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1. Create More Deliverable Emails with Integrated Spam Scoring - Story From: The Official Infusionsoft Blog To help our users improve deliverability to the inbox, we’ve developed a new tool to help them measure how ISPs see their email messages. Often, users make mistakes unknowingly triggering spam filters within the content of their email messages. This tool uncovers those triggers and allows users to improve their email deliverability, so more emails [...]...
2. 5 Practical Tips to Improve Your Inbox Placement - Story From: The Official Infusionsoft Blog In an email deliverability study published by ReturnPath, it was discovered that only 81 percent of messages actually reach the inbox sent by commercial email senders. This means that approximately 2 out of 10 messages either land in the spam folder or go missing. While this statistic remains an industry average, there are several tips [...]...
3. Capsule contextual gadget for Gmail - Story From: The Capsule CRM Blog One of the projects we've been busy with recently is the development of a Gmail contextual gadget. A Gmail contextual gadget is a gadget that is triggered by clues in Gmail, such as the contents of Subject lines and email messages. For example, Gmail already provides a YouTube contextual gadget. If the body of an email contains a link to a YouTube video, a clickable thumbnail view of the video appears at the bottom of the email. Rather than replicate the CRM functionality in a small window at the bottom of each email, we've designed the Capsule contextual gadget to improve the workflow around receiving an email and the actions that you need to take as a result. Here's a summary of Capsule contextual gadget functionality: Add new contacts straight into Capsule See details you hold about the sender and click through to their page in Capsule Store messages in Capsule without using the dropbox Create an opportunity or case linked to the email File the email under an existing opportunity or case Create a follow-up task If you are already using Capsule and want to take advantage of the gadget you'll need an administrator of your Google Apps domain to grant access to the gadget for the new information required to support the gadget. To do this visit your Google Apps dashboard by following Manage this domain from Gmail. Scroll down to the Service Settings section where you will find Capsule listed and follow the View and grant access link: Then accept the new data access requirements by following the Grant data access link. It can take up to 10 minutes for the gadget to propagate through Google's caches and appear in your account so hold tight if it doesn't appear straight away. Here's just a sample of the positive feedback we've had from users of the gadget: The gadget is phenomenal. If we had known about this beforehand, we would not have hesitated to use Capsule. It's a gamechanger for our business. I think Capsule just gave me the excuse I needed to finally ditch Outlook! This is great productivity tool. Really integrates your email with Capsule It has by far pushed the use of Capsule here to a higher level due to the simplicity of connecting the emails to the contacts and opportunities. We hope you find this addition useful. Thanks as always to our beta testers and customers on uservoice for their feedback and suggestions on this....
4. Capsule contextual gadget for Gmail - Story From: The Capsule CRM Blog One of the projects we've been busy with recently is the development of a Gmail contextual gadget. A Gmail contextual gadget is a gadget that is triggered by clues in Gmail, such as the contents of Subject lines and email ...

Scenario

Here’s the high level scenario: There are often situations where two or more sales reps need to collaborate on an opportunity, sometimes referred to as the pursuit team. To accomplish this, there are a few challenges to work through:

1) How do I denote who are the salespeople working on the opportunity?
2) How can I make it easy for them to view the opportunities that they are working on?

There are several possible approaches that you might take here depending on what makes the most sense for your organization.
One simple way would be to add fields to the opportunity form to identify team members that are working on the opportunity. For example, in addition to Owner, you might have fields for “Sales Lead” and “Industry Lead” and so forth. If your requirements are static, this works. However, it’s not very flexible if the number of people that you might have working a deal varies from opportunity to opportunity.

Using Connections
Here’s where the strength of the Connections capability that was introduced in CRM 2011 comes into play. Connections allow you relate records together of all types – in a way it’s like an “any to any” relationship, with an added ability to annotate the relationship with the meaning of the relationship, or other notes. For example, you can use it to identify a contact as your “Colleague” or express the roles of the various contacts that are associated to an opportunity such as “Influencer” or “Decision Maker”.

Let’s take a look at how to address each of our questions using Connections:

Identifying the Sales Team
For our scenario, the simplest thing to do is to add Connections for each sales rep that will be working on the deal.

From the opportunity, click the Connect button
 

Fill in the desired user for the “Name” field:

That’s all that’s required. Save and Close.

These will appear in the Connections area for the opportunity:

 
 
Note: You may want to customize the Opportunity form to add Connections as a sub-grid, to make viewing this data inline easier.

You may even want to go a step further and define Connection Roles to express what role each sales person is playing with respect to the Pursuit Team: “Sales Lead”, “Industry Lead”, and so forth.

From Settings -> Administration -> Connection Roles, you can add new Connection Roles:

 
Back on the Opportunity, here are the roles used for the Connections to further clarify the meaning of the relationship to the users identified in the Connections:

Creating a Public View for My Opportunities

Now that you’ve denoted the sales reps that will be working on this opportunity and ensured that they have appropriate access, the next step is to ensure that there is a Public view that includes these opportunities.

Here’s where I ran into a bit of a snag. I had intended to just modify the “My Open Opportunities” Public View to add an OR clause such that it would show effectively “Owner Equals Current User OR Connected to Current User”. Of course, the problem is that the filter criteria doesn’t allow creating OR expressions across entities, so I couldn’t add the clauses to include Connections.

That’s ok though. What it means is that in this model, we’ll drive the view fully off Connections only, not Owner. Taking this approach does require that each sales person will need to be identified with a Connection, including the Owner of the opportunity, so you will want to automate this with a simple workflow or plug-in that creates a Connection for the Owner automatically.

Let’s start with the View creation first. 

Creating the Public View

So, here’s what I did to create the view to enable the user to see opportunities that they are working on.
1. As the system customizer, go to Settings -> Customizations -> Customize the System, select the Opportunity entity.
2. I ...

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1. Infusionsoft Marketplace Helps Users Find Apps & Partners Easily - Story From: The Official Infusionsoft Blog I’m happy to announce the new Infusionsoft Marketplace for our users so they can discover new apps and partners that helps their businesses succeed. The new Marketplace provides convenient access to community-rated listings of Certified Consultants and third-party apps that make their Infusionsoft experience even better. CEO and Co-founder, Clate Mask, declared at InfusionCon 2012, [...]...
2. 5 Questions To Ask Yourself Before You Buy Infusionsoft - Story From: The Official Infusionsoft Blog Thousands of business owners made the switch to Infusionsoft for their all-in-one sales and marketing software. But what about those who haven’t switched? These questions are on the minds of business owners before they choose Infusionsoft for their sales and marketing needs. I started working with Infusionsoft in 2009, and have been an Infusionsoft Certified [...]...
3. Pitch the Switch: Why Small Businesses Switch to Infusionsoft - Story From: The Official Infusionsoft Blog I’ll share a quick update about our Pitch the Switch contest. Last week, many users submitted their videos just before the deadline in their effort to work their way up to winning a possible $10,000 and a year of Infusionsoft (among other sweet prizes, too). The next phase of the contest is the fun part [...]...
4. Infusionsoft Customer Tour Comes to a City Near You - Story From: The Official Infusionsoft Blog Infusionsoft’s eight-city Customer Tour kicks off in May, bringing Infusionsoft marketing automation and sales strategies to small businesses all around the world. For the first time ever, Infusionsoft is traveling overseas to host an event in London. We love these events because it gives us the opportunity to interact with our amazing customers and help [...]...
5. Mission Possible: Marketing Automation Helps Printer Bees Build a Colony of Loyal Customers [Part 2] - Story From: The Official Infusionsoft Blog Recently, I shared how Infusionsoft customer Printer Bees increased the productivity of their lead capture and follow-up activities using Infusionsoft’s sales and marketing software. Now, I will explain how they use personalized and automated follow up to wow their prospects and customers. In today’s digital world, no customer wants to get the same messages as everyone [...]...

 http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/outlook-troubleshooting.aspx

 Why did we create this wizard?

There are several reasons that you might receive an error attempting to configure the CRM Outlook Client.  The most likely solutions can be different depending on the error and other factors such as whether you’re using Dynamics CRM Online or On Premise.  Instead of having to search KB’s and possibly find articles that do not apply to your scenario, the wizard can help guide your to the most likely solution based on your symptoms. 

The wizard was created by CRM Outlook Client subject matter experts.  We can continually improve this wizard as we identify additional solutions so please provide feedback. 

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1. CRM Online for Outlook Client Update - Story From: Microsoft Dynamics CRM Online Team Blog An update to the CRM Online Client for Outlook was released on Monday.  You or your users may receive the following notification. You can also click Start > All Programs > Microsoft Dynamics CRM 4.0 > Update to receive this prompt. Administrative rights on your PC are required to install this update. While optional, this update addresses several issues: Addresses for synced Outlook Contacts do not match between the web and the outlook client views. Task reminders are not disabled in Outlook when an activity is completed. A warning message to add Server URL and local host to the trusted sites appears whenever opening CRM client in a security locked down environment. Emails with oversized attachments generate a "server might be unavailable" error when tracked in CRM from the Outlook client. You are constantly prompted in Outlook to login to the CRM Online Client even after specifying you do not want to sign-in by clicking cancel. Auto Update checks to see that a user is in the admin group prior to starting the installation of the CRM Outlook Client - and only proceeds with the install if that is true. CRM Appointments were not being deleted from the Outlook calendar if changes were made in the web client and then synchronized. When trying to track an e-mail while offline, you receive an error that says "not implemented". The new Outlook Client version following the update will display as 4.4.9230.729. ...
2. Microsoft CRM Online 2011 Beta Outlook Client Install - Story From: Microsoft Dynamics CRM Online Team Blog I just recently installed the Beta Outlook Client for CRM 2011. The install went fine but afterwards I could not configure the client to connect to my org. We determined that there was an issue with part of the install. If you run into issues trying to configure after the install, try to repair the Windows Live ID Sign Assistant from Control Panel -> Programs and then restart the configuration. http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=5e193cfe-f45a-4e29-b6b7-984e7802c639 ·  For the 32-bit operating system, download and install wllogin_32 msi. (This download is appropriate for most Windows users) ·  For the 64-bit operating system, download and install wllogin_64 msi Afterwards, my install went fine. -cheers   Jon White | CRM Premier Field Engineer | Microsoft Dynamics US  ...
3. Install guidance for the CRM Online Outlook Plug-In for CRM Online 2011 - Story From: Microsoft Dynamics CRM Online Team Blog Setup method #1 §  Download the Outlook plug in from within your CRM Online subscription website.   (If you don’t see the option to "download the Outlook Client" available in a yellow bar of your browser move to setup method #2 below.) o   This will look at what version of OS and Office you are running and download the correct version. o   Choose to save to your desktop. o   Close Outlook if running. o   Right click and choose "run as administrator" if possible. §  After install click "Start" – "Programs" – "Microsoft Dynamics folder" – "Configuration Wizard". §  Click drop down and choose “CRM Online”. §  Click "test connection". §  Click "change user". §  Enter your credentials for CRM Online. §  When this completes open Outlook and wait a minute ...

