Tuesday, August 9, 2011
MS Dynamics CRM Outlook Client Setups & Rollups for 32 & 64 Bit MSOffice
Supported OS 32 or 64 Bit Windows 7, Windows Vista, Windows XP SP3
Supported MS Office Versions 2010 (64 or 32 Bit), 2007 32 bit, 2003 32 bit
Save file on your computer according to MS Office Version Installed 32 bit or 64 bit. 
For 3it2 bit MSOffice
Rollup 3
For 64 bit MSOffice
Rollup 3
Thursday, October 21, 2010
Thursday, October 14, 2010
Compare Hosted CRM Service Plans
Compare Hosted CRM Service Plans
Service Option | "Contact Plus" | "Sales Accelerator" | "Small Business" | "Enterprise CRM" |
|---|---|---|---|---|
| Manage Contacts & Accounts | ✔ | ✔ | ✔ | ✔ |
| Track customer communications | ✔ | ✔ | ✔ | ✔ |
| Access to 24/7 support | ✔ | ✔ | ✔ | ✔ |
| Advanced Find (Smart Search) | ✔ | ✔ | ✔ | ✔ |
| Backups for DR | ✔ | ✔ | ✔ | ✔ |
| Data Import | ✔ | ✔ | ✔ | ✔ |
| Localised | ✔ | ✔ | ✔ | ✔ |
| Mail Merge | ✔ | ✔ | ✔ | ✔ |
| Quick Campaigns | ✔ | ✔ | ✔ | ✔ |
| Single Password | ✔ | ✔ | ✔ | ✔ |
| View Reports | ✔ | ✔ | ✔ | ✔ |
| Web Access | ✔ | ✔ | ✔ | ✔ |
| Manage Sales Pipeline | ✔ | ✔ | ✔ | |
| Create and Manage Marketing Campaigns | ✔ | ✔ | ||
| Manage customer support incidents | ✔ | |||
| Web Portal Access | ✔ | ✔ | ||
| Utilise CRM Add-ons & Accelerators | ✔ | |||
| Add roles | ✔ | |||
| Add users | ✔ | ✔ | ✔ | ✔ |
| Campaigns | ✔ | ✔ | ||
| Change Roles | ✔ | |||
| Create Reports | ✔ | ✔ | ||
| Create Workflows | ✔ | ✔ | ||
| Customisation | ✔ | ✔ | ✔ | |
| Offline Access | ✔ | |||
Wednesday, October 6, 2010
How to Switch SQL Server 2008 Reporting Server Modes (SharePoint Integrated to Native)
To switch to native mode
Click Start, point to Programs, point to Microsoft SQL Server 2008 R2, and then point to Configuration Tools.
Click Reporting Services Configuration. The Report Server Installation Instance Selection dialog box appears so that you can select the report server instance you want to configure.
In Machine Name, specify the name of the computer on which the report server instance is installed. The name of the local computer is specified by default, but you can also type the name of a remote SQL Server instance.
In Instance Name, choose the SQL Server Reporting Services instance that you want to configure.
Click Connect.
Click Database Setup to open the Database Setup page. The page contains information about the database currently in use. The Server Mode should be set to SharePoint integrated.
Click Change.
Click OK to confirm that you want to create a new database.
In the SQL Server Connection dialog box, enter a name for the new database.
Verify that the Create the report server database in SharePoint integrated mode check box is not selected.
Click OK.
On the Database Setup page, specify the credentials that are used to connect to the report server database.
Choose Service credentials to use the Windows service account and Web service account to connect through integrated security.
Choose Windows credentials to specify a domain user account. A domain user account must be specified as
\ . Choose SQL Server credentials to specify a SQL Server login.
Click Apply.
When you switch from a SharePoint integrated report server to native mode, the location of the content and the permissions used to control access to the content is redefined. Content must be republished to the report server, you must assign roles on the report server that grants access to items and operations, and you must redefine subscriptions and scheduled operations. Report history that you created on the report server that ran in SharePoint integrated mode cannot be recreated on a native mode report server.
