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Expanding The Capabilities of CRM Portals Part 1 – Dynamically Displaying Controls from CRM Form Section
Web Portals can extend your Dynamics CRM capabilities by offering non-CRM users access to your data through customized web forms. Portals are extremely versatile and offer an infinite number of possibilities in integrating, displaying and manipulating CRM data with a different interface. Typically, Portal Development involves pulling CRM fields and displaying them in a custom user interface. Oftentimes this works, but what if the fields that need display can change over time? Of course, you could customize the Portal anytime a change needs to be made, but that would require deployment each time a change was necessary…and unnecessary deployments should definitely be avoided. This blog post will show you how to set up CRM portals to adjust for dynamic content. Pulling Dynamic Fields in a CRM Portal By leveraging the form customization features of CRM, a CRM Administrator can add any number of fields to a single section of a […]
New Microsoft Dynamics CRM SDK Feature: Grid APIs
Microsoft Dynamics CRM 2016 contains many new Form scripting capabilities. Along with other great features, there is a new and improved CRM Grid API (originally introduced in CRM 2015 Update 1). Up until now, CRM Grids only supported the ability to be refreshed. In this update you can now interact more with the Grid controls. Grid APIs are valid for: Form Sub Grids Grid Controls passed as a parameter to a ribbon Rule or Action Grid API now supports common functions like on load, accessing a grid view’s rows and data, and an API call for switching sub grid views or hiding sub grid view control programmatically. A few common use cases for these API’s are: Access the visible data in a grid, without having a round trip call back to CRM Access the grid, call the refresh and get the total number of records returned, without having a round […]
Step-by-Step Instructions on How to Install Scribe Insight
Before you can get Scribe Insight to integrate your systems, you need to configure a Scribe server and install the necessary applications. This blog is intended to provide a step-by-step approach to help you breeze through this task. In our description, we will assume that you are using Scribe to integrate your CRM and ERP systems (specifically, integrating Microsoft Dynamics GP and Dynamics CRM), but the process is the same regardless of the systems Scribe will integrate. Assumptions: You have a dedicated Scribe server which will be used exclusively to host the Scribe application and process messages between your other systems. For system requirements please visit: http://www.scribesoft.com/TechnicalRequirements. This blog will not cover the provisioning of the necessary Windows server. You are using SQL Server 2012 Express to host the Scribe Internal database and this will be installed on the Scribe Server as well. SQL Server 2012 Express is shipped with […]
Setting Up Follow-Up E-Mails in Dynamics CRM
In this post I will describe a solution to add Microsoft Office Outlook style functionality to follow-up e-mails. In Microsoft Office Outlook, you can mark an e-mail as read/un-read, and you can also mark the e-mail for follow-up with various scheduling options (today, tomorrow, next week, custom date) and finally mark complete. We’ll see how we can make customization and add similar functionality in CRM as well. The idea behind the solution is to track the activity action history, i.e. we want to keep track of when an action was performed. Whether it was opened, marked read/un-read or marked for follow-up or completed. Let’s start by creating a new entity “Activity Action History” in Dynamics CRM with the following attributes.   Next we’ll customize the form ribbon on the e-mail entity. We’ll add 4 ribbon buttons as shown below.   We will add commands for each ribbon button and add […]
Preview: New Features in Microsoft Dynamics CRM 2015
Register now for our Dynamics CRM 2015 events in February 2015! Microsoft released the latest version of its robust Customer Relationship Management solution, Dynamics CRM 2015, in December, 2014. This page highlights some of the new key features and enhancements of Microsoft Dynamics CRM 2015. Download the Preview Guide as PDF here: Download Marketing Business Context – The world is changing and it is impacting how companies need to engage with customers. Customers are 57% of the way through the buying cycle before they engage with you. Marketers, more than ever, need to be there every step with the customer, ensuring that when the customer does reach out, sales, marketing and the customer are all on the same page. Marketing owns more of the customer journey than ever before, so they must engage customers in new ways, across new channels in a personalized, relevant way. At the same time, marketers […]
FMT Consultants Achieves a Microsoft Gold Customer Relationship Management Competency
FMT Consultants demonstrates best-in-class capability and market leadership through demonstrated technology success and customer commitment. San Diego, CA, August 21st, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, today announced it has attained a Gold Customer Relationship Management competency, demonstrating a “best-in-class” ability and commitment to meet Microsoft Corp. customers’ evolving needs in today’s dynamic business environment and distinguishing itself within the top 1 percent of Microsoft’s partner ecosystem. To earn a Microsoft gold competency, partners must successfully complete exams, resulting in Microsoft Certified Professionals, to prove their level of technology expertise, and then designate these certified professionals uniquely to one Microsoft competency, ensuring a certain level of staffing capacity. In addition, these partners must submit customer references that demonstrate successful projects along with implementing a yearly customer satisfaction study, meet a revenue commitment and pass technology and sales assessments. Founded in 1995, FMT […]
