For prospects/customers wanting to activate their subscription from one offer to another here is the process to do so. Example scenarios where this would apply:
- 30-day trial to Professional or other offers you were made eligible for
- R3 subscription terms to R4 subscriptions terms
NOTE: This process can only be initiated by the Billing Administrator of your subscription.
Option 1a - If you are on a trial, the easiest way to start the process is by clicking on the “Activate Now” button when you sign into your subscription.
Option 1b - The alternative is to go into Settings and click on “Subscription Management” (specifically if you are not on a trial) or by clicking this link which will take you to the Subscription Management page.
Settings->Administration->Subscription Management
Within Subscription Management, click on “View Offers”.
NOTE: For security purposes, either Option (1a or 1b), you will be asked to sign-out and re-sign into your subscription.
Enter your corresponding password for your Windows Live ID.
Select the appropriate offer that you wish to activate to.
Review and Accept the Subscription Terms.
Enter your contact information.
If appropriate, enter your credit card details. If you wish to choose another payment method, click here for available options.
Enter the applicable amount of users and storage you require and select “Purchase”.
When importing customizations you may encounter an error: The attribute map is invalid.
To fix this error and move on with your import:
- Look at the following attributes in Lead, Account and Contact:
- address1_line1
- address1_line2
- address1_line3
- address2_line1
- address2_line2
- address2_line3
- In your source attributes for Leads, the field size may not match the field size in your targets Account and Contact: nvarchar (200) versus nvarchar (50)
- Modify either your source or your target attributes so the field sizes all match
- You may need to re-do the mapping in the 1:N Relationship for Lead:Account and Lead:Contact
- Publish changes, and import customizations again.
Microsoft has recently (11/17) released an update to the CRM Online Email Router. This update adds support for connectivity between CRM Online and Exchange Online. The CRM Online Email Router Installation Guide has also been update to reflect these changes.
Microsoft Exchange Online support
With the November 2009 Service Update, the Email Router supports Microsoft Exchange Online. With this support, the Email Router can be configured to connect to Exchange Online mailboxes to process incoming and outgoing Email messages by using Exchange Web Services (EWS).
Microsoft Support created a scenario’s doc titled "Microsoft Dynamics CRM: How to configure the On-premise and Online E-mail Router in different deployment scenarios" to provide additional guidance.
I will be posting another blog with details on how to configure and a corresponding video. Keep checking back as I will update this post with links to each.
- Eric
The purpose of this post is to provide some guidance and resources for creating a SMS-based installation routine for the CRM Outlook client.
First and foremost, make sure you are downloading the CRM Outlook client that is specific to CRM Online. The link is:
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=e8e6c81a-b7b2-4e57-8599-604967617396.
Next, review the CRM Implementation Guide sections on deploying the CRM Client for Outlook with SMS.
Please keep in mind that the Implementation Guide (IG) instructions are geared toward on-premise CRM, which would leverage Active Directory. As a result, some modifications to the IG instructions will be required.
Ignore any documentation references to “Update Rollup X”. Update Rollups apply only to the on-premise version of the software. As of this post the cloud-based service, and the CRM Client for Outlook, are on the latest release known publicly as the “November 2009 Service Update,” and known internally as “R4.”
Additional considerations:
-
Client machines will need access to the internet to complete the configuration process.
-
Users will need to accept an invitation into the service before they can configure their Outlook-based access.
-
If SMS allows for it, you may want to add “live.com” and “crm.dynamics.com” to users’ Internet Explorer trusted sites.
-
The timeout on the SMS job should be longer to allow the bootstrapper enough time to download the rest of the client setup components.
-
After the silent installation the Configuration Wizard will run in the background upon the first subsequent launch of Outlook. This may require users to enter their Windows Live credentials to complete their access. This is a relatively straightforward process.
There’s also a good blog post on installing with SMS located here: http://blogs.msdn.com/crm/archive/2008/02/22/how-to-deploy-microsoft-dynamics-crm-client-through-sms.aspx.
“Technology must be able to adapt to unique business processes and changing strategies. Organizations that invest in flexible, proven CRM solutions will position themselves for success both today and tomorrow.” - Rebecca Wetteman, vice president, Nucleus Research
As the saying goes, the only constant is change. Fundamentally, Microsoft believes that as business conditions change, software should flexible enough adapt easily. Our most recent Microsoft Dynamics CRM Online release, the November 2009 service update, gives organizations more choice in how they consume, use, and set-up CRM for their own businesses – and we’re pretty excited with how the market has responded to it.
