Archive for June, 2011

Microsoft Partner Business Systems – Basic Version

June 30, 2011

The Partner Relationship Management (PRM) Portal allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners. It provides pre-built extensions to the Microsoft Dynamics CRM sales force automation functionality, including new data entities, workflow and reports. Using the PRM Portal, companies can jointly manage sales processes with their channel partners through a centralized Web portal, as well as extend this integration to automate additional business processes.

This solution includes all functionality from the Partner Relationship Management Accelerator for Microsoft Dynamics CRM 4.0

Customers can also choose whether they wish to deploy their portal on their own web servers or in the cloud with Windows Azure.

The installation package contains all source code, customizations, workflows and documentation.

The Partner Relationship Management Portal for Microsoft Dynamics CRM will work with all deployment models for Microsoft Dynamics CRM including on-premise, Microsoft Dynamics CRM Online and partner-hosted.

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Partner Relationship Management Portal for Microsoft Dynamics CRM 2011

June 29, 2011

The Partner Relationship Management (PRM) Portal allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners. It provides pre-built extensions to the Microsoft Dynamics CRM sales force automation functionality, including new data entities, workflow and reports. Using the PRM Portal, companies can jointly manage sales processes with their channel partners through a centralized Web portal, as well as extend this integration to automate additional business processes.

This solution includes all functionality from the Partner Relationship Management Accelerator for Microsoft Dynamics CRM 4.0

Customers can also choose whether they wish to deploy their portal on their own web servers or in the cloud with Windows Azure.

The installation package contains all source code, customizations, workflows and documentation.

The Partner Relationship Management Portal for Microsoft Dynamics CRM will work with all deployment models for Microsoft Dynamics CRM including on-premise, Microsoft Dynamics CRM Online and partner-hosted.

Download

Customer Care Accelerator for Microsoft Dynamics CRM 2011

June 28, 2011

The Customer Care Accelerator for Microsoft Dynamics CRM 2011 delivers contact center functionality by combining, displaying, and manipulating data elements from disparate line of business applications in a single user interface. This accelerator highlights the following customer care scenarios:

– Integrated desktop: Customers can aggregate information from diverse business applications into an integrated desktop providing employees with a 360° view of the customer interactions. Customer service representatives have immediate access to business critical information to serve customers quickly and efficiently, increasing customer satisfaction and loyalty.

– Eliminating Duplicate Data Entry: Organizations can streamline business processes by creating desktop automation workflows. Process automation eliminates the need for agents to re-enter the same data in multiple applications. Minimizing duplication helps to reduce human error and ensures a consistent customer service experience.

– Computer Telephony Integration (CTI): Organizations are provided with a consistent framework to connect CTI systems with key line of business applications.

– Activity Reporting: Contact center managers have swift access to agent desktop transaction reporting, helping them to identify process bottlenecks.

The installation package contains source code, binaries, customizations, and documentation.

The Customer Care Accelerator for Microsoft Dynamics CRM will work with all deployment models for Microsoft Dynamics CRM including on-premise and Microsoft Dynamics CRM Online.

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Dashboard Reporting Control for Microsoft Dynamics CRM 2011

June 27, 2011

Dashboard is one of the powerful and highly demanded features introduced in Microsoft Dynamics CRM 2011. You can add Charts, Lists, Web resources, and IFrames to a dashboard to provide high level analytical view of CRM data. Having web resources on dashboard enriches the dashboard capabilities and take the dashboard to a whole new level.

To learn more about dashboards, see this blog article: http://blogs.msdn.com/b/crm/archive/2010/10/12/tracking-your-data-using-microsoft-dynamics-crm-dashboards.aspx

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Donation Management 1.2 for Microsoft Dynamics CRM 2011

June 24, 2011

[This solutions works with both Microsoft Dynamics CRM Online as well as Microsoft Dynamics CRM 2011 On-Premises.]

Microsoft Dynamics CRM combines everyday Microsoft Office applications with powerful customer relationship management (CRM) software to rapidly improve relationships with donors, volunteers and clients. Microsoft Community Affairs has worked with the Dynamics product team to create Donation Management, a solution that turns a powerful sales and marketing tool into a robust CRM tailored to non-profit needs.

Microsoft Dynamics CRM provides a powerful yet easy-to-use CRM solution delivered over the Internet or installed in your datacenter, so that organizations can get up and running quickly and cost-effectively with the flexibility to meet the unique needs of any business.

