Ask the CRM Experts at Convergence 2008 in Copenhagen
As part of the Convergence Conference in Copenhagen (www.microsoft.com/convergence) next month we are going to set up a “Ask the CRM Experts” panel to field product-related questions (the session number is IDCRM05). We’ll have a panel of esteemed Microsoft Dynamics CRM MVPs available to answer questions live and in person.
Expect a lively audience and a jam-packed 60 minutes of useful information and fun. If you’ll be attending Convergence this year and have a product-related question, we encourage to add your questions (technical/functional or business-related) to this forum post in advance, attend this session, and we’ll do our best to answer your questions on-site at the event (or point you to the answer online if it has already been answered within another area of our forums).
Don’t miss out on this opportunity. Post your questions and we’ll see you in Copenhagen!
All Replies
- Question for the Experts
Batch/Bulk updates from within CRM 3.0/4.0
Any good input on how to manage multiple long-running jobs from within CRM.
Example:
Every night: Update contacts age, based upon birthday.
How to schedule this from within CRM. Thought about creating an entity with metadata, like starttime, parameters, workflow guid to execute, and return result.
We are currently running CRM 3.0.
In the near future we will be upgrading to 4.0. Are there any benefits here, regarding bulk-operations. Maybe Windows Workflow Foundation can help?
I will de attending the Convergence in Copenhagen.
Best Regars,
Martin Excellent question Martin. Yesterday Ayez, a CRM MVP, address another consideration about this. I think it pertains and it's at http://blogs.msdn.com/crm/archive/2008/10/29/crm-4-waiting-workflow-vs-windows-service.aspx.
Cheers.
Has their been any consideration of modifying the entity 'regarding' hyperlink text to be configurable, such as defining what attributes should reflect in the hyperlink text.
For example, if I am looking at an Activity view (it may be an e-mail or anything) related to a Opportunity, but I want to easily know who the potential customer is. To me, it makes sense to simply allow configuration (per entity that can be used as a regarding) of what you want to see in the hyperlink text (wherever it is rendered in CRM).
In the above example, if I could just configure a couple of attributes to be listed with the key attribute (which is all that displays now), it would help tremendously. I do understand that 4.0 has a little more flexibility in views, but it this type of approach is more straight-forward and would not require editing multiple views for all the entities.
Along these same lines, why not provide a configuration setting to display the Entity Name in the hyperlink as well.
Examples:
ABC Company (Account), City/State - This would be helpful for CRM deployments where it is very prevalent to have Accounts with common names (such as in faith-based organizations).
Sales Opportunity: Potential Customer (Account): Interested in Product ABC
Project: Client (Account): Training
Case: Client (Account): Widget A is faulty
Or
Sales Opportunity - Potential Customer - Interested in Product A
This has bugged me about the system since we started using it over 2 years ago.
TB
Memphis, TN
- I have had this question more times
Why isn't the cursor focusing on the search bar when clicking on accounts or
contacts view, first they have to click there before they can find the right
account ?Here are some other questions:
- Why aren't there a count of how many accounts or other entity records there is when seeing a view ?
You have to go one page at a time with 250 records pr. time and then muliply by the number of pages.
You can't even go to the last page of records only to the first ?
- A copy function to views would be great and should be simple.
- When will a rollup for CRM 4.0 be out, there are so many hotfixes now and we have to contact MS each time we need one.
- Outlook client is one of the biggest issues/problems with MS CRM and has been through all versions, when will we get a stable solution ? crmaddin.dll, boy I have had issues with this little friend many times
/Jack D
See you all @ convergence !
Hi
I'm looking forward to meet with you guys in Cph.
I would like to ask you about the use of documents in CRM. The problem is that you can attach documents in CRM but you can hardly ever use them in the dialog with customers.
Ex.
Sales material - why isn't it possible to attach documents from sales material to direct e-mails.
Campaign activities eg. e-mail you cannot attach a document when you create e-mail activities.
Campaign letters you cannot attach a pdf of the letter to the activities (you can through mail-merge with word documents though)
I think the development team need to make it much more easy and intuitive to use documents in CRM.
See you.
- My problem
I have A virtual PC 2007. On this machine we have Microsoft Server 2003 + service pack and SQL Server 2005 + service pack
Now I wont to install CRM 4.0 Server and this error show, when program check if are all parts of installation are OK:
"A error has occurred while establishing a connection to server. When connecting to SQL Server 2005, this failure may be caused by the fact that
under the default settings SQL server does not allow remote connections. [provider: Named Pipes Provider, error 40 - Could not open a connection
to SQL Server ]"
I try everything, from stop and restart services, to enable Pipes, etc.
Does someone now answer ??
Please help
