The release preview guide is now available for downloading. This is a preview guide covering the new features of Microsoft Dynamics CRM 2016.
I encourage you download and read through the exciting new features coming with Microsoft Dynamics CRM 2016.
Just released from the Microsoft News Center is information regarding the next version of CRM. If you haven’t already guessed from the title of this blog post, its Microsoft Dynamics CRM 2016.
Microsoft Dynamics CRM 2016 is the next version of Microsoft’s ‘customer engagement solution’ and will be released in Q4 of 2015.
Bob Stuz has also released a blog post with more information about this release. You can get all the details here: http://community.dynamics.com/b/msftdynamicsblog/archive/2015/09/08/microsoft-dynamics-crm-2016-delivering-the-next-generation-of-intelligent-customer-engagement
More about this news center release can be read here: http://news.microsoft.com/2015/09/08/microsoft-reinvents-productivity-with-upcoming-release-of-customer-engagement-solution/
Microsoft has just released a new whitepaper which outlines “how” the data is synchronized between Microsoft Outlook and Microsoft Dynamics CRM 2015.
To get access and to read more about the new whitepaper, head to the Microsoft link listed below.
For future storage, I have made this whitepaper available here.
Microsoft Dynamics CRM was announced as the winner in four major categories of the CRM magazine Market Leader Awards:
- Enterprise CRM Suite
- Midmarket CRM Suite
- Small Business CRM Suite
- Sales Force Automation
This is great news for Microsoft Dynamics CRM. Read more about this from Bob Stutz blog post here.
You are probably wondering what this blog post is all about? Keep reading ..
You have all seen this screen right? – The Control Panel in Windows.
There is a new settings window in Windows 10 as shown below. Therefore finding the old control panel hard to find for some. You could just type Control Panel in the taskbar search bar and you will simply find it. However, lets keep on the God Mode topic. Keep reading.
God mode is something the community or internet is talking about at the moment recently, just briefly.
Firstly, to enable god mode, you will need to create the following folder on your desktop (or wherever) and name the folder as shown below. Feel free to copy and paste the test below.
Once you have created you new folder you should see the folder change to look like the following image.
Now if you open this folder you have created, you will see a full system settings (known as God Mode) displayed in a new window. You can now get to all those special settings for Windows 10 in one handy location.
Now save the folder in a safe place so you can get quick access to these settings. You may even want to right-click and select Pin to Quick Access so it appears in your options within Windows Explorer.
You can use Microsoft Dynamics CRM for Outlook (add-on to Microsoft Outlook) to track email, contacts, tasks, and appointments. When you use the track option in Microsoft Outlook to track an email message, contact, task, or appointment record, a copy of that record is saved as an activity in Microsoft Dynamics CRM and synchronised with the Outlook record. They are now linked. You can now view and edit that record in Outlook or CRM. If you have Outlook on your laptop or tablet etc, you can view that same tracked record.
Tracking records in CRM for Outlook is a manual process. Therefore, CRM gives you the ability to keep your personal Outlook records separate from your CRM records. You don’t want your email to your wife about what’s for tea tonight ending up in your CRM system!
So tracking emails in CRM from Outlook is a great feature. However if not set up correctly, you could run into issues. Some of us have multiple email addresses or CRM organisations we manage or maintain, therefore keeping these all separate at times on one device can be a challenge, especially if you perform demos or testing multiple CRM systems.
So what do you do when you receive the following warning when setting up Outlook, possibly from an existing configuration? Keep reading.
To track emails and perform synchronization, your Outlook email address should be the same as your email address in Microsoft Dynamics CRM
The error message will be displayed as:
The scenario I am normally faced with is because the email address I am using is different from the email address of my CRM organisation. The simple fix is to update your associated email address in CRM on the user record and Approve the email address. You may find if your tracking of email is not working, approving the email may fix your tracking issue as well. Once your email address is updated in CRM, use the Approve Email (found on the command bar in CRM 2013 and 2015) to accept the email change and allow CRM to process emails using this address.
To note, you may also see this error message if you are configuring Microsoft Dynamics CRM for Outlook, but you don’t have an Outlook email address, or you haven’t set the primary email address field in CRM.
A lot of us now have moved onto Windows 10 and enjoying the new operating system, well personally I can say I am. This blog post will reference another blog post on the Microsoft Dynamics CRM Support Blog regarding CRM support with Windows 10, the new Edge Browser and Office 2016.
All Dynamics CRM releases including CRM 2011, CRM 2013, and CRM 2015 currently support Windows 10 for use with the web client. The supported browser is Internet Explorer 11.
Support of Microsoft Dynamics CRM 2015 on Edge browser will be available for CRM 2015 with Update 0.2 (7.0.2) and Update 1.1 (7.1.1) in September.
Support with Microsoft Dynamics CRM 2013 will be introduced in Update Rollup 4 for Service Pack 1 (6.1.4)
For more information, head along to the URL below: