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For questions or comments please e-mail EASI Sales
Microsoft's Dynamics CRM iPad App
 Device Support:
- SmartPhones
- Windows Phone 7.5
- iPhone 5
- Android 2.2
- Blackberry 6 and 7
- Tablets
Dynamics CRM Browser Compatibility
The Microsoft Dynamics CRM Q2 21012 service update brings a new cloud based mobile CRM service called Microsoft Dynamics CRM Mobile to customers of Microsoft Dynamics CRM. As part of this new mobile solution, Microsoft will provide a full range of rich native CRM applications (apps) for the most popular smartphones and tablets. These new applications allow a sales, service or marketing professional to access Microsoft Dynamics CRM both Online and On-premises. These apps allow organizations and individuals to be productive with their device of choice thereby enabling them to manage customer relationships anywhere.
It is common for sales, service and marketing professionals to use a variety of devices e.g. a sales person might have both a phone and a tablet device from which they need to access their CRM data and processes. With Microsoft Dynamics CRM Mobile, each licensed mobile user can access Microsoft Dynamics CRM from up to three different mobile devices. Microsoft Dynamics CRM Mobile will also offer an offline mode on most devices* so that Microsoft Dynamics CRM can be accessed even when there is lack of Internet connectivity.
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| Windows 7/Vista/XP |
Version 7+ |
Version 6+ |
Version 13+ |
Not Supported |
| Apple Macintosh OS-X |
Not Support |
Version 6+ |
Not Support |
Version 5.1.1+ |
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Not Support |
Not Support |
Not Support |
Version 5.1.1+ |
<>In addition to Microsoft Dynamics CRM Mobile, the Microsoft Dynamics CRM Q2 2012 service update provides the ability for end users to access the Microsoft Dynamics CRM Web Client across all modern Internet browsers on various platforms. This includes browsers such as Internet Explorer, Firefox, Chrome, and Safari running on PC, Apple Macintosh or iPad. The list of devices and specific browser versions that will be supported is as follows:
Upcoming Dynamics CRM Business Intelligence
Dynamics CRM Power View Reports
It should be noted that for the Microsoft Dynamics CRM Q2 2012 service update the Power View reports will be available for On-Premises customers only. Future service updates will expand the reach of Power View to Microsoft Dynamics CRM Online customers.
Microsoft SQL Server 2012 introduces a new Reporting Services Add-in for Microsoft SharePoint Server 2010 called Power View, previously code-named Project Crescent. Power View is a next-generation BI tool for interactive data exploration, visualization, and presentation. It provides intuitive ad-hoc reporting for business users such as data analysts, business decision makers and information workers. In short, Power View provides better business insights and collaboration for casual and experienced users alike. Power View allows a user to configure reports that connect to Microsoft Excel’s PowerPivot or SQL Server Analysis Services (SSAS). Power View is so much more than just breathtaking end user analytics visualizations and tools, it redefines the data analysis process for business and technical users alike.
With the Microsoft Dynamics CRM Q2 2012 service update, we’re releasing a set of Microsoft Excel workbooks with pre-defined PowerPivot models and Power View Report templates. These templates will be available in the Microsoft Dynamics Marketplace as a Microsoft Dynamics Labs solution. This release will include the following four templates:
Product Sales Analysis
Customer Care Trends
Sales Pipeline Analysis
Customer Demographics Analysis
The reports offer the ability to filter data in the PowerPivot models as well as visualize patterns and trends using animated charts. Customers can also modify, extend and create new data models and reports based on these templates. Power View further extends our commitment to delivering incredibly simple and powerful end-user BI capabilities in Microsoft Dynamics CRM which provide deep business insight without the reliance on IT resources to unlock the information they need. This marks the first of many investments over several future releases which will harness the Power View capabilities to provide breakthrough insights and collaborative experiences for everyone in your organization. It should be noted that for the Microsoft Dynamics CRM Q2 201 New Dynamics CRM Industry Solutions
Life Annuity Insurance Sales
Showcases sales, marketing, and customer service scenarios designed specifically for insurance agents, brokers, claims managers, underwriters and customer service personnel. This empowers insurance professionals to be more productive and helpful, to improve service delivery, and to enhance marketing performance by identifying and realizing organic growth opportunities
Non-Profit
Provides Non-Profit organizations the ability to manage and improve interactions with donors and volunteers. The template showcases Microsoft Dynamics CRM's capability to manage constituents and donors, track donations, pledges and volunteer hours.
