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Video: Dashboards and Reporting with Microsoft Dynamics CRM - Part 1
This video demonstrates how you can gain valuable insight into your business processes and sales activities with dynamic visualizations, real-time dashboards and reports. The video is the first in a series of two focusing on Business Analytics & Insights with Microsoft Dynamics CRM. The second webinar takes place on September 12th 2013 at 11 am, PST - sign up now! Download the reports from the video here. The video was recorded on August 20th by Tayyab Ali, Practice Director at FMT. Download CRM Reports   Posted by: Jakob Bechgaard
Script Error when Viewing SharePoint Documents within the Microsoft CRM Outlook Client
While developing a Microsoft Dynamics CRM solution integrated with SharePoint for one of our clients, I would get the following JavaScript error when accessing documents from the Outlook Client: “An error has occurred in the script on this page.” “Sys.InvalidOperationException: A control is already associated with the element.” After a bit of research I identified the root of the problem. The error is caused by the debug mode in SharePoint (which I had turned on for development purposes). To turn off debug mode in the SharePoint site’s web.config, navigate to: C:inetpubwwwrootwssVirtualDirectoriesyour port number Change: <compilation batch="true" debug="true"> To: <compilation batch="true" debug="false"> Problem solved! If I could be of further help to you, please contact FMT at (760) 930-6400. Written by: Josh Anderson Senior CRM & SharePoint Consultant FMT Posted by: Jakob Bechgaard
Microsoft Announces Dynamics CRM 2013
According to Microsoft, Dynamics CRM 2013 will be available for both online and on premise in the fall of 2013. The new CRM upgrade comes with a wealth of new features and enhancements including a refined UI, new mobile capabilities for Windows Phone 8, iPhone and Android, and improved integration with Skype, Lync and Yammer. Read the full press release on Contact FMT Consultants to learn more about Microsoft Dynamics CRM. Posted by: Jakob Bechgaard
7 Steps to Manually Download and Install CRM Update Rollup 13 - Microsoft Dynamics CRM 2011 Install on Windows Server 2012
Recently, I experienced an issue when trying to install Dynamics CRM 2011 on Windows Server 2012. The installation made it past the “Download and Install Required Components” portion but then stalled without any prompts appearing. According to Task Manager, both Microsoft Dynamics CRM Server setup and Microsoft Dynamics CRM were still running but in idle mode. Through a quick Google search, I came across an article noting that a supported update for the installation, Update Rollup 13, was available. During my initial CRM installation, no rollup updates were detected and downloaded which caused the CRM install to fail. By manually downloading the Update Rollup 13 file and executing the setup via command prompt (referencing the update file), I was able to successfully install Dynamics CRM 2011 on Windows Server 2012. Follow the 7 easy steps below: 1. Go to Search for ‘KB2434455’ Click Add for “Setup Update for Microsoft […]
Microsoft Dynamics CRM 2011 Update Rollup 12: What You Need to Know
While it has been a while since Dynamics CRM 2011 update rollup 12 was initially released, a number of re-releases has caused some confusion in the community as to exactly what feature updates and enhancements rollup 12 has brought along. So, what’s new with Dynamics CRM Update Rollup 12? User Interface Streamlined UI – Graphics are flattened down and icon redundancies are removed, edges and extra padding are also removed to allow for more content to be displayed on the forms. And finally the green spinning wheel is gone and has been replaced by the Windows 8 progress bar. CRM Forms have been retooled – UR12 includes cross browser capabilities, Flow UI and the ability to set and restrict browser access to Dynamics CRM. Interoperability Office 2013 compatibility – this allows for better integration with Outlook 2013 for the CRM Outlook Client. Activity Feeds update – allowing for the “like” […]
Microsoft Dynamics CRM and ClickDimensions: CRM Intelligence and Marketing Automation under One Roof
Marketers utilize a multitude of comprehensive and intelligent tools and software applications intended to enhance marketing automation processes, gather market intelligence, increase lead generation, and in general, optimize, monitor and measure marketing ROI. The rise of the Internet has brought along new channels through which to communicate and interact with consumers, and at the same time has augmented the focus areas pertinent to marketers and marketing departments. Website optimization, social media management, SEO, blog creation, email marketing and online advertisement are all examples of prominent areas of responsibilities for most marketing departments. The Challenge of Data Management As a consequence of these technological advancements and ‘new’ marketing channels, companies today have access to a wealth of data originating from various sources. Social monitoring tools have proliferated, enabling companies to listen to what is being said about their brands and services, tracking software provides valuable information about web site visitors and their […]
How to Configure Microsoft Dynamics CRM 2011 to Use a Host Header and an SSL Cert
Most CRM deployments require using both host headers and SSL certificates. As small a requirement as it may seem, making this happen can be a bit tricky and I’ve personally had my share of late nights here and there just to get this to work. As a result, I’ve decided to put together this short article to document the steps required to resolve this issue, and at the same time be of help to anyone ‘out there’ who might encounter the same problem. A typical error that comes with using multiple host headers for the same port (or the attempt thereof) is as follows: System.ServiceModel.ServiceActivationException: The service ‘/orgName/XRMServices/2011/Organization.svc’ cannot be activated due to an exception during compilation. The exception message is: This collection already contains an address with scheme http. There can be at most one address per scheme in this collection. If your service is being hosted in IIS […]
Should I Upgrade to SQL 2012?
