Technical Blog

Category: Microsoft Dynamics CRM

Microsoft Dynamics CRM

Gamification for Microsoft Dynamics CRM2011 - a Free Solution

Our consultants are frequently asked by clients for advice on how to drive user adoption so we decided to build a solution to enable game principles to be applied to Microsoft Dynamics CRM2011 and release to the community as a free solution available on codeplex.

Why not download it today (http://crm2011thegame.codeplex.com/) and add your feedback to the discussions page (http://crm2011thegame.codeplex.com/discussions).

Features:

  • Create multiple 'Games' to enable different teams/departments to compete with their peers as opposed to users who use the system in a radically different way.
  • Define ranks so users may be promoted as they accumulate game points.
  • Customise your ranks by applying themed icons. Navy and Regal themes are included in the solution.
  • Define achievement types (i.e. employee of the month, gold medal, etc) that can be awarded for specific actions.
  • Utilise the Microsoft Dynamics CRM2011 workflow engine to drive the award of game points and achievements and includes several example workflow templates that can help you get started. Includes workflow templates for goal achievement and stretch target achievement.
  • Does not use synchronous (real-time) plugins that can impact user interface performance.
  • A leader-board that shows the users sorted by game points, their rank icon and also includes dynamically generated achievement type columns.
  • Extensible framework so enhance your workflow to generate activity feed posts, send email notifications and generate dynamic game points values depending on record values (i.e. opportunity value) rather than simplistic X points for an opportunity win.

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Microsoft CRM 2011 Rollup 6 Available

The Microsoft Dynamics CRM Support Team at Gap Consulting is pleased to announce the release of Microsoft Dynamics CRM 2011 Update Rollup 6. Gap Consulting is currently testing this update for stability and will make a follow up announcement when this has been completed. General Details about Update Rollup 6 Update Rollup 6 is a cumulative update rollup that includes all the fixes for the issues that are documented in Update Rollup 1 through to Update Rollup 5. A list of issues that are resolved in Update Rollup 6 for Microsoft Dynamics CRM 2011 is available, please visit the following Microsoft Knowledge Base Article http://support.microsoft.com/kb/2600640 ! Update Rollup 6 cannot be removed. Specific database updates are applied in Update Rollup 6 that will not let you uninstall Update Rollup 6. You should back up your databases before you install this update. Update Rollup 6 is available for download from the Microsoft Download Center. This can be access at the following link;- http://www.microso ...

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Microsoft CRM 2011 Dashboard

CRM 2011 comes with a set of new capabilities for creating business dashboards.  Each dashboard can be made up individual charts or CRM data views.  Take a look at the standard dashboards produced with sample data.


Microsoft CRM 4.0 Rollup 13 Available

Microsoft released update rollup 13 on 23rd September 2010 for Microsoft Dynamics CRM 4.0 (KB 2267499).


You can download it at the following location,

http://www.microsoft.com/downloads/details.aspx?FamilyID=406E6247-873B-4DB0-8A25-3F041B066844&displaylang=ar&displaylang=en

The KB article contains the installation instructions and list of fixes.

http://support.microsoft.com/?kbid=2267499

How to Mount an ISO Image in Windows 7

If you’re struggling to mount an ISO file in Windows 7 with your typical tools then try the Virtual CloneDrive freeware solution from SlySoft.com, works a treat.

Download from the following link Virtual CloneDrive (freeware).


Once installed right click on an .iso file and select Mount to choose a drive letter.




The settings provide ability to have multiple drives available for mounting to.

Microsoft CRM 2011 – What’s New?

Check out the following blog post from Marco Amoedo for a list of new CRM 2011 features.

http://marcoamoedo.com/blog/summary-of-xrm-and-crm-5-at-pdc09/
  • Solution Packaging
  • Net 4.0 Support out of the box
  • Flexible Web Services
  • Using System Types
  • Linq for CRM
  • ADO.Net Data Services and .Net RIA services support
  • Code Sandboxing
  • Claims based Authentication and Federation
  • Shared Picklists

Microsoft Outlook 2010 Beta with CRM 4.0 Client

Following installation of the Microsoft Office 2010 Beta software I thought I’d try installing the Microsoft CRM 4.0 Outlook Client.  Clearly my expectations were low in terms of the CRM Outlook client installing as Microsoft Office 2010 is still in beta release.  I was pleasantly surprised to see the installation work as per normal, no errors appeared and I have the standard CRM 4.0 icons available through the Add-Ins menu of the new Outlook 2010 Ribbon.  I installed using the CRM Outlook Client get latest updates options, and the recently released Microsoft CRM 4.0 Rollup 8 as part of the procedure so my tests use this as the baseline with Internet Explorer 8 on Windows 7 x64.   It’s early days but initial testing seems to confirm the CRM Outlook client is functioning as per normal.  I suspect Microsoft will be enhancing the CRM Outlook client to display the icons within the default view of the ribbon rather than forcing users to click on the Add-Ins menu. ...

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