exec/kirill/default.aspx">Kirill Tatarinov</a>, President, Microsoft Business Solutions (Dynamics). <p>Here are a few Microsoft Dynamics CRM Breakout Sessions to check out: <ul> <li>Monday July 9; 1:30pm EST – <strong>DYNVK</strong> – Value Keynote: Microsoft Dynamics: Give Your Everything <li>Monday July 9; 3:00pm EST – <strong>DYN20i</strong> – Interactive Discussion: What to Do and What to Avoid When Selling Microsoft Dynamics CRM Online to Larger Companies <li>Monday July 9; 4:30pm EST – <strong>DYN19</strong> – Breakout Session: Power of Possibilities with Microsoft Dynamics CRM <li>Tuesday, July 10; 3:30pm EST – <strong>DYN10</strong> – Breakout Session: Microsoft Dynamics CRM Channel Announcement Deep Dive <li>Tuesday, July 10; 5:00pm EST – <strong>DYN18</strong> – Breakout Session: Microsoft Office 365 + Microsoft Dynamics CRM Online: Taking Advantage of the Cloud Opportunity for Productivity</li></ul> <p>Search “Dynamics CRM” in the <a href="http://sessions.digitalwpc.com/topic/list#fbid=wIkOdbo5n6G">session catalog</a> to see a full list of Microsoft Dynamics CRM related sessions. <p>Registered attendees will also be able to network with partners before, during and after the event via <a href="http://www.digitalwpc.com/WPC2012/WPCConnect/Pages/Home.aspx#fbid=WWchsFChkrh">WPC Connect</a> and in person at partner-to-partner speed-networking events. <p>Attendees should check out the <a href="http://www.digitalwpc.com/WPC2012/Agenda/Documents/WPC12_Conference_Guide.pdf">Conference Guide (PDF)</a> now to make the most of this great event and maximize opportunities for networking. <p>Bookmark this mobile site on your smart phone for information at your fingertips <a href="http://aka.ms/WPCMobile ">http://aka.ms/WPCMobile </a> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com2tag:blogger.com,1999:blog-7022309411043103446.post-68319469574372873362012-02-10T11:15:00.001-08:002012-02-10T11:15:50.131-08:00Would love to hear your feedback on Office 365 + Microsoft Dynamics CRM Online<p>If you are planning to attend <a href="http://www.microsoft.com/dynamics/convergence/houston12/">Convergence 2012</a>, I would love to have your participation in a roundtable to hear your feedback on <strong>Office 365 + Microsoft Dynamics CRM Online</strong>. This is open to partners and customers to understand what you would like to see from an integrated cloud experience including your perception on the value you would gain from using both.</p> <p><a href="http://lh3.ggpht.com/-_rl3Yy9kVUk/TzVs4kJjNiI/AAAAAAAAAIU/b1nzdLChq4s/s1600-h/image%25255B11%25255D.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh6.ggpht.com/-mAMD6QQJPf0/TzVs4wjZz_I/AAAAAAAAAIc/1DuxOU06xpI/image_thumb%25255B5%25255D.png?imgmax=800" width="397" height="274"></a></p> <p>If you would like to receive an invitation to this roundtable on <strong>Tuesday, March 20th from 10am to 11am CST </strong>send an e-mail to <a href="mailto:o365crm@microsoft.com">o365crm@microsoft.com</a> with your contact information (company and title/role).</p> <p>In return for your valuable feedback, you’ll receive a laptop sticker to display your support for Microsoft Dynamics CRM!</p> <p><a href="http://lh4.ggpht.com/-z9knw7d5_SU/TzVs5BQSyKI/AAAAAAAAAIk/ZmMHt06I5NA/s1600-h/WP_000109%25255B3%25255D.jpg"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="WP_000109" border="0" alt="WP_000109" src="http://lh4.ggpht.com/-zTbaEYW1Yeg/TzVs5XxVD1I/AAAAAAAAAIs/jR7nWo3VH3s/WP_000109_thumb.jpg?imgmax=800" width="244" height="184"></a></p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com3tag:blogger.com,1999:blog-7022309411043103446.post-88297490317218360122011-11-03T12:37:00.001-07:002011-11-03T12:41:16.347-07:00Installing the CRM Online List Component for SharePoint Online<p>With the latest SharePoint Online Service Update (SU1), SharePoint Online can now support the CRM List Component allowing for automatic creation of SharePoint folders within admin defined entities for CRM Online. </p> <p>Please note that the Office365 team is still rolling out the updates so your instance may not have the update applied.</p> <p><strong>Step 1:</strong> Download the List Component</p> <p><a href="http://www.microsoft.com/download/en/details.aspx?displayLang=en&id=5283">http://www.microsoft.com/download/en/details.aspx?displayLang=en&id=5283</a> <p><a href="http://lh5.ggpht.com/--NyEWujcrA4/TrLtWMZOCcI/AAAAAAAAAF4/crVrk7Whbq0/s1600-h/image%25255B3%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh3.ggpht.com/-DErrymX-MIk/TrLtWSjDFoI/AAAAAAAAAGA/_mC6TPHfUHY/image_thumb%25255B1%25255D.png?imgmax=800" width="438" height="313"></a> <p><strong>Step 2:</strong> Extract it locally</p> <p><a href="http://lh4.ggpht.com/-GX-XmQKWYps/TrLtWlkf03I/AAAAAAAAAGI/SCgtUZIeRd4/s1600-h/image%25255B7%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh5.ggpht.com/-xJ_0qCAMLqM/TrLtWq8w01I/AAAAAAAAAGQ/QBxA7SX7Yo8/image_thumb%25255B3%25255D.png?imgmax=800" width="442" height="305"></a></p> <p><strong>Step 3:</strong> Navigate to you SharePoint Online Team Site and to the Site Settings. Galleries –> Solutions</p> <p><a href="http://lh3.ggpht.com/-wdv1YTptNz0/TrLtWw6xQEI/AAAAAAAAAGU/WJQbIUHzCKs/s1600-h/image%25255B12%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCEBtANpweCkeRJn3LbSnug7Wirnh6Y9XALSXmUhmzz-v3cNtk6e_gIXMbNBvJ1Hge10c1lmf7G7R6Y-vJFSR-iJEOPFOCfplZvjKDKQQgOUka6op_V1k8qH24zvUh4KPPWBexAuaxrAA/?imgmax=800" width="441" height="381"></a></p> <p><strong>Step 4:</strong> Upload the List Component you extracted in Step 2<br><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6C4BrrLrgWZfiCYSuRvoAjEg7qpRwM5ydO1EYWqLA8WNwLZGNjaAauwHedbwZimMasulpWF6vslAUEv-eE6ygWhYxQSVzMIsaPYVEiyGKp0vx26tM0QcoRVcRjFQBtVO7I5c849mZHzo/s1600-h/image%25255B16%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqQhyphenhyphenhJiFsVtIeAU_FImRPLNUc6vre-0Z-c7OHJoHOT5y4JwOb8oVTJpbawx91j2uMEtJdV-3PGkD07RN59Ca7MZtZzOp3RsNPZrKeIb2U9_KAsLVsLqbrntLVLWrEDJx1okCuQQSks2c/?imgmax=800" width="445" height="287"></a></p> <p>Select the “crmlistcomponent.wsp”</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh78hljuxfGeLdNpcbypnvLlgZy_jwGftr4Tqw_2kTK1lImDQgenfI2wZejcLVH57fmLY0bnyqXOJ4umY93JCLIuhjDKxXgXAiN4IyXF206RKXFsgppqqvTAzELwFEIZhVWCgoqF1iEF84/s1600-h/image%25255B20%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCJ4ZTBaEfgs2iRZgQ6UOjqyIDYEQEf2iwkjw5MgiKJMyOceHHNNq0fceewuCgNHx45yB2zo18EsdOoDlrmpaTx8L7YHduZR6IbefiEsU5xE8x4TVNcesh-ICaNbyZPj9oaNd2GKPkLhA/?imgmax=800" width="453" height="294"></a></p> <p>Activate the component</p> <p><a href="http://lh6.ggpht.com/-odLWHn4ML64/TrLtYDnfcaI/AAAAAAAAAHI/LszTe97UIE0/s1600-h/image%25255B25%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgN8vV1Y5vm7yijFfCVgT1K_ADgWU_VKQy347RcRJFfTSKsxb6iGXhNrBW-7v7k-UmwiyF2gjIj4o7Gwra8B4PkEDGEiQvptHQZvBiwUab4dP0kIrlaSi7sEb3Popq4adhkCm-fFdxFnR8/?imgmax=800" width="457" height="317"></a></p> <p><strong>Step 5:</strong> Login to your CRM Online instance (Settings->Document Management->Document Management Settings)</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-ddaOatB-OdgkFbHWYS-viahZzDtr_LwZiNoL3dvqKJhwtBET32BpB5TprUtydP8SIjmE92MQ_8wny3_OvX2dzrHKdlCJRJeISP0sEd5WyuWBIvcQCRy6ATdCg-ixEt0j4GkUK00lHyE/s1600-h/image%25255B29%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyX6eUPbpdy0k2nT4-pFnuLX-neeQv4iHEsEF6Y35nonkeGqeQrT_37Gb6Ik18uaI46swjBYdR778ccAewipm8Va6XQTIG0kVB_xPfSeLX5XCDvs-sr1OQhOW4GdAeuuQiW1Bpot8SoPY/?imgmax=800" width="467" height="334"></a></p> <p>Select the entities you want SharePoint Online integration enabled and enter the applicable SharePoint Online site where you installed the list component.</p> <p>In your IE settings, also add “*.sharepoint.com” to your Trusted Sites.</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjKFvo592I9dtrCicSaZA-SxP2BAIXTgUHTF0rhDox9SF07Sta_f1oagRzjvgGPuFin8VyATJEt8rOZtGN4CKkCxnRvxx6ObMbU7a0fQypUB8ELnLyjCPLZZ6Qbl0UCtn_JsrPoYvZ1RYY/s1600-h/image%25255B34%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh6.ggpht.com/-mP6yo3Fa8Ho/TrLtY5dY0aI/AAAAAAAAAHw/No_bgRmIbZk/image_thumb%25255B18%25255D.png?imgmax=800" width="468" height="560"></a></p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com2tag:blogger.com,1999:blog-7022309411043103446.post-18450817445829256922011-08-09T10:55:00.001-07:002011-08-09T10:55:41.233-07:00Extending Salesforce with non-industry standard tools<p align="center"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBYJqqYtdq4qnjxmuGoJ9rTv97l1TcTpP36Xosfkci68P1KFV_5tzegLNoI3beZoE8Jr1LreXcosd5nt9kzfFhf_Bd0lg24smGY8CN8vyT15zLL0Shh_Fm4EYpBMvnTh-TjSeJ6LFUzCE/s1600-h/image%25255B2%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: block; float: none; margin-left: auto; border-top: 0px; margin-right: auto; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-9P1vI8SJ-u6ooEaGHgUyNxAuJUBTvsd8Obp98Wh0T8uArIu4d5WRZWyfRx8vlY1JQp144nj5RH53JC-j2y8SWW7dkvjxmXlV2UwO8VrRtEGsiayW9MRDXTrn-Len_9B27np6OTks5PY/?imgmax=800" width="225" height="221"></a></p> <p>As a Salesforce user, did you know that their solution relies on technologies used nowhere else (<a href="http://success.salesforce.com/ideaView?c=09a30000000D9xtAAC&id=08730000000BqRSAA0">VisualForce</a>, <a href="http://success.salesforce.com/ideaView?c=09a30000000D9xtAAC&id=08730000000BrSIAA0">APEX</a>, <a href="http://www.experts-exchange.com/Microsoft/Development/MS-SQL-Server/SQL-Server-2005/Q_22981562.html">SOQL</a>), requiring developers to learn its unique environment. How many APEX developers do you know compared to developers who know .NET.</p> <p>Microsoft Dynamics CRM, provides familiar, widely used technologies (.NET, SQL, ASP.NET and Visual Studio) for developers. Relying on standard, widely used development technologies has important advantages. With Microsoft Dynamics CRM, current .NET developers need minimal retraining, and the knowledge they acquire is applicable to the Windows world in general. With Salesforce, however, developers must be specifically trained for the environment. This can make it harder both to attract and to retain developers.</p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-22313590716704425732011-08-07T16:10:00.001-07:002011-08-07T16:15:02.274-07:00Using Force.com–complexity with application specific security profiles<p><img style="display: block; float: none; margin-left: auto; margin-right: auto" src="http://businessesgrow.com/wp-content/uploads/2010/04/complexity.jpg" width="275" height="208">Are you considering or using Force.com for custom applications? Unfortunately <a href="http://success.salesforce.com/ideaView?c=09a30000000D9xtAAC&id=08730000000Bq4kAAC">salesforce administrators find</a> that <strong>DIFFERENT</strong> users need <strong>DIFFERENT</strong> sets of permissions in <strong>DIFFERENT</strong> apps. This could become unmanageable depending on the number of unique profiles your organization would need to create.</p> <p>With Microsoft Dynamics CRM, you can assign multiple profiles to your users to allow them access to the applicable areas of your CRM system and provide administrators flexibility in setting security roles as mentioned in a previous <a href="http://crmonlineinsights.blogspot.com/2011/08/impact-to-administrator-productivity.html">post</a>. If you are considering Force.com and Microsoft Dynamics CRM, check out this <a href="http://www.microsoft.com/download/en/details.aspx?displaylang=es&id=13280">whitepaper</a> providing a comparison of the frameworks.</p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-4073408066684341312011-08-06T16:18:00.001-07:002011-08-06T16:28:57.033-07:00Impact to administrator productivity-Salesforce Security Profiles<img height="129" src="http://skylrmonaghan.com/wp-content/uploads/2010/06/iStock_000001909117Small.jpg" style="display: block; float: none; margin-left: auto; margin-right: auto;" width="189" /><br />
Productivity not only begins with users of your CRM solution but also the people/administrators who have to manage the system. Unfortunately, Salesforce doesn’t allow <a href="http://success.salesforce.com/ideaView?c=09a30000000D9xtAAC&id=08730000000BrApAAK">multiple profiles</a> for users so administrators must create multiple group profiles for users w/in groups that need different rights. How many combinations of profiles do you want to manage?<br />
<br />
