When upgrading a deployment of Microsoft Dynamics CRM to version 2013, it is easy to overlook some of the back-end forms. These don’t get the attention of entities like Accounts and Cases, but they are very important to the people who use them.

One of my favorite new forms in 2013 is the Team form.

This form is significantly easier to use than it was in 2011, because it adds a grid of team members to the form. You can easily see who is on the team, and add new members to the team. It also adds the new “Team Type” field, so you can see if the team is an owner team or an access team.

One missing piece in the SharePoint 2013 SP1 release were slipstream installation files for the language packs.

These should be available soon on download center on the following link:

• Language Packs (SP1) for SharePoint Server 2013 SP1
• Language Packs (SP1) for SharePoint Foundation 2013 SP1

Hvordan kvalificerer du et Lead?

Du har sikkert hørt om Lead score? Det at give de besøgende på hjemmesiden en værdi, alt efter hvilke ting de læser, tilmelder sig eller downloader. Men et lead eller eksisterende kunde med en høj værdi siger ikke nødvendigvis noget om hvor kvalificeret det er i forhold til et køb/salg.

Denne guide handler om hvordan du kvalificerer et lead.

Læs om 9 skridt der gør dig i stand til at kvalificerer et lead – og samtidig giver dig en indsigt hvordan du starter jeres strategi med at arbejde med Marketing Automation.

For optimal udbytte af en Marketing Automation løsning er der forskellige arbejdsområder i bør have fokus på. Marketing Automation er ikke kun et anliggende i salg eller marketing – det er et sammenspil mellem salg og marketing.

Det er derfor vigtigt at begge afdelinger er involveret i strategien og tilgangen til at arbejde med Marketing Automation.

Oversigt på alle områder der er involveret i Marketing Automation.

Oversigt på alle områder der er involveret i Marketing Automation

I sammenspil med salgsafdelingen skal marketingafdelingen vide hvad salg definerer som et kvalificeret lead.

Den typiske årsag til ”konflikt” mellem salg og marketing er at marketing afleverer leads til salg, som ikke er kvalificeret ud fra en nærmere defineret aftale. Ofte kan der være tale om personer der har tilmeldt sig et nyhedsbrev, downloadet en pdf eller et visitkort indsamlet på en messe.

Det er vigtigt at få klarlagt hvad et kvalificeret lead er for salg og hvilke faser et salgsforløb typisk gennemgår, før et lead ender som en kunde.

Hvad er et kvalificeret Lead?

Hvad er er kvalificeret lead?

Skab indhold i forhold til Købsfasen/Salgsfasen.
Et Lead kan være kvalificeret til flere forskellige faser – vigtigste fase er naturligt hvor et lead er klar til at købe.

Når først disse faser er klarlagt kan marketing begynde at skabe indhold som er målrettet de forskellige faser.

Det er vigtigt at indholdet er tilpasset hvor et lead er i deres købsfase og det samtidig er tilpasset tilsvarende salgsfase for salgsafdelingen.

Indhold i forhold til Købs/Salgsfasen

Indhold i forhold til købsfasen og salgsfasen

Når marketing har et fuldt overblik på et leads typiske købsfaser og hvilke faser salg har for at understøtte disse, kan marketing afdelingen begynde at tilrettelægge kampagner der er tilpasset de rette faser.

Der skal typisk oprettes en ny landingside til hver kampagne.

Herefter skal der opsættes en række automatiske flow der kan hjælpe og fastholde et lead igennem de forskellige faser.

Når et lead bliver markeret til at være i den afsluttende købsfase er det et kvalificeret lead, som kan afleveres i salgsafdelingen.

Kampagner målrettet Købsfasen og Salgsfasen.

Når marketingsafdelingen begynder at bearbejde leads ud fra fastlagte faser, kan salgsafdelingen nemt følge med i processen.

Det betyder at salg har et fuldt overblik på hvor et givent lead er i deres købsproces og dermed kan koncentrere sig om de leads der er tættest på en købsbeslutning.