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1. Zoho: Largest software provider in Google Apps Marketplace - Story From: Zoho Blogs With 11 Zoho Apps integrated with Google Apps and thousands of companies with tens of thousands of users using our integrated suites, Zoho becomes the largest software provider in Google Apps Marketplace.  Last month we said we will launch five new integrations with Google Apps. So we did - Zoho Creator, Meeting, Discussions, Wiki & Reports. These five apps join our long list of previously integrated apps - Zoho CRM, Projects, Invoice, Books, Recruit & Creator HelpDesk.  These integrations are not just sign-on level integrations. They go deep. An app like CRM, for example, integrates with various Google modules like Contacts, Calendar, Docs, Mail, Sites, Spreadsheets and user provisioning apart from various open social and gmail contextual gadgets. Apart from the breadth of our portfolio, we also bring in the depth in integration as well. For over a year, we have been stressing the importance of contextual integrations and have been focusing our efforts on both external and internal integrations. This will continue to be a key focus this year as well as next year for Zoho. We'd like to see application boundaries disappear as the data flows freely between the apps.  Given the number of apps we offer, the possible number of integrations increase. We prioritize based on your requests. If you'd like to see any specific integrations, please drop us a line....
2. A Big Picture of How Infusionsoft Helps Small Businesses - Story From: The Official Infusionsoft Blog I’ve been using Infusionsoft for nearly 15% of my entire life. I first started using it during graduate school for a business that still uses the software. Needless to say, being able to visualize everything from a high-level strategy down to the granular clicks within an email comes naturally. However, getting to that point where [...]...
3. Happy 1st Birthday Google Apps Marketplace - Story From: Capsule CRM Blog I’ve been reminded that it’s been a year today since the launch of the Google Apps Marketplace which we are proud to be a part of. 2010 was a great year for the Capsule business with annual revenues more than 1000% up on the previous year. The Google Apps Marketplace has been a significant source of new customers driving this growth and has also helped to cement Capsule as a leading CRM for small businesses and sales teams. I’m pleasantly surprised and flattered each time I bump into people in business who mention they’ve come across Capsule or are already a customer, often as a result of seeing us in the Marketplace. The Marketplace has also introduced Capsule to more corners of the globe. We now have customers in 66 countries so I’m pleased to welcome Greenland, Kuwait, Cyprus and Costa Rica just to name a few additions to the list of countries where customers are using Capsule. By the way, we are hiring. If you’re a developer or designer based in the North West of England and our jobs sound like your thing we’d love to hear from you. Or if you know someone in North West of England who might be right for the job I’d be very grateful if you could pass on a link....
4. Happy 1st Birthday Google Apps Marketplace - Story From: The Capsule CRM Blog I’ve been reminded that it’s been a year today since the launch of the Google Apps Marketplace which we are proud to be a part of. 2010 was a great year for the Capsule business with annual revenues more than 1000% up on the previous year. The Google Apps Marketplace has been a significant source of new customers driving this growth and has also helped ...

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1. 5 Resources to Help You with the Spring 2012 Release - Story From: The Official Infusionsoft Blog I can honestly say that I’ve never been more excited for a new version of Infusionsoft than I am for this latest release. The Spring 2012 Release brings with it an amazing arsenal of weapons for small businesses to mobilize and use to strategically attack their target market. The Infusionsoft Training Team has delivered many [...]...
2. Spring Is Almost Here! Salesforce.com Talks Spring ‘10 - Story From: We Blog CRM Earlier this month, Salesforce.com announced the 31st generation release that will bring new features to Sales Cloud 2, Service Cloud 2, and Force.com: Spring ’10. Salesforce offers three releases a year, but this latest one will bring an entirely new user interface. There weren’t a large number of details given outside of the press release—we’ll [...]...
3. 4 New Lead Generation Features - Story From: The Official Infusionsoft Blog The Spring 2012 Release has been historic in many ways for Infusionsoft. It debuted our new look and delivered the benefits that will enable small businesses to operate and grow at a whole new level. In this release, we have powerfully integrated new lead generation features that will allow our users to capture leads in [...]...
4. Introducing our Drag & Drop Campaign Builder - Story From: The Official Infusionsoft Blog The new Infusionsoft Campaign Builder has been a multi-year undertaking full of fun, learning, and if we are being completely transparent, some long nights and crazy hard work. I want to talk to you about how we arrived at the present-day visual Campaign Builder, lessons learned and how you can be involved to make it [...]...
5. 2012 Ultimate Marketer Finalist: PraxisNow - Story From: The Official Infusionsoft Blog We’re pleased to present Mike Weiss from PraxisNow as our fourth finalist for the 2012 Ultimate Marketer. Mike has used Infusionsoft to grow not only twice, double or triple, but a whopping 10X from the start of the company!  PraxisNow helps people unlock their intellectual power and increase their potential through neurotechnology. Mike Weiss has [...]...

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1. Moving customizations from Online to On-Prem - Story From: Microsoft Dynamics CRM Online Team Blog If you are interested in moving CRM Online customizations over to an On-Premise deployment, you should read KB article 976978.  A likely scenario for this is those that want to apply the Non-Profit customizations to an On-Prem instance. The KB article describes processes and tools needed to update the xml to work in On-Prem. The summary is this: On-prem code needs to be updated with Update Rollup 7 or later. There is a MigrationProcessor Tool that strips out exclusive features in Online, like the Home Page, Charts, Help Visor, and Internet Marketing. Otherwise, those trying to import Online xml into an On-Prem org will see the following error: “Either the file could not be uploaded, or this is not a valid Customization file.” Cheers! Kevin...
2. Read-optimized forms - Story From: Microsoft Dynamics CRM Team Blog As Microsoft Dynamics CRM moves into the future by enabling information workers to access information across many devices and networks—environments in which time-to-load and consumption are the key success factors—we’re focusing more than ever on providing a fast-loading, consumption-oriented user experience. This focus is particularly helpful for people who use Microsoft Dynamics CRM primarily to consume data, rather than to edit or update records. To further these goals, in Update Rollup 7 we’re introducing a new feature called read-optimized forms. A read-optimized form displays a record very quickly. We achieved this by trimming the record to its bare essentials: just the data, with no ribbon, Web Resources, or form scripts. Need to edit a read-optimized form? Editing the record is just a click away. In Update Rollup 7, read-optimized forms are disabled by default. Because we’re introducing a brand-new experience in viewing records, we didn’t want to surprise you by turning it on as the default experience. We also know that some of you have form customizations using scripts and Web Resources. We’ve made sure that those experiences continue to work as expected.  We plan to continue refining the read-optimized form experience in future releases, so that read-optimized forms will eventually become the default record-viewing experience. In this post, I want to introduce you to read-optimized forms. Here are the things that I’m going to cover: • Read-optimized form details• Switching to the full edit mode• How to enable read-optimized forms• When will you see a read-optimized form vs. an editable form? Read-optimized form details Read-optimized forms shorten the time needed to open a record by stripping the form down to its bare essentials. A read-optimized form: • Displays all fields, notes, IFrames, and sub-grids that are visible by default.• Honors all form- and field-level security configurations. • Does not display the ribbon or allow editing a record. • Does not display form navigation.• Does not display embedded Web Resources.• Does not execute form scripts. The following screenshots show read-optimized forms for a sample Account.     NotesIf you’ve added notes to your record, you can view them in the read-optimized form. However, you’ll have to switch to the edit mode to add a new note or to edit your existing notes. Sub-gridsMost of us have related records that show up as sub-grids in the main form. You’ll be able to view these sub-grids in the read-optimized form, and all common sub-grid actions like refresh, sorting, paging, and search will work. Also, if you have a sub-grid represented as a chart, it will render properly in the read-optimized form. However, since there isn’t a ribbon on read-optimized forms, ribbon actions on the sub-grid won’t be available. IFramesSome of us get data from external systems into Microsoft Dynamics CRM by using an IFrame, and seeing that IFrame in the context of your CRM record is very important to ...

When you conduct a remote support session to fix a problem in your customer’s computer, avoid directing him with a lengthy process like go to url, download and run the file, enter session Id, etc. Zoho Assist makes it simple with various ways of inviting your customer to join remote support session in a few seconds with just a click!

Invite by Email
Just after starting remote support session, invite your customer instantly using ‘Invite by E-mail’ option from your the Technician window itself. Your customer can join the session with a single click on the link from his email!

Invite with Support URL
Your customer is out of reach of email and you are wondering how to invite him for your remote support session? Don’t worry, you can invite him just by copying the support URL from Zoho Assist Technician window and sending it through IM or chat. Your customer can join the session automatically using this invitation link.

Invite through Phone
When none of the above works out well for your customer, you can provide him with the unique session Id displayed, through phone. Your customer can join the remote session by providing the Session Id in Join web page ( https://join.zoho.com). At once he clicks on the join button, he will join the session automatically! (This needs java plugin installed in your customer’s browser)

Join from your Website
You can also embed remote support widget in your website or blog, so that your clients can join the remote support session from your own website. By this way, you can provide remote support extending your website experience to your customer, rather than directing him to Zoho Assist webpage. Just provide the unique session Id to your customer and ask him to join from your website.

What are you waiting for? Start a remote support session now and invite your customer instantly!

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1. Faster and smoother connection process for Remote Support - Story From: Zoho Blogs A few weeks back, I had a personal remote support experience with my dad, more specifically helping him out with transliteration in gmail by showing him how it works as I directly controlled his computer's mouse and keyboard. I had to take this drastic step after about 1 hour of trying to explain how it is done over the phone, continuously countering his ever present 'I don't understand computers' attitude. Prior to this, when I had initiated this remote support effort and directed him to the join web page, he demanded,  Why do I have to type in my name, email and all that ? Don't you know it already? Why can't I just click on something, like it is usually with computers and be done with it. After such personal experiences that I shared with the team and intently paying attention to requests on improving the user experience in establishing remote connections, we have been vigorously working on making it as simple as possible for your remote support needs. Many unhappy feelings were posted to support in writing (some polished, some strikingly straight forward) about having the remote user type in information like their email address at join.zoho.com and delays in the connection process through email invitations. Well, no more delays, time to get set and go! All that a remote user needs to do now is run the little (just 111kb in size) join executable when they type in join.zoho.com at the browser’s location bar and key in the session id in the little edit box that is as simple as this: Click Join and that’s it! A progress bar runs for a few seconds... ...and the remote connection is complete. With email invitations or sending session link via chat, the remote user does not even have to key in the session id which is incorporated with the invitation link. Just running the join executable will do. We noticed that people who are already aware of this change, currently using Zoho Assist are pleased with this current setup and the remote connection process ...

