Right I have created my Quote in CRM now as a Sales person where is the button to email it to the Customer

So even with the launch and subsequent rollup’s from Microsoft there is no easy way to send a quote or order confirmation out from Microsoft CRM 2011 with the click of a button.  I thought I’d take the time to document the process and then suggest some of the benefits of the ePDF solution from the end user. The functionality to do this is in CRM but if you want to go from creating the Quote record to getting an email to send with the quote or order attached this would be the process Create E-mail and Attach Quote PDF or Order PDF The CRM 2011 Way 1. Click Run Report Dropdown 2. Select the report to run 3. Click „Export‟ button 4. Select Acrobat (PDF) file 5. Select... [More]

Keep all your Contact Addresses in Sync with the Account

A customer that I was working recently commented on the way addresses are handled in Microsoft CRM 2011, and to be honest I’d never really thought of it as a problem. The Issue in More Detail.  Our customer noted that only one address could be created by default and obviously you could add address 2 and maybe even address 3 fields to the form but suddenly everything gets quite cluttered, they then where disillusioned to say the least that the address on the contacts did not stay in sync with the address entered at Account level.  Most consultants reading this will probably think as I did that is easy you just write some JavaScript and configure the form, but when the client... [More]

MyCRM Product Roadmap and Statement of Direction for Microsoft Dynamics CRM 2011

Welcome to the first of our half yearly road map releases from Product extensions for Microsoft CRM 2011.Here at MyCRM we have a dedicated team of designers and developers that aim to deliver extended value for your CRM 2011 solution, you will see on the medium that we have various blog posts about our products and offering along with examples of how to do things.   Future Direction More recently MyCRM has been in a design and planning phase for product release in 2012, our end game to deliver a number of Subscription Services along with a number of new Products.  Our focus as a ISV is to deliver easy to use easy to install full document solution that add value to end users and ... [More]