I ran into this interesting error message for a client the other day when trying to configure CRM 2013 for Outlook. It would not connect to their online instance and the first error it gave was the general:
As most of you know, Microsoft has plans to launch the newest version of the Dynamics CRM application, Microsoft Dynamics CRM 2013, in the very near future. The updated version of Dynamics CRM makes key improvements in several core areas:
Many customers want to integrate their Sales data into their financial software and most companies who do this end up doing some type of export-import process using Excel. However, if you are using Microsoft Dynamics CRM for your Sales data and Microsoft Dynamics GP for your financial data, Microsoft has created a FREE Connector Tool that you can use to integrate the data between the two systems. There are also other Connectors for other Microsoft Dynamics ERP software; however, I am only going to talk about the Microsoft Dynamics GP Connector in this article.
In previous versions of Microsoft Dynamics CRM user management was controlled in the System Administration settings. In CRM 2011 Online however user information is managed by Office 365, and to edit the information you must use the User Administration section of the Office 365 Portal. Follow the steps below to disable a user through the Office 365 Portal.
I recently attended the Marketing Technology Summit in both Fargo, ND and Duluth, MN. A question was asked during one of the panel discussions. A marketing manager stated that her company was in the middle of implementing a new Customer Information System and was wondering when the appropriate time was for marketing to get involved!
Implementing a Customer Relationship Management (CRM) system such as Microsoft Dynamics CRM can provide your business a lot of value. However, significantly more value can be realized by extending your CRM system. Think about all of the ways your business and staff interact with customers beyond simple emails and phone calls. Customers visit your website or customer portal. Customers and employees may interact with your business through these tools or maybe a mobile application. Customer data may sit inside numerous silos such as your accounting solution or documents stored in SharePoint.
You are doing a mailing, you need information from Advanced Find #1. You also need information from Advanced Find #2. Most of all you need to find the records that live in both in Advanced Find #1 and Advanced Find #2…What do you do?