Health Plan Sales
Demonstrates how health plans can easily move their marketing & sales processes online, and manage the customer value lifecycle.
Wealth Management
Showcases how financial organizations can attain greater insight across the household, improve client interactions and more effectively manage the product portfolio. |
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REDMOND, Wash. — Feb. 6, 2012 — Microsoft Corp. (Nasdaq “MSFT”) today announced that Microsoft Dynamics CRM will release its next service update in Q2 2012. This service update will deliver the capability for customers to access the complete functionality of Microsoft Dynamics CRM on virtually any device with a new cloud-based, cross-platform, native mobile client service for Windows Phone 7, iPad, iPhone, Android and BlackBerry mobile devices. “In today’s hyperconnected world, customers need to be able to access their business-critical data on the device of their choice from wherever they are,” said Dennis Michalis, general manager, Microsoft Dynamics CRM. “These advancements, combined with the strength of the Microsoft platform, make Microsoft Dynamics CRM an obvious choice for any business.”
Maintaining Microsoft’s commitment to delivering rapid innovation to customers, the Microsoft Dynamics CRM Q2 2012 service update also includes enhanced social functionality and new enterprise-class features, and adds multiple Web browser options for users, including Internet Explorer, Chrome, Firefox and Safari, running on PC, Macintosh and iPad devices.
Delivering CRM on Virtually Any Mobile Device
Microsoft Dynamics CRM Mobile will deliver customers a fast and familiar experience, helping sales, customer service, marketing and management professionals connect with their customers and each other on multiple mobile devices through a security-enhanced environment. For instance, sales and marketing representatives will now be able to quickly capture and convert leads 24/7 and develop marketing campaigns on the go.
Using the cloud-based, cross-platform, native mobile client service, customers will be able to sync their information and sales pipelines offline, helping them stay connected on the road and on their terms.
Through the power of xRM, the flexible application development framework of Microsoft Dynamics CRM, customers will also be able to easily mobilize their extended CRM applications by having seamless integration between Microsoft Dynamics CRM Mobile and their existing Microsoft Dynamics CRM environment.
Additional Social Enhancements
Building on the Microsoft Dynamics CRM November 2011 service update, the new release will include more social capabilities with Activity Feeds that give people the ability to like and unlike status updates, improved status filtering, and the capability to view all statuses relating to a particular record view, which will make it even easier for users to stay on top of all relevant customer information to help them be more productive.
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| We got a strange error today trying to install an email router for CRM 2011. We received this error immediately after accepting the license agreement.
"Action Microsoft.Crm.Setup.Common.Analyzer+CollectAction Failed. Fatal error during installation."
To correct the error, try finding these registry keys and deleting them.
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Installer\UserData\S-1-5-18\Components\68944CFD44299A6449C12100DDA86EE82)
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Installer\UserData\S-1-5-18\Components\AA525E7FC7F524344B2B2650A4C6D64D
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| If you're getting sporadic disconnects using remote desktop on either Vista or Windows 7 then try running the following command from an elevated command prompt (i.e. right click cmd.exe from start menu and choose run as administrator)
netsh interface tcp set global autotuninglevel=disabled
Other reference to this issue |
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Quick Links
- GP SSRS Setup
- GP Metrics with SQL Reporting Services (SSRS)
- GP SSRS Financial Reports
- GP My Reports
- Sample KPI Chart – A/P Days Outstanding
- SQL Report Manager
GP SQL Reports Setup
GP Metrics with SSRS
SSRS Enables Summary Metrics Dashboards on GP Homepage
Pencil Icon appears on hover of mouse and allows user to change what is shown first and what is available to view
Select from the list of available metrics and click insert
Highlight and click the Edit button (report must be on the left side) to open and edit the metric properties and parameters
After accepting a prompt to allow, SQL Report Builder will launch
From here, all report details can be edited and published
GP SSRS Financial Reports
SSRS Reports are available within each module's home page in the Reporting Services Reports list. Selecting a report and clicking View will launch that report
Summary
Drill down
GP My Reports
Shortcuts to SSRS reports can be added to your home page by selecting a specific report from the list and clicking the Add to button
Accept or Customize the default report name
Now the report shows up in the My Reports section of the home page
A/P Days Outstanding - SSRS Report Example
SQL Report Manager
SSRS Report Manager can be launched from GP within any module's Reporting Services Reports toolbar by clicking the SQL Report Manager button.
