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To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

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Custom compare date validator

By xrmlabs webmaster on 11/1/2013

Sometimes we need to compare two dates as start date and end date where we need that end date must be greater than start date . If we use date format in mm/dd/yyyy then compare validator works well but if we use date picker using jquery or the date in dd/mm/yyyy format by any other way then compare validator does not work because it recognizes only dd/mm/yyyy format. To over come this problem a custom date compare validator should be used. Following is a simple application where a custom compare validator has been used .

.Net
Javascript
JQuery

How to retrieve more than 50 records through OData in CRM 2011?

By xrmlabs webmaster on 11/1/2013

If you are using OData end points to retrieve records in MS CRM 2011 then you might be surprised to know that the maximum number of records that can be retrieved in a single retrieve call is 50. This is because the page size is fixed to Max 50 records. When working with large set of data we were faced with a similar problem. Thankfully MS CRM Odata has a next link which can be used to retrieve next 50 records. The following example shows how to retrieve more than 50 records using Odata end point. In this example we push the first 50 records in an array and retrieve next page results using the URL (quot;__nextquot;) provided in the JSON response object. Note we are using Jquery and JSON2 in the following example. We presume you have already added JQuery and JSON to your Form. To know more about how to add jquery please follow this blog entry (How toadd JQuery support to CRM-2011) The javascript code is such as follows. var relatedContact = []; function onloadFetchAllC ...

Executing asynchronous process from a MS CRM 2011 plugin (or MS CRM 2011 how to call a workflow using C# code)?

By xrmlabs webmaster on 10/31/2013

Of late I face a problem where I had to execute an asynchronous process from a plugin. I was faced with multiple option like using asynchronous plugin or a workflow etc . After careful investigation of both the alternatives I came to the conclusion that my business process is much suited for a workflow rather than an asynchronous plugin.  Now the only real challenge was to call a workflow from a plugin code. After a bit of investigation of SDK I can across the following sdk ExecuteWorkflowRequest Class. This class allows you to execute on demand workflow using plugin. Now let try out some code C# ExecuteWorkflowRequest ewfr = new ExecuteWorkflowRequest(); //each workflow has its own unique GUID. This GUID can be used to specify which workflow needs to be executed ewfr.WorkflowId = new Guid("A68490BF-ABCD-1234-CDA1-1234567890AB"); // Replace the guid with your flow GUID   //Now all we need to do is specify the GUID of t ...

AMD and Intel downplay effect of tablets

By xrmlabs webmaster on 10/31/2013

Both Intel and AMD have tablet oriented chips, based on Bobcat and Atom cores, but neither can match AMR cores in terms of power efficiency and low cost. However, both companies are focusing on new form factors that could liven up the notebook market, such as ultrabooks and APU based ultraportables. During last week’s conference calls, both outfits concluded that tablet sales won’t have much of an effect on their core business. However, tablet sales seem to have had a negative effect on netbook sales, but they were declining even before tablets came along. Intel CEO Paul Otellini noted that discretionary spending was shifting towards netbooks instead of tablets, which basically means that people are buying toys are now choosing tablets. AMD VP Rick Bergman believes tablets did not cannibalize PC sales in any significant way. He stressed that AMD views tablets as a market segment complementary to PCs. Both Intel and AMD have tablet oriented chips, bas ...

Features of MS Dynamic CRM 2013

By xrmlabs webmaster on 10/10/2013

New User Interface- The new User Interface have changed the user experience tremendously. The new forms are different from the earlier forms. They are more clean and comprehensive. Classical forms are now unavailable. The ribbon is removed and is replaced with a top level navigation bar. Left navigation is now removed.

