Optimising Client Performance for Microsoft Dynamics CRM 2011 and CRM Online

May 10, 2011 Leave a comment

A new white paper has been published from the Microsoft Engineering for Enterprise team within the Microsoft Dynamics CRM product development organisation at Microsoft.

imageThe paper provides readers with detailed information that can be used to optimise and maintain the performance of Microsoft Dynamics CRM clients connecting to a business solution that is based on Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online.

Specifically, the paper covers:

  • A general approach to optimisation and maintenance
  • Factors that can adversely affect the performance of Microsoft Dynamics CRM clients
  • Options available for configuring Microsoft Dynamics CRM clients to overcome potential performance issues
  • Best practices for customising Microsoft Dynamics CRM clients for optimal performance

To start downloading this white paper, click Download, and then click Go.

Note: You will need Microsoft Office Word 2003 or a later version, or a compatible viewer, to read this paper.

Regards, Ross

Twitter: @rossd_crm

Power of Productivity and Convenience of Cloud

April 13, 2011 Leave a comment

image

A new document explaining the cloud service infrastructure Microsoft uses for Microsoft Dynamics CRM Online is now available. I have saved it as a PDF and posted it on my Windows Live Skydrive. Here is the link: http://bit.ly/CRM_Cloud_Infrastructure

Microsoft is deeply committed to cloud computing and has made a multi-billion dollar investment in the infrastructure and tens of thousands of software engineers are working on cloud computing projects.

With the global release of Microsoft Dynamics CRM Online customers in 40 markets around the world can get comprehensive CRM capabilities delivered from world-class infrastructure with multi-level security. All this while preserving individual tenant administration, broad mobile device support and many features to support regulatory compliance.

The document covers the following topics:

  • Datacentre Facilities and Connectivity
  • Scalability and Performance
  • Security
  • System Monitoring
  • Release Cadence and Maintenance
  • Backup, Recovery and Data Management
  • Disaster Management and Business Continuity
  • Certifications, Audits and Compliance
    If you have ever heard a Microsoft person talk about Microsoft Dynamics CRM Online and they started babbling about scale groups and pods then this document is for you. It even includes my favourite diagram, enjoy.

image

    Regards, Ross

Twitter: @rossd_crm

Organisations Transform Their Businesses With Microsoft Dynamics CRM 2011

April 12, 2011 Leave a comment

ATLANTA — April 11, 2011 — Today at Convergence 2011, Microsoft spotlights the successful and exciting year its Microsoft Dynamics CRM business has experienced as it completes the delivery of Microsoft Dynamics CRM 2011 to all customers. More than 27,000 customers and 1.7 million users worldwide are now using Microsoft Dynamics CRM. This includes tens of thousands of customers that have signed up for the latest release since January 2011, including AuditMyBooks, BioMedix and Sandri.

Microsoft Dynamics CRM 2011 delivers features including point-and-click configurability, enterprise scalability, and easy interoperability to existing applications and databases. It brings productivity gains to organisations of all sizes through familiar, intelligent and connected experiences. These experiences are leading customers to choose Microsoft Dynamics CRM 2011 over competing products and helping them transform their businesses.

Full feature article on Microsoft PressPass here: http://bit.ly/hHZtwJ

Regards, Ross

Twitter: @rossd_crm

The Microsoft Dynamics CRM Connector Series – Bringing relevant data together…

April 8, 2011 Leave a comment

Microsoft Dynamics is about empowering people and organisations to have better experiences with their enterprise business applications.

Combining relational and transactional data in a meaningful way has long been one of the most daunting challenges companies face in providing relevant data to their users and customers alike. Now the Dynamics CRM Connector for AX, NAV and GP is opening new doors for combing relational and transactional information in a simple, effective way.

Most organisations regard the scope of an enterprise business project as being outside of the bounds of what they or their applications are capable of accomplishing. While a certain percentage of their needs are met in the core functionality of an application, others can only be met by customising the product.

In the event that those specific needs require relational data for their ERP applications, or ERP transactional data in the customer management systems, there are few options beyond creating intensive integrations. The Dynamics CRM Connector makes sharing relational and transactional data simple, reliable and extensible.

The current version of the Connector supports both on premise and on-line version of Dynamics CRM 4.0 and CRM 2011 with transactional connections to Dynamics GP 10 & 2010, Dynamics NAV 2009R2, and Dynamics AX 2009 SP1.

A 2 page overview of the Dynamics CRM Connector can be downloaded here for printing.

The Dynamics CRM Connector requires no additional licensing fees. For more information on the Dynamics CRM Connector, please visit the Microsoft team’s blog at: http://blogs.msdn.com/b/dynamicsconnector/

Regards, Ross

Twitter: @rossd_crm

New CRM 2011 Licensing Options Leads to Better Flexibility

March 21, 2011 21 comments

New software means new licensing which means new levels of flexibility. But with flexibility comes opportunity for confusion. So, this blog entry is about explaining what Microsoft has done with on-premises client licensing in the Microsoft Dynamics CRM 2011 release. Enjoy!

With Microsoft Dynamics CRM 4.0 Microsoft introduced the Dynamics CRM Limited CAL which is 30% of the cost of a CRM CAL. It has limited usage rights. Those rights, in Dynamics CRM 4.0, excluded write rights to any of the Dynamics CRM entities (built-in or custom). With the release of Microsoft Dynamics CRM 2011, Microsoft is extending the usage rights of the Dynamics CRM Limited CAL.