Tuesday, October 5, 2010
GP CRM Integration Capability Detail
Microsoft also offers consulting services that include Adapter installation, setup and configuration guidance and training that will help you improve customer satisfaction, reduce maintenance and support costs, and prepare your organization for future Adapter opportunities. Contact a Services Engagement Manager at ProfessionalServices@
Online Services for Microsoft Dynamics GP
Beginning November 1st, 2010, Microsoft Dynamics GP Partners and Customers will have access to the following services:
- Payment Services
Enables customers to accept electronic payments via credit or debit cards, directly through the ERP, by phone or through an online solution. This service integrates to Receivables Management and Sales Order Processing, and is available with Dynamics GP 10.0 Service Pack 5 and Dynamics GP 2010 Service Pack 1 effective November 1st, 2010. Customers of any licensing edition of Microsoft Dynamics GP (BE, AM, Pro, and Standard) who are current on a Business Ready Enhancement Plan (BREP) will have free access to this functionality. - Commerce Services
Build and publish new sales catalogs on demand and extend your sales reach across multiple online channels. Leverage online communities to drive your sales pipeline even further, all with seamless integration into Microsoft Dynamics GP. This service provides an online eCommerce platform integrated to Sales Order Processing, and will be available to Advanced Management customers with Dynamics GP 10.0 Service Pack 5 and Dynamics GP 2010 Service Pack 1. Effective November 1st, 2010, this new “Commerce Services” module will be available on the Microsoft Dynamics GP Price List. From November 1st through May 31st, 2011, this module will be available to customers through an ‘early access release’ program, where the license fee will be discounted 100%.
View the documents below for more information.
- Fact Sheet: Payment Services for Microsoft Dynamics GP
- Fact Sheet: Commerce Services for Microsoft Dynamics GP
Thursday, September 30, 2010
CRM 4.0 CAL & Version comparison
Client Access Licenses
Dynamics CRM 4.0 Professional and Enterprise require a client access
license (CAL) for each user or device accessing the server. There are
three different types of CALs available on either a per-user or
per-device model.
Limited CAL: The limited CAL allows a user or device read-only access
to the CRM server. In other words, users with a limited CAL may access
CRM information but may not make any edits or updates to it. $666
Full Use Additive CAL: When used in conjunction with a limited CAL, a
full use additive CAL allows a user or device write access to the CRM
server, thus allowing the user or device full read-write access to the
server. The full use additive CAL may be used only in conjunction with
a limited CAL. $333
CAL: The CAL provides a user or device full read-write access to the
CRM server. The CAL is functionally equivalent to a combined limited
and full use additive CAL. $999
As with many other Microsoft server technologies, the CALs listed
above are each available on a per-user or per-device basis. A user CAL
authorizes one user to access the CRM server from any computer or
other device (for example, when an employee accesses the server from a
computer at work and another at home). A device CAL authorizes one
computer or other device to access the CRM server, regardless of the
number of users (for example, on a shared workstation).
http://en.wikipedia.org/wiki/Microsoft_Dynamics_CRM
Microsoft Dynamics CRM 4.0
Versions
Microsoft Dynamics CRM comes in 4 versions for installation by a partner/customer; these versions can be highly customized using advanced extensions. The CRM Online version cannot be extensively customized because of security issues.
- Workgroup Edition
This edition is only allowed 5 CALs maximum, it is not possible to add more CAL's. If more CAL's are needed, an upgrade to Professional or Enterprise should be done. Also all the server roles are installed on 1 machine and cannot be separated. You can only create 1 organization in this version and the use of external connectors is not allowed. This version is ideal for small organizations that can use it with the SQL Server Workgroup Edition and on a Windows Small Business Server.
- Professional Edition
Has the same functionality as the Workgroup Edition except there is no limit on the CAL's. To allow more than 1 organization to be installed or to install CRM roles on different servers you should upgrade to the Enterprise version.