Der kan blandt andet benyttes Lead score modeller samt automatiske flows der giver ejeren af et given lead besked om at fortage en handling på det rette tidspunkt.

61% sender leads fra marketing til salg uden at kvalificerer dem

451% stigning i kvalificeret leads ved brug af marketing automation

Hvor kvalificeret er det lead der lander i salg?

Hvis marketings afdelingen har nogle af disse udfordringer, så er den hjulpet godt på vej.

Udfordringer i marketing

Marketing begynder at arbejde ”smartere”

De får systemer der kan understøtte processen, sikre relevant og rettidig kommunikation til den enkelte.
De kan måle effekten på aktiviteter og hele tiden justere og optimere for at opnå en bedre effekt.

Optimer marketing processen

…Husk vi arbejder med Fakta!– Alt kan måles. - Strategi og Rådgivning baseret på fakta!

• Content Marketing koster 62% mindre end traditionelt marketing og generere ca. 3 gange så mange leads.
  Kilde: Demand Metric.
• Konverteringsraten er 6-7 gange højere for virksomheder der bruger Content Marketing
  Kilde: Arberdeen.

ROI med marketing automation

Strategisk Workshop

2 dags strategisk workshop der skaber sammenhæng mellem salg og marketing og sikrer en fast og klar procedure af håndteringen af indkommende leads og salgs muligheder.

Udbyttet er konkrete handlingsplaner for de tekniske og forretningsmæssige muligheder der er ved at arbejde med både Data og Content marketing i sammenhæng mellem et Marketing Automation system og Microsoft Dynamics CRM.

Den strategiske workshop danner grundlag for et arbejdsdokument der indeholder en oversigt på aftaler mellem salg og marketing samt udvalgte flows. Arbejdsdokumentet kan fremadrettet bruges som køreplan i virksomheden.

Eventuel efterfølgende undervisning tager udgangspunkt i disse flows, således tilpasning af systemet sker med baggrund i de rigtige behov og krav.

Hvem bør deltage?

• Dag 1: Salg og marketing. (Kundeservice, Support, Teknisk service)
• Dag 2: Marketing samt bidrag fra de enkelte områder.

Kontakt For A Fact hvis du vil vide mere om hvordan I bygger en Marketing Automation strategi og kan begynde at kvalificerer jeres lead.

Du kan downloade hele denne guide ved at skrive din email adresse. Brug den som et arbejdsredskab i jeres salgs- og marketings -afdeling.

Du kan downloade guiden: Hvordan kvalificerer du et Lead? - Her.

The post Hvordan kvalificerer du et Lead? appeared first on For A Fact.

Within Microsoft Dynamics CRM each entity has a set of system views. These system views can be configured or added to and as such are a powerful feature within the system. You can even create new views.

So what exactly is a view?

If you are familiar with a spreadsheet, you know that you have rows and columns of data and each piece of data sits in its own little cell. A view in Dynamics CRM is just like a spreadsheet. It has rows and columns of data. Additionally any given view in the system also let's you "click" and export to Excel.

Other powerful features of views include the ability to add columns of data from not just the entity where the view is defined, but from every entity that is related to the entity where the view is defined.

You can also sort views of data by clicking on the header of a column and secondarily sort by shift clicking on the next column.

People using Dynamics CRM can also use "Advanced Find" to create their own personal views of data. So if your IT Department is a bit buried under a long to-do list, you don't have to wait. You can create your own personal views AND you can even share these views with your peers or manager.

OK, so you really don't want to give up Excel and all the pivoting and graphics that you can do with it. Guess what, you don't have too! Views feed Excel and all the powerful data manipulation techniques that Excel offers. Check Out PowerView, PowerBI and PowerPivot, if you love Excel, you will go over the top with these Excel add-ins. CRM + Microsoft Excel "Better Together"

Views have another role within the world of Dynamics CRM. They feed charts, so setup your favorite view and then use the CRM Chart feature to chart the data from that view. These charts can be added to Dashboards for instant, dynamic, graphical love!

If you want to learn even more about views you can read about them in the MSDN library entry called Customize Entity Views.  