With Microsoft Dynamics CRM, you can assign multiple profiles to your users to allow them access to the applicable areas of your CRM system and provide administrators flexibility in setting security roles. Here is a great <a href="http://www.democrmonline.com/links/AdminCreateUsers/">overview video</a> providing a summary of how this works within Microsoft Dynamics CRM.Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-47483904767589679982011-08-05T11:57:00.001-07:002011-08-05T12:20:52.631-07:00Handling of attachments in Salesforce<p><a href="http://lh3.ggpht.com/-5dvMAYZWiVg/Tjw9B5bjY5I/AAAAAAAAAE0/scyll83I_G0/s1600-h/image%25255B3%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: block; float: none; margin-left: auto; border-top: 0px; margin-right: auto; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh5.ggpht.com/-LxsVLf---ZU/Tjw9CYZXaiI/AAAAAAAAAE4/BuZlRudqYeo/image_thumb%25255B1%25255D.png?imgmax=800" width="168" height="171"></a>If a user wanted the ability to create an <a href="http://success.salesforce.com/ideaView?c=09a30000000D9xtAAC&id=08730000000BpSJAA0">e-mail with an attachment</a> within Salesforce he/she unfortunately <u>can’t</u> have the attachment automatically created in the history for the record once they send the e-mail. If the user wants to save the attachment with the email, they would have to <u>manually</u> go and actually attach the file in notes or attachments. One may argue why would I want to add all attachments from e-mail and the counterpoint would be why wouldn’t you be given a productivity choice to from your CRM solution.</p> <p>With Microsoft Dynamics CRM, users can easily have their e-mails tracked in CRM even if they include an attachment. If you choose later not to track the attachment, you can delete the attachment from the e-mail history but not delete the e-mail itself.</p> <p><a href="http://lh5.ggpht.com/-v9aDAIWYga8/TjxCkUTDvMI/AAAAAAAAAE8/8VecpVDSuIk/s1600-h/image%25255B7%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh4.ggpht.com/-Zs5aOd_milw/TjxCk7jEdsI/AAAAAAAAAFA/nr2vChKrc4g/image_thumb%25255B3%25255D.png?imgmax=800" width="520" height="288"></a></p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-67515029689154366312011-08-04T12:09:00.001-07:002011-08-05T12:42:52.580-07:00Salesforce dependency on Chatter to use Global Search<p><img style="display: block; float: none; margin-left: auto; margin-right: auto" src="http://www.gearfuse.com/wp-content/uploads/2009/09/co-dependency3.jpg" width="257" height="175"></p> <p>Did you know that users cannot use <a href="http://success.salesforce.com/ideaView?c=09a30000000D9xtAAC&id=08730000000JKDuAAO" target="_blank">global search</a> in Salesforce without <u>enabling</u> Chatter! What happens if you need this capability but can’t use Chatter (e.g. company policy)?</p> <p>For customers needing this capability in Microsoft Dynamics CRM, global search is available through our <a href="http://dynamics-crm.pinpoint.microsoft.com/en-US/default.aspx" target="_blank">Dynamics Marketplace</a>. Here are global search examples that customers currently use. </p> <p><a href="http://dynamics-crm.pinpoint.microsoft.com/en-US/applications/akvelon-global-search-for-microsoft-dynamics-crm-4-0-and-2011-4294981135"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEji5uTBQe9WLQUwEG1rXvHRtEnyN3sOjJZZcoQU9TWMrCV2ba_OBFz517ZaoJKssW5FhNWrzcTXfJS8D9hbiZpqanVJhm3kis35OAIiXqfBQoOc37oBY8tKedyrOTebXVrZe86om_MyAGo/?imgmax=800" width="492" height="380"></a></p> <p><a href="http://dynamics.pinpoint.microsoft.com/en-US/applications/powerglobalsearch-12884921534"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh4.ggpht.com/-8MT8L97IfVE/TjxHu_dMclI/AAAAAAAAAFE/qeEvUyROs6Y/image%25255B5%25255D.png?imgmax=800" width="493" height="377"></a></p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-82433438487158071812011-08-03T09:48:00.001-07:002011-08-04T12:15:44.503-07:00Productivity Loss of Salesforce.com-Duplicate Record Detection<p><img style="display: block; float: none; margin-left: auto; margin-right: auto" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEge_OW7-3pFpy_mqQLzsLVa-6xMudwJqCq_afyaM9rdmJtiaUB2y8SRrP4C9VNKRBSJauUGAmQX8zE_5fWCrr5yo_SgviUCkjCxSUGdPa7VUzPWTB5kRPKHyW09qGsyS4EboH1WSXUi_kU/s1600/productivity-demotivational-poster.jpg" width="293" height="238"></p> <p>Did you know that Salesforce.com doesn’t offer automated <a href="http://success.salesforce.com/ideaView?id=08730000000XtAWAA0&fromSearch=true">duplicate record detection</a> functionality? This creates manual tasks and productivity loss to your end users that may impact adoption.</p> <p>Microsoft Dynamics CRM provides this capability as standard feature.</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyl4JLdmWfXo3D2NHH42Hp8IBJsEFlqI7XHn_NadAsxl8vNqu4KRBaFFMSvbg8ymGznh4ThrcaPuAlzeeiGvV8ss3QdCLn9K-fQewnN-A81ThIHsJjiGGdrQr_7hkfmcG48-Rsf9iUHJg/s1600-h/image%25255B3%25255D.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh5.ggpht.com/-y8CmdKW9r2Y/Tjl78YU-z1I/AAAAAAAAAEs/eu9iVP8EZ94/image_thumb%25255B1%25255D.png?imgmax=800" width="402" height="110"></a></p> <p>You can view this <a href="http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/vid_dupdata.aspx?c=hv" target="_blank">video</a> to see a high level view of this valuable capability to enhance user productivity.</p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-6140498942940558822011-08-02T12:53:00.001-07:002011-08-02T12:53:20.038-07:00Hidden Costs of Salesforce.com–Offline access<p><img style="display: block; float: none; margin-left: auto; margin-right: auto" src="http://www.homebuilding.co.uk/files/ascent-homebuilding/images/hiddencosts408.rolloverfull.jpg" width="400" height="294">Did you know that Salesforce.com charges you extra per user for taking your data offline, unless you pay for the premium offering at $125/user?</p> <p>With Microsoft Dynamics CRM Online, you get the ability to use your data how you want (online or offline) without being charged extra ($44/user). The Outlook client provides full access to all data elements, workflows, and other entities, so users can be productive when offline just as they are when online.