Experience Dynamics CRM, Dynamics Marketing and a Wide Array of Third Party Microsoft Dynamics Applications at nVerge 2014
nVerge 2014 is a one-day technology conference taking place on September 25th, in San Diego, CA. The conference focuses on the latest feature updates and trends for Microsoft Dynamics CRM, Dynamics Marketing, Dynamics GP, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The nVerge 2014 agenda offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, a bustling expo floor, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San Diego and post conference cocktail reception. See the full agenda here. The Dynamics CRM and Dynamics Marketing sessions at nVerge include: Build Your Pipeline with Microsoft Dynamics Marketing Microsoft Dynamics Marketing is the offspring of Microsoft’s acquisition of Marketing Pilot and was made available with the Dynamics CRM spring 2014 release. […]
Experience Microsoft Dynamics GP 2013 R2 and a Wealth of Third Party Dynamics GP Applications at nVerge 2014
nVerge 2014 is a one-day technology conference taking place on September 25th, 2014 in San Diego, CA. The conference focuses on the latest feature updates and trends for Microsoft Dynamics GP, Dynamics CRM, Dynamics Marketing, Microsoft SharePoint, Microsoft Office 365, Business Intelligence and much more. See the full agenda here and learn more at www.nVerge2014.com. The Dynamics GP sessions at nVerge include: Dynamics GP 2013 R2 – The Top 16 Crowd Pleasing Features This high-paced 60-minute Dynamics GP session dives in to some of the most popular new features of Dynamics GP 2013 R2, including Document Attach 2.0, Copy-Paste to GL, Checkbook IDs on Cash Receipt and Reverse GL Year-End Close. This session is presented in a shootout fashion. Dynamics GP 2013 R2 - Workflow Design & Demo With Dynamics GP 2013 R2 came a brand new workflow system allowing GP users to design and automate workflows for various document approvals. […]
Increase User Adoption with Your Own In-House CRM Support Entity in Dynamics CRM 2013 - a Step-by-Step Guide
User adoption is pivotal when implementing Microsoft Dynamics CRM within your organization. A key component to turning your CRM implementation into a successful investment is by providing timely post go-live and on-going support in a manner that reassures your users that the system will be properly supported. Support could range from training, user feedback, suggestions, enhancement requests, technical issues, bugs, reporting requests, etc. It’s best to have a solid plan in place, whether that’s using an existing I.T. ticketing system or having dedicated staff. But the reality is that many companies don’t have the time and/or resources to put something in place until after the first critical user adoption period has passed. If users don’t adopt to the system initially, it makes it much harder to get them on board later on. One way to show your users that they’ll have the support they need is by creating your own […]
FMT Consultants Announces nVerge 2014 - a One-Day Technology Conference Focusing on Microsoft Dynamics GP, Dynamics CRM, Dynamics Marketing, SharePoint, Office 365 and IT Environments  
nVerge 2014 takes place on September 25th in San Diego, CA and offers a combination of keynotes, breakout sessions, learning labs, ongoing exhibition with software developers and IT service providers, networking sessions and a post-conference cocktail reception. San Diego, CA, July 29, 2014 - FMT Consultants, a leading San Diego and Los Angeles-based provider of technology solutions, announces nVerge 2014. nVerge 2014 is a one-day technology conference focusing on the latest feature updates and trends for Microsoft Dynamics GP, Dynamics CRM, Microsoft SharePoint, Microsoft Office 365, Business Intelligence, Corporate Performance Management (CPM) solutions, third party software applications for the Microsoft Dynamics product line, hardware solutions and IT services. The one-day conference offers a combination of keynote and breakout sessions, presentations by premiere San Diego businesses, ongoing learning labs, exhibition with IT service providers and independent software vendors, networking sessions, breakfast, lunch featuring a special presentation by Dale Carnegie of San […]
Scribe Insight: How to Implement Long Running Batch Jobs in Scribe
For organizations that use multiple systems, there often is a need to synchronize company data, such as accounts and invoices, between different systems. Scribe Insight is a powerful and viable integration tool designed to save organizations from complex and often costly custom integrations. With the intuitive visual tools available in Scribe Insight you can quickly build, maintain and add integrations without having to write much code, if any at all. We were recently asked by a client to mass update the statuses on invoices in Microsoft Dynamics CRM Online from Dynamics GP. The number of invoices that needed to be updated every day was in the tens of thousands. We found limited documentation on how to run long batch jobs in Scribe and decided to write this article to provide guidance on best practices for integrating a large amount of data. There are various ways you can implement the integrations to […]
My Top 9 Microsoft Dynamics CRM 2013 Features
The following is a list comprised of my top 9 (in no particular order) favorite new features of Microsoft Dynamics CRM 2013. Throughout all my favorites, you will see that the individual user experience and choices among other benefits are pervasive. 1. Navigation A giant and very apparent difference between Dynamics CRM 2011 and CRM 2013 is navigation. The left navigation and ribbon menu are gone! In CRM 2013, without left navigation and no ribbon menu, all you have to do is click on any drop down to access the page you wish. With no ribbon, you’ll only see the commands related to the things you’re working on instead of a ribbon displaying everything - it’s all stripped down to just the few relevant commands.. Simple is good! 2. Auto Save No need to tap Save when you’re editing. Records are saved automatically when you create a new record or […]
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