Archive for the ‘Microsoft CRM – xRM’ Category

Dynamics CRM Industry Vertical Template Program

December 7, 2011 Leave a comment

imageThe Dynamics CRM product team at Microsoft have an Industry Vertical template program. It was created as a vehicle for identifying, validating and distributing vertical specific IP as templates to be used to assist partners and Microsoft deliver easy to use vertical specific demonstrations.

The product team have recently released three vertical templates based on Microsoft Dynamics CRM 2011. These can be used in Microsoft Dynamics CRM Online and in on-premise based demonstrations too. The new templates are for:

  • Wealth Management,
  • Non-Profit (donation management)
  • Health Plan Sales

Typically a template will consist of the following components specific to a vertical:

  • Sitemap
  • Vertical workflows
  • Vertical custom entities
  • Vertical reports
  • Vertical dashboards
  • Vertical sample Data
    All the templates have gone through our detailed security and privacy review processes.  They can be used as a conceptual framework for vertical usage scenarios but are not intended to be used for actual implementations as they are not production level solutions or code and there is no technical support or warranty for these templates available from Microsoft. Microsoft strongly recommends that an implementation partner be engaged to effectively match Microsoft Dynamics CRM to the unique needs and specific vertical requirements of customers.

The templates are delivered as solution packages that can be easily downloaded through the Microsoft Dynamics CRM Marketplace for partners to import and use in sales engagements. The solutions can be found on the Microsoft Dynamics CRM Marketplace under the search “Microsoft Dynamics Labs”, alternatively I have supplied the individual links below:

When you import and publish a template onto an existing instance of CRM, with other solutions already published, the template will be made available as a managed solution. In essence it will be added to the existing instance of Microsoft Dynamics CRM. The solution framework for Dynamics CRM supports layering; hence you can typically install one solution on top of another. Please refer to MSDN for more info.

If you need to further customise the template for a specific customer demonstration the existing components of the managed vertical template cannot be edited or changed. However, a template can be used as a reference to build more complex components when required. For example, consider that a workflow, WF1, is provided with the template. WF1 cannot be edited to satisfy customer needs. However, you can build a new workflow referencing WF1 and use that for the demo, if required.

Important Note for Use in Australia

In Australia, there are a few workflow processes that do not activate during import. This is because the default currency in the base system was set to US Dollar. If you want or need to activate these workflows, after import, you will need to go to ‘Customise’ and open the affected workflows, locate the Currency field on the form and change the lookup to Australian Dollar. In addition, the ‘dynamic’ area on the right of the workflow designer includes a default lookup to US Dollar, you will need to delete this default. This should fix the problems with the workflows so you can then activate them.


Microsoft is excited about this Industry Vertical template program and we look forward to releasing additional templates in the future.

Regards, Ross

Twitter: @rossd_crm


Microsoft Dynamics CRM 2011 Virtual Machine

June 6, 2011 4 comments

The Microsoft Dynamics CRM 2011 Virtual Machine (VM) is now available for Microsoft Dynamics CRM partners to download from the PartnerSource extranet.

This VM is intended to address these main objectives:

  • Accelerate customer-facing demonstrations by providing baseline infrastructure, enhanced data, and rich scenarios.
  • Enable development and testing of Microsoft Dynamics CRM 2011 demos and solutions in an offline environments where an Internet connection is not readily available.

The Microsoft Dynamics CRM 2011 VM bill of materials consists of two separate VMs:

  • Microsoft Dynamics CRM 2011 VM-01: DC, SQL, CRM
  • Microsoft Dynamics CRM 2011 VM-02: Exchange (optional)

Included in Microsoft Dynamics CRM 2011 VM-01 are the following deployments:

Microsoft Dynamics Core CRM 2011 Environment
A basic CRM environment that contains sample data and preconfigured SharePoint integration.

Microsoft Dynamics CRM Demo Scenarios Environment
More comprehensive demonstrations illustrating core CRM capabilities in expanded scenarios.

