Event Invitations for Microsoft Dynamics CRM2011

Here is our latest Demo solution for Event Invitation tracking within Microsoft CRM This solution is designed to work with eCampaign to enable organisations to track Events and Event responses directly in #CRM2011 after send the related Accept and Decline Links via an email marketing campaign.    For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/ Thanks Alisatir

Event Invitation tracking in Microsoft Dynamics CRM 2011

We have recently been working with a number of our eCampaign customers to develop a complete solution for Event Invitation Tracking in CRM. So what is Event Invitation tracking, in some circumstances your organisation many want to send customers an invitation to attend a webinar or an event that is being held, and track the responses in CRM to create a list of contacts that wish to attend, We have done this in the following way by adding new entities to CRM for Event and Event responses PIC EV 1   On the creation of an event in CRM, two URL’s are created for the Accept and Decline process and these can be used in eCampaign to send a bulk email with event invitations. When a recipiant recieves the email they will have two options, below is an example of an email for an event in eCampaign PIC EV 2     When a recipient selects the Accept button from the email they will be taken to your event page which details the event and will display a message saying they have opted to attend PIC EV 3   Likewise if the recipient Declines a similar page is displayed with a message saying they are not attending. PIC EV 4    For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/ Thanks Alisatir     

Creating Images Galleries and Selected Images in Microsoft CRM2011

What we need is an Image Gallery!! Having had the opportunity to work on a number of projects and see a whole range of requirements and needs for CRM, I thought I would share this one as this forms part of our new solution ePicture.I was recently working with a customer, who had a catalogue of images for products that they sold, these happened to be images of Telephone handsets and switches.  There was a requirement and a need to include these images into CRM so they could be used with Quotes, Orders and web site integration.  It was also made quite clear that there was no apparent budget or desire to introduce a SharePoint instance or integration into the organisation. As an organisation they wanted to keep everything in one please, one system and one over all solution with one technology, usually a difficult ask, but this is what we delivered to meet the need ePicture (Images Galleries for CRM 2011) First we thought about having an area in settings, which can enable the creation of image galleries so that we could easily add images to any record type or entity with in CRM This way the ePicture solution can be used through simple configuration, any entity in CRM can have an associated picture gallery and the example I use is Contacts and Products.  Let me explain Why Online Selling and Online shops is growing at a pace and the old adage “A Picture Paints 1000 Words” rings true, as when you shop online or request a quote you are always more interested when you have a picture of the product your thinking of buying.  With ePicture you can enhance the product library in CRM2011 and send your customers compelling graphical quotes, which are generated through the standard reporting in CRM 2011.The other use for ePicture here is the use of a solution like this to capture pictures of contacts on your CRM system. Why you might ask Well this is great when your organisation is inviting people to an event and you want to issue an ID card you can simple take a web cam and record at registration point the person’s photo for the event purpose, this said you can also use the same feature for leisure or club membership where it is important to capture an image of the individual.  ePicture comes with an additional resource so that you can add a primary picture to the top level record while you may capture more than one picture for the individual in the image library. ePicture will be release toward the end of May 2012 via the MyCRM download Site, Register here http://downloads.mycrmgroup.com/ Thanks Alistair    

Empower Your #Microsoft #CRM2011 Workflow with 36 New Workflow Functions

We are pleased to announce our first Workflow Function Library for Microsoft Dynamics CRM 2011, in this release we have added 36 new function calls for CRM Workflow that extend the business logic for Business Automation and processing of Data eWorkflow – Marketing                     Function – GetLastCampaignForMember                    Function - GetLastCampaignResponseForMember                    Function – MarketingSubscribeUnSubscriberMember                    Function – UnsubscribeMemberFromAllMarketingLists                    Function – IsAMarketingListMember  eWorkflow – Calculations                     Function – BasicMath                     Function – ConvertTextToNum                    Function – EquationSolver/SumUp                     Function – CalculateMaximum                     Function – CalculateMinimum  eWorkflow – Dates                      Function – AddBusinessDaysToDate                     Function – AddToDate                     Function – DateDifference                     Function – DateDifferenceBusinessDay                    Function – GetDayNameAndNumber                     Function – PareseDateFromString                     Function – SubtractBusinessDaysFromDate                     Function – SubtractDaysFromDate  eWorkflow – RegEx                       Function – RegexMatch                      Function – RegexRelpace                      Function – RegexReturnMatch                      Function – RegexStringFormat  eWorkflow – Strings                       Function – CapitiliseString                      Function – PadString                      Function – RemoveWhitespace                     Function – ReplaceString                     Function – StringLength                     Function – SubString eWorkflow – Web                       Function –WebURLDecode                     Function –WebURLEncode eWorkflow – Sales                       Function – CountRelatedRecords (Entities)                     Function – TotalValueOfInvoices                      Function – TotalValueOfOpportunities                      Function – TotalValueOfOrders                      Function – TotalValueOfQuotes  eWorkflow – Other                       Function – CustomerType   We will be working on a release 2 and release 3 of the eWorkflow Library and will continue to extend the Library functionality, with community and customer feedback. For further information please contact sales@mycrmgroup.com   Release 11th May 2012, Pre-Register Here http://downloads.mycrmgroup.com/  