Are you interested in a little extra reading on Microsoft Dynamics CRM? Check out this list of 2013 white papers.

And how can Microsoft Dynamics CRM help you overcome it? 

Every day we talk to organisations struggling to manage automation, make processes more swiftly and ensure clean data. This blog will address some of the usual CRM challenges we come across and will position how Microsoft CRM can help you overcome those challenges.  By looking at each CRM challenge in detail you can readily respond to them and move forward.

Data

Rubbish in = Rubbish out

There are lots of challenges with data. Ensuring your teams are inputting and using data in a uniform way, minimizing duplication of data, keeping the data up to date… the list is endless! So how can Microsoft CRM help improve data quality and security?

Check your data

How long has a lead been a lead?

How long do you leave the lead “open” before you stop sending marketing collateral?

Perhaps you have prospects that haven’t been touched in years?

By running simple advanced finds in Microsoft CRM you will be able to find who hasn’t been communicated with in the last 30 days, 60 days, months or years…

Once you have this information there is no short cut to cleansing and validating the data. But getting it right will help your marketing efforts and remove this CRM challenge.

De-duplication

Microsoft Dynamics CRM includes great tools for data de-duplication.   Microsoft CRM 2013 includes default duplication rules for leads, contacts and accounts. For other record types new rules can be created. Another method is to run a bulk system job to detect duplicate records. CRM 2013 has a “detect duplicate wizard”. If necessary this can be ran daily and an email will be sent when the wizard has completed.

Bulk Deletion

Another CRM challenge for CRM users and those cleansing data, it can be a long drawn out process, managing one record at a time. Bulk deletion or deactivation is a great way to save time when dealing with a lot of records at once.

Who can see the data?

 Having a system that contains a 360 degree view of every record and transaction in your business has definite plus points! Everyone is joined up and can see the full picture, data search is minimized making your teams more efficient and empowered, however there will be times when data is sensitive or needs to be available for certain teams.

Microsoft CRM 2013 has business units and security roles. This helps to control the access to sensitive data or records. If more security is required consultants like Caltech IT Limited can write code to support more complex needs.

Social CRM

Would you love to have social media integrated into CRM? Imagine being able to find out what people are saying about your business, or perhaps be able to create a case from social media. Microsoft CRM 2013 does this using social care. There is a social care sample application available now from Microsoft.

Continuity of data

Also on the theme of data is the importance of data conformity. To help users across your organisation you could use dialogs to provide prompts and tips for user guidance.

CRM Implementation

We often come across implementation challenges. CRM is so easy to commence working with as you can literally subscribe and be up and running. And that’s great! However for some organisations that won’t be enough.

Implementing CRM is something that does need thought and communication across many teams. As CRM consultants we can help organisations to get CRM working for them in the best way for their needs. Caltech IT offers 3 project methods and we can break down projects into phases.

See our popular material for more information:

10 tips for successful CRM implementations

Up and running

Mini project

Full SureStep project

There is no silver bullet to getting ahead with CRM. We can help the software to do what you need it to do.  As Silver CRM experts we know the product inside out and we have worked with so many organisations we know what will work for you.

User Adoption

Following on from a successful implementation is user adoption. It is the major obstacle to CRM success.

Microsoft CRM 2013 has a clean and fresh user interface and there has been a great deal of development to reduce mouse clicks. The page designs are streamlined and the interface has been optimised for information display and productivity.

Lead Scoring

Scoring leads is becoming increasingly popular and important for marketers. Did you know that 79% of B2B markets have not established lead scoring. ¹

By lead scoring your can assess if a lead is ready to be passed to sales or if you need to continue to nurture it. Microsoft CRM can score leads to lots of criteria depending on how you work. Perhaps you use job titles or web and email activity?

Conclusion

For some, the biggest CRM challenge will be lack of knowledge about what Microsoft CRM can do or perhaps just not having a CRM system.

Have you got a CRM strategic challenge you need help with? Leave your comments on our blog we would love to hear from you!