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1. Making New Lead Campaigns Easy: Infusionsoft Web Lead Campaign Template - Story From: The Official Infusionsoft Blog In our March software release, one of the new features we introduced is our answer to (what was formerly) the complexity that comes with building an end-to-end marketing campaign: the Web Lead Campaign Template. It is a simple, assisted approach to building a marketing campaign. The result: new users to Infusionsoft can be up and [...]...
2. New in Zoho Mail : Drag & Drop Attachments, Improved CRM Integration & More - Story From: Zoho Blogs Integrations and improvements among Zoho Apps continue to pick up steam. Our latest update in Zoho Mail brings in some really neat features many of you will love. Here we go. Drag & Drop Attachments & More Attaching files while composing an email just got easier. While attaching files, just drag and drop your files on to the compose window to attach files. You can drag multiple files at once. There are no plugins needed for this feature to work. It uses HTML5. This means, the feature will work in browsers that support HTML5 like Firefox 3.6+ and Chrome 6+.  If you still prefer attaching files using the dialog, we enabled the option to select multiple files using the CTRL option (or CMD option on Mac). Again, this feature works on Firefox 3.6+ and Chrome 6+. We previously added an option to attach files directly from Zoho Docs or Google Docs. For Zoho Docs, you only had the option to attach the files you created. We now added an additional option to even attach files that have been shared to you.  Add Leads & Events to Zoho CRM In Zoho Mail, we have had the option to add a contact to Zoho CRM with a single click. We now added an option to add the sender of an email as a Lead to the CRM system. To do this, open the email and choose Add to > CRM > Leads.  You can also add an Event to Zoho CRM right from the email. Calendar Preview We typically receive calendar invites as ICS attachments. For such emails, we now added the option to preview the ICS file before adding it to your calendar. If everything looks right, use the 'Add Event' option add the event to Zoho Calendar. Sorting Emails by Size Unlike many webmail clients, we offer several options to sort your emails - like sorting by Date, subject, sender etc. Now we added a new option - sort by size. This will sort all your emails based on the size of your email (attachments included). If you want to delete those unwanted emails that take up your Inbox, now you can do this easily.   These are some of the key highlights in our latest update. As always, we will keep improving the application based on your feedback. So keep your feedback coming.  ...
3. New in Zoho CRM: Zoho Support Integration, Campaign Members, and more… - Story From: Zoho Blogs Marketing Automation, Customer Support and Project Management just got better with Zoho CRM! Our latest updates will tell you how. Add Campaign Members to a Marketing Activity Picture this: You have a variety of Marketing campaigns lined up for your existing leads - one is an Online Ad, the other is a webinar and the third is a direct mailer. You want to track the effectiveness of these campaigns - how many of these leads converted to sales, how many need follow ups, how many ... and all this inside your Zoho CRM account. With the functionality available in the Campaigns Module you'd think that this is not possible. Associating more than one Campaign to a ...

Zoho Projects 4.0 is keeping our developers busy working on some amazing stuff. While rest of us get to see the latest Projects News feed or the Task Details page interface shared with us in the team portal for feed backs.

The other day while working from home, I discovered few issues in Projects News feed interface and had to follow a sequence to share a feedback : Take a screenshot of the error, save it in a folder, login to Zoho Projects and upload the image files. In addition, syncing files with every machine be it a laptop or desktop was becoming very difficult across different computers.

That’s yesterday. Enter Dropbox integration in Zoho Projects, whether working from office or home all my files are now up-to-date and intact. I created a folder Projects 4.0 on Dropbox and synced this with Projects 4.0 folder of team portal. Now whenever I drop a file in my Dropbox account from home or work it is instantly shared through my Zoho Projects account with the team. I don’t have to manually upload files anymore and I am happy with the change.

Zoho Projects Dropbox integration has made file sharing super simple for me. The best part is : once configured everything happens without any intervention, allowing me to focus on whatever I am working on. So now I can easily share files from anywhere and always have everything I need with total control. There is a structure, clarity and it’s uber cool.

Dropbox integration is available for all paid Enterprise and Premium customers of Zoho Projects. See Plans and Pricing. Also you can get to know more about this integration at Configure Dropbox in Zoho Projects

How about you? What are the benefits you find with the new Dropbox integration in Zoho Projects?

Let’s talk about it in the comments.

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1. Zoho Projects In Your Pocket: Our Web App is Here - Story From: Zoho Blogs Your projects don't stop just because you're away from your computer. And now, with the new Zoho Projects Web App you can stay connected with your projects and your team wherever you are.The Zoho Projects Web App allows you to access all of your projects while on the go. You are able to see the Project Stream and see what everyone on the team has been up to - finished tasks, new posts, comments, wiki pages and any other activities from the members of your team.You can also go in and see the tasks that you have open and update their status, any notes and mark them as finished when you are done. How's that for giving your team real-time info? And if something new comes up while you are out and about, you can also of course add a new task right from your phone.Our web app is available starting today - and all you need is a Zoho Projects account (including the Free edition). Once you've setup your account just head over to m.zoho.com using your phone's browser (iPhone or Android), and start getting things done, even while on the go. Rodrigo ...
2. The Smart Way to Share your Business Reports - Story From: Zoho Blogs Consider this. You have created a beautiful monthly financial report using Zoho Reports, that you need to share with your CEO and the various business heads of regions. The CEO would like to see the data across regions while the regional heads would like to see the data from his/her own region alone. Previously, you would have made multiple copies of the report you created and shared a report each, to your CEO and to each business head. Now, this has been made simpler. You can apply filter criteria for each of the users you are sharing the report with and achieve it all with just a single report. This brings in two big benefits: Avoid unnecessary crowding of reports due to duplication More fine-grained control over data that is being shared 'Filter Criteria' is accessible from the Sharing wizard. ...

You never know when life is going to throw you in a spot where you have to save someone’s life. Sam Thomas has worked with Red Cross for more than a decade. He now runs Philly CPR Classes, his own venture, where he trains workplace responders, students and many more to be prepared for that moment. He instructs individuals on First Aid, CPR, AED and other life saving techniques.

With people all over the country calling him and numerous training sessions that keeps him busy all day long, he wanted a robust and user friendly invoicing software to help manage his business. His friend suggested Zoho Invoice and Sam says ‘it just clicked!’  He manages his clients list, their payment history, credit owed and tons more on our invoicing software.

He loves the invoice template and the fact that he can create an invoice in under a minute saving valuable time. In his line of work, he needs to add that personal touch to every form of communication.

In Sam’s words, “You can draft out your own thank-you letter and its not forced fit.”

Read ahead to know Sam’s tryst with Red Cross, running a business and invoicing.

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1. Customer Spotlight : Graeme sends invoices while sailing - Story From: Zoho Blogs Whether you are on a yacht or sailing on a powerboat, invoicing is just a breeze through. You can stay connected with your business even while you’re sailing. Our customer Graeme, who runs one of Scotland’s premier RYA recognized sailing schools …...
2. Switch now from your Invoicing Software to Zoho Invoice - Story From: Zoho Blogs It's makeover time in Zoho Invoice, your favorite invoicing software. Getting a makeover this time around is our dear old Import feature. We added in a zing there to help you do it with ease. By ease we mean a scene where you are lounging on your couch, sipping on some coffee (diet shake for those health junkies please) and clicking through your import. So how did this come about? One fine morning, one brainwave splashed past all of us. Voila! The idea to revamp the import module was born. OK, let me spill out the beans, rather than cooking up a rather "told too often" tale. We are in the process of churning out some big goodies which you would have to hold on for a while to see. In the meantime we wanted to keep you entertained with something new to feast on. Thus the makeover ;) If you are one of those people who's deciding to migrate from a stale invoicing software, which is updated once in 10 light years to an invoicing software which gives you the best bet for your buck and at the same time stays alive and young with constant updates, then look no further. Hop on to Zoho Invoice by using our step by step import option to get the data from your old invoicing software into Zoho Invoice. What would you see in the new import feature? You'll see a beautifully organized step by step process for importing your data. The option to match the fields from your old invoicing software to the fields in Zoho Invoice. A forecast of what will work and what might not during your import The all important question...... How does it work? It works like this............... Step 1: Select a file for importing Step 2: Map the fields from your import file with the fields in Zoho Invoice Step 3: Preview and START importing! Should you try it out now? I bet you should and once you try, don't forget to send that all crucial email to us. We always look forward to hearing from you and when we don't, we presume you like it :) Until we have some more make-over stories to write about, happy invoicing ! ...
3. Web Design and App Development Company M2i3 Uses Zoho for Quick and Effective Invoicing - Story From: Zoho Blogs Are you one of those people who spend hours sending invoices ...

Zoho hasn’t been around forever. It’s been available only for a few years. So if you talk to a Zoho user they vividly remember what life was like before Zoho. Now that they’ve become a Zoho CRM user their life and business has changed dramatically. At the Zoho user conference, Zoholics, I asked the attendees, “What can you do now that you’re using Zoho CRM?” Here are their answers.

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1. Announcing Zoholics: Zoho User Conference - Story From: Zoho Blogs We are excited to announce our first Zoho user conference in US to be held on Mar 26th in San Francisco. We are calling the event Zoholics. The event will feature two parallel tracks. First track is …...
2. Zoholics Event Next Week - Story From: Zoho Blogs Our first Zoholics event in US is less than a week away. If you still didn’t register for the event, you might want to get your ticket right away as we only have a handful of tickets left. We have great line up of speakers including Paul Greenberg, Gene Marks, Doug Sleeter and our own Sridhar Vembu. We have attendees from 19 states and 7 countries attending the event and frankly, we are surprised by the interest we have seen for the event. If you are flying in to San Francisco, you can take the free shuttle form the airport to Hilton. If you are interested in the event, but couldn’t make it, we will keep you updated through our Twitter account. All sessions will be recorded and posted on Zoholics site after the event. The hashtag for the event is #zoholics. We are looking forward to seeing you at the event. ...
3. Zoho Invoice vs Zoho Books - Story From: Zoho Blogs Ever since we launched Zoho Books one question we hear over and over again is "What is the difference between Zoho Invoice and Zoho Books?". Here's a clarification for those of you who asked and for those who have the same question.Zoho Invoice is an online invoicing software which helps you get your invoicing done. It has all the essential functionalities related to invoicing like estimates, quotes, multi-currency support, online payments, credit notes, customizable invoice templates, an iPhone app for invoicing on the go, a web app(beta version) for invoicing from android & other mobile devices and multi-lingual support. Zoho Books on the other hand is a comprehensive online accounting software that lets you get your accounting done online. With Zoho Books you can keep up with the your income and expenses, manage your banking and credit card transactions and work with your accountant online. Within Zoho Books you will see a comprehensive invoicing module which includes all the features of Zoho Invoice, except for the ones listed below:API - The Zoho Books APIs are in the making. If you are planning to integrate with us you may need to hold on for a little while more.Contextual Gadgets- We are integrated with Google Apps, the only missing piece is the contextual gadget, which will be included soon.iPhone app- Again we are saving this for later. But this is certainly on our agenda.Here are the answers to some popular questions on the same topic:How do I choose between Zoho Invoice & Zoho Books?If all you require to do is manage invoices and expenses online then go for Zoho Invoice. However, apart from plain invoicing if you want to track your purchases, reconcile your bank and credit accounts, view a complete snapshot of your business, generate performance reports like Profit & Loss and Balance Sheet then Zoho Books would be a better fit. The equation you'll need to remember is Zoho Invoice = Accounts Receivable while Zoho Books = Accounts Receivable + Accounts Payable  + more...Will Zoho be adding more features to Zoho Invoice?Absolutely, with hundreds of thousands of users on board, we need to keep Zoho Invoice updated and young as ever.  The possibilities of interesting inclusions are endless. We will be adding features to both Zoho Invoice and Zoho Books. I am on an elite plan in ZI, a ...