  • Marketing, Sales, and Service scenarios
  • Enhanced data, dashboards, customisations, processes (workflows, and dialogs), SharePoint integration, and customer and partner portals
  • End-to-end script that ties each scenario together

xRM Environments
Configured examples of how Microsoft Dynamics CRM can be extended to vertical solutions.

  • Facility Management
  • Employee Management
  • Vendor Management

The VM can be downloaded from here:

Regards, Ross

Twitter: @rossd_crm

New xRM White Paper: Patient Relationship Management Software and Paediatric Diabetes

June 25, 2010 Leave a comment

White Paper Abstract

New patient relationship management (PRM) software helps children and young people with diabetes and their parents manage their condition more effectively while also improving the efficiency and quality of service provided by their healthcare professionals. Instead of optimising an inefficient process, the new software has been part of a wider change focused on patient engagement, self-management, and inter-disciplinary collaboration around best practice care paths. This new approach, which includes Microsoft technology and a solution developed by the company Tribal, will help to increase benefits for patients as well as practitioners in other areas of medicine and public health.

Patient relationship management (PRM) brings the concepts of customer relationship management (CRM) to healthcare. This customer-centric strategy and the software that underpins it help organisations to improve customer satisfaction, to reduce costs, to serve their customers better and to improve the overall efficiency of their customer-centric processes.

The PRM solution used in this case is based on Microsoft Dynamics CRM; configured by Microsoft health specialist partner, Tribal. The system provides:

  • A secure portal for patients that allows them to get information about their condition, book appointments, access their care plan, set agendas for future
    meetings and much more
  • Two-way multi-lingual communication via new channels such as email, text message (SMS), and Twitter, as well as traditional letters
  • A way to distribute training and educational information to patients
  • Secure access to patient records and information for healthcare professionals
  • A way to share information with approved third parties, such as schools

The White Paper

You can download the entire white paper from here.

About Tribal

Tribal is a leading provider of public sector services in the UK and internationally. They believe that high quality public services enrich people’s lives. They also think that everyone should have a good education, accessible healthcare and the opportunity to fulfil their potential. Find them in Australia and New Zealand from their International locations page here:

Cheers, Ross

Categories: Microsoft CRM - xRM

Next Meeting of the Sydney Microsoft Dynamics CRM User Group

March 22, 2010 1 comment

When: Tuesday, March 23rd, 2010 from 6:00 pm.

Where: Theatre at Microsoft offices in North Ryde. 1 Epping Rd, North Ryde, NSW 2113.

Guy Riddle (CRM MVP and User Group owner) says in relation to the agenda of the March meeting:

  • General product updates followed by;
  • xRM Solution Architecture – Chalk and Talk Workshop
    • Guy Riddle and Philip Richardson will workshop scenarios around how to approach and architect business requirements that go beyond traditional CRM functionality – "XRM".

Guy and Philip are keen for attendees to bring along your own design challenges/problems/issues and they will try and workshop them!

Cheers, Ross

Categories: Microsoft CRM - xRM

Positioning White Paper: xRM Framework and Microsoft SharePoint

March 18, 2010 1 comment

The Microsoft Dynamics CRM team and the Microsoft SharePoint team worked jointly on this positioning summary, which reflects the updated go-to-market approach for the xRM framework as part of Microsoft Dynamics CRM 4.0 and Microsoft SharePoint 2007. This will be updated later this year for CRM5 and SharePoint 2010. 

In order to provide more specific guidance on how to use these technologies together, this updated positioning focuses first on the xRM framework, what it is and what it delivers to customers.  Instead of a “build anything with xRM+SharePoint” message, this positioning provides very specific scenarios for xRM (‘customer-like’ relationships) and the go-to-market approach (‘CRM-out’) and then highlights how xRM surfaces Microsoft Application Platform technologies, including how xRM and SharePoint enhance each other when used together.

You can view the white paper here.

Cheers, Ross

Categories: Microsoft CRM - xRM