Source¹ Marketing Sherpa

by Caltech CRM

What Is Your Biggest CRM Challenge? is a post from: CRM Software Blog

The post What Is Your Biggest CRM Challenge? appeared first on CRM Software Blog.

By now, you are probably familiar with Business Rules in CRM 2013. If not, check out this post for a nice introduction. Using Business Rules is a great way for CRM administrators to customize Form logic without having to know any JavaScript. They are extremely useful in many situations, but administrators should also know when to use a Business Rule and when to reach for another tool instead.

There are tons of conditions that I can evaluate using a Business Rule before performing certain actions. I can evaluate a field’s value (or multiple fields’ values) and I can evaluate calculated conditions like whether or Field A is greater than the sum of Field B and Field C. I could even multiply a field’s value by a static number as a part of a condition, like shown. Pretty nice feature.

But what if my static number contains a decimal? What if I wanted to multiply my Sales by 1.75 as a part of the condition? For this scenario, a Business Rule would not be the best option because the Value field in the rule can only be a whole number. If you try to put a decimal value in the condition, CRM will change it to a whole number. You would need to use JavaScript to meet this requirement.

There are also several actions that I can perform when certain conditions are met on the Form. I can show an error message, set a value, mark a field as required, hide or show a field, and lock or unlock a field.

But what if I wanted to take an action like hiding a Tab or a Section? A Business Rule is not the ideal option. For this requirement, you would want to use JavaScript.

What about a Name field that you want to set a concatenated value like “ABC Company | Tier 1 | Customer” using 3 different fields strung together? At a glance, you can use a Business Rule to set a field’s value, but you cannot perform the concatenation. For this scenario, you may consider using a real-time workflow.

I have also noticed Business Rules cannot be told to only run OnLoad for example. For any logic that needs to be decidedly OnChange or OnLoad, JavaScript is your best bet.

As a best practice, keep in mind the performance impact of multiple Business Rules and potentially conflicting Business Rules. Just like a lot of JavaScript, too many Business Rules can negatively impact your form’s performance. Consider using this keyboard shortcut in Internet Explorer to assess the performance metrics for a particular form.

Business Rules are still great for a lot of scenarios. Consider these examples of very common requests which can (and probably should) be handled with Business Rules:

When Field A = Yes, Show Field B.

When Field A contains data, make Field B and Field C required.

When Field A is greater than X, lock down Field B.

by Customer Effective

Lessons Learned Using Business Rules in CRM 2013 is a post from: CRM Software Blog

The post Lessons Learned Using Business Rules in CRM 2013 appeared first on CRM Software Blog.

Say, you need to find out if your organization has any opportunities with the estimated value of more than a million dollars (that’s right, that’s how developers usually roll). No need to retrieve anything, just simple yes or no. There are many ways to accomplish the task, most of them, sadly, are as efficient as shaving yak with a disposable razor.

Chances are some people will write this:

var opportunities = crm.OpportunitySet
    .Where(opp => opp.EstimatedValue >= 1000000m);
if(opportunities.FirstOrDefault() == null) 
{
    // we have a winner
}

or even this

var opportunities = crm.OpportunitySet
    .Where(opp => opp.EstimatedValue >= 1000000m)
    .ToList();                
if(opportunities.Count > 0) 
{
    // we have a winner
}

LINQ parser quite often is smart and forgiving and you may get away with the first one but why take any chances and drag records across the wire? (second snippet is really bad, in case you missed that)

This code will get you home:

if(crm.OpportunitySet
    .Any(opp => opp.EstimatedValue >= 1000000m))
{
    // we have a winner
}

Even without looking at the final results I would bet that the last snippet would use EXISTS clause in T-SQL which is the most efficient way to check for record existence.

How do we tell what version of the platform we are on?

Well from the Dynamics CRM 2013 Deployment we can see the list of Organisations along with their version numbers.

 

So what are the version numbers for Dynamics CRM 2013 and Dynamics CRM 2013 SP1?

