Archive for the ‘CRM’ Category

Dynamics CRM 2013 Online Roll out started

October 1, 2013 Leave a comment

Much to my surprise today when i was setting up a CRM Online trial for my testing purposes, i was excited to see that my CRM was the new CRM 2013. Surprised smile

There was no official information yet but i learned that the roll out has just started for the APAC region from the CRM community blog,

Now it is more evident that the update will follow for the rest of the regions in the coming days. I appreciate Microsoft’s commitment in making it available to the general public.



Categories: CRM, Dynamics CRM 2013 Tags:

CRM 2013 RC1 – Release Candidate 1 is RELEASED

September 17, 2013 Leave a comment

We all know that CRM 2013 BETA was made available for the partners on the Microsoft Connect website. But now that the CRM 2013 RC1 – Release Candidate 1 is also released on the same Microsoft Connect website, this means that the product has evolved from beta version to a even more finished product (Just miles away from the official release)

Partners & Customers are invited to sign the licence agreement before getting access to the download files for CRM 2013.

Hoping that this will bring us a great experience with CRM 2013 before its fully official release.



Categories: CRM, Dynamics CRM 2013 Tags:

Dynamics CRM 2013 Orion Airlift Presentation Slides (.pptx)

August 16, 2013 Leave a comment

For those who may have missed the Microsoft Dynamics CRM Training Blitz Day on CRM 2013 Orion, Microsoft has made available the presentation slides for both technical and non-technical users for our anytime reference and review.

This should really come-in handy for us to start our preparations for CRM 2013.

The presentation slides can be downloaded from here,

Lots of new features and changes to the existing process.

Please Note: Partner source login credentials needs to be supplied to access the same.



Categories: CRM, Dynamics CRM 2013, General Tags:

Dynamics CRM 2013 Beta Bits Released

Maybe i was a little late to notice the release of CRM 2013 beta bits which was made public on 28th of July 2013 on the Microsoft Connect Site.

For those who want to give it a try, you can download from here,

Updated on 21st August 2013:              

Download URL changed to reflect the new beta refresh (After several bug fixes)                                                                        

Refreshed URL:

Refreshed on 20th August 2013.

Couldn’t wait to try it !



Categories: CRM, Dynamics CRM 2013 Tags:

Dynamics CRM 2013 Pricing and Licencing Info

While there is a lot of excitement/concerns going around in Dynamics CRM space about the new release of CRM 2013, code named “Orion”. Individuals and companies like us have a need to get updated with the latest information on the pricing and licencing options in order for us to self-plan and start advising our customer group.

I’ve managed to gather the following information from various sources on the web and presenting here,

Very Important Note: The pricing is subject to change and may get refreshed when we come closer to the product launch. But for now, this is what have been planned.

CRM 2013 Online Editions and Pricing:

Professional ($65*) For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care.  We believe most users will find this license best fits their needs.

Basic ($30*) For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.

Essential ($15*) For light-weight users who need to access custom applications developed in house or by our vast network of partners.

(*) CRM Online list price shown per user per month in USD, actual pricing might vary by geography. Other fees may apply for add-on services such as additional storage, testing and production instances. Prices are exclusive of any fees you may incur to procure Internet connectivity.

CRM 2013 On Premises Editions and Pricing:

Microsoft Dynamics CRM 2013 Server License: $ 3938

CAL Licenses:

Professional: $984 per user/ $787 per device – For the core CRM users who need the full capabilities of Microsoft Dynamics CRM including sales force automation, marketing and customer care.

Basic: $342 per user/ $236 per device – For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well for business analysts who require reporting capabilities.

Essential: $79 per user or device – For light weight users who need to access custom applications.

Mobile Access:

Planned for both Online & On Premise customers with no additional charges.

The information presented above may not give you the in-depth details about the pros and cons about each licensing type, but can give you a heads-up!



Dynamics CRM 2011 Polaris Update: Changes to the Lead Qualification Process

One of the things i recently noticed in the “Polaris” release of Dynamics CRM 2011 is the change that was made to the “Qualify Lead” process.

The way it should typically work,

When you hit “qualify” from the lead form or from the lead home page grid, it should bring up the below screen


But it does not pop up the above modal dialog after the “Polaris” update and instead, it just creates new Account/Contact and Opportunity records (without an option to choose & based on the data available in the lead). And this is quite unacceptable when you need to associate that lead to an existing Account/Contact record and create the Opportunity.

Updated on 31/07/2013: Related Microsoft KB Article Update:


I see this as a major limitation (hopefully only until “CRM 2013 Orion” release). The primary reason for this could be the inclusion of the new flow UI forms. So while the Dynamics CRM product team addresses this known issue, do we need to live with this?

Perhaps Not!

There is a Work around and here it is from the Zero2Ten blog very neatly written by Guz Gonzalez.

I will make sure to bring some more interesting topics in my next post.



Categories: CRM, Dynamics CRM 2011

Microsoft Dynamics CRM : The Social Curve – Getting More Social with Yammer, MarketingPilot and Netbreeze

March 20, 2013 1 comment

The world is completely going social and so do Microsoft Dynamics CRM. There was a time when CRM 1.0 was released, many thought that it was just going to be a record management system with a tight outlook integration but as years pass by and now as the social era evolves it is pretty evident that Microsoft Dynamics CRM has secured a drivers seat in the CRM arena when compared with other CRM players in the market.

Why am I so excited about this?

Well, I’ve been a developer/consultant with MS CRM since its 3.0 days and have clearly evidenced the way it has evolved.

Here was my social thoughts on Microsoft Dynamics CRM which I wrote more than a year ago,

Social CRM: The Technology Enabler

Social CRM: Engaging your Customers 

And not surprisingly there seems to be a fine line and the dots are getting connected one by one and infact, exceeding expectations!

What’s so special now?

I would say, the acquisitions are here to make a difference,

Yammer, MarketingPilot and now Netbreeze. So what’s instore for us with it?

With the acquisition of Yammer, Microsoft has clearly laid out its plans to leverage the power of Enterprise social network solutions. It is said that, Yammer will be incorporated with Microsoft line of business solutions like, CRM, SharePoint, Office 365.

For CRM, it is likely to replace the Activity feeds functionality by adding more bunch of productivity features. Oh yes, you can learn how it works and try out with the steps provided here and also here.

MarketingPilot and Dynamics CRM brings in deep level of marketing automation into the CRM suite with improved analysis, enhanced campaign management and digital asset management and more.


How about Netbreeze?

The acquisition is just announced and it is expected to bring in social listening and analytics in the CRM space with the intent to listen to our customers across social media and news channels so we can monitor customer’s sentiment and analyze trends which will help to take effective actions to drive more sales and develop better consumer insight.

Very importantly, Netbreeze combines modern methods from NLP (Natural language processing), data mining and semantic analysis to support 28 different writing systems and gets it translated to a common language which can analyze sentiments/trends from the customer – This will be a huge+

When are these made available?

While Yammer is already there for CRM Online, Microsoft has confirmed that the MarketingPilot version 15 will be available with the next release code named “Gemini”. The MarketingPilot update will be available to U.S customers by the end of this month and at the end of the year for international customers.

Netbreeze integration is still unknown given the fact, the acquisition is just announced.

What about “Orion”?

Orion (the next second update to Dynamics CRM) will be available late 2013 which will feature local CRM applications for iPads and Windows 8 (Cross Mobile Platform support)

With all said and done, we will have to wait to see those features live in action, until then let’s keep our engines ON. Thank you!