Microsoft Dynamics CRM equips nonprofit professionals with access to constituent information through a full suite of marketing, sales, and customer service capabilities with a familiar Microsoft Office Outlook experience to help ensure rapid user adoption and fast results.

Microsoft Community Affairs and the Dynamics CRM product team have developed Microsoft Dynamics CRM Donation Management as a starting point for non-profit organizations. The accelerator has modified the corporate version of CRM to include objects such as “Donations” and relationships to “Members”. The Solution can be modified to suit most non-profit business needs through customization.

Examples of additional functionality include client and service data management, case management, group activity scheduling, volunteer management and more.

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Performance Toolkit for Microsoft Dynamics CRM 2011

June 23, 2011

The Performance Toolkit is designed to formalize performance testing for Microsoft Dynamics CRM 2011. This Toolkit is highly customizable and can be used by Microsoft Dynamics CRM partners and customers to collect performance data to support decisions related to their CRM 2011 on-premise deployments.

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Customer Portal for Microsoft Dynamics CRM 2011

June 22, 2011

Customer Portal for Microsoft Dynamics CRM provides businesses the ability to deliver portal capabilities to their customers while tracking and managing these interactions in Microsoft Dynamics CRM.

Functionality includes lead generation, service scheduling, case management, event calendar, product registration, self-help knowledge base and content management. Customers can turn this functionality on or off depending on their specific requirements. Note, this solution includes all functionality from the Portal Integration, eService and Event Management accelerators that were released for Microsoft Dynamics CRM 4.0.

The installation package contains all source code, customizations, workflows and documentation.

The Customer Portal for Microsoft Dynamics CRM will work with all deployment models for Microsoft Dynamics CRM including on-premise, Microsoft Dynamics CRM Online and partner-hosted.

Download

Error occurred in deployment step ‘Activate Features’: This feature cannot be activated at this time. The contents of the feature’s solution requires the Solution Sandbox service to be running.

June 21, 2011

If you’re deploying a Sandboxed Solution from Visual Studio 2010 and you run into this error: 

Error occurred in deployment step ‘Activate Features’: This feature cannot be activated at this time. The contents of the feature’s solution requires the Solution Sandbox service to be running.

There is a chance you have to enable the Microsoft SharePoint Foundation Sandboxed Code Service in your central administration.

To achive this:

  • GO to Central administration
  • System settings
  • Manage services on this server
  • Start the Microsoft SharePoint Foundation Sandboxed Code Service

Job Owner Reverts to Previous Owner when Scheduled Maintenance Plan is Edited

June 20, 2011

Recently I inherited a Database from a retired DBA and after a while the maintenance jobs started to fail. When i excamined the log I got the following error:

The job failed. Unable to determine if the owner (domain\username) of job Log Backup Databasename.Subplan_1 has server access (reason: Could not obtain information about Windows NT group/user ‘domain\username’, error code 0x2. [SQLSTATE 42000] (Error 15404)).

Ok fine with that because I knew the account was disabled. I think no problem so I change the owner of the job, but no no. I ran the job with success after changing the owner of the job to sa, but when the schedule ran the job later at night it failed!

Why did it fail again? After examining the log I saw the error above was there again, how could that be I changed it the day before?

After some thinking it came back to me, after running the job successfully I edited the job and made a modification. When I saved the job it reverted back to the owner who created it from start…..

To fix the problem use the script below on sql 2005 if you set the dbo as owner you won´t have any problems with DBA´s leaving the company.

/*Here’s how to change the owner of a maintenance plan to dbo in SQL Server 2005*/
–to find the name and owner of the maintenance plan
select * from msdb.dbo.sysdtspackages90
–to find the sid you want to use for the new owner
select * from sysusers

/*To update the owner to dbo use the script below
UPDATE
[msdb].[dbo].[sysdtspackages90]
SET
[ownersid] = 0x01
WHERE
[name] = ‘MaintenancePlan’

SharePoint Outlook integration

June 17, 2011

Trinity SharePoint solution

TESL SharePoint Portal Server and Outlook integration tool forms an integral part of Outlook and allows an easy ‘drag and drop’ action to copy or move specific emails to document libraries within a SharePoint Portal Server intranet.

The tool allows users to share information contained within an email across an organisation. This improves collaboration and reduces reliance on an individual’s knowledge.

To view further features and guidelines for using the uploader tool, please click here. PDF logo

Trinity has released the product free of charge to all clients that register their details. To ensure you have the correct infrastructure for the tool, please read our client and server installation guide. PDF logo

Regsiter your Details

To download the tool, please Register your Details. Once your details have been validated, you will gain access to the download files.