Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts

Saturday, February 05, 2011

CRM 2011 RC Installation error: Setup failed to validate specified Reporting Services Report Server

I faced the below error while installing the Dynamics CRM 2011 release candidate:

Setup failed to validate specified Reporting Services Report Server http://Servername/reportserver. Error: The request failed with HTTP status 503: Service Unavailable.
The request failed with HTTP status 503: Service Unavailable.
Installation environment:
· SQL server 2008 R2
· Windows 2008 R2 x64
· Dynamics CRM 2011 RC

Error cause:
The machine was renamed after installing the SQL server.
I managed to solve this error using the following steps:
· Run the following SQL script on your SQL server from Management Studio
sp_dropserver
GO
sp_addserver , local
GO
· Correct all service accounts of the SQL server and reporting service accounts from the windows services manager (services.msc)
· Run the Reporting Services Configuration Manager then
o choose the database tab
o click change database change the database server
o Choose an existing report server database.
o Choose the SQL server using the new machine name.
o Test the connection to make sure that the connection is successful.
o Click next
o Then make sure to select the correct report server database (the default database name is ReportServer)
o Then click next until the wizard is complete
Restart the SQL server Reporting Server service then rerun the CRM installer again.

Wednesday, January 12, 2011

Download the Microsoft Dynamics CRM 2011 Server Release Candidate

The Release Candidate is available for anyone to download, and will be available until the RTM release scheduled for Q1, 2011. you can download the Microsoft Dynamics CRM 2011 Server Release Candidate from:
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=c3f82c6f-c123-4e80-b9b2-ee422a16b91d&displaylang=en&lc=1033the

Join us online for the Microsoft Dynamics CRM 2011 global launch event

Thursday, January 20th, 2011 at 9am PST
Attend this FREE global virtual launch event and watch Microsoft CEO Steve Ballmer introduce Microsoft Dynamics CRM 2011. Learn how it is designed to help you boost sales, improve marketing, enrich customer service interactions, and accelerate line of business application development through xRM.
Hear keynote presentations by Kirill Tatarinov (Corporate Vice President, Microsoft Business Solutions), Michael Park (Corporate Vice President, Microsoft Business Solutions), and Brad Wilson (General Manager, Microsoft Dynamics CRM).
to Register Click here

Saturday, January 01, 2011

Comparing Microsoft Dynamics CRM and SharePoint

In this post will try to state part of a session I delivered in early 2010, in one of the community events in Saudi Arabia, I will discuss the comparison between , SharePoint and Dynamics CRM
SharePoint and Microsoft Dynamics CRM - Similarities

  • Both run as server applications on the Windows platform.
  • Both are built on the .NET developer platform.
  • Both use SQL Server as their database engine.
  • Both are web applications that run on the Internet Information Server (IIS).

SharePoint and Microsoft Dynamics CRM– Differences

  • Data model
    In SharePoint for example, users can add an item to a list, and upload documents to a document library. These lists and libraries are customizable. While a list is similar to a table in a database application, SharePoint cannot create relationships between lists (however, you can use lists as lookups for each other). Microsoft Dynamics CRM has explicit out of the box support for relational database management features. Its "entities" correspond to database tables, which have customizable "attributes" (columns), and it has a powerful set of features for creating relationships between out of the box entities, and custom entities you create.
  • SharePoint Pages compared to CRM Forms
    With SharePoint, the primary user experience is through web pages. Customizers of a SharePoint site can use the built-in user interface to create custom pages using Web Parts, and SharePoint Designer can be used to create highly graphical custom pages. These web pages do not generally have any built-in data awareness, and can be created entirely independent of any SharePoint lists or libraries. Dynamics CRM does not provide out of the box support for a generic web page. Every Dynamics CRM entity has only one form that manages the user experience of working with the highly structured data contained within Dynamics CRM.
  • Document management (Versioning, Approval, Source Control)
    SharePoint has powerful out of the box features designed for efficient and secure collaboration on shared documents, such as major and minor versions, content approval based on security role, and the ability to require check-outs before allowing edits. Dynamics CRM documents can be attached to an entity's records, but there is no support for versioning or any of the other document management features available in SharePoint.
  • Query and Search
    Dynamics CRM provides powerful end-user querying tools that are tailored to the product's relational database strengths. For example, users can easily include columns from multiple related entities within a single result set, and can sort and filter based on values from related entities. With SharePoint, search is much less structured, and the experience is more similar to a Live or Google web search experience where a user can enter a search keyword in the search box, and the SharePoint search engine will potentially find every occurrence of that keyword in every list, library, page or document in an entire site collection. SharePoint enterprise search is less structured and much broader than Dynamics CRM search, and offers users the potential to search across SharePoint content (including document libraries, lists, blogs, and wikis) as well as network file shares, external web sites, other business applications (such as SAP), and even Dynamics CRM data, (if you configure the SharePoint Business Connectivity Service).