The name of the product (Dynamics CRM Limited CAL) and the price (30% of the Dynamics CRM CAL) have not been changed. So this is a good news story. Additionally, Microsoft is adding an entirely new CRM CAL, the Dynamics CRM Employee Self Service CAL which is priced at 10% of the Dynamics CRM CAL.

In reading the extensive available documentation, I have decided to summarise the CRM CALs here on my blog for clarity and brevity.

The CRM CAL functionalities supported for Microsoft Dynamics CRM Server 2011 are:

Dynamics CRM CAL

The CAL provides a user with full read-write access to all capabilities within Microsoft Dynamics CRM 2011 and provides full “Microsoft Dynamics CRM functionality” using Microsoft Dynamics CRM clients and using API access. “Microsoft Dynamics CRM functionality” means that users may view, manipulate, input, query or otherwise structure CRM ‘live’ data. ‘Live’ data is information that, via use action, dynamically writes to or reads from, or synchronises with Microsoft Dynamics CRM, whether it is accessed directly or indirectly.

Dynamics CRM Limited CAL

The Limited CAL provides a user with full read-only access and limited write access to “Microsoft Dynamics CRM functionality”. Users may view or query CRM data. The use rights supported for Limited CAL include:

  • Read-only access to “Microsoft Dynamics CRM functionality” using Microsoft Dynamics CRM clients.
  • For the built-in entities of Accounts, Contacts, Cases, Leads, and Activities, data privileges to Create using Microsoft Dynamics CRM clients and Append, Append To and Update records created by any CRM user using Microsoft Dynamics CRM clients.
  • For the built-in entities of Accounts, Contacts, Cases, Leads, and Activities, data privileges to Assign, Share, and Delete records created by the same user using Microsoft Dynamics CRM clients.
  • For custom entities, data privileges to Create using API access only and Append, Append To and Update records created by any CRM user using API access only.
  • For custom entities, data privileges to Assign, Share, and Delete records created by the same user using API access only.
  • There are no data privileges to Delete, Share, or Assign records created by other CRM users.

    Dynamics CRM Employee Self Service CAL

    The Employee Self Service (ESS) CAL provides a user with limited API only access to “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. The use rights supported for ESS CAL include:

  • Data privileges to Read, Create, Append, Append To and Update records from the built-in entities of Accounts, Contacts, Cases, Leads, and Activities as well as records in all the Custom entities.
  • There are no data privileges to Delete, Share, or Assign records.

Now, you may be reading the above, hopefully slowly, and thinking – this isn’t ‘brevity’ in action! But if you read the document I used as a guide to pull this together, you may be thinking ‘thanks, this makes sense’ – or at least I hope you would…

    Cheers, Ross

Microsoft Partner Network Requirements for Microsoft Dynamics CRM

March 3, 2011 Leave a comment

Changes have been afoot over the last year or so to the Microsoft Partner Network. If you’re actively involved in selling and implementing Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online, then this blog entry is to clarify the requirements that will be enforced from May 1, 2011.

Microsoft Partner Network Requirements

(From May 1, 2011)

Dynamics CRM Online

(CSA)

Dynamics CRM on-premise

(SPA or CSA)

MPN Silver Competency

(Dynamics CRM)

MPN Gold Competency

(Dynamics CRM)

Personal Certifications

At least 1 person

At least 2 different people required

At least 3 different people required

At least 6 different people required

Sales Specialist

1 person

1 person

1 person

2 people

Pre-Sales Specialist

   

1 person

1 person

Application Consultant/Developer

1 person

2 people

3 people

6 people

Implementation Methodology

1 person

1 person

2 people

3 people

To understand all the details about the Certified Software Advisor (CSA) fee program for Microsoft Dynamics CRM, then please visit this site: http://bit.ly/msdyncrm_mpn

To learn about all the Microsoft Dynamics CRM 2011 Sales and Technical Training options in Australia currently, please review this page: http://bit.ly/crmtraining

All the best in reaching and maintaining your relevant level of certification for Microsoft Dynamics CRM.

Regards, Ross

Twitter: @rossd_crm

New Connector Between Microsoft Dynamics CRM and Microsoft Dynamics AX

February 24, 2011 Leave a comment

The new out-of-the-box connector between Microsoft Dynamics CRM and Microsoft Dynamics AX has been released by Microsoft. It was announced today:

http://www.microsoft.com/presspass/press/2011/feb11/02-23erpresourcespr.mspx

Following the recent global launch of Microsoft Dynamics CRM Online, the new connector release facilitates out-of-the-box interoperability between either version of Microsoft Dynamics CRM — online or on-premises — and Microsoft Dynamics AX. This connection helps improve productivity by eliminating redundant data entry and provides organisation wide insight across the applications through an easy-to-use and familiar Microsoft interface. Customers can focus their efforts on the work that furthers their business objectives.

“The availability of a connector between the Microsoft Dynamics ERP and Microsoft Dynamics CRM applications allows us to focus on our key areas of expertise,” said Russell Smith, senior vice president, Edgewater Fullscope, a Microsoft Dynamics partner. “Being able to easily and affordably implement Microsoft Dynamics CRM along with or into an existing ERP implementation provides new opportunities for us to grow our business.”

Connectors between Microsoft Dynamics CRM and Microsoft Dynamics GP, as well as Microsoft Dynamics CRM and Microsoft Dynamics NAV, are also available. A connector for Microsoft Dynamics CRM and Microsoft Dynamics SL is planned for the second half of 2011. Working with their partners, customers can receive the connector software as a benefit of their enhancement plan.

Regards, Ross

@rossd_crm