• Adding Products to Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 04 May 2011

      In my last post I described how to create Products in Dynamics CRM 2011. In this post I will be showing how to create a Price List Item for each Unit in a Unit Group for a certain Product, and I will also be adding this Product to both the New Zealand and US Price Lists. To start creating the Price

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    • Dynamics CRM 2011 Contract Life Cycle

      Simon Phillips, 03 May 2011

      The contract life cycle begins with templates. The organization creates a set of contract templates, adding to the set as needed. The life cycle of an individual contract is as follows: 1. Create a new contract and select the template to base it on. 2. Fill in the basic information for the contract

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    • Creating Products in Dynamics CRM 2011

      Paul Nieuwelaar, 29 April 2011

      In my last few blog posts on the Product Catalog, I have described how you can create and set up your Discount Lists, Unit Groups, and Price Lists in Dynamics CRM 2011. In this post I will be describing how you can add your Products to the Product Catalog. To start creating Products, navigate to the

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    • Speeding up the Dynamics CRM Upgrade Process

      Roshan Mehta, 28 April 2011

      *        ** Upgrading your Dynamics CRM 4.0 implementation to Dynamics CRM 2011 requires a lot of planning, especially when your organization relies on heavy customizations, configurations, and extensions. It can be an overwhelming task for someone to go throu

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    • Creating Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 27 April 2011

      In my blog post introducing the Product Catalog in Dynamics CRM 2011, I briefly mentioned how Price Lists are used within the Product Catalog. In this post I will be showing how you can quickly and easily start creating Price Lists within your Dynamics CRM 2011 Product Catalog. Before you create you

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    • Introduction to Contract Management in Dynamics CRM 2011

      Simon Phillips, 26 April 2011

       * In my previous blog posts, you learnt all about cases in Dynamics CRM 2011, which capture the customers’ requests and product information used by customer service teams to address support issues. Most of the service requests your company receives are not likely to be resolved by referencing

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    • Using Unit Groups in Dynamics CRM 2011

      Paul Nieuwelaar, 22 April 2011

      In my Overview of the Product Catalog I gave a short description of how Units and Unit Groups are used in Dynamics CRM 2011. In this post I will be going more into detail, showing how they apply to your Product Catalog, and how you can get started in created Unit Groups. If you are new to the Produc

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    • Data Transfer from BCM to Dynamics CRM 2011 Online

      Roshan Mehta, 21 April 2011

      *       ** I recently had the opportunity to create a data migration tool which transfers data from Business Contact Manager 2007 to Dynamics CRM 2011 Online. Business Contact Manager 2007 is an add-on for Microsoft Office Outlook 2007 and is a system which allows

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    • Using Discount Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 20 April 2011

      In one of my last posts on the Product Catalog, I gave a brief Overview of Discount Lists in Dynamics CRM 2011. In this post I will be showing in depth how Discount Lists are used within the Product Catalog, and how you can quickly and easily start creating Discount Lists in Dynamics CRM 2011. You c

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    • Upgrading from CRM 4.0 to CRM 2011

      Simon Phillips, 19 April 2011

      With the release of Dynamics CRM 2011, a lot of customers will want to upgrade their current Dynamics CRM 4.0 systems to Dynamics CRM 2011. In this post I will be providing a beginning to end process that you will need to follow to perform an upgrade. Backing up your existing database and restoring

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    • Microsoft Dynamics CRM 4.0 Upgrade Paths to Microsoft Dynamics CRM 2011

      Mark Smith, 17 April 2011

      On my previous post, I talked about how to Upgrade Microsoft Dynamics CRM 4.0 On-Premise to Microsoft Dynamics CRM 2011 Online. Let me discuss to you other upgrade scenarios that might be applicable to you. As I've discussed before, Microsoft Dynamics CRM 2011 requires a 64-bit architecture. And we

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    • Issues Upgrading from Dynamics CRM 4.0 to 2011

      Simon Phillips, 15 April 2011

      Recently I was asked to upgrade a CRM 4.0 online to CRM 2011 on-premise. During my first ever upgrade I came across a few issues that I thought I would share with you all. After I finally got the database from the hosting provider I started from the very beginning where you have to restore the datab

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    • Configuring Dynamics CRM 2011 for Document Management

      Roshan Mehta, 14 April 2011

      In my previous post, I gave you a quick overview of the new Document Management feature available in Dynamics CRM 2011. Today, I will take you through the simple process of configuring your CRM 2011 instance to integrate with SharePoint 2010. Configuring an Entity for Document Management Firstly, it

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    • Products and Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 13 April 2011

      In my last post on The Product Catalog in Dynamics CRM 2011 I provided an overview of Discount Lists and Unit Groups, and how they are used in Dynamics CRM 2011. In this post I will be completing my overview of the Product Catalog by going over how Products and Price Lists are used in Dynamics CRM 2

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    • Dynamics CRM 2011 Case Management Summary

      Simon Phillips, 12 April 2011

      * Over the past few blog posts I have given you an in-depth look at all elements that case management encapsulate. Here is just a brief summary of what I went over but for more details please refer to the individual blogs. Case management is the center of the customer service module in Microsoft Dyn

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