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 has not budgeted for any configuration in areas like this it becomes a real issue for the project. The Requirement The requirement was really straight forward and after understanding what I was being told this made a lot of sense and made me think that this is the way CRM should actually work.  First off the customer needed the business address from the account to synchronise to all related contacts as a read-only business address on the contact form.Secondly be able to create multiple addresses that only displayed one address block on the form that could be filtered via a business type drop down or pick list field, and had an address for Business, Home and Other.Thirdly have the option to select a primary address on the contact i.e. one of the three addresses entered that would sync with the standard Address 1 fields in CRM so that when using mail merge on contacts you always got the primary address in the CRM Address 1 fields. The Solution I went away and discussed with the MyCRM team and a solution to meet the above requirement was created, the team created a number of plugins and JavaScript around the Contact and Account entity, to meet the requirement On the contact form we added the new 3 x Address Blocks    By changing the address selector the relevant information is displayed. You can also set the address to be the primary and this will copy the data to the We also took all the components that where developed and have created a solution called eAddress which can be found on the download centre If you would like any further information re Addresses in Microsoft CRM 2011 then contact our sales team  

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 organisation day to day activity. Quality is paramount and we will continue to offer maximum support cover for all products and solutions that are developed for CRM 2011.  Products developed for CRM 4.0 will be supported until the end of 2012, and then support on an adhoc per organisation basis as we fully understand that migration may need more of a business need.   New MyCRM Subscription Services Our focus for our new subscription services will be around extending the marketing capability for CRM which will include Email, SMS, Social, and registration management.  As an organisation we are going to focus on fixed price per month per module and unlike some providers will not charge for usage or volume or transactions.   New MyCRM Products We will continue to develop, extend and create solution for the Microsoft CRM 2011 platform for all deployment types support Online, Partner Hosted and On-Premise.  Our focus for the next batch of product will concentrate on Sales and managing data with an intention to offer better Product Management, Data Management Tools, and social integration for end users.