</p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-33840524257502680002011-08-01T09:25:00.001-07:002011-08-02T12:53:55.489-07:00What Salesforce.com Doesn’t Want You to Know<img style="display: block; float: none; margin-left: auto; margin-right: auto" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgbr7TNHjpUVKjRg7Biczh4hjAMT5TyJAaCndZp-0htZdGEmiThQHRcWPjFhBdyLFXQY7Drho57ORh3tRH4jI0F28944uk1I2KCzF-IktBRQf6nN6hNkzJPQoL_-ulVDfCoJ8cQ16Eg1xEt/s1600/VelvetCurtain.jpg" width="450" height="303"><br>Check out the recent <a href="http://blogs.msdn.com/b/crm/archive/2011/08/01/what-salesforce-com-doesn-t-want-you-to-know.aspx" target="_blank">post</a> by Brad Wilson (General Manager of Microsoft Dynamics CRM).<br><br>Over the month of August, we’ll be sharing via @<a href="http://www.twitter.com/MSDynamicsCRM"><u>MSDynamicsCRM</u></a> and #SFDCrevealed s<strong></strong>ome of the pain points about Salesforce.com that we hear from customers every day that they <i>really</i> don’t want you to know. We call it “Salesforce.com, Revealed.”<br><br>We’ll start with the obvious, Microsoft Dynamics CRM offers a single, unified, multi-tenant code base for both public cloud deployments (via Microsoft Dynamics CRM Online) <u>and</u> on-premises deployments (<strong>Cloud on your terms</strong>). Salesforce <u>forces</u> you to a single deployment model. Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-26536060888338157222011-07-30T20:36:00.001-07:002011-07-30T20:39:25.974-07:00Transform your partner business with Microsoft Dynamics CRM Online<p>Are you a Microsoft platform partner interested in building a Dynamics CRM practice? Take a look at the Microsoft Dynamics CRM MPN <a href="https://partner.microsoft.com/global/productssolutions/dynamics/microsoftdynamicscrm" target="_blank">site</a> to learn more about how to transform your business to take advantage of the Cloud opportunity for CRM.</p> <p><a href="https://partner.microsoft.com/download/global/40162698" target="_blank">Cloud Partner Profitability Guide</a>: Learn more about the market perception for cloud services and how to establish implementation roadmaps by business function, optimize business processes and investments, and apply profitability models to create financial plans. </p> <p><a href="http://crm.dynamics.com/crmforpartners" target="_blank">Sign-up</a> for your Internal Use Rights Microsoft Dynamics CRM Online instance</p> <p><a href="http://crm.dynamics.com/offers/crm-online-partner-demo" target="_blank">Sign-up</a> for your 12-month Microsoft Dynamics CRM Online partner demo instance</p> <p>Watch this <a href="https://members.microsoft.com/partner/PartnerPlayer/media/video/1007012_CRM_PartnerB_Montage_MASTER_MBR.wmv" target="_blank">video</a> to hear how existing partners have been successful with their Microsoft Dynamics CRM Online practice.</p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-53529303607958577992011-07-29T13:15:00.001-07:002011-07-30T21:42:12.151-07:00Before you purchase or renew your Salesforce.com subscription<p>If you are evaluating Salesforce.com or contemplating renewing your subscription, I encourage you to take the time to evaluate Microsoft Dynamics CRM.</p> <p>Here are some sites to get your started. </p> <p><a href="http://www.dontgetforced.com" target="_blank">Don’t Get Forced</a> | <a href="http://sharepoint.microsoft.com/businessproductivity/en-us/Why-Microsoft/Pages/salesforce-com.aspx" target="_blank">Why Microsoft</a> | <a href="http://crm.dynamics.com/en-us/price-comparison" target="_blank">Price Comparison</a></p> <p>In addition, hear from a former customer (<a href="http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Magma-Design-Automation/Software-Provider-Adopts-CRM-in-the-Cloud-to-Simplify-and-Accelerate-the-Business/4000010752" target="_blank">Magma</a>) and a prospect (<a href="http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/BioMedix-Vascular-Solutions/Medical-Device-and-Software-Firm-Supports-Rapid-Growth-by-Moving-to-Online-Services/4000008645" target="_blank">BioMedix</a>) as to the realized value Microsoft Dynamics CRM has provided to their businesses.</p> <p>Magma:</p> <div style="width: 639px; height: 360px"><object type="application/x-silverlight-2" data="data:application/x-silverlight-2," width="639" height="360" ><param name="source" value="http://www.microsoft.com/showcase/silverlight/player/1/player-en.xap" /><param name="initParams" value="Culture=en-US,Uuid=eda88432-788d-48f5-8930-511a262a4987,Autoplay=False,ShowMarketingOverlay=true,MiscControls=FullScreen;Detached,ShowMenu=True,Tabs=Embed;Email;Share;Info,ShowCaption=false,AgeGate=True,AgeGateDayMonthYearOrder=MDY,VideoUrl=http://www.microsoft.com/showcase/en/us/details/eda88432-788d-48f5-8930-511a262a4987,Mode=Player" /><param name="enableHtmlAccess" value="true" /><param name="allowHtmlPopupwindow" value="true" /><param name="background" value="#FF000000" /><param name="minRuntimeVersion" value="4.0.50401.0" /><param name="autoUpgrade" value="true" /><div><a href="http://go.microsoft.com/fwlink/?LinkID=149156" style="text-decoration: none;" onmousedown="javascript:new Image().src = 'http://m.webtrends.com/dcsygm2gb10000kf9xm7kfvub_9p1t/dcs.gif?dcsdat=' + new Date().getTime() + '&dcssip=www.microsoft.com&dcsuri=' + window.location.href + '&WT.tz=-8&WT.bh=16&WT.ul=en-US&WT.cd=32&WT.jo=Yes&WT.ti=&WT.js=Yes&WT.jv=1.5&WT.fi=Yes&WT.fv=10.0&WT.sli=Not%20Installed&WT.slv=Version%20Unavailable&WT.dl=1&WT.seg_1=Not%20Logged%20In&WT.vt_f_a=2&WT.vt_f=2&WT.vt_nvr1=2&WT.vt_nvr2=2&WT.vt_nvr3=2&WT.vt_nvr4=2&vp_site=Embedded&wtEvtSrc=' + window.location.href + '&vp_sli=Embedded'"><img src="http://img.microsoft.com/showcase/Content/img/resx/en-US/installSL.gif" alt="Get Microsoft Silverlight" style="border-style: none" /></a></div><div style='margin-top: -80px; text-align: center;'><a style="text-align: center; color: #7db0d2; text-decoration: none; font-size: 80%; font-family: "Segoe UI", Segoe, Tahoma, Verdana, sans-serif;" href="mms://msnvidweb.wmod.msecnd.net/a10026/e1/ds/us/CMG_US/CMG_Microsoft/977a36f4-4720-45fb-ae5c-8ab24634e1c3.wmv">View this video as a WMV</a></div><noscript><div><img alt="DCSIMG" id="DCSIMG" width="1" height="1" src="http://m.webtrends.com/dcsygm2gb10000kf9xm7kfvub_9p1t/njs.gif?dcsuri=/nojavascript&WT.js=No" /></div></noscript></object></div><script type="text/javascript"><br />document.write("<script type='text/javascript' src='" + (window.location.protocol) + "//c.microsoft.com/ms.js'><\/script>");<br /></script> <p>BioMedix:</p> <div style="width: 639px; height: 360px"><object type="application/x-silverlight-2" data="data:application/x-silverlight-2," width="639" height="360" ><param name="source" value="http://www.microsoft.com/showcase/silverlight/player/1/player-en.xap" /><param name="initParams" value="Culture=en-US,Uuid=3d3dda2a-3aed-40d8-b6a0-565c6dc2c434,Autoplay=False,ShowMarketingOverlay=true,MiscControls=FullScreen;Detached,ShowMenu=True,Tabs=Embed;Email;Share;Info,ShowCaption=false,AgeGate=True,AgeGateDayMonthYearOrder=MDY,VideoUrl=http://www.microsoft.com/showcase/en/us/details/3d3dda2a-3aed-40d8-b6a0-565c6dc2c434,Mode=Player" /><param name="enableHtmlAccess" value="true" /><param name="allowHtmlPopupwindow" value="true" /><param name="background" value="#FF000000" /><param name="minRuntimeVersion" value="4.0.50401.0" /><param name="autoUpgrade" value="true" /><div><a href="http://go.microsoft.com/fwlink/?LinkID=149156" style="text-decoration: none;" onmousedown="javascript:new Image().src = 'http://m.webtrends.com/dcsygm2gb10000kf9xm7kfvub_9p1t/dcs.gif?dcsdat=' + new Date().getTime() + '&dcssip=www.microsoft.com&dcsuri=' + window.location.href + '&WT.tz=-8&WT.bh=16&WT.ul=en-US&WT.cd=32&WT.jo=Yes&WT.ti=&WT.js=Yes&WT.jv=1.5&WT.fi=Yes&WT.fv=10.0&WT.sli=Not%20Installed&WT.slv=Version%20Unavailable&WT.dl=1&WT.seg_1=Not%20Logged%20In&WT.vt_f_a=2&WT.vt_f=2&WT.vt_nvr1=2&WT.vt_nvr2=2&WT.vt_nvr3=2&WT.vt_nvr4=2&vp_site=Embedded&wtEvtSrc=' + window.location.href + '&vp_sli=Embedded'"><img src="http://img.microsoft.com/showcase/Content/img/resx/en-US/installSL.gif" alt="Get Microsoft Silverlight" style="border-style: none" /></a></div><div style='margin-top: -80px; text-align: center;'><a style="text-align: center; color: #7db0d2; text-decoration: none; font-size: 80%; font-family: "Segoe UI", Segoe, Tahoma, Verdana, sans-serif;" href="mms://msnvidweb.wmod.msecnd.net/a10026/e1/ds/us/CMG_US/CMG_Microsoft/2b8b68eb-724f-4f9a-abdc-11d2b9defada.wmv">View this video as a WMV</a></div><noscript><div><img alt="DCSIMG" id="DCSIMG" width="1" height="1" src="http://m.webtrends.com/dcsygm2gb10000kf9xm7kfvub_9p1t/njs.gif?dcsuri=/nojavascript&WT.js=No" /></div></noscript></object></div><script type="text/javascript"><br />document.write("<script type='text/javascript' src='" + (window.location.protocol) + "//c.microsoft.com/ms.js'><\/script>");<br /></script> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-84758748570071226582011-07-28T09:26:00.001-07:002011-07-28T13:52:39.325-07:00Can your CRM solution do this with Outlook?<p>As you evaluate CRM vendors, not all vendors are the same when it comes to integration to Outlook. One of the big benefits of Microsoft Dynamics CRM is the ability to provide a <strong>familiar</strong> experience to your users. Effective deployments begin with adoption and the best way to get users to adopt your solution is to provide an easy to use interface that they are already familiar with.</p> <p>One in the same (CRM and Outlook) including the ability to take all your data offline. No more “ALT+TAB” to switch between Outlook and your CRM solution</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTQvGxvkeyt4vYuiWBuCI0tVUdWybcFP6QlfBMVYngi9U_IvcPjJHrYISgPh0vdGPVd6nYAgMGjQTHwxppoOzgr9WqoL4mImyuzHxY97uKfJ8sEqjLQweAbiyPTXFwI6mG1fPOUURxb4Q/s1600-h/image%25255B15%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh4.ggpht.com/-Y2WvU0v8qjw/TjGNuokAC9I/AAAAAAAAACg/Y9AVFNTVQbo/image_thumb%25255B6%25255D.png?imgmax=800" width="433" height="317"></a></p> <p><strong>Tight integration</strong> with key Outlook capabilities (preview pane)</p> <p><a href="http://lh3.ggpht.com/-QA7Pp2NkW9c/TjGNvAnt8TI/AAAAAAAAADQ/RAy_4fMYRek/s1600-h/image%25255B25%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh3.ggpht.com/-vB9z5nf67XU/TjGNvVi42VI/AAAAAAAAADU/vfd4349DGAM/image_thumb%25255B10%25255D.png?imgmax=800" width="435" height="320"></a></p> <p><strong>Visualizations and Charts</strong> available in real-time based on the data you are looking at</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSICfz43GbU_48-trXfBCXa_CinSZjetcio2ehrM4sjVBEFY6DvIgdDWxye8Ov9C5JusG_ifJc4iM-YBmFboUZKXFrJAvwBufsH6OWhlzbFulcXoDEe_eHgCQoU-YStMpMCNT7rfnXZT8/s1600-h/image%25255B27%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh_dvDHLKQRMgeHc_uAfFF9rh55B1kA_-wCEfZaDO_gKDFB488q92fqybdAR-r3tVPlNMxODAihxncSr_Kq59eeIEqKSXDZOgZB64L3cRvJI5UgfW3wrOZHp1V5FYS2LTjhGp6PQQ-1kW0/?imgmax=800" width="440" height="325"></a></p> <p><strong>Conditional formatting</strong> to highlight critical records to users</p> <p><a href="http://lh5.ggpht.com/-gU6rbebzs_Y/TjGNw-VI18I/AAAAAAAAAD4/T7w-0bByc8k/s1600-h/image%25255B31%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh4.ggpht.com/-chuwQ8GnNGw/TjGNxYJxKLI/AAAAAAAAAD8/Zh5E_pqkLv0/image_thumb%25255B16%25255D.png?imgmax=800" width="440" height="332"></a></p> <p>Ability to <strong>create records</strong> (e.g. opportunity) from e-mails</p> <p><a href="http://lh5.ggpht.com/-6R5f6Ajrg1Q/TjGNzLzfHRI/AAAAAAAAADo/NfV15Utphjo/s1600-h/image%25255B30%25255D.png"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh6.ggpht.com/-rWeHUovVTak/TjGNzsMq6_I/AAAAAAAAADs/xyWRdNVkfDI/image_thumb%25255B15%25255D.png?imgmax=800" width="448" height="335"></a></p> <p>Great <strong>video</strong> from one of the Microsoft Program Managers who worked on the Microsoft Dynamics CRM Outlook client</p> <div style="padding-bottom: 0px; margin: 0px; padding-left: 0px; padding-right: 0px; display: inline; float: none; padding-top: 0px" id="scid:5737277B-5D6D-4f48-ABFC-DD9C333F4C5D:9d4f6fb5-196f-4a9b-8c47-ae12a205547f" class="wlWriterEditableSmartContent"><div id="3179b352-11dd-4348-b873-d515cd5e1fc1" style="margin: 0px; padding: 0px; display: inline;"><div><a href="http://www.youtube.com/watch?v=vTqe-OKAljQ" target="_new"><img src="http://lh3.ggpht.com/-zcbs4vxcWcA/TjGNz1lWimI/AAAAAAAAAEE/gVSuQE4xrC0/videof4b45f1fe758%25255B39%25255D.jpg?imgmax=800" style="border-style: none" galleryimg="no" onload="var downlevelDiv = document.getElementById('3179b352-11dd-4348-b873-d515cd5e1fc1'); downlevelDiv.innerHTML = "<div><object width=\"448\" height=\"252\"><param name=\"movie\" value=\"http://www.youtube.com/v/vTqe-OKAljQ?hl=en&hd=1\"><\/param><embed src=\"http://www.youtube.com/v/vTqe-OKAljQ?hl=en&hd=1\" type=\"application/x-shockwave-flash\" width=\"448\" height=\"252\"><\/embed><\/object><\/div>";" alt=""></a></div></div><div style="width:448px;clear:both;font-size:.8em">Great video from one of the Program Managers who worked on the Microsoft Dynamics CRM Outlook client</div></div> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com3tag:blogger.com,1999:blog-7022309411043103446.post-40112391445320015712011-07-27T11:57:00.001-07:002011-08-02T08:31:59.024-07:00Release history of Microsoft Dynamics CRM<p>Microsoft Dynamics CRM has come a long way since the original release back on January 2003. In case you were wondering, there was no 2.0 version as the product went from 1.2 to 3.0. The Dynamics brand was also introduced in the 3.0 release.