SQL Report Manager will allow you to navigate reports directly, launch them from the web-interface, subscribe to various reports so they are delivered automatically, and manage security for the various reports and companies.
The navigation bread-crumb in the top-left of the image helps identify where you are currently in the report server folder structure. Below is a list of financial reports which also contains a folder named Charts and KPI's which indicates that there are additional reports within this folder.
Hovering over any report will enable a drop-down list where multiple options are available. For example, to change the properties of a report, a user could click the Manage menu-item.
Clicking the manage menu-item in the drop-down list of items for a report allows the user to change report specific settings.
Financial Reports - SSRS
List of Financial Reports available in GP 2010
Bank Transaction History Report
Charts And KPIs
Checkbook Register
Journal Entry Report
Source Cross Reference
Trial Balance Detail
Trial Balance Summary
Undeposited Receipts
Financial Reports KPI's & Charts - SSRS
List of Financial KPI's & Charts available GP 2010 SQL Reporting Services
Accounts Payable Days Outstanding Detail
Accounts Payable Days Outstanding KPI
Accounts Payable Days Outstanding KPI Detail
Accounts Receivable Days Outstanding Detail
Accounts Receivable Days Outstanding KPI
Accounts Receivable Days Outstanding KPI Detail
Cash Position Detail
Cash Position KPI
Cash Position KPI Detail
Change In Expenses
Change In Expenses Detail
Checkbook Balance by Month
Cost of Goods Sold KPI
Cost of Goods Sold KPI Detail
Current Balance
Debt To Equity Detail
Debt To Equity KPI
Debt To Equity KPI Detail
QL Category Details
Gross Profit Detail
Gross Profit Margin KPI
Gross Profit Margin KPI Detail
Gross Profits
Gross Profits YTD
Quick Ratio Detail
Quick Ratio KPI
Quick Ratio KPI Detail
Receivables Turnover Detail
Receivables Turnover KPI
Receivables Turnover KPI Detail
Total_Expenses KPI
Total Expenses KPI Detail
Total Revenue KPI
Total Revenue KPI Detail
Unreconciled Transaction Balance |
| This week's tip is to show you the new features of Dynamics CRM 2011 that allow you to be more efficient with your time while using the system.
Moving through a list of records from within the record
In CRM 2011, you can go up and down a view of records without having to go back to the view. Let's say I open up a contact from the active contact view. At the top right of the record, I should see a pick list that is labeled with the current view the record was opened from. To the right of that are two blue arrows. If I click on the blue down arrow, the next record in the list will be opened. If the arrow pointing up is pressed, the previous record in the view will be opened. These arrows are useful if you know you need to view all records in a list and will work them in a specific order.
Figure 1 - Up and Down Arrows to move through a list of records quickly.
You can also quickly find a specific record in the list by opening the drop down list. When the list is opened, CRM will show you the records from your view. This is useful if you want to quickly open a record from the view you are working on.
Figure 2 - Drop down list record select.
Take advantage of recently opened items
In CRM 2011, there is a new button that allows you to open your previously opened records or views. This button is located is located to the right of Workplace at the top left section of your CRM screen.
Figure 3 - Recently opened items location
When the recently opened items button is selected, it displays your recently visited records and views. You are able to click on any of these records to open them up. The most recent record that was opened will show up at the top of the list. However, to the right of each record in the list is a pin tack. If you click the pin tack of a record, it will make it so that record or view is stuck in the location of the recently visited items. This means that if you want a certain record to always be at the top of the list, you can check the pin tack. This is a quick and easy way to create a favorites section within CRM.
Figure 4 - Recently opened items.
Set As Default
In CRM 2011, you can quickly set a certain view or dashboard as your default. All you need to do is open the view or dashboard you want as your default. Then click the 'Set as Default' button at the top of the screen.
Figure 5 - Set as Default
Allow co-works to quickly find records
If you are collaborating with your co-workers and ask them to open a certain record in CRM, it would be beneficial to everyone if you just gave them a link to the record in CRM. In previous versions, you would have to tell them the name of the record and they would have to go find it to open it.
In CRM 2011, you can quickly email or copy a link to your clipboard. If you have a record open in CRM 2011, at the top of the record in the Collaborate section, there are two new buttons. The 'Copy a Link' button puts the hyperlink of the record into your clip board. This allows you to paste the link in an email or instant message window. The 'E-mail a Link' button opens a new email message with the link of the record in the message.
