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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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 where to save report 6. Close Report Screen 7. Click on the „Add‟ tab 8. Click on E-mail 9. Click on Save 10. Click on Attach File 11. Click Browse 12. Find where you saved PDF and click Open 13. Click Attach  As you can see from the 13 steps not exactly time efficient or best use of a Sales Persons time.  I then looked for another approach, and this would be to use the CRM mail merge functionality which when I did, I ended up with about 18 different steps to get a word doc attached to my email and to be honest found this quite confusing.   In projects gone by and that sounds really bad but I have seen a range of solutions offered most involving the purchase of more licences for another 3rd party tools that would integrate in CRM, which from an end user point view is not ideal as you then working in several different interfaces.So after much investigation and not being able to find a solution I set about working with the team here at MyCRM to see if something could be done, not only for our customers but for me, as I use CRM 2011 all day long. The Solution Building on what we had learnt with CRM 4.0 we successfully, after a few updates released a solution called ePDF        The ePDF solution is an addition or extension to the way CRM works and extends the following record types in Microsoft CRM 2011.The ePDF solution allows the creation of a PDF attached files on an email to be created through a very simple process and extends the following record types. 1. Quote 2. Order 3. Invoice 4. Account 5. Contact 6. Service Activity 7. Contract 8. Lead Working with the team I wanted to help make the process as easy and as straight forward as possible and to be honest anything that reduced the 13 steps above had to improve my working environment, so this is what we got the process down to The ePDF way 1. Click Create PDF Report button on the entity tool bar2. Select the report to run from the pop up screen3. Click Create E-mail and Attach PDF from the pop up screen4. Email window opens with PDF attachment of related quote or report generated. So in a nutshell that was the reason behind ePDF and you can find more from the link below and download a trial for 14 days if you, like me, need to send quotes quickly. http://downloads.mycrmgroup.com/ePDF.aspx Alistair (mycrm)    

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 http://downloads.mycrmgroup.com/eAddress.aspx If you would like any further information re Addresses in Microsoft CRM 2011 then contact our sales team sales@mycrmgroup.com  

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.