What Should You Expect from an Opportunity & Quote Solution?

Does your company have a complex inventory model with product and service dependencies that have corresponding business rules, dependencies or other characteristics that are challenging to remember or change?  Do your Opportunities, Quotes and Orders require your users to add several products and / or services from product inventory?  If so, I highly recommend that you take a look at Experlogix .

As your CRM users are probably aware, it can take up to 5 mouse clicks to add an inventory line item to an Opportunity, Quote or Order.  If users need to add 10 items, that equates to 50 mouse clicks or more, plus searching through inventory, remembering to add dependent items, doing manual calculations to identify correct quantities, etc.  What if I told you that your users could generate that same Opportunity or Quote in just 5 clicks or less with no manual calculations required, and users do not have to remember to add the inventory dependencies.  Have I captured your attention?  If so, then read on because that is exactly what this product did for the company where I previously worked.

VisionAIR is a software development company for the Public Safeoty marketplace.  Their Opportunities and Quotes can often be complex due to product / service dependencies and the various calculations required.  Order related CRM records (Opportunities, Quotes, etc.) can contain upward of 50 line items and for more than a year their Sales Team had to manually add all those line items to Opportunity records.  Yes, it is true, the Sales Team generated those records, remembered the line items needed and submitted their quotes for review prior to delivery so calculations could be checked, inventory added if needed, etc.  As you can imagine it was a time intensive task.

Then along came Experlogix and their Sales Staff now generate the same record in CRM with sometimes 10 or less mouse clicks.  Yes, it’s true, from potentially 250 mouse clicks down to 10 ish.  Talk about a nice return on investment, happy users, reliable calculations, more time available to do what Sales people do best, Sell.

Add to the above, a company whose products are Microsoft Certified, fully integrated with Dynamics applications, and you have a winning combination.  Oh and one more thing, the product support team is responsive and provides outstanding service.

You may be wondering why I took a few minutes to blog about Experlogix.  My reason is that I’ve seen Experlogix in action.  I’ve witnessed times where Experlogix made the difference and was a critical part of the CRM implementation project success.  Over the years, I’ve heard stories from other companies who struggle with generating Opportunities and Quotes from CRM so I wanted to share this information in the event that it might help if you are faced with similar challenges.

Need help improving staff productivity, take the effort out of generating Opportunities, Quotes, Orders and / or Service Contracts, give time back to your Sales and Finance team and significantly reduce the possibility of errors on sale’s related deliverables then Experlogix is worth a look.

Online, Offline, Portals


Getting Ready for CRM 2013

As we all know CRM 2013 is scheduled for release this year.  If you are a Dynamics CRM Online customer than you might have already received your upgrade notification.  I have a couple of online accounts and have received notification that both are scheduled for upgrade in October.  That tells me that Microsoft is tracking to a Fall release as they’ve been saying for some time now.

There has been much activity in the Partner and Customer channels regarding CRM 2013 to include information and materials to help you prepare for the upgrade.  Below is a list of some of the resources.

Dynamics CRM Resource Center

Get Ready for the next Release


MSDN & Microsoft Blogs

What’s Changing in the Next Release


General Changes to Features & Functionality


What’s New for Developers


WPC 2013



Planning Guide Changes – Think Deployment


Partner Network Training – Requires PartnerSource Login

Microsoft Dynamics CRM 2013 Setup and Upgrade New Features

Microsoft Dynamics CRM 2013 Blitz Day – Sales and Marketing Track (Part 1 of 3)

Microsoft Dynamics CRM 2013 Blitz Day – Sales and Marketing Track (Part 2 of 3)

Microsoft Dynamics CRM 2013 Blitz Day – Sales and Marketing Track (Part 3 of 3)

Microsoft Dynamics CRM 2013 Blitz Day – Technical Track (Part 1 of 3)

Microsoft Dynamics CRM 2013 Blitz Day – Technical Track (Part 2 of 3)

Microsoft Dynamics CRM 2013 Blitz Day – Technical Track (Part 3 of 3)

Microsoft Dynamics CRM 2013 SDK New Features

Microsoft Dynamics CRM 2013 User Interface New Features

Microsoft Dynamics CRM 2013 Application New Features

Microsoft Dynamics CRM 2013 Application Upgrade New Features

Microsoft Dynamics CRM 2013 Application Control New Features

Microsoft Dynamics CRM 2013 Processes New Features

Microsoft Dynamics CRM 2013 Customization New Features

Microsoft Dynamics CRM 2013 for Tablets New Features

Microsoft Dynamics CRM 2013 Server-Side Synchronization and Microsoft Office Outlook New Features

Stay Connected & Informed

Microsoft Dynamics Facebook

Microsoft Dynamics Twitter

Microsoft Dynamics LinkedIn

Microsoft Dynamics Community YouTube


Microsoft Dynamics CRM December 2012 Service Update Videos

I came across this series of Microsoft Dynamics CRM December 2012 Service Update videos today.  They include a variety of information regarding the new Polaris release.  Some of the content is directed at developers, customizers and end users. 

