From InternetNews.com: “Microsoft announced Monday that it has released to manufacturing the long-awaited update to its Dynamics-branded customer relationship management software (CRM). Previously codenamed “Titan,” the latest version of Microsoft Dynamics CRM actually has two names in its final form. For on-premise, customer-hosted, as well as partner-hosted deployments, the product has been dubbed Dynamics CRM…Read more
We’re all familiar with business processes and workflows that are initiated when something occurs in the system – action begets action. But what about when some action doesn’t occur that should have? Inaction requires your attention! For example, suppose that you need want to escalate a Service Case (Incident) if it hasn’t been resolved within…Read more
More goodness from the Channel 9 folks: CRM 4.0 Reporting ”Back in April we gave you a taste of some of the interesting work going on in Dynamics CRM group. That was a pretty good high-level view. We wanted to fill in some of the details for developers so we asked the Dynamics CRM team…Read more
Aaron Elder, a CRM MVP shares insight about the next version of CRM (4.0) – internally named Titan. The show is called geekSpeak. As Aaron sez in his blog, “On Wednesday I had the privilege of being a guest on the MSDN Channel9 Program, “geekSpeak”. The result was discussion around Microsoft CRM as a development…Read more
Senior Program Manager Phil Richardson provides a nice overview of CRM 4.0 on today’s video from Channel 9 Forums. Enjoy, JaAG…Read more
The Intro is here Part I – Configuration is here Part II – Run-time is here So I discussed run-time duplicate detection. However, there is more to duplicate detection in Titan. What if you need to detect duplicates on bulk of records that are already there in the system? This section explains the bulk duplicate detection paradigm. 1. Using bulk…Read more
Join the other 1300 partners who are getting ready for the Microsoft Dynamics CRM 4.0 Readiness Tour! To help you prepare for this exciting advancement in the market, Microsoft is hosting full-day partner events in many major US cities. Take this opportunity to learn about the enhanced functionality now, and be ready to help your customers…Read more
The Intro is here. Part I – Configuration is here. Once our Microsoft Dynamics CRM system has been configured with the required duplicate detection settings and the duplicate detection rules, we can start detecting duplicates. Let us go through a sequence of steps to see how run-time duplicate detection can be made to work. 1. Using…Read more
The Intro is here in case you missed it. The first step required for detecting duplicates is to configure the system by enabling the duplicate detection settings and setting up duplicate detection rules. Since the CRM Titan comes pre-configured for some basic duplicate detection scenarios, including the one we are going to discuss in this section,…Read more
Okay, so now you all know that Titan is bringing a cool new feature for you to deal with all the duplicate, unwanted data in your system. Thanks to this much awaited feature, you can now setup duplicate detection rules, and you can use the online duplicate detection for stopping those ever so painful, potentially…Read more
The breadth of new features in the product is mind blowing to me. I am looking forward to seeing some of the creative uses that partners and customers come up with for the larger items like Workflow, Multi Currency, etc. However, I am most appreciative of the small little usability features that Program Managers and…Read more
Besides the big investments in Titan (e.g. multi-tenancy) there are dozens of features that will enable scenarios that weren’t possible in CRM 3.0. This occasion I want to highlight a little, yet important feature, that responds to asks of customers that don’t want to use the OOB names for areas in entity forms. Using ISV.config…Read more