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” custom workflow plugins within CRM online. Enter R8, R8 has many changes and support for different things but one little snippet we really liked was:- "CUSTOM WORKFLOW ACTIVITIES IN CRM ONLINE With the Microsoft Dynamics CRM Q2 service update, developers can build custom .NET Workflow activity assemblies for Microsoft Dynamics CRM Online. These custom assemblies can be developed and deployed as part of a Microsoft Dynamics CRM solution package. Once a custom workflow activity has been deployed, it can then be utilized within the workflow engine for business process management. These new capabilities ensure parity in the developer experience between Microsoft Dynamics CRM Online and on-premises. It also empowers organizations to bring external data, custom actions and integrations into their standard CRM business processes." This means you will be able to run custom workflow plugins as part of a solution.  This really does bring in line the capability and functionality of CRM 2011 regardless of deployment type.So why the blog post, well as expected we are now seeing customers come to us with requests for custom workflow plugins and to be honest we could build this on a one by one basis or a bespoke basis, but we have opted to release our full library of workflow extensions for CRM 2011. eWorkfloweWorkflow like all our other products and services starts with a download licenced install of a CRM2011 solution, once deployed you can start building extended workflows with the following additional functionality MarketingMarketing List Subscribe (/unsubscribe)Marketing List Remove (all)Get Last Campaign For MemberGet Last Campaign Response For Member SalesGet Total Value Of OpportunitiesGet Total Value Of QuotesGet Total Value Of InvoicesGet Total Value Of Orders General FunctionsEquation SolverBasic MathConvert ValueMaximumMinimumAdd Business Days To DateAdd To DateParse Date From StringSubtract Business Days From DateSubtract From DateRegex String FormatRegex MatchRegex ReplaceRegex Return MatchCapitalize StringPad StringReplaceString SubstringRemove WhitespaceURL DecodeURL Encode See all the new Workflow Helpers   So as you can see from the list above we have introduced a number of additional functions that can be used in CRM2011 but more importantly these are tested and supported to use straight from install. We anticipate that on release there may be other functions that get added, but this includes the first release. The eWorkflow Helper Library will ship with a number of tested workflow functions for #CRM2011 for both on-premise or hosted either online or partner hosted and can add a new level of automation to the implementation of CRM. You can register for a free download account with MyCRM at http://downloads.mycrmgroup.com/ Or email sales@mycrmgroup.com Regards Alistair  

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 sales@mycrmgroup.com Quoting eMAP.

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 Microsoft CRM admin area.   Introducing eUser – Extended User Settings eUser from MyCRM Extended is an extended solution for User Management and administration of end system users which becomes a valuable add-on post a hand full of CRM users. There are two main features sets with the new functionality and these are extended end-user settings and bulk end user settings First we take a look at some of the end user extended record settings.   As you can see from the screen shot below we have exposed a number of the options that end users can select for themselves so that an administrator can set these when adding a user account The General tab shows how to set among other things dates and currency for the end user      If we now take a look at the extended activities tab you can see that extra setting have been created to allow an administrator to day and times      On the final extended user tab you can see a number of exposed features under formats, Email and Privacy       These final settings will enable administrators to set language, tracking and error responses. We now go on to look at the new bulk setting features of the new user setting solution. Introducing eUser – Extended Bulk Settings In this part of the solution we show the new features for bulk setting user permission in CRM 2011  Here an administrator can bulk set how many records a user sees by default, the advanced find mode, the default tab and default pane for selected users.   On the email tab as before the administrator can see options around email setting for the selected users.   The advanced find has also been configured to easily add selected users across the enterprise, so that an administrator can change setting on bulk          The new eUser module will be released via the download centre in March 2012 and will have a full 14 day trial. To find out more about MyCRM Products and services please visit http://www.mycrmgroup.com To register for a free download account please visit http://downloads.mycrmgroup.com   With kind regards   Alistair  

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 configuration • Fully Integrated Email Marketing with unlimited emails http://downloads.mycrmgroup.com/eCampaign.aspx • Integrated Document Creation with ePDF http://downloads.mycrmgroup.com/ePDF.aspx • Integrated Number and form auto population with eNumber http://downloads.mycrmgroup.com/eNumber.aspx • Integrated Tax calculation for key entities including product line override http://downloads.mycrmgroup.com/eTax.aspx • Integrated 360 degree of the customer with eView http://downloads.mycrmgroup.com/eView.aspx • Integrated Document Management with SharePoint 2010 Optional Extras: • All CRM Extensions from the MyCRM Download Centre Supported• Additional Data Storage £9 per GB per month• Additional Consulting service packages from £2850 Our hosted environment is fully managed by MyCRM and is hosted from UK Data Centers. Our enterprise offering including support retails at £95 per user per month and includes service time built in for deployment and configuration, along with full telephone and email support. To request a Demo of a trial of MyCRM 2011 click here http://hosted.mycrmgroup.com/pricing.aspx Or you can visit our main site here http://www.mycrmgroup.com

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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