- Enterprise Edition
Has the same functionality as the Professional Edition but without limits. This version is to be used when multiple divisions should be accessing CRM from one platform.
- Service Provider Edition
This edition is actually an Enterprise Edition that is configured to accept Internal user requests from AD and external user requests through IFD (Internet Facing Deployment). This version is mostly implemented by Microsoft Partners that offer Hosted CRM functionality, when letting external users connect to this CRM version through the Internet.
http://blogs.msdn.com/
The following versions will be available with Microsoft Dynamics CRM 4.0:
Microsoft Dynamics CRM 4.0 Workgroup Edition
This version is limited to 5 or fewer users. It can be installed on Microsoft Windows Small Business Server 2003 R2 Enterprise Edition, any of the supported Windows Server 2003 editions, or Microsoft Windows Server 2008. This version is limited to a single organization and a single computer that is running Microsoft Dynamics CRM 4.0 Server.
Microsoft Dynamics CRM 4.0 Professional Edition
This version has no user limit and is limited to a single organization. Microsoft Dynamics CRM 4.0 Professional Edition Server can, however, be installed to more than one computer.
Microsoft Dynamics CRM 4.0 Enterprise Edition
This version has no user limit. Additional features include support for multiple organizations, multiple server instances, and role-based service installation. Rolebased services let you increase performance by installing component services on different computers.
SPLA
The Service Provider License Agreement (SPLA) is a license program designed for Software Services Providers to enable their organization to license Microsoft Software products, and to use these products to provide software services to their customers.
Software services are services they provide to their customers that make available licensed products and that display, run, access, or otherwise interact with these licensed products. One or more data centers may provide these services through the Internet, a telephony network, or a private network on a rental or on a subscription or services basis. In addition, the services may be provided whether or not the services provider receives a fee. Software services exclude any services that involve installing a Microsoft licensed product directly on any device to permit a customer to interact with the Microsoft licensed product.
Some examples of Software services providers include Web Hosters, application services providers, messaging and/or collaboration services providers, platform infrastructure providers, business process outsourcers, streaming media Service Providers and ISVs with hosted applications running on Microsoft technologies.
The SPLA license provides 3rd party commercial use rights to Service Providers, who will be the holder of these Microsoft licenses and provide the software service. The end customers receiving the software service, are not required to obtain their own Microsoft licenses. End customers receive the right to interact with functionalities of Microsoft software through the Service Provider’s SPLA licenses. Service Providers cannot use FPP, Open, Select or EA licenses purchased in their name to provide software services.
Service Providers obtain the Microsoft Dynamics CRM Service Provider edition to obtain the software necessary to provide software services to their Customers. This edition offers the functionality and multi-tenancy capabilities of Microsoft Dynamics CRM Enterprise Server.
Simple Licensing Model
The SPLA licensing program provides user access to software services via a Subscriber Access License (SAL). When using the SAL, there is no need for a separate server license.
Subscriber Access License (SAL)
In the SAL model, a SAL is required for each unique named individual who is authorized to use the Microsoft Dynamics CRM software in any given month. Benefits of the Per Subscriber model include:
· Subscribers can use any device to access instances of the server software
· Service providers can "scale out" by deploying as many servers as they need
· Service providers have minimal start-up costs since they only pay based upon the number of subscribers they have each month.
Microsoft Dynamics CRM Service Provider offers the following Subscriber Access License:
· Microsoft Dynamics CRM SAL
NEW! The Microsoft Dynamics CRM SAL now enables service providers to offer external user access to their hosted solutions. This new capability offers functionality that can be compared to the External Connector capability offered in On-Premise Microsoft Dynamics CRM.
