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CRM, Share Point, Contact Centers, Denver, Colorado - BeInventiv > Blog > Categories
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8/20/2010Microsoft Dynamics CRM 5 has been renamed Microsoft Dynamics CRM 2011 and will be the next major version of CRM from Microsoft. I was fortunate to see a complete demo of the system about a month ago and was very impressed by the set of new features that have been added to the system.
In general, there are several new features that help deepen the integration into Microsoft Outlook and SharePoint to help further the productivity of users.
Check back for more details soon on what is new Microsoft Dynamics CRM 2011. 12/20/2009Microsoft released Rollup 8 on Friday, December 18, 2009 for Microsoft Dynamics CRM 4.0. To download the latest Rollup use this link:
For all updates included in Rollup 8 please look here:
12/18/2009Get the latest rollup for Microsoft Dynamics CRM 4.0 on Premise Edition.
With the release of Rollup 6 of Microsoft Dynamics CRM 4.0 Online Edition, Microsoft has introduced several new features. One great new feature is Charts which allows you to create graphical representations of a View for any Entity (i.e. Account, Contact, Lead, etc.).
You can add up to 5 charts to the top of any view in Microsoft Dynamics CRM 4.0 Online Edition. Now available under Codeplex is the latest version of Mobile Express, mobile web version of Microsoft Dynamics CRM 4.0. This is offered as a free download from Codeplex and offers all the same features foudn in the previous version. 8/3/2009 Under Business Management Tab in any Security Role from the Administration Area in the Settings Section there is an option that says “Export to Excel”, make sure none selected (a white circle with a red border, see legend). 
What does this do? This will remove the Excel icon from all of the toolbars on every view in Microsoft Dynamics CRM. Why would I need to audit? You may want to make it more difficult for certain people to obtain a copy of the proprietary information within Microsoft Dynamics CRM. While this only makes it more difficult it will not prevent savvy users from working around this. Can I audit when the export feature is used and by whom? Short answer, yes. This involves enabling logging in Internet Information Services (IIS). Sonoma Partners has a great article about how to technically do this. Auditing would only work on the on Premise version of Microsoft Dynamics CRM. 
Sonoma Partners Microsoft CRM Blog: Auditing Export To Excel transactions via IIS logs 7/29/2009Get the latest Web Component for mobile devices for Microsoft Dynamics CRM 4.0. this is the long awaited update to Mobile Express since previously the version only supported Microsoft Dynamics CRM 3.0 but could be configured to work with 4.0. Mobile Express for Microsoft Dynamics CRM is available for the on Premise version of Microsoft Dynamics CRM 4.0. This update include the Rollup 5 as a part of the installation package as it is required to install this on your Dynamics CRM Server. Download details: Mobile Express for Microsoft Dynamics CRM Microsoft has released the latest Rollup for Microsoft Dynamics CRM 4.0. Rollup 5 is a long awaited Rollup as it also debuts the latest update to Dynamics CRM Mobile Express which is the web-based Smartphone optimized version of Microsoft Dynamics CRM 4.0. The best part… both are available for free from Microsoft’s Download Center. Update Rollup 5 for Microsoft Dynamics CRM 4.0 is available 2/13/2009
There are two options to consider for using Microsoft Dynamics CRM 4.0:
- Use CRM Mobile Express.
- Use CWR Mobile CRM 4.0.
CRM Mobile Express is a free download from Codeplex (http://www.codeplex.com/crmmobileexpress). This was designed around Microsoft Dynamics CRM 3.0 but there is no functional reason that it won't work. This version will allow you to access Microsoft Dynamics CRM from any mobile browser (iPhone, Blackberry, etc.) but this is will work with an active Internet Connection. While free a good understanding of Microsoft Internet Information Server (IIS) and ASP.NET is a really good idea.
CWR Mobile CRM 4.0 (http://www.cwrmobility.com/) is a very complete solution allowing for your Windows Mobile device to store some records offline. The upside, no Internet Connection required. The downside, requires a Windows Mobile Phone. Each phone has to be licensed to use this product but this is very good solution for online/offline access to your CRM data. 1/11/2009A question that I have answered several times now is -- Does Microsoft Dynamics CRM 4.0 support Microsoft SQL Server 2008? The short answer, yes. If it is a new install of Microsoft Dynamics CRM 4.0 then all you have to do is make sure to download the updates during the installation process.
Now if you have already installed Microsoft Dynamics CRM 4.0 then you will need to make sure all updates are applied to the existing implementation first. Then you can move different pieces to SQL Server 2008 one-by-one. That's it.
Let me know if you have questions on this topic. |
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