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]

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]

eSpell – Integrated Spell Checking for Microsoft CRM Dynamics 2011

A number of customers I have recently been working with have come to the same conclusion or asked the same question, “How can I check the spelling in the notes or more importantly emails that I send from within CRM 2011” I did the usual searches and only found a single solution for CRM 4.0 and then came to the conclusion that maybe this was a product or extension that was needed in the market, obviously I had scoured the market place and maybe the development community just assumed this would be in the core product. Anyway cutting the story short the team here set about designing and building a solution that not only met the above requirement but went further to check fields on... [More]

eView – a New way of working with CRM 2011

For the past 3 months we have been busily working on the first release of eView for Microsoft Dynamics CRM 2011. So you may ask why change the way it works, why bother.  The answer is really straight forward, we love CRM, and CRM 2011 has re invigorated my use and need for this system in small, medium and enterprise business, but there are too many screens.  This is my opinion, I seem to be always opening and clicking and with 2011 there has be a move with the add tab on the ribbon, but we wanted more. So eView was born on a white board here in the office and as a team we um’d and argued about the functionality.  In a nut shell we wanted a single screen at record and w... [More]

October Update - Latest Products released for Microsoft CRM 2011

Hi All Welcome to the October newsletter from the MyCRM Download Centre, AppStore and Marketplace. We would like to share some exiting new developments and new product releases with you this month as we have released 4 great add on products for Microsoft CRM 2011 eCampaign - For on premise installations that require a cost effective, fully integrated email marketing solution for CRM 2011. http://downloads.mycrmgroup.com/eCampaign.aspx eSpell - It would seem it’s been missed out of CRM again so now you can add spell checking to CRM 2011. http://downloads.mycrmgroup.com/eSpell.aspx eNumber - A fully out of the box integrated Auto Number and Auto Naming tool that creates sequenti... [More]