</p> <p>Microsoft Dynamics CRM 2011 (Released Jan 2011)</p> <p><a href="http://lh6.ggpht.com/-N_iBan4kkmA/TjCTEKG1oTI/AAAAAAAAAB8/BtbT4pg1cgI/s1600-h/image8%25255B1%25255D.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh3.ggpht.com/-axNfgRgk3cw/TjBficmh62I/AAAAAAAAACA/tRyXwA60PW4/image8_thumb.png?imgmax=800" width="304" height="255"></a></p> <p>Microsoft Dynamics 4.0 (Released Dec 2007)</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg8sL91vIobqps-g6heqFHtyUdQrTgxXQft2-siSBKD7YZfwmm59xasISnRg_ugGlOeoscIXZmteYo9-aFu-t-ERefjGRuRuVwwf4P36Ql_69GdbNOerc5ZpPlYKF1Y868F5yKD2Rub6dQ/s1600-h/image4%25255B1%25255D.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgpe2lmXWmenEm8ziUlF2W3Fg_V63o4Pw-RbD0ZX7ZOJswhYxUpuW9ByFVrfDU-o6WjGTOitqYKRHsQc9FtUkQt1hQM4apoRN7tO2_rXHeEpKqCPuAyUaIsbNLqUtv_BBf-bYBG9mrt-5E/?imgmax=800" width="303" height="227"></a></p> <p>Microsoft Dynamics CRM 3.0 (Released Dec 2005)</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsC8q50SRHw7Mkqdznx-7nx0T13mgt_AxyD8xyi1thWz4PjCj9lHTqopd30K7XjzHbedi5ke_VufsUIpqjeU7LIW5Z7t0FK9Zu5ZqGephVwfAdCQnLIwz-1ps2QsgIfCE1ALmelpW55Iw/s1600-h/image%25255B5%25255D.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="http://lh5.ggpht.com/-IB5cN36WZXs/TjBfkBsobyI/AAAAAAAAACQ/JUNtOPnGap4/image_thumb%25255B3%25255D.png?imgmax=800" width="303" height="233"></a></p> <p>Microsoft CRM 1.2 (Released Dec 2003)</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEglm6DG4mQk-vKzfqXMD-Ur3Sb8IiHKWciS8ZI1d5zBIKexzwysaIqVfr-W1_VgB52qkSpJRi3U3f0KO9cjfROxneHQc3WDbXx-1Wj-Y-t8WsWzX62V_0VJKiRwAiclJsfWWmqRgNuYTKI/s1600-h/clip_image001%25255B4%25255D.jpg"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="clip_image001" border="0" alt="clip_image001" src="http://lh4.ggpht.com/-jdDN3yOXizk/TjgYGNEPPeI/AAAAAAAAAEc/tRItECZ5xz4/clip_image001_thumb%25255B1%25255D.jpg?imgmax=800" width="303" height="227"></a></p> <p>Microsoft CRM 1.0 (Released Jan 2003)</p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxJVj8cvySZDmRbEvUXeXxij84ynoZD_BoqdghfLWlg7IYgGiDjJhe-VwILRMh2nQQ1VEfCfVVLkUUNPEllh7ZO4TRxvosWXMpnsQd5WvpD0S417fIl1ku80t6qEbCyWZEAjlwQmYC4CA/s1600-h/clip_image001%25255B4%25255D.gif"><img style="background-image: none; border-bottom: 0px; border-left: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top: 0px; border-right: 0px; padding-top: 0px" title="clip_image001" border="0" alt="clip_image001" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFGY30S1VxXdedL3VLunrnS_hmdnXWK-unjwJT1LCU979YLeqhNnMuicaAW8w-aEgOiSwYrO-4ImIlVCSqf9tV2NrAuv2bD3uRfEAYotqeSycO1vuQ4czwrQyKsFsejxVoV0VeKpkUzE8/?imgmax=800" width="307" height="227"></a></p> <p><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmYyGqR5Fr2DvoWSrp0e_CmT_HM9Xq7q_5SjlTLRrr7228PbfSunqQjaBdjgFb4_kyRSvcI2z-yuCLL1cTUVlHHDRk7_9ExhVTO-d0av_uf1kjrNIl1zdcLuDlhIn9tCFvtqe_CtMXeis/s1600-h/image%25255B4%25255D.png"><img style="background-image: none; border-right-width: 0px; padding-left: 0px; padding-right: 0px; display: inline; border-top-width: 0px; border-bottom-width: 0px; border-left-width: 0px; padding-top: 0px" title="image" border="0" alt="image" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjzxcAU3T-NHFVNwaBYA8h_-RQol_FoQ7kq_t5KZJ9jB3Il2R9oyMA-JIqsvGlmXdf0b5TFZiy0JBHQhtriQM2b9y0SRUBDqNYzRrk60YssDIqB8i1NjptJfdTEwHR1WT1-e5Q9nc9uSng/?imgmax=800" width="114" height="147"></a></p> Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-57979486595624317412011-07-26T15:40:00.000-07:002011-07-28T20:18:44.985-07:00History of recent analyst research of CRM vendors<span style="color: black; font-family: Verdana, sans-serif;">Note the placement of Microsoft Dynamics CRM in these reports. We've come a long way in the past several years.</span><br />
<span style="color: black; font-family: Verdana, sans-serif;"><a href="http://www.gartner.com/technology/media-products/reprints/microsoft/vol14/article23/article23.html">Magic Quadrant for Sales Force Automation, July 2011</a></span><br />
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<a href="http://nucleusresearch.com/research/notes-and-reports/technology-value-matrix-1h11-crm-first-half-2011/"><span style="font-family: Verdana, sans-serif;">Nucleus Research, June 2011</span></a><br />
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<div style="margin: 0px 0px 0px 18pt; text-indent: -18pt;"><span style="font-family: Verdana, sans-serif;"><a href="http://www.gartner.com/technology/media-products/reprints/microsoft/vol2/article8/article8.html">Magic Quadrant for CRM Customer Service Contact Centers, April 2011</a></span></div><br />
<span style="font-family: Verdana, sans-serif;"><a href="http://www.microsoft.com/presspass/itanalyst/docs/07-19-10CRM.aspx">The Forrester Wave™: CRM Suites Customer Service Solutions, July 2010</a></span><br />
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<span style="font-family: Verdana, sans-serif;"><a href="http://www.microsoft.com/presspass/itanalyst/docs/06-16-10SuitesMidsized.PDF">The Forrester Wave™: CRM Suites For Midsized Organizations, June 2010</a></span><br />
