Tag - CRM 2011 User’s Guide

Overview Dynamics CRM Service Scheduling

In this post I am giving you basic overview of service scheduling process in Dynamics CRM 2011. Services are created by service manager (having role of system admin or service scheduler) and all appropriate resources are added to it. Once this process is completed service activity can be scheduled by service representative.
Some of the benefits of Service Scheduling include the following:

• Scheduling tighter appointments while improving service quality
• Preventing over-scheduling with predictable workloads for employees
• Ensuring reliable time estimates for your customers and clients

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How To Get Total Record Count in CRM Dynamics 2011

When you write an advanced find query in Microsoft CRM Dynamics you would like to know total number of records count. The view shows you only maximum of 250 records at a time. In MS CRM 2011 on bottom of page view, it displays 5000+ count sign if records are greater than 5000 but you cannot find exact count.

There are two approaches you can get exact count of records.

Export to Excel: Write your view in CRM Dynamics then from view, click Export Data to Excel. After exporting data in CRM Dynamics you can scroll right bottom of the excel file to get total number of records or use the Excel function ROWS(array).

Note: There is a 10000 records export download default limit, If you would like to increase this limit please check my article “How to Increase the Maximum Records exported to Excel from CRM Dynamics

Report Wizard :

The second method to display total records count in CRM dynamics is  built in reports wizard. You can make available this report in CRM entity’s view or form record. I think this approach is more easy and recommended.

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How to Install CRM Dynamics 2011 Outlook Client

In this post i am going to explain, how you can install CRM Dynamics 2011 Outlook Client.

Prerequisites

The following prerequisites are required before you can install and use the full functionality of Microsoft Dynamics CRM:

  • Internet Explorer 8 or 9 (although IE8 will work, IE9 is highly recommended)
  • Microsoft Outlook 2010
  • Client operating system: Windows 7, Windows XP, Vista
  • CRM account access
  • You must be an Administrator on your PC to install new software.

 

Installation Process

Preparation

Ensure Microsoft Outlook is closed prior to the installation.

Client Software

Download the following client software file and save it in your Downloads folder:

http://download.microsoft.com/download/4/6/6/466BA2EA-4A6B-4623-86A4-B205A7B3A7F9/CRM2011-Client-ENU-i386.exe

Information about this download can be found here:

http://www.microsoft.com/en-gb/download/details.aspx?id=27821

Update Software

Download the following update file (‘rollup 10’ – version 05.00.9690.2730, published: 16/08/2012) and save it in your Downloads folder:

http://download.microsoft.com/download/3/6/0/36048F57-2D2A-412C-9C53-AF9BE5AC1378/CRM2011-Client-KB2710577-ENU-i386.exe

Information about this update can be found here:

http://www.microsoft.com/en-gb/download/details.aspx?id=30711

Install the client

    1. Run the following file that you downloaded in your Downloads folder: CRM2011-Client-ENU-i386.exe
    2. This will prompt you for a location to extract the files:
    3. Ensuring ‘Desktop’ is selected first, click on the ‘Make New Folder’ button.
    4. Create a folder for example CRM:
    5. Select it and click on ‘OK’.  The files will extract which may take several minutes:
    6. The installation will automatically start the ‘Microsoft Dynamics CRM 2011 for Outlook Setup’ wizard.  Follow the steps in the wizard, accepting all default options.  The process may take several minutes:

How to Install CRM Dynamics 2011 Outlook Client

CRM Client for Outlook

Do not restart Microsoft Outlook at this point.  Proceed to install the update instead

Install the Update

  1. Run the following file that you downloaded in your Downloads folder: RM2011-Client-KB2710577-ENU-i386.exe

This will start the Update Rollup wizard:

How to Install CRM Dynamics 2011 Outlook Client

Rollup 10 CRM Dynamics

2. Follow the wizard through until the end:

How to Install CRM Dynamics 2011 Outlook Client

Update Completed CRM Rollup

 

Configuring Microsoft Dynamics CRM for First Use

After Microsoft Dynamics CRM has been installed on a PC, the first time every user of that PC runs Outlook, the configuration wizard will automatically start.  This will only once, per user, per PC:

  1. Launch Microsoft Outlook.
  2. The configuration wizard should automatically start:
How to Install CRM Dynamics 2011 Outlook Client

Dynamics CRM for Outlook

 

If the configuration wizard does not start automatically, you must run it manually by clicking on the ‘Configure Microsoft Dynamics CRM for Outlook’ button on the new ‘CRM’ tab on the Microsoft Outlook ribbon:

How to Install CRM Dynamics 2011 Outlook Client

CRM Client Configuration

 

3. Enter ‘Your Server Address‘ into the ‘Server URL’ field and click on ‘Test Connection’.  The correct ‘Organization Information’ should automatically populate:

4. Select ‘OK’ and the organisation will be added and initialised:

 

 

Microsoft Dynamics CRM can only allow one PC to synchronise with Microsoft Outlook at any one time.  If you have previously installed or used Microsoft Dynamics CRM on another PC, that PC will automatically be set as the synchronisation client.

When you use Microsoft Dynamics CRM on a different PC, if it detects that you have already have a synchronisation client, it will prompt you as follows:

How to Install CRM Dynamics 2011 Outlook Client

CRM Dynamics Sync Message

 

You should always answer ‘Yes’ to this question if you want your work in Microsoft Dynamics CRM to be synchronised immediately with Microsoft Outlook.  If you select ‘No’, the work you have carried out in Microsoft Dynamics CRM will not be synchronised until you next run Microsoft Outlook on your other PC.

If you answer ‘Yes’ to this message, when you return to your other PC, the same prompt will appear and again you should answer ‘Yes’.

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CRM Dynamics 2011 Study Guides

I found this useful list of useful CRM 2011 links on http://www.crmconsult.info/ and i would like to share it with you.

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