MS CRM 2013
2007 web service endpoint
appointments
Auto-save feature
Business Processes
custom workflow activities
Duplicate detection removed
Dynamics CRM 4.0
IE 7
IPads and Windows 8 compatible
ISV folder support
mails
Multiple browser support
New User Interface
Outlook Synchronization
Plug-in
Quick Create form
Real time work flows
tasks
Unsupported legacy features
Windows Server 2003
windows XP

Service Management- A Business Priority to Retain and Enhance Customer Base

By xrmlabs webmaster on 9/2/2013

Every business activity starts with either marketing or sales as a core area to increase profitability of a company. These days only focusing on these two departments might not help to overcome your rivals. Today the ‘Businesses are Service-Oriented’ and the ‘Customer loyalty is Service-Specific’. For competing in market one has to be on-its-toe for providing best service possible. Service not only means maintenance and technical support but it also means dealing with every problem faced by the customer. The problem or query may be tiny but it should be dealt with the same enthusiasm as any other major thing. Customer should feel satisfied after your customer care unit responded to him/her.

administrator
best service
case priorities
Cases
Charting
Contract Management
Contracts
Customer Support Staff
Dashboards
efficient
Efficient Customer Service
hierarchical structure
Knowledge Base articles
low cost solution
maintenance
Manage
Microsoft Dynamic CRM 2011
performance management
post-sale service contracts
product line
Queues
Reporting
Resolve
Scheduling
Service Management
Service Management Flow
Service-Oriented
Service-Specific
Subject Trees
technical support
Track
Training Material

Marketing Module of CRM- A Success Tool for Marketing Managers

By xrmlabs webmaster on 8/25/2013

Marketing module of CRM- a success tool for Marketing Managers

4 C’s
4 P’s
accounts
Campaigns
Closed Loop Marketing
contacts
cut throat competition
E-mail template
Estimated budget
Goal Metrics
informed decision making
intelligent system
Leads
marketing activities
marketing lists
Marketing manager
Marketing mix
Marketing module of CRM
maximum profit
potential lead
promotion
sales figures
sales literature
segment
static or dynamic list
success tool for marketing
targets
The Data Import Wizard
track of responses
value for money

Effective sales management through CRM-Sales module

By xrmlabs webmaster on 8/17/2013

In every day shopping, we prefer to go to the same shop again and again where the sales person make you feel good and enhance your shopping experience. The ‘Feel good’ factor retains the customer to the same brand and highly influences their preferences and choices, thus resulting in influenced buying behavior.

Automating business processes
CRM sales
efficient sales force
Leads
profitability
Sales team productivity
target based selling

What is CRM?

By xrmlabs webmaster on 8/16/2013

CRM means Customer Relationship Management. Today ‘Customer is the King’, with increasing number of available options for the customer, it is more likely that customer may lose brand loyalty and thus the brand/company loses a customer. Today it is of prime importance that a company should not only find new clients on a continuous basis but also it should maintain its present and older clients. It is most important to maintain a database of customer choices and preferences for research and development, as a source for improving product quality as well as for increasing sales productivity by providing accurate figures to the sales team. Maintaining all this information manually is not possible, the solution is CRM. CRM provides automation to database management of all the required information of customers, prospective clients, leads, contact etc. Not only information but the business processes can also be automated using a CRM System. Microsoft Dynamic CRM can help in automat ...

CRM in business process
CRM in simple terms
CRM overview
Customer Satisfaction
Easy way CRM
Efficient Customer Service
Efficient utilization of resources
How CRM is useful in business
MS CRM 2011
Simply CRM

How to fix MS CRM 2011 rsProcessingAborted error when executing a custom report?

By xrmlabs webmaster on 7/30/2013

Few days back I was asked to look at a MS CRM 2011 system where Out of Box reports were working fine however custom reports were giving error (rsProcessingAborted). If MS CRM 2011 is installed on a separate server and SQL is on a different server and you are getting the same error then this post can be helpful for you.   You need to follow the steps below/ 1) SSRS connector is missing or not installed. The SSRS Connector needs to be installed on the SQL Server system. The installer for SSRS Connector can be found under MS CRM installation media. Installing the SSRS connector requires MSSQL service to restart. This should solve 90% of the problems as this is one of the most common step that may be missed out in a CRM installation. To see if SSRS connector is already installed or not please go to c:\program files\SSRS Connector  if this folder is already present then SSRS connector is already installed. I will advice you to repair it even if it is installed. 2) ...

SQL Sever
MS CRM 2011
MS SQL Server
SSRS
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