For more information on Microsoft Dynamics CRM 4.0 Use Rights under SPLA: http://www.microsoftvolumelicensing.com/userights/DocumentSearch.aspx?Mode=3&DocumentTypeId=2
SPLA Getting Started
MS SPLA Web page
| Are there any upfront fees required to sign the Services Provider License Agreement? |
| No, there are no upfront program fees associated with signing the SPLA. However, Microsoft Partner Program Membership is a requirement of the program. Service providers who are not Microsoft Partners should contact one of Microsoft's SPLA sales specialists for assistance in signing up to the program. |
How To Acquire the SPLA
http://www.microsoft.com/serviceproviders/licensing/howto.mspx
Getting started http://www.microsoft.com/licensing/licensing-options/spla-program.aspx#tab=4
| |||
|
| What is the difference between a service provider who provides application services and a service provider that acts as an outsourcer? |
| The key difference is that, under an outsourcing scenario, the Select License, EA or Open License customer is the licensee of the software. In the outsourcing scenario, the service provider is NOT a licensee and does not have the right to use the software for any purpose except to host the software for the Select License, EA or Open License customer with whom it has an agreement. By contrast, where a service provider is acting under the SPLA, the service provider is the licensee of the software, and may provide access to and use of the software to one or more customers for a monthly fee |
SPLA Essentials Vs SPLA SPLA Essentials is a new offering targeted at small to mid-market hosters and Web developers. It offers a simplified agreement that provides the core rights you need for your hosting business and a streamlined online sign-up experience getting you to market faster.
SPLA is premium account
The Microsoft Dynamics CRM 4.0 External Connector
Enables customers to extend Microsoft Dynamics CRM to their external users such as customers, partners, suppliers, and end users who access a copy of the server software (for which a license was acquired), through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. “External Users” are users who are not either (i) your or your affiliates’ employees, or (ii) your or your affiliates’ onsite contractors or agents, External users also does not include hosted-software service users, such as those already licensing via the Microsoft Service Provider License (SPLA).
An External Connector must be purchased for each server that hosts an application that provides external access to Microsoft Dynamics CRM 4.0 data as described above. External users should not be using the Microsoft Dynamics CRM 4.0 applications & GUIs directly. The alternative is for every external user to acquire a CAL
For the Microsoft Dynamics CRM Professional Server and Enterprise Server, there are 3 External Connector functionalities:
·External Connector – The full use External Connector provides external users with full read-write access to Microsoft Dynamics CRM 4.0 data, such as that provided through any application/graphical user interface. The Full Use External Connector will appear on price lists as the Dyn CRM Extrnl Con, and consists of both the Limited External Connector and the Full Use Additive External Connector combined to provide full use capability.
·Limited External Connector – The Limited External Connector provides external users with read-only access to Microsoft Dynamics CRM 4.0 data, such as described above. The Limited External Connector will appear on the price lists as the Dyn CRM Ltd Extrnl Con.
·Full Use Additive External Connector – The Full Use Additive External Connector provides external users with write-access to Microsoft Dynamics CRM 4.0 data such as described above, and may only be purchased to supplement a Limited External Connector with write-access capability. The Full Use Additive External connector will appear on price lists as the Dyn CRM Additve ExtrnlCon.
External Connectors and Limited External Connectors may be mixed within an environment.
The number of Full Use Additive External Connectors may never exceed the total number of Limited External Connectors used within an organization.
An External Connector is a license only, and does not include any physical software components, and does not include licensing for any other Microsoft products. If external scenarios integrate with Microsoft SQL Server, Microsoft Office SharePoint or any other product license rights for these must be established separately.For more information on Microsoft Dynamics CRM 4.0 Use Rights under Volume Licensing: http://www.microsoftvolumelicensing.com/userights/
Wednesday, September 29, 2010
CRM Mobile Express Source Code under shared source licensing agreement
Microsoft
Tuesday, September 28, 2010
CRM 2011 Hardware & Software requirements Brief
Here is a brief summary of the Software and Hardware requirements from the Implementation Guide. You will notice that we are fully embracing the x64 technology and requiring that for all server components.