We’re looking for more customers to tell their story about how they were able to overcome obstacles with Microsoft Dynamics CRM (Online or on-premise) to achieve their goals. To inspire the thought process, consider these Microsoft Dynamics CRM customers:
· Barclays Bank PLC, a consumer banking division in the United Arab Emirates, has seen a 15 percent improvement in customer satisfaction and has attributed Microsoft Dynamics CRM for a 22 percent drop in service costs per customer incident.
· Booz Allen Hamilton, a strategy and technology consulting firm that licensed the 1 millionth Microsoft Dynamics CRM seat, is standardizing Microsoft Dynamics CRM as a platform to deliver relational line-of-business applications across the organization.
· The City of London in the U.K. uses the power and flexibility of Microsoft Dynamics CRM as an xRM development platform to enhance the services such as event planning and voter management it provides to citizens, businesses and visitors.
· Hard Rock International, a world-renowned hotel and restaurant group, uses Microsoft Dynamics CRM to reduce its customer inquiry response times from four days to just a few hours. This efficiency has enabled it to add new venues (casinos and hotels) around the world without having to add additional customer care staff.
· Maccabi Healthcare Services, a healthcare organization located in Israel, has implemented Microsoft Dynamics CRM with Microsoft Office SharePoint as the service application to provide quick response and accurate information to its members.
· Polaris Industries, one of the world’s largest manufacturers of all-terrain vehicles, deployed a dealer self-service portal and realized efficiency gains up to 35 percent compared with previous processes.
· Vodafone Iceland, a telecommunications company, has exceeded its own first-time call resolution rates expectations of 95 percent while also increasing sales by 20 percent since implementing Microsoft Dynamics CRM for its sales and service teams.
Let us know if you have a story that you’d like to share. We’re excited to learn more about the challenges you’ve faced and solved!
And, for those interested in learning more about the six months free offer referenced in the image above should click here to get more information.
A world without choice, for some organizations, would be more reality than fiction.
While many organizations have made CRM investments with other vendors because they were led to believe that they were “cheaper,” these same organizations are learning first-hand about the tradeoffs with those purchases. Interface restrictions. Deployment restrictions. Integration restrictions. And extreme pricing or nickel and diming that forces them into uncomfortable payment terms.
Last week’s announcement of the latest Microsoft Dynamics CRM Online release, the November 2009 service update, was an important release for the market in two ways. First, organizations can get started quickly, easily, and for less money. Second, Salesforce.com and Oracle CRM On Demand customers can switch to Microsoft Dynamics CRM Online and get the first six months free.
Considering Microsoft Dynamics CRM has over 1 million users and 20,000 customers, has achieved sub-second response times for 50,000 concurrent users, and been recognized with industry awards for product innovation and customer success, it has become one of the fastest growing products in the CRM industry.
We’re excited about last week’s announcement, the interest it’s generated, and how the market is questioning competitive approaches. What do you think?
Microsoft XRM is a model of using the Microsoft CRM platform as tool to build additional business applications. XRM allows you to build relational business applications directly into the Microsoft CRM Platform/Application. Developers can save time building applications leveraging the application and platform services. In addition, business users can participate as well via the point and click tools. Business can maximize their CRM investments by building additional applications for existing CRM users. All in all, XRM is your next generation rapid relational data application tool ( say that 3x fast).
View Recording
Recording Details
Subject: XRM Introduction
Recording URL: https://www.livemeeting.com/cc/microsoft/view
Recording ID: JJZHB7
View Recording
Recording Details
Subject: Building Business Applications with XRM
Recording URL: https://www.livemeeting.com/cc/microsoft/view
Recording ID: 8ZBBKZ
Eric Boocock well be presenting the 3rd in the series tomorrow, XRM Demo’s.
https://www.livemeeting.com/lrs/microsoft1/Registration.aspx?pageName=xfzbc0w8q8ch67qv
-cheers
jonw
Are the costs and time to develop compelling business solutions holding your company back? Have you wondered if there is a better way to build business solutions? If your company could save up to 70 percent of their development time and therefore get to market faster, would that be of interest? If the answer to these questions is yes then consider attending a series of webinars focused on why you should consider building your next solution on a Microsoft Dynamics platform.