Jobs for SharePoint

  • Document management and collaboration.
  • Web sites and web content management.
  • Reporting and dashboard applications.
  • Enterprise portals and Enterprise search.

Jobs for Microsoft Dynamics CRM

  • Marketing Management.

The Dynamics CRM is used by the marketing team to manage the entire marketing process; Dynamics CRM manages the entire marketing processes it helps in: marketing planning and budgeting, campaigns, marketing lists, marketing teams and marketing activities reporting…etc.

  • Sales Management.

You can use Dynamics CRM for the management of your sales processes starting from very simple sales process to roughly saying very complex sales processes.

  • Customer service

Such as case management, service scheduling, contract management, knowledge base.

  • xRM (Any Relationship Management).

xRM is a business application framework that accelerates the development and delivery of enterprise-class, relational business applications. It the one of the amazing extensibility features of Microsoft Dynamics CRM, it moves you to a space where sky is the limit. xRM capabilities forged from customization, configuration and business process automation investments.

Sunday, August 15, 2010

Forrester reports ranks Microsoft Dynamics CRM as a Leader in New Customer Service Research

Forrester reports ranks Microsoft Dynamics CRM as a Leader in New Customer Service Research
http://www.microsoft.com/presspass/itanalyst/docs/07-19-10CRM.PDF

Microsoft Dynamics CRM: A Leader for Midsize and Large Organizations
See below analyst relations announcement for more details and you might want to check out the blogs below as well.
· The Inside Scoop On How The CRM Vendors Stack Up
http://blogs.forrester.com/william_band/10-06-16-inside_scoop_how_crm_vendors_stack
· Large Organizations
http://www.forrester.com/rb/Research/wave%26trade%3B_crm_suites_for_large_organizations%2C_q2/q/id/55828/t/2
· Midsized Organizations
http://www.forrester.com/rb/Research/wave%26trade%3B_crm_suites_for_midsized_organizations%2C_q2/q/id/56879/t/2



Saturday, May 08, 2010

Customer Care Accelerator for Microsoft Dynamics CRM

The Customer Care Accelerator provides the main contact center enabling functionalities, such as the ability to create a unified desktop by combining data elements from disparate line of business applications and displaying it in a single user interface. The core functionalities for this accelerator can be summarized as follows:
Integrated desktop: Customers can aggregate information from diverse business applications into an integrated desktop providing employees with a 360° view of the customer interactions. Customer service representatives have immediate access to business critical information to serve customers quickly and efficiently, increasing customer satisfaction and loyalty.
Duplicate Data Entry. Organizations can streamline business processes by creating desktop automation workflows. Process automation eliminates the need for agents to re-enter the same data in multiple applications. Minimizing duplication helps to reduce human error and ensures a consistent customer service experience.
Computer Telephony Integration (CTI): Organizations are provided with a consistent framework to connect CTI systems with key lines of business.
Activity Reporting: Contact center managers have swift access to agent desktop transaction reporting, helping them to identify process bottlenecks. This capability is currently addressed by ICC Accelerator AIF component.
You can download it from http://crmcca.codeplex.com/More details can be found at http://blogs.msdn.com/crm/default.aspx

Friday, April 30, 2010

Visual Studio .Net 2010 Academic Launch Microsoft Innovation Center - Riyadh

Yesterday (29- April 2010)in the Microsoft Innovation Center (Yamma University – Riyadh Saudi Arabia )we launched the VS 2010 for academic students. We gave the students full fledge about what is new in VS 2010. Moreover, I introduced the Microsoft Dynamics CRM Experts Community to the students and I think they like it very much.
One student won a community gift for answering a question about Microsoft Dynamics CRM

