Thursday 30 May 2013

Microsoft CRM 2011 How to Configure IFD Hosted Setup

MSCRM 2011 Build numbers

To determine your current build number from the IE web client, simply:
  1. Browse to your CRM 2011 website
  2. Click on the File tab
  3. Navigate to Help
  4. Click on “About Microsoft Dynamics CRM”

To determine your current build number from the Outlook CRM client:
  1. Open Outlook with the CRM Client installed
  2. Click on the File tab
  3. Click on the CRM side tab
  4. Click on the “About Microsoft Dynamics CRM”  button
See below for a chart of the Dynamics CRM 2011 build versions.  I’ll try to keep it current, so be sure to bookmark and check back later!


Version Release Date Build Number KB Article
Release Candidate 5.0.9688.53 2461082
Beta (On Premise) 5.0.9585.106
Beta (Online) 5.0.9585.107
RTM February 16, 2011 5.0.9688.583 Download RTM
Update Rollup 1 April 7, 2011 5.0.9688.1045 2466084
Update Rollup 2 June 2, 2011 5.0.9688.1155 2466086
Update Rollup 3 July 28, 2011 5.0.9688.1244 2547347
Update Rollup 4 September 22, 2011 5.0.9688.1450 2556167
Update Rollup 5 October 25, 2011 5.0.9688.1533 2567454
Update Rollup 6 January 20, 2012 5.0.9690.1992 2600640
Update Rollup 7 March 22, 2012 5.0.9690.2165 2600643
Update Rollup 8 May 3, 2012 5.0.9690.2243 2600644
Update Rollup 9 Not released because of delay in the Q2 Service Update
Update Rollup 10 August 16, 2012 5.0. 9690.2730 2710577
Update Rollup 11 October 11, 2012 5.0.9690.2835 2739504
Update Rollup 12 Jan 7, 2013 5.0. 9690.3236 2795627
Update Rollup 13 March 26, 2013 5.00.9690.3448 2791312


 ref Url:
http://crmdynamo.com/2011/09/crm-2011-update-rollup-release-build-numbers-and-how-to-find-them/

Third Party Solutions to combine Microsoft CRM and Social Media


Some of the  Third party tools we explored.
1.       Social Integration for Microsoft CRM 2011 with Parrot

Ref Link: http://garethtuckercrm.com/2012/04/27/social-integration-for-microsoft-crm-2011-with-parrot/

Features:
Feature #1 is this consolidated view of your social networks inside your CRM system.  

Feature #2 is the ability to post to all of your social networks at the same time, from Microsoft CRM.   The post composer sits above the Timeline.  You can easily toggle which of your social networks you want your message to post to and you can see the number of characters remaining (constrained to the lowest limit of the networks selected):

Feature #3 is the ability to search LinkedIn, Facebook and Twitter’s feeds for keywords.  Search results appear in Tabs and you can have several on the go and can pin them for on-going reference:
Feature #4 with a click of a button you can create a new Lead, Case, Contact or Account in CRM based on a social media post.  


Licensing Cost:
Account Level             # of Users          Annual Price
Parakeet (Basic):         1-2 Users        Free
Cockatoo (Standard):   3-10Users    $599
King (Professional):    11-50 Users    $2599
Macaw (Enterprise):    51+ Users     $4599






2.       Vibe Social Networking for Microsoft Dynamics CRM by Sonama

Features:

Sonoma Partners created Vibe — an application driven by Microsoft Dynamics CRM data that enables users to see instant updates of the information they want to see, then comment and collaborate on it. Sales teams stay in the loop on key efforts from the marketing and customer service teams without having to click through multiple locations in Microsoft Dynamics CRM.

start with a collection of data feeds, specific to a user, team or other group. Users select the feeds they want to see, so they get the information most relevant to them. Posts to each feed are made automatically based on Microsoft Dynamics CRM data or manually as contributions from other users. The end result: An environment for communities and collaboration in your organization that helps drive user adoption of your Microsoft Dynamics CRM system
 New feed:
Users select the feeds to which they want to subscribe so they see the information most relevant to them. They also can opt to receive real-time notification of updates in Vibe, a daily or weekly e-mail report of their feeds, or access their updates from Vibe’s mobile client.

Updates are comments related to a feed, specific to a Microsoft Dynamics CRM user, business group or team. All feeds and entries are stored in Microsoft Dynamics CRM.