CRM Server(s):
- Windows Server 2008 x64 SP2 or higher
- Quad-core x64 architecture 2 GHz CPU or higher (recommended)
- 8 GB RAM or more (recommended)
SQL Server:
- SQL Server 2008 x64 SP1 or later
- Quad-core x64 architecture 2 GHz CPU or higher (recommended)
- 16 GB RAM or more (recommended)
SQL Server Reporting Services:
- SQL Server 2008 x64 SP1 or later
SharePoint Document Management:
- Microsoft SharePoint 2011 (all editions), or
- Microsoft Office SharePoint Server (MOSS) 2007
Note: SharePoint is not required to install CRM 2011
Note: If you'd prefer to see the SharePoint documents show up in CRM in a streamlined grid view, you must use SharePoint 2010. MOSS 2007 will surface your documents in an IFRAME.
CRM E-Mal Router and CRM Rule Deployment Wizard:
- Windows 7 32 and 64 bit editions
- Windows Server 2008 x64
CRM Outlook Client(s):
- Windows 7 (32 and 64 bit)
- Windows Vista (32 and 64 bit)
- Windows XP Professional SP2 or SP3
- Windows XP Professional x64 bit
- Windows XP Tablet PC Edition SP2 or SP3
- Microsoft Office 2003 w/ SP3 or later version
- Microsoft Office 2007
- Microsoft Office 2010
- Memory - 2 GB (minimum), 4 GB (recommended) or higher
- Processor - Multi-core 1.8 GHz (32 bit) or Multi-core x64 architecture 2 GHz (64 bit) or higher (recommended)
- Hard Disk - 2 GB of available hard disk space (recommended)
Note: There will be a 64 bit version of the CRM Outlook client available in 2011
Note: To install and run the 64 bit version of Microsoft Dynamics CRM for outlook, a 64 bit version of Office 2010 is required.
Note: For CRM Outlook Clients with Offline Access, SQL Server 2008 Express Edition will be installed (if not already there).
CRM Web Client:
- IE7 or later
- IE8 or later
Monday, June 15, 2009
Wednesday, April 15, 2009
Hiding Left Panel Components
- To remove export sitemap from customization area. Only visible for customization.
- Open Sitemap in Visual studio installed during SQL 2005 installation.
- Delete as mentioned in code image
Wednesday, August 8, 2007
Titan Showcase Program Key Dates
Event or deliverable Date
Nomination process begins July 10, 2007
Showcase customers selected August 15, 2007
Planning & Implementation Activitie August – September
On Premise & SPLA Code released August 20, 2007
Live CRM Access September 10, 2007
Wave 1 Interviews – Quotes October 1, 2007
AR/PR opportunities October – November
Wave 2 Interview – Case Study November 1, 2007
Launch Tour (Press/Analysts/References) Q1 2008
Vertical Templates for Microsoft Dynamics ३.0
T wo new vertical templates for Microsoft Dynamics CRM in the public sector and manufacturing industries will be available July 31, 2007, and will be offered at no charge to partners and customers॥ The new templates include reference data models, pre-defined workflows, and roles-based user experiences that make Microsoft Dynamics क्रम immediately relevant to customers in these industries। These templates are designed to work with Microsoft Dynamics CRM 3.0 today, and will be updated for the upcoming release at the end of the year. In addition to these, vertical templates for other industries will be delivered over the next 12 months.
"Titan" Product and Pricing Information
Microsoft Dynamics Live CRM Professional will offer full-suite CRM through Microsoft® Outlook® and browser clients, customizable workflow powered by Windows® Workflow Foundation, and rich configuration and extensibility capabilities। The price for Microsoft Dynamics Live CRM Professional will be $44 per user per month; however, during 2008 it will be offered to customers at a promotional price of $39 per user per month।
Microsoft Dynamics Live CRM Enterprise will offer all the capabilities of the Professional product as well as offline data synchronization. The price for Microsoft Dynamics Live CRM Enterprise will be $59 per user per month.
Saturday, June 16, 2007