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1. Huge Reactions to the Spring 2012 Release - Story From: The Official Infusionsoft Blog It’s not everyday that a software update from a cool software company drops the jaws of analysts, instills riot-like demand to receive the update and truly underscores the purpose of that company. The Spring 2012 Release is that moment for Infusionsoft as it redefines the way people use our sales and marketing software and talk [...]...
2. Spring Is Almost Here! Salesforce.com Talks Spring ‘10 - Story From: We Blog CRM Earlier this month, Salesforce.com announced the 31st generation release that will bring new features to Sales Cloud 2, Service Cloud 2, and Force.com: Spring ’10. Salesforce offers three releases a year, but this latest one will bring an entirely new user interface. There weren’t a large number of details given outside of the press release—we’ll [...]...
3. Learn All About Release 18 - Story From: CRM On Demand Learning Blog We have been living and breathing CRM On Demand Release 18 around here for months, so we could learn all about it and produce the resources that you'll need to do the same. There are new features that you'll want to take advantage of in this release, such as usage tracking and business planning analytics, a new option for attachments, audit trail on more record types, migration tool additions, and a lot of enhancements to our Life Sciences, Insurance, and PRM offerings - to name a few. You might have already been upgraded to Release 18, or the upgrade might be in your near future. Either way, you will want to know what the new release is all about and how you can take advantage of the new features. As usual, we have a lot of resources available for you. But, here is a bit of a guide to help you figure out what to look at first. Start with the Top Three: Watch the What's New in Release 18 Webinar. You can just sit back and watch this overview and demo of the new features, so you'll know what to expect. Download the Administrator Preview Guide for Release 18, which outlines what's new in more detail and tells administrators what they need to do to turn on any of the new functionality. Download the Release 18 Product Release Notes to learn about any minor changes or known issues that are likely to be addressed in the short-term. Then, dig into the details of any of the new features that you plan to use recordings: Usage Tracking Overview Migration Tool and Administration Overview Attachment Fields Overview Workflow Enhancements - Time-Based Field Update Overview Life Sciences Enhancements Overview Life Sciences Business Planning Analytics Overview PRM Enhancements Overview PRM Training & Certification Overview Insurance Enhancements Overview You can get to the Webinars and guides via the Training and Support Center. Just click the Training and Support link at the top of your CRM On Demand application. Look for the Release 18 Resources link on the Release Info tab. Everything is also available in My Oracle Support, if you're used to going there for your resources. If you are a CRM On Demand partner, access the CRM On Demand Release 18 recordings and resources via the Oracle Partner Network (OPN) website. ...
4. Learn All About Release 18 - Story From: CRM On Demand Learning Blog ...
5. Learn All About Release 18 - Story From: CRM On Demand Learning Blog ...

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1. 30 Percent of Consumers Use More Than Three Commerce Channels ATG, a provider of commerce solutions, announced the results of a consumer survey that was deployed to analyze how consumers use various channels as they research product and service options, and make purchases. The cross-channel shopping survey also asked consumers about their researching and purchasing experiences when using different channels.The survey found that more than three-quarters of ...
2. Huge Reactions to the Spring 2012 Release - Story From: The Official Infusionsoft Blog It’s not everyday that a software update from a cool software company drops the jaws of analysts, instills riot-like demand to receive the update and truly underscores the purpose of that company. The Spring 2012 Release is that moment for Infusionsoft as it redefines the way people use our sales and marketing software and talk [...]...
3. Infusionsoft is web-based software that combines CRM, e-mail marketing, and e-commerce into one system. - Story From:   Web-based CRM (Customer Relationship Management) software is a much more low-maintenance model. With hosted Web-based CRM, there's no software or hardware to buy, install, or maintain. Hosted CRM Software has become more and more popular over the past few years as companies look to outsource IT functions to focus on the primary purpose of their business. Web-based CRM software offerings free companies from traditional software and its hidden costs. With hosted web-based CRM software your company can steer clear of the high failure rates, unacceptable risks, and protracted implementations. All while providing a comprehensive, flexible platform that meets the needs of businesses of every size, from the world's largest enterprises to small and mid-sized companies everywhere. http://www.crmsoftwarefreetrial.com...
4. 2012 Ultimate Marketer Finalist: Degree33 Surfboards - Story From: The Official Infusionsoft Blog As you have heard, we are introducing you to this year’s 2012 Ultimate Marketer Finalists who have the opportunity at InfusionCon to get up on stage and demonstrate how they are using Infusionsoft in innovative and creative ways. Let’s meet Luc Stokes of Degree33 Surfboards, which sells custom surfboards online to beginners and intermediate surfers. [...]...
5. Marketing Automation Success Story: EyeSpyPro Catches Twice as Many Sales - Story From: The Official Infusionsoft Blog Untrustworthy babysitters, cheating spouses and criminals better look out — EyeSpyPro is watching (and recording) you. EyeSpyPro sells spy gear and video surveillance equipment online. They sell to businesses, gadget lovers, law enforcement and homeowners. The business has doubled sales since becoming an Infusionsoft customer a few years ago. Let’s learn how EyeSpyPro Founder Chris Winkler catches [...]...

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1. Create More Deliverable Emails with Integrated Spam Scoring - Story From: The Official Infusionsoft Blog To help our users improve deliverability to the inbox, we’ve developed a new tool to help them measure how ISPs see their email messages. Often, users make mistakes unknowingly triggering spam filters within the content of their email messages. This tool uncovers those triggers and allows users to improve their email deliverability, so more emails [...]...
2. Making New Lead Campaigns Easy: Infusionsoft Web Lead Campaign Template - Story From: The Official Infusionsoft Blog In our March software release, one of the new features we introduced is our answer to (what was formerly) the complexity that comes with building an end-to-end marketing campaign: the Web Lead Campaign Template. It is a simple, assisted approach to building a marketing campaign. The result: new users to Infusionsoft can be up and [...]...
3. 4 New Lead Generation Features - Story From: The Official Infusionsoft Blog The Spring 2012 Release has been historic in many ways for Infusionsoft. It debuted our new look and delivered the benefits that will enable small businesses to operate and grow at a whole new level. In this release, we have powerfully integrated new lead generation features that will allow our users to capture leads in [...]...
4. Using “Weighted BANT” Lead Qualification process with Microsoft Dynamics CRM - Story From: Microsoft Dynamics CRM Team Blog I found this blog article on Weighted BANT. I wanted to try implementing it with Dynamics CRM. Here’s how it worked out. With zero code, I created this in a few hours using the scoring assumptions below. How are you using BANT or other lead qualification methods with Dynamics CRM? I started with the scoring assumptions. Authority (which of the following best describes your influence on the purchase decision)? 0 = I have no authority and no access to the decision maker(s).1 = I have no authority, but have direct access to the decision maker(s).2 = I influence the decisions and have access to the decision maker(s).3 = I am one of several decision makers.4 = I have complete authority as the sole decision maker. Need (do you have current business need for xxx solution)? 0 = No. 1 = likely.2 = I definitely have the need. This product/project has potential to help.3 = I definitely have the need. This product is one of them that can help.4 = I definitely have the need. This is one of the very few products I’m looking at and will help. Budget (Do you have budget allocated for this business need)? 0 = no1 = likely to have some budget soon2 = have some budget, but not sufficient3 = have budget that may be just right4 = have sufficient budget Time (what timeframe are you working with to solve this problem)? 0 = No Time Commitment.1 = 12 months+.2 = 7-12 Months.3 = 3-6 months.4 = 0-3 months. Then, I created a process flow of what the qualification would look like.   Once that was done, creating the process using Dynamics CRM Dialogs was pretty simple. Here’re the end results of that process. Salesperson wants to qualify a lead. She runs through the 4 steps prompt & response dialog. Here’re the screenshots of the 4 steps. 1.  2 3  4 In the background, each of these follows weighted scoring to finally calculate total BANT score and take actions called out in the flowchart above. After trying it out on 5 leads, Activity Feeds shows:   Other salespeople as well as sales manager who follow all team members will now see this activity as well, and collaborate with this sales person if they have any comments, and/or follow these newly created/qualified objects. ...

If you are interested or have any other questions, please contact mlalomia@microsoft.com or carolak@microsoft.com. 

Regards,
Microsoft Dynamics CRM, Project Manager
Carola Klass

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1. Announcing Convergence 2012 Research Sessions Schedule - Story From: Microsoft Dynamics CRM Team Blog The Microsoft Dynamics CRM Engineering Team is looking forward to working with you at Convergence 2012, sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences, your needs, and your insights.  These focus groups will be offered Sunday March 18 through Wednesday March 21. These discussion groups will be forward looking research sessions.  During these sessions we will present prototypes, and ideas designed to improve Microsoft Dynamics CRM; we invite you to review and critique these designs, provide us with your important scenarios, business processes and needs so that you can influence our direction in a wide variety of areas.  Gratuity & Non-Disclosure Agreement Participants in each Discussion Group will receive a Microsoft gratuity which must be mailed to a U.S. address. We will have a list of gratuity choices available for you at the sessions. We will also ask you to sign a standard Microsoft Non-Disclosure Agreement (NDA) so that we can confidentially share our ideas and present our thinking. Participation Please review the session titles and RSVP directly to me (Michael.McCormack AT microsoft.com) your preferred sessions, and I will reply with confirmation. All Sessions will be repeated so that we can accommodate your schedules at Convergence 2012.  Preregistration will guarantee you a seat, otherwise it’s first come first serve and seating is limited. All events are in Room 335C at the Hilton EXCEPT SUNDAY which is in 342D in the Convention Center.   Early SFA storyboards and scenarios for Office integration and Sales Insights Description: Our Sales Force Automation tools will best grow when we, the R&D Team, listens to you. Help us understand your experiences, focus on your scenarios, and discuss with you our current thinking.  Please join us in a review of early storyboards, and help us hone our work. Audience: Sales Professionals, Sales Management or Executives, Business Decision Makers OFFERED Monday 2:15p-3:30 OFFERED Tuesday 2:00p-3:15 Using external data sources to increase sales productivity within CRM Description: Come help influence the future of SFA in Dynamics CRM. This session will cover the sales scenario of working with new leads and contacts, discovering information about them and bringing that information into CRM from outside data services and websites. The CRM R&D team will present storyboards and scenarios for upcoming investments and would like to get your feedback. Audience: Sales Professionals, Sales Management or Executives, Business Decision Makers OFFERED Sunday 4:45p-6:00pm 342D in the Convention Center. OFFERED Monday 12:45p-2:00 Microsoft Dynamics CRM Online Licensing model Description: In this session we will present a sneak preview of our future online experience and offering plans for both enterprise IT and professional users.  Come provide feedback on the licensing model and help us by sharing your experiences. Audience: Business Decisions Makers, Administrators, IT Executives and Portfolio Managers OFFERED Monday 3:45-5:00pm OFFERED Tuesday 10:45a-12:00p Hosted Email connector overview and feedback Description: Ever wondered about how Dynamics CRM connects business processes with Email system of your choice? Come and...
2. Getting started for Microsoft Dynamics CRM Online administrators - Story From: Microsoft Dynamics CRM Team Blog After you've purchased Microsoft Dynamics CRM, but before the business users in your organization ...