Figure 6 - Link to CRM Records
Quickly Filter Views
In previous versions of CRM, if you wanted to filter a view you would have to use the advanced find view. Although advanced find views are powerful, it is sometimes a time consuming task for a simple filter change.
In CRM 2011, you now have the ability to quickly apply filters to the columns of the views. At the top right of the view, there is now a Filter button. When this button is pressed, arrows will appear on each column within the view. If you click these arrows, CRM will give you sorting options, basic filter options, and a quick custom filter option.
Figure 7 - Filter Views Quickly
Below is a screen show of the custom filter option. In this example we are filtering accounts that have phone numbers with a prefix of 555.
Figure 8 - Custom View Filter
Quickly add notes to activity records
In CRM 2011, you have the ability to add notes to your activity records from within the view. You do not have to open the record to add a note. At the top of the screen, there is a new button called 'Add Note'. When this button is pressed, a window will display in which you can add a note to the selected record.
Figure 9 - Add note from views
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If you've used SVN before then you probably enjoyed the windows explorer integration that it offered. Now, the same feature set can be used with TFS for Visual Studio. You can download the TFS Windows Explorer addin and after running the installer you will have a new context based right click menu option available in windows explorer; the context being items which have already been downloaded or synchronized from TFS.
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| Microsoft has a web directory of partners listing the solutions they offer and the services they provide. Customers can use the directory to locate partners and solutions. The link to the JourneyTEAM profile is below.
JourneyTEAM Profile Page on Microsoft Pinpoint |
| Marc Hoover made a very nice software based add-in that let's you drag and drop windows media center wtv files onto your windows phone. The best part is that it converts them from WTV to WMV automatically in the process.
You can download the app from XDA Developers Site |
| By default in CRM 2011, you have to first save file attachments before you are able to open them. It appears that Microsoft purposely made the file attachments to work this way. We are not sure the reason for this, so changing the way it functions may have unexpected results. However, this document will explain how to enable CRM 2011 to open attachments without saving them first. If problems occur within CRM 2011 after applying this fix, you can simply turn off the solution to revert back to normal.
Things you will need:
- EASI – File Open Fix solution:
 EASIFileOpenFix_1_0_0_0.zip
- System Customizer role
- General knowledge on how to customize entities.
First, you will need to download the EASIFileOpenFix_1_0_0_0.zip solution file. Then you will want to import this solution into your CRM 2011. Once imported, you can then begin by going to each entity you want the fix applied and manually apply the fix.
We will be applying the fix for the contact entity for this demonstration. Open the customize form for the entity you are applying the fix. Within the form window, press the button 'Form Properties.'
Figure 1 - Open form properties from the customize a form window.
Once the Form Properties window should appear, you should add a new form library by clicking 'Add'.
Figure 2 - Add a new form library.
Once you press the 'add' button, a Look up record window should appear. If you have successfully installed the EASIFileOpenFix solution, you should be able to find the "new_FixFileOpen" web resource. To quickly find this resource, you can type in "easi" in the search box. Find and select the "new_FixFileOpen" and hit okay.
Figure 3 - Search and select for new_filefileopen library.
Once you have selected and hit okay for the look up record, you should be returned to the form properties window. Scroll down to the event handlers section of the form properties window. Make sure that 'Form' is selected for the control and that 'OnLoad' is selected for Event. Next, click 'Add' to add a new event handler.
Figure 4 - Add a new event handler.
Once you click add, the handler properties window should appear. From here, you need to select the "new_FixFileOpen" from the library drop down list. Then you need to put in "FixFileOpen" for the Function Field. Then you can exit this window by hitting OK. *Note: the function is case sensitive and will not work if not correctly typed. Also, you should not modify any other parts of the handler properties window that was not mentioned in this document.
Figure 5 - Select correct library and function.
From here, you can close the form properties window by selecting okay. Then you need to simply save the form you are working on and publish your customizations. Once published, the fix should be applied and you can now open attachments on that entity without saving them.
This fix will need to be applied to all forms if you have multiple forms for a single entity. This fix will also need to be applied to every entity that you want to open attachments from without saving them. In other words, if you apply this fix to the contact record and wondering why you still have to save the attachments on the account record… it is because you have not yet applied the fix to the account record.
If you have any questions or concerns with this solution, please fill free to contact EASI at support@easiintl.com |
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| Welcome to EASI's tech blog where we give you insite on all everything and anything that has to do with Microsoft Dynamics CRM, ASP.net, and other technology based information. Feel free to take a look around on how we do things, the EASI way. |
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