Dynamics CRM 2013 SP1

Initial Release 6.01.00.0581

Cumulative Update / Rollup	Version	Released
Update Rollup 1	6.1.xx.xxxx	TBA

 

Dynamics CRM 2013

Initial Release 6.00.00.0809

Cumulative Update / Rollup	Version	Released
Update Rollup 1	6.00.01.0061	December 2013
Update Rollup 2	6.00.02.0051	April 2014
Update Rollup 3	6.00.03.0106	July 2014

 

Until next time

@simonjen1

Sometimes when you are deploying plugins you can get into a frustrating error stopping you deploying a plugin/custom workflow.  The errors you get don’t really give you can clue as to what the error really is.

In this custom workflow I think I managed to hit most of them.

Firstly, I forgot to sign my custom workflow project (school boy error)

The second error I had was because I had not selected isolation mode, I fixed that by adding this to the RegisterFile.crmregister 

IsolationMode=”None”

So now I was ready, here you can see my trimmed RegisterFile.crmregister.  I have temporarily removed all the plugins/custom workflows so I only deploy the new custom workflow (which is quicker).

You can see I have deployed this before because the ID’s are zero’d.

[sourcecode language='xml']

<?xml version=”1.0″ encoding=”utf-8″?>
<Register xmlns:xsi=”http://www.w3.org/2001/XMLSchema-instance&#8221; xmlns:xsd=”http://www.w3.org/2001/XMLSchema&#8221; xmlns=”http://schemas.microsoft.com/crm/2011/tools/pluginregistration”&gt;
<Solutions>
<Solution Assembly=”Plugin.CwaHoskCapacity.dll” Id=”00000000-0000-0000-0000-000000000000″ IsolationMode=”None” SourceType=”Database”>
<WorkflowTypes>
<WorkflowType FriendlyName=”CwaHoskCapacity” Name=”CwaHoskCapacity” Description=”gets the aviailable appointment between two dates” WorkflowActivityGroupName=”CwaHoskCapacity” Id=”00000000-0000-0000-0000-000000000000″ TypeName=”Plugin.CwaHoskCapacity.CwaGetCapacity” />
</WorkflowTypes>
</Solution>
</Solutions>
<XamlWorkflows />
</Register>

[/sourcecode]

I tried to deploy but got this error

Which is below if you can read the picture

Error 17 Error registering plugins and/or workflows. Plug-in assembly does not contain the required types or assembly content cannot be updated. C:\Program Files (x86)\MSBuild\Microsoft\CRM\Microsoft.CrmDeveloperTools.12.targets 176 4 CrmPackage

So what is this error, basically I had already deployed the custom workflow (I didn’t remember) but I didn’t have the guid.  So to get round this I unregistered the custom workflow and deleted it.

The Developer Toolkit, great until there’s a problem

I had the pleasure of writing plugins before Microsoft created the CRM Developer toolkit, I remembered at the time trying to persuade people in the office to try it because it made writing and deploying plugins a whole bunch easier.

I have found that 98 percent of the time it works great, but sometimes it can get itself in a mess.

The reason it can be a little temperamental is because it creates all the plugin regisration steps in a the RegisterFile.crmregister and it automatically updates this with your actions in CRM.  So if you create a new plugin project, it adds an xml section and then if you add a new plugin or custom workflow, it adds the line into RegisterFile. crmregister. 

One of the biggest problems I have with the RegisterFile.crmregister is when the project is in source control and you add a new project but it can’t update the file.  Then you have a new project, but no new line in the Register file. crmregister.  You don’t really want to manually edit this file because you can get yourself in a real mess.  In this scenario the best thing to do is delete the project and then add it again, but after you have made the registerFile.crmregister not read only/ or editable.

For the problem I was experiencing it had created the plugin step but not the actual plugin (e.g. Hosk plugin but no the actual update step).  I didn’t know why but I tried deleting the reference for the package and adding a new one but this then brought up errors complaining about a silverlight project, an error I had never seen before.

