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                   ... [More]

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]

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
[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]