Microsoft recently released the latest version of SQL Server (“Denali”) 2012. With every new SQL Server release, hundreds of new features and improvements are added, and this is a major one! Enhancements can be found throughout the product, across all components including the Database Engine, Analysis Service, SSIS, Reporting and Master Data Services. Like previous releases, SQL 2012 brings along faster performance, great availability, improved data exploration, more consistent data, and optimized productivity. So what does all this mean? And more importantly, should you upgrade? The new release of SQL Server comes with many new and cool features. So many that it is outside the scope of this article to go through them all, but here are a few highlights: Always On: A new feature that improves database mirroring allowing you to fail over multiple databases instead of individually.  SQL Server Data Tools: SQL Server Management Studio now runs in […]
Hubspot vs. ClickDimensions
Marketing Software Comparison – When CRM Is Not Enough The decision to invest in a marketing automation tool is critical to your organization’s marketing success. We recently took some time to evaluate and compare two very popular marketing solutions. First we looked at HubSpot, an “all-in-one marketing software” with a major focus on driving inbound marketing. The second product we evaluated was ClickDimensions, a Microsoft certified email marketing and marketing automation solution built for Microsoft Dynamics CRM. Then we identified two pros and two cons for each solution. HubSpot Pros 1. Search Engine Optimization What truly makes HubSpot a great inbound marketing application is because of its SEO tools. HubSpot includes a built-in keyword analysis tool that enables you to find and track your most effective keywords. Another powerful SEO tool offered by HubSpot is their Page Grader, this allows you to diagnose and fix poorly ranking pages by providing […]
Importing Data into Microsoft Dynamics CRM – the Native Import Tool vs. Scribe
I’ve recently been assigned many different data import tasks. For me, one of the most difficult decisions is what tool to import the data with; the out of the box Import Wizard, Scribe, Direct SQL imports, a custom C# tool? I knew that the most recent version of Microsoft Dynamics CRM had an improved out-of-the-box native import tool, but wondered how it compares to the other well-known tools. During this article I will discuss my experience importing data using the native data import tool and scribe. Using the Native Import Tool Using the out-of-the-box CRM data import tool I encountered a series of challenges. Immediately I noticed the contacts name was in one field, first name, last name, middle name, and of course “nick names” in quotes. The second column in the file was a text field with several skills separated by commas that were supposed to be child record […]
Need a Lift Getting Your Organization to the Cloud? Consider a CRM Online Starter Package
Are you a small business owner who needs sales force automation, but are not sure how to get started? Maybe you experimented with the Dynamics CRM Online Free Trial, but realized you need some help understanding the basics of CRM and applying them to your organization’s needs? Well now you have affordable packages available to you. FMT Consultants, a Microsoft Dynamics Gold Certified Partner, is now offering 3 Dynamics CRM Online starter packages. Each package varies in cost and services so you can choose the plan that best fits your needs and budget. The 1-Day CRM Online Starter Package The 1-Day CRM Online Starter Package includes a full day with one of our experienced CRM Consultants, they will visit you onsite and help you conquer the basics of Dynamics CRM Online. Beginning with Microsoft Dynamics CRM Online 2011 Sign-Up, a consultant will assist you as you access your new system […]
Microsoft Dynamics CRM for Sales
Microsoft Dynamics CRM has the ability to improve sales productivity by streamlining your sales process and empowering your sales team with fast access to useful data. Manage Work More Easily Manage customer e-mail, appointments, tasks, and contacts from a single business application Quick user adoption, working in CRM is a natural extension of Microsoft Office Outlook Improve Sales Qualification Spend time with the right leads and prospects Establish consistent follow-up process and automate sales activity with powerful system workflow Increase Sales Success Access relevant data to allow for a complete view of customers (interactions, orders, contracts, offers, relationships associated with the account) Increased visibility allows sales team to effectively offer the right product or service to the right customer at the right time Shorten sales cycle and improve win rates with lead and opportunity management, automated lead routing, sales process management, and competitor tracking Mobile Express for Microsoft Dynamics CRM […]
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