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<span style="font-family: Verdana, sans-serif;"><a href="http://www.microsoft.com/presspass/itanalyst/docs/06-16-10SuitesLarge.PDF">The Forrester Wave™: CRM Suites for Large Organizations, June 2010</a></span>Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-59771022939316947432011-07-25T12:26:00.000-07:002011-07-28T19:53:19.382-07:00Microsoft Dynamics CRM Online Case Studies<div class="separator" style="clear: both; text-align: center;"><a href="http://www.microsoft.com/casestudies/images/ms_casestudies_logo.gif" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://www.microsoft.com/casestudies/images/ms_casestudies_logo.gif" /></a></div><span style="font-family: Verdana, sans-serif;"></span><br />
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<span style="font-family: Verdana;">Here is a handful of case studies that shows the value of Microsoft Dynamics CRM Online to customers in various industries. Note the specific CRM solution that some of them migrated from.</span><br />
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<span style="font-family: Verdana, sans-serif;">Magma Design Automation</span><br />
<a href="http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Magma-Design-Automation/Software-Provider-Adopts-CRM-in-the-Cloud-to-Simplify-and-Accelerate-the-Business/4000010752"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Magma-Design-Automation/Software-Provider-Adopts-CRM-in-the-Cloud-to-Simplify-and-Accelerate-the-Business/4000010752</span></a><br />
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<div class="MsoNormal" style="margin: 0in 0in 0pt;"><span style="font-family: Verdana, sans-serif;">BioMedix<o:p></o:p></span></div><span style="font-family: Verdana, sans-serif;"> </span><a href="http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/BioMedix-Vascular-Solutions/Medical-Device-and-Software-Firm-Supports-Rapid-Growth-by-Moving-to-Online-Services/4000008645"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/BioMedix-Vascular-Solutions/Medical-Device-and-Software-Firm-Supports-Rapid-Growth-by-Moving-to-Online-Services/4000008645</span></a><br />
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<div class="MsoNormal" style="margin: 0in 0in 0pt;"><span style="font-family: Verdana, sans-serif;">Century Payments</span></div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><a href="http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Century-Payments/Fast-Growing-Payments-Processor-Meets-New-Needs-Saves-Money-with-Hosted-CRM/4000007658"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Century-Payments/Fast-Growing-Payments-Processor-Meets-New-Needs-Saves-Money-with-Hosted-CRM/4000007658</span></a><span style="font-family: Verdana, sans-serif;"> </span></div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><br />
<span style="font-family: Verdana, sans-serif;">Big Brothers Big Sisters of Canada</span><br />
<a href="http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=4000010880"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=4000010880</span></a></div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><br />
<span style="font-family: Verdana, sans-serif;">High Five Sportswear</span></div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><a href="http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/High-Five-Sportswear/Athletic-Apparel-Manufacturer-Sees-Success-Across-the-Board-with-CRM-Solution/4000007492"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/High-Five-Sportswear/Athletic-Apparel-Manufacturer-Sees-Success-Across-the-Board-with-CRM-Solution/4000007492</span></a></div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><br />
</div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><span style="font-family: Verdana, sans-serif;">Trion</span></div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><a href="http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Trion/Benefits-Consultant-Doubles-Efficiency-with-Online-CRM-Solution/4000007082"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Trion/Benefits-Consultant-Doubles-Efficiency-with-Online-CRM-Solution/4000007082</span></a></div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><br />
</div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><span style="font-family: Verdana, sans-serif;">Unico</span></div><div class="MsoNormal" style="margin: 0in 0in 0pt;"><a href="http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Unico/HVAC-Firm-Empowers-Outside-Sales-Team-with-Easy-to-Use-Lead-Management-System/4000004663"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/casestudies/Microsoft-Dynamics-CRM-Online/Unico/HVAC-Firm-Empowers-Outside-Sales-Team-with-Easy-to-Use-Lead-Management-System/4000004663</span></a></div>Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-21428416837354552582011-07-24T08:05:00.000-07:002011-07-24T08:05:46.164-07:00History of Microsoft Dynamics CRM Online<div class="separator" style="clear: both; text-align: center;"><a href="http://crm.dynamics.com/images/layout/logo.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Verdana, sans-serif;"><img border="0" src="http://crm.dynamics.com/images/layout/logo.jpg" /></span></a></div><br />
<span style="font-family: Verdana, sans-serif;">Below are the various press releases denoting the past releases of Microsoft Dynamics CRM Online. As you can see, service updates occur twice a year with the next one targeted for Q4 of calendar year 2011.</span><br />
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<span style="font-family: Verdana, sans-serif;">Initial launch - Release in US and Canada (Apr 2008):</span><br />
<a href="http://www.microsoft.com/presspass/press/2008/apr08/04-22DynamicsCRMOnlinePR.mspx"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/presspass/press/2008/apr08/04-22DynamicsCRMOnlinePR.mspx</span></a><br />
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<span style="font-family: Verdana, sans-serif;">1st service update (Sep 2008):</span><br />
<a href="http://www.microsoft.com/presspass/press/2008/sep08/09-08CRMOnlineServicePR.mspx"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/presspass/press/2008/sep08/09-08CRMOnlineServicePR.mspx</span></a><br />
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<span style="font-family: Verdana, sans-serif;">2nd service update (Mar 2009):</span><br />
<a href="http://www.microsoft.com/presspass/press/2009/mar09/03-10CRMConvergence09PR.mspx"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/presspass/press/2009/mar09/03-10CRMConvergence09PR.mspx</span></a><br />