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1. 9 Ways to Optimize Your Blog for Lead Generation - Story From: The Official Infusionsoft Blog Many small businesses maintain an active blog with company updates, promotions and educational content that satisfies the most discriminating of visitors. The unfortunate reality is that most business’ blogs are significantly underpowered to capture leads. We uncovered nine powerful tips that will improve your blog’s conversion rate. After we upgraded our blog to use Thesis [...]...
2. Webinar: It’s All in the Landing: Landing Pages that Work - Story From: The Official Infusionsoft Blog Creating the perfect landing page may be the least of your worries as a small business. Your business greatly depends on your ability to get new customers. You might rely heavily on outbound marketing tactics like trade shows or direct mail. With a well-crafted landing page, it will help you make the most of your [...]...
3. Making New Lead Campaigns Easy: Infusionsoft Web Lead Campaign Template - Story From: The Official Infusionsoft Blog In our March software release, one of the new features we introduced is our answer to (what was formerly) the complexity that comes with building an end-to-end marketing campaign: the Web Lead Campaign Template. It is a simple, assisted approach to building a marketing campaign. The result: new users to Infusionsoft can be up and [...]...
4. Our New Lead Scoring is Hot, Hot, Hot! - Story From: The Official Infusionsoft Blog Throughout the past year, the Product Management team interviewed hundreds of customers and a compelling story began to emerge of a need for efficiency. We heard it expressed differently by customers, but the theme was consistent to implement the new ability to perform Lead Scoring. “I don’t know who I should talk to” “I want to [...]...
5. Capture Leads from your Google Sites with Zoho CRM Web Forms We have continuously been working on strengthening Zoho CRM's integration with Google Apps. Last month we took a step towards that and announced Zoho CRM Contextual Gadget for Gmail. Today, Google Apps users have a thing or more to rejoice - Zoho CRM Web Forms can now be published to your Google Sites also! Google Sites makes it easy to create and edit your webpages and publish them to the external world. With Zoho CRM Web Forms for Google Sites, Google Apps users can leverage the advantages offered by Google Sites to lead capture and lead generation too. With very minimal effort, your lead details are stored in your Zoho CRM account. With so much said, how do you get the Web Form to be a part of your Google Sites Page? Simple. All you have to do is to choose your Google Sites Page and also select the "Publish to Google Sites" option while specifying the Web Form details. Your Web Form is automatically published to your site. And there's more. You can also create your Google Sites page from within Zoho CRM while specifying the Web Form details. Here's a presentation that talks more about this feature. As a Google Apps user, the gain from using this feature is worth noting. Not only is Lead Generation, Lead Capture and storage of lead details made simpler, you can also automate your lead assignment process and send personalized email messages to your website visitors upon submission of their details. The use of a web form is plenty - Survey Forms, RSVPs, Sign-up forms, Registration Forms and more. So, go on and capture your website visitor details from your Google Sites. And while you are trying this feature, do post your feedback and tell us if there's anything more that you'd like to see. Zoho CRM Web Forms for Google Sites is one more addition to our whole ...

ClickDesk is a cloud based service that lets you communicate with website visitors directly from your instant messengers.

This is a guest post by Jagan Ganti, Product Specialist at ClickDesk.

With tight competition in most businesses these days, it is the level of customer support provided that determines their success. Also, the customer support agents should have all the basic information about the person in chat handy.

With ClickDesk, your visitors can chat from the website, while operators can respond conveniently from Google Talk or Skype. With the integrated browser phone (Flash – VoIP), visitors can also call you in any of the 3 ways – PC, Skype or by using local access numbers provided in 40 countries. You can receive the calls on your mobile phones, desk phones or even on your Instant Messenger.

ClickDesk now integrates with Zoho CRM, thus giving you instant access to your customer info while you are chatting with your customers. A live chat support tool with tight integration to your CRM system is a powerful combo. Customer support agents can view the visitor’s details, provide live support using their instant messenger on their laptops or mobile phones and can even update the lead details in Zoho CRM instantly.

What does this mean for users of ClickDesk + Zoho CRM?

The ClickDesk-Zoho CRM integration can automatically retrieve visitor’s details present in your Zoho CRM account and provide it along with other information such as IP address, country, referrer URL etc. You can then add notes directly from your instant messenger by using the short command /note option. The entire chat transcript also gets posted in the notes section after the end of each live chat session for further reference.

Find out more about this integration here.

What do you think of the integration? Do try it and let us know.

- Jagan

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1. LiveChat integrates with Zoho CRM - Story From: Zoho Blogs 2010 was the year of integrations for Zoho CRM and our customers certainly seem to love these integrations. This year also has started off with integrations - Zoho Projects, Constant Contact, Zopim and now, LiveChat. LiveChat is an intuitive chat software that enables your sales representatives to reach out to customers browsing your website. More about LiveChat's integration with Zoho CRM in this guest post by Szymon Klimczak, eCommerce Director of LiveChat. Most of you build, maintain & strengthen customer relations using Zoho CRM. Usually, you manually fill up the database with information gathered over the phone or via email. But by integrating Zoho CRM with LiveChat, we wanted to help your sales teams to make their work quicker and more efficient. LiveChat fills the gap between phone and email by automatically collecting the contact data and the chat transcripts of conversations with your website visitors, both of which can later be forwarded to Zoho CRM.However, the true power of LiveChat lies elsewhere – it gives your sales team the opportunity to reach out not only to selected people, but to all people who showed interest in your product or service by visiting your website. It allows you to engage and invite your website visitors to chat, identify their needs and to convert them into your customers. This is how LiveChat - Zoho CRM integration actually works:Add a note to an existing contact - by default, LiveChat searches for contacts in Zoho CRM database using the pre-chat survey data. Notes can be added to a contact in Zoho CRM directly from LiveChat.Search for a desired contact if default results were not satisfying - if a contact is not found during the search based on pre-chat survey data, the operator can modify the search query and perform another search.Add a new contact using pre-chat survey data - a new contact can be added to Zoho CRM directly from LiveChat.Add a new lead with chat transcript as a note - a new lead can be created in Zoho CRM directly from LiveChat. The chat transcript will be automatically attached once the chat session is over.If you have been thinking ...

This year was the first time I had the opportunity to participate at Microsoft Convergence and I felt that it was the perfect time for me to meet the Microsoft Dynamics CRM Users that participate on this community and maybe answer some questions in person.

The most shocking and important fact regarding most of the Microsoft Dynamics CRM users I met at Microsoft Converge was the fact that they had no idea regarding all the FREE help that is out there to ensure that their experience regarding Microsoft Dynamics CRM is outstanding.

Since I learned that most users did not know where to go when they needed help (not just technical support), I decided to dedicate my next column to all the Microsoft Dynamics CRM Users out there and detail all the different options in one single post. All the tools in one column, the Microsoft Dynamics CRM Swiss Army Knife!

If you look at the bottom left corner of your Microsoft Dynamics CRM Web Client, you will notice a section called “Resource Center”. This section is phenomenal and gives you access to all the information you need.

Access is granted to the Microsoft Dynamics CRM Community, the Dynamics Marketplace, instructional videos, CustomerSource, Microsoft Connect, the Microsoft Knowledge Base, Technical Support and many other features.

Microsoft Dynamics Community – http://community.dynamics.com/product/crm/default.aspx

In case you are not connected to your Microsoft Dynamics CRM Organization but still need access to Microsoft Dynamics Resources, the Microsoft Dynamics Community is the main location for all your Microsoft Dynamics CRM needs. From here, you can access “CustomerSource”, the Marketplace, Blogs, Videos and the most important feature of all, “Ask the Community”. Let me give you some details regarding each of these features:

1. CustomerSource - https://mbs.microsoft.com/customersource: CustomerSource is a secure site that allows you to access job-tailored productivity tools including unlimited training courses and self-support resources like the knowledge base. Just as important, it provides access to downloads and updates such as timely tax and regulatory releases that may be necessary to help your organization remain compliant.

This site is Easy to navigate using the Left Navigation Pane where all these great resources are available in one place:

2. Microsoft Connect - http://connect.microsoft.com/ : Microsoft Connect is a place for you to submit bugs and suggestions for Microsoft products which will be considered for addressing in a future release.

Some of the things you can do in this web site are:

• Participate in feedback programs managed by Microsoft Dynamics CRM Product Team

• Download and test beta products

• Submit bugs and suggestions for future releases of Microsoft Dynamics CRM

• Vote, comment, and validate other people’s feedback

Many great features of Microsoft Dynamics CRM 2011 are the direct result of feedback provided by users just like you. Even some features of the Microsoft Dynamics CRM Community are the result of feedback from Microsoft Dynamics Community users.

3. The Microsoft Dynamics Marketplace - http://dynamics.pinpoint.microsoft.com : The Microsoft Dynamics Marketplace helps you discover innovative applications and professional services from Microsoft partners worldwide. Find expert help, download applications and tailor Microsoft Dynamics to improve productivity and build your business.

There are hundreds of Applications and Services offered at the Marketplace for FREE.

The Marketplace can be access via Microsoft Dynamics CRM (Settings -> Dynamics Marketplace) or by going to the Microsoft Dynamics Marketplace website.

4. Blogs - https://community.dynamics.com/product/crm/b/default.aspx : The Blogs section within the Microsoft Dynamics CRM Community contains blog entries coming from 85 different Microsoft Dynamics CRM Blogs around the web. These blogs have been recommended by other community users and include entries posted by the best Microsoft Dynamics CRM Professionals in the world.

Instead of searching or reading dozens of blogs out on the web, go to the Microsoft Dynamics CRM Community and browse all of them at once!

5. Videos - http://community.dynamics.com/product/crm/crmnontechnical/b/crmvideos/default.aspx : The videos available in this section are posted by the Microsoft Dynamics ...

Problem statement

Currently, Microsoft Dynamics CRM 2011 allows filtered views in sub-grids for the entities directly related to the opened entity.
In Microsoft Dynamics for Wealth Management Solution we enhanced this functionality and I will explain in this blog the enhanced feature that is now available in Update Rollup 7.

Note: These steps require that you are familiar with Fetch XML query language and you are comfortable modifying the solution’s Customizations.xml file.

Sample definition

To explain the new feature lets start by defining the custom entities hierarchy. We have a Legal Account which has a 1:N relationship to Portfolio that has a 1:N relationship to Holding. This feature works for deeper hierarchies as well, but for simplicity we will work with this three entities hierarchy.

Prior to UR7 we could not have a sub-grid on the Legal Account form showing related Holdings. Sub-grids only supported showing related entities that were 1 level deep, such as the Portfolio entity.

Adding the customizations

In UR7 we added additional functionality to support sub-grids that could display related records more than 1 level deep.