Plugin Registration and the Developer toolkit – delete do not add

You can delete plugins and plugin steps without too much worry because all the steps to deploy the plugins/custom workflows are in the RegisterFile.crmregister.  So the next time you click Deploy – it will deploy the plugin you have deleted (or not in my case)

Adding a plugin using the plugin registration is a bad idea because it won’t automatically be deployed/updated next time you hit the deploy button in Visual studio developer toolkit.  You then have to update it manually from now on, which is a pain if all the other plugins are done using the developer toolkit.

Final Solution

I finally admitted defeat and had to delete the project in the developer toolkit and add a new project and add a customer workflow to it and copy my code into the custom workflow.

I am still none the wiser what the error and after spending a couple of hours fiddling and trying things without success I finally had to revert to an old version of the files in source control.  I then had to go through the boring process of adding it all back again which only took 30 minutes.

I guess this is one of the disadvantages of relying on the CRM Developer toolkit, all the magic automated code generation can be a mystery when it goes wrong because you aren’t sure what files were changed and with what values, which makes it hard to manually replicate.

It still is a great tool and well done to Microsoft for creating it, it goes wrong so rarely it makes it more frustrating when it happens.

My morning of frustration shows sometimes its quicker to start again than to keep tinkering with a broken CRM Developer Toolkit

The picture was from http://www.pammingle.com

Generating revenue for your company is, of course, a top priority. Getting new customers is good. Retaining those customers is better. And, having customers who refer others your way is the best. Providing excellent customer service is key to keeping customers and earning their referrals to new customers.  Part of developing a winning strategy is to identify and avoid costly mistakes.

Top 5 Customer Service Complaints that Hurt Revenues

1. Slow Response Times– with phone being the preferred method to contact customer service*, it’s important to provide access to the proper representatives as quickly as possible. As the clock ticks away customers become more focused on the frustrations with the delay than on getting the answers they seek.
2. Unresolved Issues– customer lose trust and their loyalty erodes when they feel as though their issues are being left without a remedy. When this happens they are more likely to look for alternatives.
3. Incorrect Resource Assigned– Being sent to the wrong location or department will only cause more distrust and contribute to complaints about issue resolution and response times.
4. Lack of Empathy from CSA– Many customers are more forgiving and come away with a more positive view of companies when the customer service representative shows they actually care about the specific issue and getting it resolved. When you have no empathy, the poor experience lingers in the customer’s memory making it more difficult to retain their business.
5. Being Sold to– Nobody enjoys receiving a scripted sales pitch, especially when they are wrapping up a customer service issue. With exceptional customer service you won’t need to sell. Your prompt reply, attention to their issue and hassle-free resolution will earn you more of their business, unlike a poorly times sales pitch.

To learn more about delivering exceptional customer service with industry-leading best practices with Microsoft Dynamics CRM and Parature, join our free, live webinar on September 17^th.

“Increase Revenue with Exceptional Customer Service Processes”

Wednesday, September 17^th at 4pm GMT / 11 am EDT / 8 am PDT

Duration: 30 minutes

*2014 State of Customer Service Report, Parature – 43% of respondents indicated that phone is their preferred method of seeking customer service.

In August, Microsoft and its Dynamics ERP and CRM partners highlighted new opportunities they are pursuing in the healthcare industry. Let's look back at some of those projects, products, and initiatives.

Early in August, Microsoft highlighted three health and human services organizations that had selected Dynamics CRM. Our Kids of Miami-Dade/Monroe, the Ohio Department of Developmental Disabilities (DODD) and the Mississipp...

read more

Did you know that every second there are close to 50,000 YouTube videos being viewed around the world?  In fact, educational research has been shown to support what most of us have known intuitively all along. Not only does the use of video help people understand concepts and retain information, but it also increases their enthusiasm about the information being presented.  We couldn’t be more excited about what we are about to share with you.  In order to give you a comprehensive overview of the solutions we have delivered in the Spring ’14 release, we've created some very informative videos for your viewing pleasure. Please check them out!