<a href="http://www.microsoft.com/presspass/press/2009/mar09/03-10CRMConvergence09PR.mspx3rd"><br />
</a><span style="font-family: Verdana, sans-serif;">3rd service update (Nov 2009):</span><br />
<a href="http://www.microsoft.com/presspass/press/2009/nov09/11-03serviceupdatepr.mspx"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/presspass/press/2009/nov09/11-03serviceupdatepr.mspx</span></a><br />
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<span style="font-family: Verdana, sans-serif;">4th service update (May 2010):</span><br />
<a href="http://www.microsoft.com/Presspass/press/2010/apr10/04-25ConvergenceCRMPR.mspx?"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/Presspass/press/2010/apr10/04-25ConvergenceCRMPR.mspx?</span></a><br />
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<span style="font-family: Verdana, sans-serif;">Beta release of CRM Online v2011 (Sep 2010):</span><br />
<a href="http://www.microsoft.com/Presspass/press/2010/sep10/09-09MSCRM2011BetaPR.mspx"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/Presspass/press/2010/sep10/09-09MSCRM2011BetaPR.mspx</span></a><br />
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<span style="font-family: Verdana, sans-serif;">5th service update - release of CRM Online in 40 markets and 41 languages (Jan 2011):</span><br />
<a href="http://www.microsoft.com/Presspass/press/2011/jan11/1-17MSCRMOnlinePR.mspx"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/Presspass/press/2011/jan11/1-17MSCRMOnlinePR.mspx</span></a><br />
<br />
<span style="font-family: Verdana, sans-serif;">Upcoming service update (Q4 calendar year 2011)</span><br />
<a href="http://blogs.msdn.com/b/crm/archive/2011/07/13/microsoft-dynamics-crm-at-the-2011-worldwide-partner-conference.aspx"><span style="font-family: Verdana, sans-serif;">http://blogs.msdn.com/b/crm/archive/2011/07/13/microsoft-dynamics-crm-at-the-2011-worldwide-partner-conference.aspx</span></a>Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-37778587378358811302011-07-23T16:38:00.000-07:002011-08-06T16:29:29.420-07:00Windows Phone 7 app to track Microsoft Dynamics CRM twitter feeds<div class="separator" style="clear: both; text-align: center;"><a href="http://blogs.msdn.com/cfs-file.ashx/__key/communityserver-blogs-components-weblogfiles/00-00-00-42-93-metablogapi/1731.image_5F00_thumb_5F00_42781180.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="http://blogs.msdn.com/cfs-file.ashx/__key/communityserver-blogs-components-weblogfiles/00-00-00-42-93-metablogapi/1731.image_5F00_thumb_5F00_42781180.png" /></a></div><br />
<span style="font-family: Verdana, sans-serif;">For those partners who have a Windows Phone 7, there is a partner app that allows you to track various Microsoft Dynamics CRM twitter feeds.</span><br />
<br />
<span style="font-family: Arial; font-size: x-small;"><span style="font-family: Verdana, sans-serif; font-size: small;">Simply click the “Marketplace” button on your Windows Phone and do a search for, “Microsoft Partner Info” in the Marketplace. You can install it directly from there. Otherwise you can click <a href="http://social.zune.net/redirect?type=phoneApp&id=b2bfce33-1157-e011-854c-00237de2db9e">here</a> to get it from the Zune marketplace.</span></span><br />
<br />
<span style="font-family: Verdana;">If you have a Apple iPhone, Blackberry or Android, you should consider getting a <a href="http://www.microsoft.com/windowsphone/en-us/default.aspx">Windows Phone 7</a>.</span>Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0tag:blogger.com,1999:blog-7022309411043103446.post-2250636388493399402011-07-22T21:04:00.000-07:002011-07-28T20:20:00.439-07:00CRM sessions from WPC11<span style="font-family: Verdana, sans-serif;">Many useful CRM sessions from WPC11 were recently published and posted on microsoft.com/showcase</span><br />
<div class="MsoNormal"><br />
</div><div class="MsoNormal"><span style="font-family: Verdana, sans-serif;">Kirill Tatarinov Keynote</span></div><div class="MsoNormal"><a href="http://www.microsoft.com/showcase/en/us/details/e460d69b-76b1-408b-8d46-9000819172ed"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/showcase/en/us/details/e460d69b-76b1-408b-8d46-9000819172ed</span></a></div><div class="MsoNormal"><br />
</div><div class="MsoNormal"><span style="font-family: Verdana, sans-serif;">DYN01 - Microsoft Online Services: the Total Package (CRM Online and Office 365)</span></div><div class="MsoNormal"><span style="font-family: Verdana, sans-serif;"><a href="http://www.microsoft.com/showcase/en/us/details/ab47bb79-0033-452a-bf71-d793ab7e794c">http://www.microsoft.com/showcase/en/us/details/ab47bb79-0033-452a-bf71-d793ab7e794c</a></span></div><div class="MsoNormal"><br />
</div><div class="MsoNormal"><span style="font-family: Verdana, sans-serif;">DYN07 - Growing Your Microsoft Dynamics CRM Business in the Enterprise</span></div><div class="MsoNormal"><a href="http://www.microsoft.com/showcase/en/US/details/23107691-4ffe-44cc-9c0c-c94532b22f8f"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/showcase/en/US/details/23107691-4ffe-44cc-9c0c-c94532b22f8f</span></a></div><span style="font-family: Verdana, sans-serif;"> </span><br />
<div class="MsoNormal"><span style="font-family: Verdana, sans-serif;">DYN14 -Social Media Strategies with Microsoft Dynamics</span></div><div class="MsoNormal"><a href="http://www.microsoft.com/showcase/en/US/details/dc5da6aa-852b-49ab-af84-0a20a30c2926"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/showcase/en/US/details/dc5da6aa-852b-49ab-af84-0a20a30c2926</span></a></div><span style="font-family: Verdana, sans-serif;"> </span><br />
<div class="MsoNormal"><span style="font-family: Verdana, sans-serif;">DYN20 - Microsoft Dynamics CRM Online – Ready, Set, Go </span><a href="http://www.microsoft.com/showcase/en/US/details/b426c1ae-69fa-4464-9843-8215bfec1a0f"><span style="font-family: Verdana, sans-serif;">http://www.microsoft.com/showcase/en/US/details/b426c1ae-69fa-4464-9843-8215bfec1a0f</span></a></div>Brian Galiciahttp://www.blogger.com/profile/07052766491796693598noreply@blogger.com0