To use this new feature, I will describe below the steps necessary to enable it. I will use the same object model above. Our goal is to add a sub-grid on the Legal Account form to display related Holdings.

We start by opening our solution and navigating to the Holding Entity. Here we will create a new View. We will modify this view later using Fetch XML to enable seeing related Holdings in the Legal Account form. For the purpose of this exercise I named the view “HoldingsRelatedToLegalAccount”. We click OK after entering the name and click Save & Close on the new window.

We navigate now to the Legal Account entity and we open the Legal Account form. We click Insert on the Ribbon and choose Sub-Grid.

We give a Name and a Label,and, most importantly we choose HoldingsRelatedToLegalAccount as the default View.  Also, select “All Record Types” for the Records dropdown and “Holdings” for the Entity dropdown. In other words we will see all the Holdings in the system regardless of whether they are related to the currently opened Legal Account or not. We will modfy this via Fetch XML later so that only related Holdings will be shown.

We click OK, Save&Close on the form and close the Solution window.

We are ready right now to Publish All Customizations and Export the solution as an unmanaged one.

 
Modifications of the Customizations.xml

Extract the Cusomizations.xml from the zip and open the file in your favorite XML Editor.
Search for the new sub-grid name (in our example the name is Related_Holdings).
Note that the <RelationshipName> entry is empty. This means that we show all the entities in the system, not only the related entities. We will change this by adding the relationship name between the current entity (in our case Legal Account) and the immediately related entity down the hierarchy (in our case Portfolio). The name can be obtained by looking at the Relationships (1:N, N:1) of the Legal Account or Portfolio entity in the solution window.

By adding this relationship we ensure that we will filter the results by showing only the Holdings related to the currently opened Legal Account. However this is necessary but not sufficient.
<control id="Related_Holdings" classid="{E7A81278-8635-4d9e-8D4D-59480B391C5B}">
        <parameters>
          <ViewId>{B7FAD5B3-2906-415D-9279-E94CB879A4C7}</ViewId>
          <IsUserView>false</IsUserView>
          <RelationshipName>msdyn_account_msdyn_portfolio_Legalaccount</RelationshipName>
          <TargetEntityType>msdyn_holding</TargetEntityType>
          <AutoExpand>Fixed</AutoExpand>
          <EnableQuickFind>false</EnableQuickFind>
          <EnableViewPicker>false</EnableViewPicker>
          <ViewIds>{B7FAD5B3-2906-415D-9279-E94CB879A4C7}</ViewIds>
…………

The next step is to search for the View definition by searching the id (in this example ‘B7FAD5B3-2906-415D-9279-E94CB879A4C7’).

Here we need to enhance the FetchXML. Remember that the current FetchXML for our View is retrieving all the Holdings in the system.

We need to add a link-entity statement between the current Holding and the parent Portfolio by using the primary key/foreign key link.

<fetchxml>
    <fetch version="1.0" output-format="xml-platform" mapping="logical">
      <entity name="msdyn_holding">
       <attribute name="msdyn_quantity" />
       <attribute name="msdyn_asset" />
       <attribute name="msdyn_totalvalue" />
       <attribute name="msdyn_holdingid" />
       <order attribute="msdyn_asset" descending="false" />
       <link-entity name="msdyn_portfolio" from="msdyn_portfolioid"       
                to="msdyn_portfolioid"></link-entity>
      </entity>
     </fetch>

If we had a deeper ...

Microsoft Dynamics CRM publishes Update Rollups to the Microsoft Update site when each update is released.  Currently all the Update Rollups are available on the Microsoft Update site.  Going forward we will maintain the three most recent Updates Rollups.  On 4/19/2012, we will expire and remove our older Update Rollups from Microsoft Update.  The removal of the Update Rollups does not affect the Microsoft download center http://www.microsoft.com/download. You will still be able to download all the previous Update Rollups from the Microsoft download site.

Below is the current schedule for the content to expire.  On the expiration date, the binaries will disappear from Microsoft Update at 10 am (Pacific).  Update Rollup 6 will be an exception and not expired because Update Rollup 6 is required for future Update Rollups to be installed.

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

1. Update Rollup 21 for Microsoft Dynamics CRM 4.0 - Story From: Microsoft Dynamics CRM Team Blog The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 21 on Thursday, February 9, 2012. The links below will take you to the necessary information about Update Rollup 21. Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?id=28799 Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2621054 General details about Update Rollup 21 Update Rollup 21 is cumulative.  However, the Update Rollup 21 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed.  For all other CRM components, you do not need to install any previous Update Rollups prior to Update Rollup 21. The Update Rollup 21 download contains updates for the 40 supported Language Packs.  Prior to installing the Update Rollup 21 Language Pack, you must install the original Language Pack. If you have Language Packs installed, you should Download the Update Rollup 21 Language Pack Install the Update Rollup 21 Language Pack De-provision the Language Pack Re-provision the Language Pack Information about how to avoid reboots when installing the CRM Outlook Client can be found in the Update Rollup 4 blog posting. The Update Rollup 21 Client can be deployed before the server is upgraded to Update Rollup 21. Steps to make the Update Rollup 21 Client available via AutoUpdate can be found in the Update Rollup 4 blog posting.  The Link and Patch IDs can be found in KB article 2550098. Each update rollup could have fixes that require manual configuration.  Please see the “Hotfixes and updates that you have to enable or configure manually” section in KB article 2621054. Future Updates for CRM 4.0 Due to the low volume of fix requests for CRM 4.0, the CRM SE team will stop shipping CRM 4.0 rollups on a regular schedule.  CRM SE will service CRM 4.0 requests on an individual basis using our Critical On-Demand process.  CRM SE will continue to evaluate the need for Update Rollups for the remainder of CRM 4.0’s supported lifecycle.  A rollup will be shipped if there is a significant increase in fix request volume or in the event that a rollup will benefit a majority of the 4.0 installation base. How to get support for Update Rollup 21 For support, please contact Microsoft Product Support.  For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft Web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS. Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem.  The usual support costswill apply to additional support questions and issues that do not qualify for the specific update in question.   Cheers, Matt Brown...
2. Update Rollup 7 for Microsoft Dynamics CRM 2011 - Story From: Microsoft Dynamics CRM Team Blog The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 7 on Thursday, March ...

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1. Resource Center article: Go live with Microsoft Dynamics CRM Online - Story From: Microsoft Dynamics CRM Team Blog We have recently published the article Go live with Microsoft Dynamics CRM Online that aims at improving your experience with Microsoft Dynamics CRM Online. This article describes some common settings to optimize the performance of Microsoft Dynamics CRM Online, and also lists some resources that you could benefit from. It is intended for administrators and business users of Microsoft Dynamics CRM Online. Note: This article is based on the Go Live checklist document created by the Microsoft Dynamics CRM Support team. We welcome your comments and feedback. Shubhada Joshi  ...
2. Getting started for Microsoft Dynamics CRM Online administrators - Story From: Microsoft Dynamics CRM Team Blog After you've purchased Microsoft Dynamics CRM, but before the business users in your organization start using it, there are some basic tasks that you, as the Microsoft Dynamics CRM administrator, should complete. They’re summarized for you in this article, which details the very basic things you need to complete to get started.  If you’ve purchased Microsoft Dynamics CRM On-Premises, see this article. Or, if you’ve purchased Microsoft Dynamics CRM Online, see this article.   Carola Klass...
3. For CRM Online Partners: Introducing CRM Online Customer Lifecycle Communications - Story From: Microsoft Dynamics CRM Online Team Blog Hi Partners!  The text below is an modified excerpt from an email sent recently regarding some new resources posted on PartnerSource to help new CRM Online customers get started with all the right tools and guidance from the Microsoft Dynamics CRM team. “To help our customers achieve success with Microsoft Dynamics CRM Online, we are introducing a new series of lifecycle communications to new subscribers of Microsoft Dynamics CRM Online, direct from Microsoft. These email-based communications will help our customers get the most out of Microsoft Dynamics CRM Online by providing targeted assistance throughout the term of their subscription. The emails include information for both CRM administrators and their users, such as links to getting started resources, using Microsoft Dynamics CRM Online with Microsoft Office Outlook, the benefits of joining the Microsoft Dynamics Community and exploring advanced features. On PartnerSource, find everything you need to know about these lifecycle communications, including downloads of sample communications.” Thanks, Laura...
4. RELEASED WHITEPAPER: Microsoft Dynamics CRM Online: Security Features - Story From: Microsoft Dynamics CRM Online Team Blog The CRM Engineering for Enterprise team has just announced the release of a new white paper, Microsoft Dynamics CRM Online: Security Features, which is available for download from the Microsoft Download Center via: https://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=eb07464e-ef76-4785-af13-9c5617e14644 Microsoft takes a holistic approach to providing a highly secure environment for Microsoft Dynamics CRM Online. After an overview of the inherent risks to three key areas of the service, the remaining sections of this paper describe how Trustworthy Computing, Microsoft’s core commitment to build software and services that better help protect customers and the industry, is reflected in the design and operation of Microsoft Dynamics CRM Online....
5. Dynamics CRM 2011 Online – Go Live Checklist - Story From: Microsoft Dynamics CRM Online Team Blog This document is designed to improve your overall experience with Microsoft Dynamics CRM Online (CRM Online), even before your business begins using the solution. This document is a compilation of common configuration settings and tasks to help keep your CRM Online organization optimized so you can focus on what’s most important. This ...

Sample steps to clear the cache in IE:

- Open Internet Explorer
- Click “Internet Options”
- On the “General” tab, under “Browsing history,” click “Delete…”
- Check “Temporary Internet Files,” “Cookies” and “History”
- Click “Delete”
- Restart your browser and you are good to go!

Also, remember that after installing a UR you will need to close existing sessions and then re-open to get the changes.
Cheers,

Brandon Simons

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

1. Update Rollup 21 for Microsoft Dynamics CRM 4.0 - Story From: Microsoft Dynamics CRM Team Blog The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 21 on Thursday, February 9, 2012. The links below will take you to the necessary information about Update Rollup 21. Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?id=28799 Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2621054 General details about Update Rollup 21 Update Rollup 21 is cumulative.  However, the Update Rollup 21 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed.  For all other CRM components, you do not need to install any previous Update Rollups prior to Update Rollup 21. The Update Rollup 21 download contains updates for the 40 supported Language Packs.  Prior to installing the Update Rollup 21 Language Pack, you must install the original Language Pack. If you have Language Packs installed, you should Download the Update Rollup 21 Language Pack Install the Update Rollup 21 Language Pack De-provision the Language Pack Re-provision the Language Pack Information about how to avoid reboots when installing the CRM Outlook Client can be found in the Update Rollup 4 blog posting. The Update Rollup 21 Client can be deployed before the server is upgraded to Update Rollup 21. Steps to make the Update Rollup 21 Client available via AutoUpdate can be found in the Update Rollup 4 blog posting.  The Link and Patch IDs can be found in KB article 2550098. Each update rollup could have fixes that require manual configuration.  Please see the “Hotfixes and updates that you have to enable or configure manually” section in KB article 2621054. Future Updates for CRM 4.0 Due to the low volume of fix requests for CRM 4.0, the CRM SE team will stop shipping CRM 4.0 rollups on a regular schedule.  CRM SE will service CRM 4.0 requests on an individual basis using our Critical On-Demand process.  CRM SE will continue to evaluate the need for Update Rollups for the remainder of CRM 4.0’s supported lifecycle.  A rollup will be shipped if there is a significant increase in fix request volume or in the event that a rollup will benefit a majority of the 4.0 installation base. How to get support for Update Rollup 21 For support, please contact Microsoft Product Support.  For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft Web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS. Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem.  The usual support costswill apply to additional support questions and issues that do not qualify for the specific update in question.   Cheers, Matt Brown...
2. Update Rollup 7 for Microsoft Dynamics CRM 2011 - Story From: Microsoft Dynamics CRM Team Blog The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 7 on Thursday, March 22, 2011. The links below will take you to the necessary information about Update Rollup 7.  If a link does not work, please refer to the Release Channel Schedule below to make sure it is past the release datelisted. Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?id=29221  Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2600643 Microsoft Update: http://catalog.update.microsoft.com/v7/site/Search.aspx?q=2600643 Release Channel Schedule CRM Online Datacenter: Mid to Late April, 2012 Microsoft Download ...