Wednesday, April 14, 2010

SharePoint and Dynamics CRM the Right Tool for the Job

I will be delivering a session on SharePoint and Dynamics CRM the Right Tool for the Job in Riyadh SharePoint User Group Event - April 2010. In this session I will focus on the comparison between SharePoint and CRM and I will give high level overview about CRM with a live demo on how we can use both technologies together to get the best out of our business. The full event agenda can be found at the this link http://rsugapril10.eventbrite.com

Tuesday, March 23, 2010

Microsoft Dynamics CRM Server xRM is Your Best Tool for Any Relationship

What is xRM?
xRM is a business application framework that accelerates the development and delivery of enterprise-class, relational business applications. It the one of the amazing extensibility features of Microsoft Dynamics CRM, it moves you to a space where sky is the limit. xRM capabilities forged from customization, configuration and business process automation investments.
xRM Architecture Components

· Integrated to Microsoft Office
· Schema extension
· Custom UI
· Custom workflow
· Multi-lingual/-currency/-tenant
· Offline support
· Extensible/support for Integration
· Active directory for SSO
· Enterprise capabilities with SQL Server

xRM Solution Deployment
· xRM solution is considered part of the Dynamics CRM server once it is deployed on the CRM server.
· There are 3 Dynamics CRM client types: Web, mobile and Outlook client. This means they are the xRM clients seamlessly.
· Dynamics CRM can be On-premise/partner hosted.
· xRM solution is upgraded seamlessly with the upgrade of the Dynamics CRM server.
· You can easily package your xRM customization in the form of XML format.

xRM Solution Administration and Management
· xRM solution supports the normal Dynamics CRM server Data import and export.
· xRM solutions uses the same powerful security model of Microsoft dynamics CRM server.
· You can apply the out of the box analytics and reporting tools of the Microsoft dynamics CRM server, or you can extend these reports using the SQL server reporting tool easily.
· xRM as part of the Dynamics CRM server , enjoy the very powerful scalability model of the Microsoft dynamics CRM server .

Tuesday, March 16, 2010

Microsoft Dynamics CRM Experts Community

It gives me a great pleasure to announce that we have established the first Microsoft Dynamics CRM Community group in Saudi Arabia a few months ago, for more details visits the Community’s facebook group :
Microsoft Dynamics CRM Experts

Saturday, January 30, 2010

Walkthrough Integrating SharePoint 2007 with CRM 4.0 using the List Web Part for Microsoft Dynamics CRM 4.0

1. Download the list web part for CRM 4.0 from this link
http://www.microsoft.com/downloads/details.aspx?FamilyID=3B6EB884-EC15-4288-A2A3-D0B47E057458&displaylang=en
2. Install The List Web Part for Microsoft Dynamics CRM 4.0 on the front end SharePoint web servers for the entire SharePoint farm.
3. In the installation wizard Click Next.
4. Click the I Accept button.
5. Click Next
6. Click the Close button on the Setup Completed page.
7. Create a web part page to host the CRM list web part.
8. Click Add a Web Part.
9. In the Add Web Parts dialog, click List Web Part for Microsoft Dynamics CRM 4.0 check box and then click the Add button. The Web Part instance is added to the page.
10. In the edit menu for the Web Part, select the Modify Shared Web Part menu item. The edit pane is displayed on the right side of the page.
11. In the CRM Server URL text box, type (http://CRMServer:Port) and click the Go button.
12. Choose the Organization that you want to connect to.
13. Select the Record Type as Opportunities, Contacts, Accounts, or Leads …etc.
14. select View as Open
15. Click the OK button. The Web Part now ready to display the selected object type.
16. Click Exit Edit Mode on the upper-right side of the page.

Tuesday, January 26, 2010

Microsoft Dynamics CRM 2011 Release Date

Microsoft Dynamics CRM 2011 expected release date is second half of 2010.

Monday, December 28, 2009

What is new in xRM Microsoft Dyanamics CRM 2011

Many Important xRM Investments in Microsoft Dyanamics CRM 2011
· Developer Productivity
o NET 4.0
o Flexible web services (WCF, REST, AJAX)
o Client-side object model
o Cross-version compatibility
o Enhanced query support
· Power of Choice
o Code “Sandbox” in hosted deployments
o Extended Event Pipeline via Windows Azure
o Claims-based authentication and federation
o Visualizations
o Portal Integration
· Rich Platform Services
o Solutions Management
o Enhanced data modeling
o Client extension hosting and deployment
o Optimized transaction support
o Auditing
Reference PDC09