In addition to status updates and comments posted by users, you can configure automated updates with Microsoft Dynamics CRM’s workflow engine for milestones such as launching a marketing campaign, winning an opportunity, or resolving a case.
Licensing Cost:
Mentioned as Free









33.       Social Media Connector for CRM 2011 by iotap

Features:
OTAP’s Social Media Connector for Microsoft Dynamics CRM provides integration with popular social media community like LinkedIn and Facebook. Allowing your internal sales and marketing teams to collaborate against these communities ‘databases help your organization to develop an online presence and also be in touch with your customers/prospects.


 Search for Companies within Linked In or Facebook 
• Search for People within Linked In or Facebook 
• Add Companies
 • Add People 
• Link companies 
• Link People 
• Send Invites for events or webinars 
• Send newsletters

Licensing Cost:
                   Price:  

$349.00 

Test Links : no Trail version















4.       MS CRM 2011 Twitter Integration by CodePlex



Features:
MS CRM 2011 Twitter Integration : Display recent 10 twits related to customer in MS CRM 2011.

Pragmasys has built a HTML web resource which can be added to the account form in MS CRM. 
 
Only for Account  only


Licensing Cost:  Code plex solution for free




Test Links : Not tested












 

5.       LinkedIn for Microsoft Dynamics CRM by LinkedIn

 


Features:

  •       View a lead or contact and automatically see his or her LinkedIn profile and company profile on the same page.
  •   You can also search for your lead or contact, and once you've connected the lead or contact to a LinkedIn profile, the profile will be visible for all users in your environment.
  •        You can search for your lead or contact's company, and once you've connected the company to a LinkedIn company profile, the profile will be visible for all users in your environment.
  •       View an account or opportunity and automatically see the LinkedIn company profile on the same page.
  •        View an activity stream for each of your accounts and opportunities.
  •       Narrow down the activity stream to only show activity from contacts in your accounts.

Licensing Cost:

you will need to sign your team up for LinkedIn Sales Navigator or higher plan.

Features

Sales Basic

From INR 800 a month
Recommended for You

Sales Plus

From INR 1,900 a month

Sales Executive

From INR 3,500 a month


Yes
Yes

 

Sales Basic

From INR 800 a month
Recommended for You

Sales Plus

From INR 1,900 a month

Sales Executive

From INR 3,500 a month


Yes
Yes




how to combine Microsoft CRM and Social Media

how to combine Microsoft CRM and Social Media
Posted on 16/07/2010 by FrankvanDelden
Customer satisfaction is an integral part of company growth and success. Customer relationship management (CRM) systems offer businesses a way to keep current customers satisfied, as well as a way of finding new customers. Social Media can play a huge role in both these endeavors.
Many companies incorporate Microsoft CRM in order to manage and organize all the contact it has with both existing and prospective customers.
By combining social technology and Microsoft CRM a powerful tool arises..T he benefits of combining Microsoft CRM and Social Media are countless. Companies can use social media for providing better customer service to their already large customer base. By storing this information in Microsoft CRM, service and product quality can be improved.
Marketeer can use social media to reach more people and spread the word of their products and services. In the end, the main goals of both CRM and Social Media are providing better customer service and attracting new customer.
If you want to combine social media and Microsoft CRM, there are 2 principles:
1.      Interface. Data from social media will not be stored in the Microsoft CRM database. Microsoft CRM will only show the social media information.
2.     Integration. Using the Social Media platform API, data from the Social Media will be extracted and stored in Microsoft CRM.
Table below states some possibilities of bot principles. 

Interface
Integration
Data in CRM Database
No
Yes
Reporting on Social Media data
No
Yes
Workflows social media (status) updates
No
Yes
Complexity
Simple
Complex
Contact can update (own) contact information
No
Yes
3rd degree relations available
No
Yes

 Of course a hybrid solution is also a possibility.

How to integrate Facebook, LinkedIn, twitter with MSCRM 2011


How to integrate Facebook, LinkedIn, twitter with MSCRM 2011:
Ref Link:
Discussion on Social integration in MCRM

Third party solution for Social mscrm: Parrot

Third party solution for Social mscrm :Sonama _Linked in


Videos Giving some Info regarding Social MSCRM


Third party solution for Social mscrm: Pinpoint cost $349.00