Here is the list:

The information presented will help individuals more quickly become familiar and ramp up on the new features.  Nice work Microsoft, we appreciate that you’ve made this content available.  Very helpful, keep up the great work!


CRM Productivity Tip of the Day – Recently Viewed Records

Before jumping into the CRM ‘tip of the day”, I wanted to share something non-CRM related with you that I found interesting.  When I first considered providing a ‘Tip of the Day’ series on my blog, not to be confused with writing a “tip a day” series”, I contemplated giving the series a different name.  Whenever I’m searching for word-type ideas, I generally begin with the thesaurus or online dictionary so off to dictionary.com I went.  I did a search on the word tip.  Wow, I was surprised by the number of meanings applied to the word .  Check it out, I think there are over 20 different possible meanings based on the context of how it is used.  I think it is one of those words in the English language that we take for granted.  It is no doubt a versatile word and I am sure presents a challenge for those trying to learn the language.  Anyway I’ve digressed enough so on to the tip.

In my Helping Users with Lookup Options article, I mentioned that CRM 2011 was designed to deliver relevant data to the end user in a faster, intuitive and more intelligent way.  Today I thought I would share another tip on how CRM allows you to quickly view records you’ve recently visited.

As most know, we can access Dynamics CRM through the Web browser or Outlook Client.  The tip I will share today shows you how to view recently visited records from both.

From the Outlook Client right-click an entity like Contacts and select the Recently Visited list option


From the Outlook Client Select File, CRM Recent


From the Web browser right click an entity like Contacts and you will see a list of recently visited records at the bottom of the list


From the Web browser select the Recently Visited Folder icon.  The favorite folder icon is available from any entity


Saving several clicks a day and waiting for views to open, a search to run, or other items to display adds up and directly affects the amount of time you have available to do other more important things.  So get some time back in your day by using the recently visited options in CRM.


A glimpse of R8, Q2 2012 Service Update, Update Rollup 9

I was spending a little more time in the R8 beta release today (not to be confused with Update Rollup 8, UR 8), and thought I would list out some of the exciting features we can look forward to.  So here goes:

Business Intelligence

For CRM OnPremise installations (CRM Online coming later) we will be able to download PowerPivot workbooks from the Dynamics Marketplace.

  • This puts Business Intelligence directly into the hands of the end users
  • Ability to upload the workbook to SharePoint and build new workbooks on top of it
  • Leverage the SharePoint reporting capabilities to include animated reporting with some simple drag and drop technology
    • Yes, that’s correct, animated reported!
  • PowerView will also become more of a player in this release to include the ability to surface the SharePoint Reports in CRM leveraging a custom entity
  • Some features will require SQL 2012

Process Improvements

  • Custom Workflows in CRM Online
    • Requirements will be the same as those that exist today in relationship to CRM Online Plug-ins
  • Ability to call out to external web sites and back into the SDK
  • Use Plug-in registration tool to register custom workflows

Vertical Templates

  • Insurance & HealthCare
  • Use for demos, starter solutions for vertical markets, validate CRM for the vertical
  • Includes Vertical relevant sample data, dashboards, entities, demo scripts, demo videos and more

Performance Enhancements

  • Platform
    • Quick Find and Retrieve Multiple
    • Upgrade Performance
      • 2011 already had significant improvement in this area as compared to the 3.0 to 4.0 upgrade.
      • Additionally improvements to this area should make this impressive
    • Improved Performance for Published Metadata
  • Client
    • Network related enhancements
    • Scale or Large Data enhancements
    • Ability to disable caching per machine
    • Smarter meta data caching
    • Enhanced Outlook stability
    • Improved folder load times

Read Optimized Forms (RO Form)

  • Changes required for cross browser support
  • Visibility for Images
  • Activity Feeds
  • More intelligent script detection
  • Open Note attachments

Cross Browser Support

  • Does not mean all features and functions will work in all browsers
  • Browser functionality will be dependent on not only browser version but also the Operating System
    • In most cases, the Settings & Admin areas are only supported in IE browsers.

and in the event that was not enough..

  • A new browser agnostic Mobile CRM (CWR feature set)
  • Activity Feed Enhancements
    • Ability to Like and Unlike posts and create filters
  • SQL Server 2012 Support
  • CRM Online Data Center Certifications
  • Portal Framework Enhancements

Hopefully this is enough to get you excited about the feature set included in the upcoming release.  I’m sure we will all be quite busy in the very near future taking it all in.


CRM 2011 Update Rollup 5

Update Rollup 5 is available.  Update Rollup 5 is the first release for Microsoft where additional capabilities and features for Dynamics CRM (both Online and On-premises) will be delivered.  This Update Release is a part of a new program where Microsoft plans to deliver new functionality in two releases a year.   See what Brad Wilson, General Manager of Microsoft CRM has to say about this release.  The next release of this type is targeted for the the Spring (Q2) of 2012 with another to follow in the Fall (Q4) 2012. 

There are some good fixes and terrific features included in UR 5 that you might want or need.  However, before applying UR 5 to your production environment, you will want to note that once installed, you can not uninstall

As with all Updates, you should first apply this Update to a test environment, after backing up your database, and fully testing it before installing to production.  Also, before applying to production, ensure that  you create a restore point for your production environment to include database, reporting server, and all application or other servers that are part of  your production environment.  This is even more important for Update Rollup 5 as once installed it can not be uninstalled.  The only remedy for removing Update Rollup 5 is to restore to a point in time prior to when the Update was installed. 

As always, Update Rollup 5 is a cumulative update which means it includes Update Rollup 1, 2, 3 and 4.  Here are a few highlights of the release:

New Features

  • New Business Intelligence Capabilities
    • multi-series charts
    • multiple category charts
    • new chart types
  • Dialogs & Workflow Enhancements
    • lookup and date field types supported for Dialogs
    • dynamic record hyperlinks for Workflows & Dialogs
  • Enhanced Data Management
    • Audit User Access
    • Ignore null values in duplicate detection
    • Exclude inactive records in duplicate detection
  • CRM Outlook Client Enhancements
    • reading pane improvements to include hyperlinks to CRM records, compose e-mail and Lync presence
    • Performance Enhancements to E-mail Tracking
  • Activity Feeds
    • enable a user to follow important activities related to people, accounts, contacts, leads, sales deals (opportunities) and more
    • new CRM Online Organizations will come with the Activity Feeds installed.  New CRM OnPremise installations that have Update Rollup 5 included in the server download package will also come with Activity Feeds installed.  Existing CRM Online and OnPremise installations need to download the Activity Feed solution from the Dynamics Marketplace and import it.

Included Fixes

  • The CRM Server downloads will be updated to include Update Rollup 5.  If you are downloading the package, from this point forward, you do not have to apply Update Rollup 5 after the installation. 
  • CRM Online customers will have Update Rollup 5 applied to their environment by no later than October 25, 2011.
  • Update Rollup 5 will be available on Windows Update service on November 8, 2011.  You should be able to use the Windows Update service to find and install the update on or after that date.
  • You must have Microsoft Dynamics CRM 2011 build 5.0.9688.583 before installing UR 5
  • CRM Outlook Client view fields display date and time even though only date is configured to display
  • Selecting F5 to refresh a record view creates a new record rather than displaying the current record with updated data
  • Custom Option Sets do not display as expected when creating dialogs and attempting to assign values from the Option Set
  • Workflows do not behave as expected when upgrading from CRM 4 to CRM 2011
  • Some navigation changes cause IE 9 to crash or fail to perform as expected
  • Time stamps on reports are one-hour behind the expected time
  • Time zones and daylight savings time are incorrect for multiple countries

Visit the November 2011 Service Update site to learn more about the features included in Update Rollup 5.  You can also register and attend the Dynamics CRM 2011 Online “Ask the Experts – New features in Update Rollup 5” session planned for November 1st. 


Microsoft Dynamics CRM 2011 Beta

The CRM 2011 Beta is due for release tomorrow and the activity is heating up.  Yesterday, several hundred people watched a live demonstration sponsored by the XRMVIRTUALUSERGROUP and presented by Senior Technical Product Manager Eric Boocock.  Words used to describe the session include; Awesome, Terrific, Exciting, WOW, Amazing……..

If you missed the session, no worries, as you will be able to view the recording as soon as CRM 2011 Beta is released.  Just watch the CRM 2011 Discussion Board on the XRMVIRTUALUSERGROUP web site for more details or follow Julie Yack on Twitter for the announcement.  It was a terrific web cast so I definitely encourage you to take the time to view the recording.  It is very exciting to see all the great and productive changes included in the product.

Additionally, Microsoft created a new CRM 2011 Beta Forum for posting questions and issues.  The forum is live now and available to everyone.  The CRM 2011 Beta Forum will be monitored by the ‘usual suspects’; Dynamics CRM MVP’s, Microsoft Staff, Community Supporters, etc., who are looking forward to helping you with any questions or issues you encounter with the product. 

I know we are all excited to see and experience the changes that the Microsoft Team has worked hard to include in the product and, based on what I’ve seen so far, the product is going to exceed our expectations so be prepared to be “Wowed’’ and “Amazed”!

Windows Live Tags: CRM 2011 Beta Forum,Julie Yack,Eric Boocock,Microsoft Dynamics CRM 2011 Beta,XRMVIRTUALUSERGROUP