Microsoft Dynamics CRM

Microsoft Dynamics CRM Spring ’14 Product Updates

Microsoft Dynamics CRM Spring ’14 Service Management Overview

Microsoft Dynamics CRM Spring ’14 Sandbox Instance

Microsoft Dynamics CRM Online License Management

Microsoft Dynamics CRM Spring '14 Case Management Enhancements

Microsoft Dynamics CRM Spring '14 Queue Enhancements

Microsoft Dynamics CRM Spring '14 Routing Rules 

Microsoft Dynamics CRM Spring ’14 Overview of Unified Service Desk

Microsoft Social Listening

Microsoft Social Listening Spring ’14 Overview

Microsoft Social Listening Spring ’14 Sales Scenarios

Microsoft Social Listening Spring ’14 Marketing Scenarios

Microsoft Social Listening Spring ’14 Customer Care Scenarios

Microsoft Social Listening Spring ’14 Trial Overview

Microsoft Social Listening Spring ’14 Trial Walkthrough

Microsoft Social Listening Spring ’14 Understanding Sentiment

Microsoft Social Listening Spring ’14 Tuning search topics

Microsoft Social Listening Spring ’14 Setting Up Search Topic

Microsoft Social Listening Spring '14 Managing Alerts 

Microsoft Social Listening Spring '14 Working with Facebook Pages

Microsoft Social Listening Spring '14 Understanding Quotas

Microsoft Social Listening Spring '14 Analytics Deep Dive

Microsoft Social Listening Spring '14 Identifying Influencers 

Microsoft Social Listening Spring '14 Managing Users and Settings 

Microsoft Social Listening Spring '14 Working With Posts 

Microsoft Dynamics Marketing

Microsoft Dynamics Marketing Spring ’14 Overview

Microsoft Dynamics Marketing Spring '14 CRM Connector Setup

Microsoft Dynamics Marketing Spring '14 Administration in O365

Do let us know if they are helpful—we’d love your comments!

Happy viewing,

Summary

On August 27 2014 at approximately 17:45 UTC+01:00 a small subset of CRM Online orgs served from a Europe datacenter became temporarily inaccessible. The issue was identified through an internal health check and then quickly resolved by Microsoft Service Engineering using documented mitigation procedures. This issue affected less than 2% of the organizations in the region.

Customer Impact

Impacted customers could not access their CRM Online organizations.

Incident Start Date and Time

August 27, 2014 17:45 (UTC+01:00)

Date and Time Service was Restored

August 27, 2014 18:25 (UTC+01:00)

Root Cause

The investigation has determined that a SQL server became unresponsive which put Availability Group (AG) into an unhealthy state. Further investigation into why the SQL server became unresponsive is in progress.

Next Step(s)

By Barkley Busby
Vice President & Co-Founder, 2B Solutions

The Microsoft Dynamics CRM team is providing yet another way for customers and prospects to learn more about the Dynamics CRM Spring '14 Release.  You can read about what's new in Social Listening, Customer Service in an eBook or download the entire Release Preview Guide.  Or, you can watch one of 27 videos that will show you what is new!  Yes, Microsoft has put together a "one-stop shop" that compiles all the Spring '14 Release YouTube videos into one simple page.  Click HERE to learn more.

These videos cover everything from product updates and sales scenarios to license management and administration.  They are broken into sections:  Microsoft Dynamics CRM (8 videos), Microsoft Social Listening (16 videos) and Microsoft Dynamics Marketing (3 videos).

SEE THE COMPLETE LIST OF VIDEOS

2B Solutions has been working with Dynamics CRM for over 10 years - since CRM v1.2.  We've helped many clients get the most out of CRM - even extending CRM to track information such as teachers, inventory, portfolios and more!

If you are in the market for a new CRM solution or looking for ways to expand your existing CRM investment, we’d love to talk.  Contact us via our website or call 205-408-9991.  As experts in mobility solutions as well as Microsoft Dynamics CRM, we understand your challenges and can suggest practical solutions. We will help you achieve your strategic objectives faster…and may even help you add a few more achievements to the list.

Over 20 New Videos Showcasing Microsoft Dynamics CRM Spring ’14 Release is a post from: CRM Software Blog

The post Over 20 New Videos Showcasing Microsoft Dynamics CRM Spring ’14 Release appeared first on CRM Software Blog.