• Updated assemblies for Microsoft Dynamics CRM 2011 Update Rollup 7.
• New performance information about retaining a service proxy instance throughout an application’s session and about allowing the system to generate GUIDs for better performance.
  • Active Directory and Claims-Based Authentication
  • Performance Best Practices
• A new topic with guidance about two types of read-only forms: the new read-optimized forms included in Microsoft Dynamics CRM 2011 Update Rollup 7 and the Microsoft Dynamics CRM for Microsoft Office Outlook reading pane.
  • Design Considerations for Read-Only Forms         
• Updated sample code to include a demonstration of the following messages: RetrieveAttributeChangeHistoryRequest and RetrieveAuditDetailsRequest.
  • Sample: Audit Entity Data Changes
• Updated sample code to demonstrate how to retrieve the members of a list without specifying the entity type for the list member, such as a lead, contact, or account.
  • Sample: Distribute Campaign Activities to Dynamic and Static Lists
• Added a new sample to show how to retrieve PrincipalObjectAttributeAccess (secured field access) records.
  • Sample: Retrieve Secured Field Access Records
• Added a new sample showing how to retrieve records that are related to a specified record. In this sample, the opportunities are rolled up by their parent account.
  • Sample: Rollup Records Related to a Specified Record
• Updated the walkthrough and added a new sample that demonstrates how to create a workflow in code.
  • Walkthrough: Create a New Workflow in Visual Studio
  • Sample: Create a Workflow in Code
• Updated the Deployment Web Service sample code to correct an authentication problem and added a Visual Basic version of the sample code in the download package.
  • Sample: Use Deployment Service Messages
• See the complete list of new and updated samples and links to all  the new topics in the Release History on the first page.

The next SDK update is scheduled for May. Send Feedback

Thanks for all the hard work by the SDK team!

Amy Langlois

Microsoft Dynamics CRM SDK 

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

1. Update Rollup 21 for Microsoft Dynamics CRM 4.0 - Story From: Microsoft Dynamics CRM Team Blog The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 21 on Thursday, February 9, 2012. The links below will take you to the necessary information about Update Rollup 21. Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?id=28799 Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2621054 General details about Update Rollup 21 Update Rollup 21 is cumulative.  However, the Update Rollup 21 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed.  For all other CRM components, you do not need to install any previous Update Rollups prior to Update Rollup 21. The Update Rollup 21 download contains updates for the 40 supported Language Packs.  Prior to installing the Update Rollup 21 Language Pack, you must install the original Language Pack. If you have Language Packs installed, you should Download the Update Rollup 21 Language Pack Install the Update Rollup 21 Language Pack De-provision the Language Pack Re-provision the Language Pack Information about how to avoid reboots when installing the CRM Outlook Client can be found in the Update Rollup 4 blog posting. The Update Rollup 21 Client can be deployed before the server is upgraded to Update Rollup 21. Steps to make the Update Rollup 21 Client available via AutoUpdate can be found in the Update Rollup 4 blog posting.  The Link and Patch IDs can be found in KB article 2550098. Each update rollup could have fixes that require manual configuration.  Please see the “Hotfixes and updates that you have to enable or configure manually” section in KB article 2621054. Future Updates for CRM 4.0 Due to the low volume of fix requests for CRM 4.0, the CRM SE team will stop shipping CRM 4.0 rollups on a regular schedule.  CRM SE will service CRM 4.0 requests on an individual basis using our Critical On-Demand process.  CRM SE will continue to evaluate the need for Update Rollups for the remainder of ...

The links below will take you to the necessary information about Update Rollup 7.  If a link does not work, please refer to the Release Channel Schedule below to make sure it is past the release date
listed.

• Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?id=29221 

• Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2600643

• Microsoft Update: http://catalog.update.microsoft.com/v7/site/Search.aspx?q=2600643

Release Channel Schedule

• CRM Online Datacenter: Mid to Late April, 2012

• Microsoft Download Center: March 22, 2012

• Microsoft Update: April 10, 2012

General Details about Update Rollup 7

• Update Rollup 7 installation requires Update Rollup 6 to be installed.

• Client packages installed manually by downloading the packages and running install will require administrative privileges.  If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges.

• For help with installation, please see the Installation Information section in KB2600643.

How to Get Support for Update Rollup 7

For support, please contact Microsoft Product Support.  For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS.

Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem.  The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Cheers,

Matt Brown

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

1. Update Rollup 21 for Microsoft Dynamics CRM 4.0 - Story From: Microsoft Dynamics CRM Team Blog The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 21 on Thursday, February 9, 2012. The links below will take you to the necessary information about Update Rollup 21. Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?id=28799 Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2621054 General details about Update Rollup 21 Update Rollup 21 is cumulative.  However, the Update Rollup 21 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed.  For all other CRM components, you do not need to install any previous Update Rollups prior to Update Rollup 21. The Update Rollup 21 download contains updates for the 40 supported Language Packs.  Prior to installing the Update Rollup 21 Language Pack, you must install the original Language Pack. If you have Language Packs installed, you should Download the Update Rollup 21 Language Pack Install the Update Rollup 21 Language Pack De-provision the Language Pack Re-provision the Language Pack Information about how to avoid reboots when installing the CRM Outlook Client can be found in the Update Rollup 4 blog posting. The Update Rollup 21 Client can be deployed before the server is upgraded to Update Rollup 21. Steps to make the Update Rollup 21 Client available via AutoUpdate can be found in the Update Rollup 4 blog posting.  The Link and Patch IDs can be found in KB article 2550098. Each update rollup could have fixes that require manual configuration.  Please see the “Hotfixes and updates that you have to enable or configure manually” section in KB article 2621054. Future Updates for CRM 4.0 Due to the low volume of fix requests for CRM 4.0, the CRM SE team will stop shipping CRM 4.0 rollups on a regular schedule.  CRM SE will service CRM 4.0 requests on an individual basis using our Critical On-Demand process.  CRM SE will continue to evaluate the need for Update Rollups for the remainder of CRM 4.0’s supported lifecycle.  A rollup will be shipped if there is a significant increase in fix request volume or in the event that a rollup will benefit a majority of the 4.0 installation base. How to get support for Update Rollup 21 For support, please contact Microsoft Product Support.  For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft Web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS. Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that ...

To get started, select United Kingdom when signing up:

 …

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1. New myERP Interface available for new users! - Story From: Everyone's Blog Posts - myERP.com Community   We are proud to announce the launch of our new interface, featuring an action box that lets you launch myERP's features and search for your business data.   This new interface is now available to users signing up for a new account at www.myerp.com.  Users signing up through the Google Apps Marketplace… ...
2. Coming Soon! Email/Password Login and IE9/Safari Browser Support - Story From: Everyone's Blog Posts - myERP.com Community   You've asked for it so here it comes!  In the next update to myERP.com, non- Google™ Apps users will be able to login to their account using only email and password. This will simplify the sign-in process by far, since users will no longer need to remember and enter their "Account Name".… ...
3. Join Us For myERP.com Launch Party in Google Building 50 And Win an iPad! After the Campfire One event, please come and join us at the Sports Page (a.k.a Building 50) to celebrate the release of the latest version of myERP.com in the Google Apps Marketplace. To register, click here. And to celebrate the launch of our new business Web application, we will be giving away 3 Apple iPads, 3 [...]...
4. Join Google and myERP.com Webinar on How To Manage Your Small Business Simply, in the Cloud Join us for our live Small Business webinar hosted by Google on Tuesday, June 29 at 9AM (Pacific, PDT). It will focus on accounting and finance applications for small businesses that are available in the Google Apps Marketplace, like MyERP.com. It will discuss how Google Apps users can use these applications to simplify business operations. We’ll [...]...
5. myERP.com Launch Party: A Success ! Thank you to all who came to myERP.com launch party in building 50 (the Sports Page bar), it was a success, especially in such a short notice! We are especially grateful to David Glazer (Director of Engineering at Google) and Don Dodge (Google’s Developer Advocate) to have taken the time from their busy schedule to [...]...

The great thing about selling Microsoft Dynamics CRM and representing such a solid CRM for SFA product is that we use it daily, and so do our partners.  Our partners have literally built their businesses using CRM as a fundamental component of their sales process, and they’ve lived to tell the tale of what works, what doesn’t work, and everything in between.

Starting this month, Zero2Ten and Microsoft Dynamics CRM (US) have partnered to deliver a two-part, repeating webcast series focusing on corporate sales productivity.  Using best practices, testimonials, and demonstrations of CRM, Zero2Ten will deliver these nuggets of CRM value:

• Improve lead flow, distribution and responsiveness
• Efficient activity tracking, customer follow-ups at the right time
• Opportunity management, sales predictability and quota visibility

Throughout the demonstrations there will be an opportunity for Q&A, so bring your questions. 

The sessions are 45 minutes in length starting at 10:00AM EDT and are appropriate for sales managers and reps who may already be using CRM or evaluating CRM, Microsoft or our competitors’ products.  Registration links below.

We’re moving beyond the glib “Top 10 Sales Tips” to show you something truly productive and applicable in Microsoft Dynamics CRM.