Over the course of a week our Microsoft Dynamics experts will take you through an overview of the Microsoft Dynamics message and will drill into two of our solutions, Dynamics AX and Dynamics CRM. During these sessions you will gain insight into the capabilities these platforms offer out of the box as well as how they can be extended to meet you customer’s unique business needs. In addition to Microsoft presenters, you will also see independent software vendors who have developed applications on the Dynamics platform. They will talk about their real world experiences with the platform.
Microsoft Dynamics offers a way to empower your organization with the ability to react quicker to your clients needs and offer solutions built on a proven development platform. You owe it to your existing and future clients to watch this webinar and to learn how you can take advantage of Microsoft Dynamics.
Sign up today at - Introduction to Microsoft Dynamics – Why ISVs are Partnering with Microsoft Dynamics
If increasing your developers productivity and time to market by building solutions on a Microsoft Dynamics development platform is something you would like to discuss now, please consider reaching out to the Microsoft ISV team now by emailing dynusisv@microsoft.com with your contact details and industry focus. We will have a Microsoft ISV specialist contact you to start you on the road to a faster and more streamlined time to market and above all work with you to become a successful Microsoft ISV Partner.
With the new service update coming out, I did a presentation. Includes power point plus demo.
Lots of new features and improvements.
Here’s a few:
Improved Sign up and Outlook Client.
Pre-populated sample data
Data
Home Page
Embedded Charts
Mobile device support
Check out the video for more info.
CRM Online Nov Service Update Quick View
cheers
-JonW
As part of the CRM Online November Service Update, Mobile Express is provided to all CRM Online customers free of charge. To configure Mobile Express navigate to Settings…Customizations…Customize Mobile Express.
Select what CRM entities and attributes show up in the Mobile Express application and how they are displayed.
In order to access the Mobile Express application on ANY mobile device:
Enjoy your FREE CRM Online Mobile Experience.
- Eric Boocock
It’s not always clear that Dynamics CRM Online ≠ Dynamics CRM 4.0. CRM 4.0 specifically refers to the On-Premise version of the software that a customer would house in their own data center. CRM Online specifically refers to the cloud-based service hosted by Microsoft.
This confusion comes to a head when we release updates. The table below may help.
We’re on a regular release cycle now for updates to the On-Premise software (“4.0”). You’ll see updates called “Update Rollup x” about every 6-8 weeks. Some folks refer to them as “UR7” and the like. CRM Online customers should not try to apply any Update Rollup installations to their CRM for Outlook client.
You may have also heard the term “R4” with respect to CRM Online. That is the internal jargon we use when referring to the November 2009 Service Update that went live yesterday. CRM Online administrators and users will be automatically notified when updates are ready for installation. CRM Online customers should wait until their CRM Online service in the Microsoft data center has been upgraded before attempting to upgrade the client. We are rolling out the upgrades over the next week or so.
If you are anxious, you can click Start > Microsoft Dynamics CRM 4.0 > Update, to check for updates manually.
Update | CRM 4.0 On Premise | CRM Online |
| UR7 | client & server | n/a |
| Nov 2009 Service Update (“R4”) | n/a | Cloud update and new client bits. Must wait for your service to be upgraded to R4 before installing new client bits. Should be able to execute automatic update. |
| UR6 | client & server | n/a |
| UR5 | client & server | n/a |
| UR4 | client & server | n/a |
| March 2009 Service Update (“R3”) | n/a | Cloud update and new client bits. |
With the November 2009 Service Update, we are offering even more value in a Microsoft Dynamics CRM Online subscription. Take a look at all the increased business benefits that the Service Update provides:
Get Instant Online Access: Start a free trial of Microsoft Dynamics CRM Online in less than five minutes. Because sample data is loaded automatically with every trial, you can start modeling real-world scenarios immediately—and you can add or remove sample data at any time.
Increase User Adoption: Help reduce the learning curve and speed user adoption with a familiar Outlook interface. Installation and setup for this option is simple, so users can launch Microsoft Dynamics CRM Online for Outlook at sign-up.
Get Started Faster: The new Get Started Panes put context-based tools, tips, and guidance in your users’ hands. Located at the top of each view, these panes contain links to articles, videos, and helpful wizards to walk users through common tasks. Users may choose to hide or show individual panes—and the system will remember their preferences.
Start Working with Your Data: Administrators who manage customer data in other systems can easily import that data into Microsoft Dynamics CRM Online with the Data Import Wizard. Now, the step-by-step wizard allows you to import multiple files, save your import as a template for future use, and create new attributes and entities on the fly.
Track Your Outlook Data: The Microsoft Dynamics CRM Online November 2009 Service Update makes it easy for users to import their Outlook contacts in bulk. The Add Contacts Wizard helps you to quickly identify contacts to import by grouping them by company name, e-mail address, or user-defined categories. Users also have the option to import related e-mail messages and appointments.
Stay Connected: In addition to connecting through a web browser or the Outlook client, users can now access Microsoft Dynamics CRM Online through their mobile phone. Mobile Express is hosted in Microsoft Datacenters and is included with your subscription, at no additional cost.
Gain Valuable Insights: Take advantage of the new Home Page dashboard to start your day with an overview of your daily tasks and the business metrics that are important to you. Choose from more than 30 charts to help you visualize the health of your business. Administrators can also create custom charts for users.
Get More For Less: Gain more value from Microsoft Dynamics CRM Online, with a low subscription price of only $44 (U.S.) per user, per month. Each organization’s subscription includes:
- 5 GB of storage space
- 200 custom workflows
- 200 custom entities
- Offline capabilities
- Mobile Express
Additional storage can be purchased in increments of 1 GB for just $9.99 per month per organization.
To learn more about the November 2009 Service Update, please visit our website: http://crm.dynamics.com | Press Release
Version 4.0.10 of the Microsoft Dynamics CRM SDK is now live on MSDN and on the download center.
This release contains updates relevant to Microsoft Dynamics CRM 4.0 Update Rollup 7 and Microsoft Dynamics CRM Online Service Update 4.
Check out some of the new and updated topics you’ll find in this release. View the Release History for the complete list:
· Using the Paging Cookie – Fetch and QueryExpression sample code to show you how to implement paging.
· Using Pre-generated XmlSerializers - use these supplemental assemblies to increase performance.
· Visualizations (Charts) – This exciting new charts are available for Microsoft Dynamics CRM Online only.
· Walkthrough: Creating and Registering a Custom Workflow Activity – if you are new to custom workflow activities, this walkthrough will get you started.
· Authentication with CRM Online – these samples have been updated to get the organization-specific CrmService Web service URL from the discovery service.
· Using Filters in a Report - new information about enabling data pre-filtering on reports.
· Stylesheet samples - added HTML, CSS, and image files that provide a starting point for creating Web pages that look similar to Microsoft Dynamics CRM.
· Import/Export (Customization File) Schema – updated the customization schemas to be used with the latest releases.
· PluginRegistration tool – includes the latest version of this tool used for plug-ins and custom workflow activities.
· Choosing Between the WSDL and Assemblies – read this new topic to help you choose the best method for your project.
cheers
-jonw
Meet the XRM experts at the XRM All-Star Roundtable. This session is an “ask the expert” for anything XRM. Seats are limited, so sign up today!
xRM All Star Roundtable
11/3/2009 9:00:00 AM (PST) - 11/3/2009 10:00:00 AM (PST)https://www.livemeeting.com/cc/usergroups/join?id=SWDBM9&role=attend&pw=HtS69B%26%7CR
Scheduled to attend:
Julie Yack, CRM MVP
Larry Lentz, CRM MVP
Ben Hoelting, C# MVP
Matt Parks, CRM MVP
David Yack, Silverlight MVP
Shan McArthur, CRM MVP
Jim Daly, Microsoft SDK Guru
Ross Lotharius, CRM MVP
Mitch Milam, CRM MVP
Imran Mustafa, CRM MVP
Due to high demand, we’re hosting a repeat session of From CRM to XRM: Introduction. Sign up today!
REPEAT SESSION - From Microsoft CRM to XRM: Introduction
Friday, October 30
8:00 – 9:00 AM Pacific
Presenters: Kevin Williamson and Jon White
From Microsoft CRM to XRM: Building Business Applications
Thursday, November 5
8:30 – 9:30 AM Pacific Time
Presenters: Jon White and Laura Robinson
From Microsoft CRM to XRM: XRM Demonstration
Wednesday, November 11
8:30 – 9:30 AM Pacific Time
Presenters: Eric Boocock and Special Guest
