Archive for January, 2011

How worried should Salesforce.com be about Microsoft’s cloud based CRM offering?

Here is an intersting write up on Salesforce.com vs the newly released Microsoft Dynamic’s CRM 2011. CRM 2011 is being described as the proverbial 800lb gorilla in the midst of what will be an interesting year in the Online CRM Market.
Read more here.

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Microsoft Launches Microsoft Dynamics CRM Online Cloud Service Globally

REDMOND, Wash. — Jan. 17, 2011 — Microsoft Corp. (Nasdaq “MSFT”) CEO Steve Ballmer today announced the worldwide availability of Microsoft Dynamics CRM Online, the cloud version of the new Microsoft Dynamics CRM 2011 release that delivers new levels of productivity to sales, service and marketing organizations. The on-premises and partner-hosted versions of Microsoft Dynamics CRM 2011 will be globally available on Feb. 28, 2011.
Read more here

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CRM 2011 – How do you associate an Email Template with Plugin command CreateWorkflowFromTemplateRequest?

I have a CRM 2011 plug-in that uses a CreateWorkflowFromTemplateRequest. This creates a new Workflow based on the Workflow template I have created in CRM. Inside my Workflow Template I have a “Send Email” step that uses a Corporate “Email template”. What I want to do is replace that Email template via code to another Template that a user has specified.
There doesn’t appear to be any properties I can modify against CreateWorkflowFromTemplateRequest to change this. In the CRM 2011 SDK it appears you have to generate the Workflow definition XAML and modify the Template ID. Has anyone had experience doing this? Any ideas how I can access the Workflow XAML inside a plug-in?

UPDATE 19th Jan 2011

Just a follow-up on this. My team was able to successfully modify the Workflow XAML property inside a plugin and replace the TemplateID Guid with the GUID of a Email Template we wanted to apply.

That was achieved using some standard text manupulation properties inside our plug-in
We were then able to save down the changes to the Workflow, Activate it and execute it against a CRM record without any issues.

This form of change to the XAML proved to be cumbersome and there are limitations. For example if you use more than one Email Template step in your Workflow, the plug-in code would overwrite all instances of “TemplateID” in your XAML.For our scenario we restricted the Workflows to only using a single Email Template to avoid this.

Give it a try! There may be some valid business reasons out there where you would want to change/overwrite an Workflow Email template at runtime…

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Microsoft Dynamics CRM 2011 Top 10 in 10

In early December Microosft hosted xRM Cloud Acceleration Lab in Redmond, WA. They had 14 on-site advisors to help 16 partners develop their industry solutions using CRM 2011 Online, Azure, Office365. They were lucky to have 9 CRM MVPs as part of our on-site advsiors, who came all over the world to make this event even more successful.

During breaks they recorded a short video highlighting Top 10 Features of Dynamics CRM 2011 in less than 10 minutes. Watch the video on Channel 9 here.

 

 

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Microsoft Dynamics CRM 2011 – Global Launch

Happy New Year from the Dynamic xRM Solution’s team!

It’s back to business for us and we are now only day’s away from the global launch of CRM 2011.

Microsoft have schedule an online seminar where you will be among the first to hear Microsoft CEO Steve Ballmer introduce Microsoft Dynamics CRM 2011. You will see how it can help you boost sales, improve marketing, enrich customer service interactions, and accelerate line of business application development through xRM. Hear success stories from real customers who put Microsoft Dynamics CRM 2011 to work for them, and get a sneak peek view through engaging demos. Then, participate in one of our 15 different tracks especially designed to suit your business, industry and
IT needs.

This FREE global virtual launch event takes place on Thursday, January 20th, 2011, at 9 A.M. Pacific Time. Watch from the comfort of your home or office.

To register click here.

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