Hope to see you there!  ~Laura

• March 28 – Corporate Sales Productivity Part 1
• April 4 – Corporate Sales Productivity Part 2

• April 11 – Corporate Sales Productivity Part 1
• April 18 – Corporate Sales Productivity Part 2

• April 25 – Corporate Sales Productivity Part 1
• May 2 – Corporate Sales Productivity Part 2

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

1. Amplify your selling power with Microsoft Dynamics CRM - Story From: Microsoft Dynamics CRM Team Blog A great salesperson is priceless. You deserve a tool where the art of selling meets the science of winning.  In this new video we focus on productivity from the perspective of the salesperson and what they need in a CRM application. Great salespeople… Understand the value of insight Know how to rally a team Appreciate flawless time management Are always on Exceed their goals // Microsoft Dynamics CRM amplifies your selling power by helping you focus on the right Opportunities, close deals faster. Sign up for a free trial today at crm.dynamics.com. How does Microsoft Dynamics CRM Amplify your selling power?  Tell Us! Eric Boocock Senior Technical Product Manager...
2. Web Sales with the Microsoft Dynamics Marketplace- Case Studies - Story From: Microsoft Dynamics CRM Team Blog PowerObjects PowerObjects is a Microsoft partner with deep expertise in Microsoft Dynamics CRM. Although the company focuses on providing consulting and implementation services, its add-on solutions for Microsoft Dynamics CRM remain attractive to customers and partners alike. When Microsoft launched the Microsoft Dynamics Marketplace, PowerObjects was quick to recognize the opportunity. After making its add-ons available on the Microsoft Dynamics Marketplace, PowerObjects now receives around four to six trial subscriptions per day, of which 3 percent convert to sales and even large-scale deployments of Microsoft Dynamics CRM. Through the Microsoft Dynamics Marketplace, the company aims to drive recurring revenue of U.S.$50,000 per month and has made an effort to do so without having to build a new sales channel or changing its business model as a value added reseller. What we have found with the Microsoft Dynamics Marketplace is that even our small $1 to $2 sales can lead to 100-seat to 1,000-seat deployments of Microsoft Dynamics CRM. Jim Sheehan,COO and Partner, PowerObjects Business Opportunity With a team of 70, PowerObjects focuses solely on Microsoft Dynamics CRM. As a Microsoft partner, PowerObjects has a gold competency in Customer Relationship Management in the Microsoft Partner Network and achieved 2011 Inner Circle for Microsoft Dynamics ...

For the benefit of our customers, we have now made these videos available on YouTube on the MicrosoftDynamicsCRM’s channel page: http://www.youtube.com/user/MicrosoftDynamicsCRM.

These videos can be viewed on any browser or device that is supported by YouTube for watching videos.

Dynamics CRM Instructional (How-To) Videos
 

Dynamics CRM Conceptual Videos
 

Cheers!
Shubhada Joshi

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

1. Resource Center article: Go live with Microsoft Dynamics CRM Online - Story From: Microsoft Dynamics CRM Team Blog We have recently published the article Go live with Microsoft Dynamics CRM Online that aims at improving your experience with Microsoft Dynamics CRM Online. This article describes some common settings to optimize the performance of Microsoft Dynamics CRM Online, and also lists some resources that you could benefit from. It is intended for administrators and business users of Microsoft Dynamics CRM Online. Note: This article is based on the Go Live checklist document created by the Microsoft Dynamics CRM Support team. We welcome your comments and feedback. Shubhada Joshi  ...
2. The Microsoft Dynamics CRM Swiss Army Knife - Story From: Microsoft Dynamics CRM Team Blog For this month’s column, I would like to stay away from a technical subject and discuss the most important fact regarding Microsoft Dynamics CRM Users who I had the opportunity to meet at Microsoft Convergence 2012. This year was the first time I had the opportunity to participate at Microsoft Convergence and I felt that it was the perfect time for me to meet the Microsoft Dynamics CRM Users that participate on this community and maybe answer some questions in person. The most shocking and important fact regarding most of the Microsoft Dynamics CRM users I met at Microsoft Converge was the fact that they had no idea regarding all the FREE help that is out there to ensure that their experience regarding Microsoft Dynamics CRM is outstanding. Since I learned that most users did not know where to go when they needed help (not just technical support), I decided to dedicate my next column to all the Microsoft Dynamics CRM Users out there and detail all the different options in one single post. All the tools in one column, the Microsoft Dynamics CRM Swiss Army Knife!     If you look at the bottom left corner of your Microsoft Dynamics CRM Web Client, you will notice a section called “Resource Center”. This section is phenomenal and gives you access to all the information you need. Access is granted to the Microsoft Dynamics CRM Community, the Dynamics Marketplace, instructional videos, CustomerSource, Microsoft Connect, the Microsoft Knowledge Base, Technical Support and many other features.   Microsoft Dynamics Community – http://community.dynamics.com/product/crm/default.aspx   In case you are not connected to your Microsoft Dynamics CRM Organization but still need access to Microsoft Dynamics Resources, the Microsoft Dynamics Community is the main location for all your Microsoft Dynamics CRM needs. From here, you can access “CustomerSource”, the Marketplace, Blogs, Videos and the most important feature of all, “Ask the Community”. Let me give you some details regarding each of these features:   1. CustomerSource - https://mbs.microsoft.com/customersource: CustomerSource is a secure site that allows you to access job-tailored productivity tools including unlimited training courses and self-support resources like the knowledge base. Just as important, it provides access to downloads and updates such as timely tax and regulatory releases that may be necessary to help your organization remain compliant. This site is Easy to navigate using the Left Navigation Pane where all these great resources are available in one place:     2. Microsoft Connect - http://connect.microsoft.com/ : Microsoft Connect is a place for you to submit bugs and suggestions for Microsoft products which will be considered for addressing in a future release.   Some of the things you can do in this web site are: • Participate in feedback programs managed by Microsoft Dynamics CRM Product Team • Download and test beta products • Submit bugs and suggestions for ...

To further these goals, in Update Rollup 7 we’re introducing a new feature called read-optimized forms.

A read-optimized form displays a record very quickly. We achieved this by trimming the record to its bare essentials: just the data, with no ribbon, Web Resources, or form scripts.

Need to edit a read-optimized form? Editing the record is just a click away.

In Update Rollup 7, read-optimized forms are disabled by default. Because we’re introducing a brand-new experience in viewing records, we didn’t want to surprise you by turning it on as the default experience. We also know that some of you have form customizations using scripts and Web Resources. We’ve made sure that those experiences continue to work as expected.  We plan to continue refining the read-optimized form experience in future releases, so that read-optimized forms will eventually become the default record-viewing experience.

In this post, I want to introduce you to read-optimized forms. Here are the things that I’m going to cover:

• Read-optimized form details
• Switching to the full edit mode
• How to enable read-optimized forms
• When will you see a read-optimized form vs. an editable form?

Read-optimized form details
Read-optimized forms shorten the time needed to open a record by stripping the form down to its bare essentials. A read-optimized form:

• Displays all fields, notes, IFrames, and sub-grids that are visible by default.
• Honors all form- and field-level security configurations.
• Does not display the ribbon or allow editing a record.
• Does not display form navigation.
• Does not display embedded Web Resources.
• Does not execute form scripts.

The following screenshots show read-optimized forms for a sample Account.

Notes
If you’ve added notes to your record, you can view them in the read-optimized form. However, you’ll have to switch to the edit mode to add a new note or to edit your existing notes.

Sub-grids
Most of us have related records that show up as sub-grids in the main form. You’ll be able to view these sub-grids in the read-optimized form, and all common sub-grid actions like refresh, sorting, paging, and search will work. Also, if you have a sub-grid represented as a chart, it will render properly in the read-optimized form. However, since there isn’t a ribbon on read-optimized forms, ribbon actions on the sub-grid won’t be available.

IFrames
Some of us get data from external systems into Microsoft Dynamics CRM by using an IFrame, and seeing that IFrame in the context of your CRM record is very important to us. Because we realize the importance of your IFrames, we’ve enabled them on read-optimized forms. This is one of the places where a read-optimized form differs from the Outlook reading pane. However, if your IFrame calls in to the client API to get some form data, you might get errors on the form because read-optimized forms don’t have client API support.

Activity Feeds and Image Web Resources
A read-optimized form will render properly if it has Activity Feeds and/or image Web Resources, but if the form has other Web Resources or scripts, editable form will render automatically. In Update Rollup 7, Activity Feeds and image Web Resources don’t render; to view them, you must switch to the edit mode. By the way, we plan to change this behavior in our next major release, and at that time we expect Activity Feeds and image Web Resources to work in read-optimized forms.  Today, however, this is what the user will see when viewing Activity feeds or image Web Resources in a read-optimized form:

Switching to the full edit mode
Editing a record that’s in read-optimized form is just one click away. A user can quickly switch to the edit mode in two ways:
1) On an open read-optimized form, click the Edit button in the toolbar.

 
2) Before opening a record, on the record grid, select ...

With the highly improved quality and connection speed of Zoho Assist, you can now connect and control your customer’s computer much easier and faster, regardless of their Operating System ( Windows / Mac / Linux ). Default viewing experience and remote control access in cross-platform support is made better and faster.

Better quality for remote Mac OS support
As you know well, Zoho Assist supports all flavors of Mac OS. Now, we have specially increased the support quality and connection speed for the Mac OS, suiting its higher resolution and enhanced graphics, to provide better screen sharing experience.
Smoother keyboard synchronization
Typing and working with remote keyboard is breeze with the refinements made in keyboard synchronization. Whether you are in your customer’s computer or remoting into another Server in your customer’s LAN, or working on the remote browser / desktop, you will have smooth and consistent remote support experience, just like working in your own PC.

Easy switch between monitors
Does your customer has multiple monitors and you want to assist them remotely? No worries. Now switching between monitors is much faster with Zoho Assist (Currently, multiple monitor is supported in Windows OS only).

Quick access with Reduced Color Quality
Even if your customers are in slow network connection, you can still connect with them easily by reducing the Color Quality from your toolbar and get quick access to their Desktop.

Hope you find these enhancements useful. We will continue to provide you with a better and more comfortable remote support experience. Try Zoho Assist and share your experience with us.

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1. Faster and smoother connection process for Remote Support - Story From: Zoho Blogs A few weeks back, I had a personal remote support experience with my dad, more specifically helping him out with transliteration in gmail by showing him how it works as I directly controlled his computer's mouse and keyboard. I had to take this drastic step after about 1 hour of trying to explain how it is done over the phone, continuously countering his ever present 'I don't understand computers' attitude. Prior to this, when I had initiated this remote support effort and directed him to the join web page, he demanded,  Why do I have to type in my name, email and all that ? Don't you know it already? Why can't I just click on something, like it is usually with computers and be done with it. After such personal experiences that I shared with the team and intently paying attention to requests on improving the user experience in establishing remote connections, we have been vigorously working on making it as simple as possible for your remote support needs. Many unhappy feelings were posted to support in writing (some polished, some strikingly straight forward) about having the remote user type in information like their email address at join.zoho.com and delays in the connection process through email invitations. Well, no more delays, time to get set and go! All that a remote user needs to do now is run the little (just 111kb in size) join executable when they type in join.zoho.com at the browser’s location bar and key in the session id in the little edit box that is as simple as this: Click Join and that’s it! A progress bar runs for a few seconds... ...and the remote connection is complete. With email invitations or sending session link via chat, the remote user does not even have to key in the session id which is incorporated with the invitation link. Just running the join executable will do. We noticed that people who are already aware of this change, currently using Zoho Assist are pleased with this current setup and the remote connection process has become faster and smoother. So, to all those who had reservations with our previous join process, give our new method a try. This is just an initial effort at improving the overall user experience and more updates are coming up in this regard. Stay tuned! If your thirst for ease-of-use in ...