Extending Microsoft Dynamics CRM2011 with Custom Workflow plugins

Since the release on Microsoft CRM 2011 and the release of the Microsoft Online platform we have had many prospects and customers come and ask the same question and that is Oh can I do that in Workflow? To date the answer has been you can if your deployment is on-premise but not if you’re online, which usually starts of a conversation with the words “Are You Sure” and the “Sales Person told us it was exactly the same software”So to clear that initial question or statement “Yes it is the same code build or same software” but and there is always a but, till now or until R8 is released you have not been able to run what are “Sandboxed” cus... [More]

Turning CRM into a Prospecting and Location tool with Bing Maps and Bing Search - SEE DEMO

As promised we have now created a full video demo which can be watched below of the new eMAP Bing Map and Bing Search integration with Microsoft CRM 2011. The video is about 16 minutes long but does cover all the integration points for data directly in CRM.       As this is pre-release and if you have any suggestions of what great additions could be added please let me know as a number of people from the dynamics community have already contributed with great affect. We are also working with a number of partner data providers to enhance the experience and deliver more data and prospect information directly into your CRM, from the mapping tool. You can email us on s... [More]

MyCRM Product Release for Q2 – 2012 Update (eMAP)

We are working towards the release of a number of New products for early Q2 (April) for Microsoft CRM 2011.  The first of which is the eagerly awaited subscription product that enables the collaboration of Microsoft CRM 2011 with Bing Search and Bing Maps.eMap The integrated GIS solution for Microsoft CRM 2011 will be named eMap  and be MyCRM’s first monthly per user subscription product.  The eMap solution will bring together  key Microsoft technologies and deliver a range of new functionality directly within Microsoft CRM, included in the first release will be Workplace View: - Generate Geocode information from Accounts, Leads, Contacts addresses- Dis... [More]

Making User management easy in Microsoft CRM 2011

A number of our larger hosted and on-premise customers all seem to report the same problem in that they are not able to manage CRM user information effectively.   In many cases the CRM administrator from the organisation has had to remote into end users laptops or desktop to change personal settings and this increases the work load of many System administrators. We took the suggestions made and created a wish list with the intention of creating a better user administration experience in Microsoft Dynamics CRM 2011 Our goal was to enable System administrator to have extended user settings for CRM and expose additional features that have been excluded from the standard Mi... [More]

New Hosted CRM 2011 services launched – Enterprise CRM

Here at MyCRM we have now launched the latest version of our managed services for Microsoft CRM 2011, as before we have opted to add value over price per month and are pleased to offer 3 great solution packages from entry level to enterprise. Enterprise CRM Included in the Per User price:• Full CRM License for access to Microsoft Dynamics CRM 2011• Unlimited telephone and email support• 5GB storage per CRM user• Data Backups – Nightly• Data Backup retention for 7 Days• Monthly Backup Download on request• 95.95% Network Uptime Guarantee Extra above standard CRM • 32 hours service time free for setup and ... [More]

New Hosted CRM 2011 services launched – Professional CRM



• Full CRM License for access to Microsoft Dynamics CRM 2011
• Unlimited telephone and email support
• 5GB storage per CRM user
• Data Backups – Nightly
• Data Backup retention for 7 Days
• Monthly Backup Download on request
• 95.95% Network Uptime Guarantee
• 16 hours service time free for setup and configuration
• Fully Integrated Email Marketing with unlimited emails
• Integrated Document Creation with ePDF
• Integrated Number and form auto population with eNumber
• Integrated Tax calculation for key entities including product line override
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CRM 2011 now even better with added BING

  One of the things we have toyed with for a little while is creating map integrations for CRM 2011 and after some recent conversation with the Microsoft Bing Team we have an approach to move forward on and to give an integrated experience with content and Maps. A couple of the features we wanted to include in CRM 2011 were In CRM 2011 Phase 1 On the left navigation you will have an eMap Icon this will present a Map, that will show all active Account, Contacts and Leads. 1. From the map you can navigate to open any of the displayed CRM records  2. You can use the search capability to find areas and related CRM Records i.e. Search ABC company   3. You ... [More]

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]