Archive for the ‘General’ Category

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 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!



ADFS 2.0 Federation Server Configuration: “Existing Website Detected. Therefore, the website was not reinstalled”

July 15, 2013 2 comments

In my case, i encountered this warning when i was in the process of setting up CRM 2011 IFD but it applies for all ADFS 2.0 related developments.

I’m sure most of us do some experiments and research before a complex setting to be made. In a similar manner, i was installing and uninstalling ADFS 2.0. Got this warning when i tried to reconfigure ADFS 2.0 Federation server.


And then the below screen,


The configuration still completes but when you wanted to be sure of why this is happening. It is imperative to find the root cause. The first thing you do is: you will have to make sure that the website directory still exists. You can check that by navigating to typically c:/inetpub to see if you have a folder exist even after uninstalling ADFS 2.0. If it is there, you can manually delete it.

And you may feel that’s all it to make it smooth the next time you install and configure ADFS 2.0 federation server. But in few circumstances it is not. There will be trails of ADFS left in our system, typically in IIS. To ensure a smooth installation next time, you may need to follow the below steps,

Open IIS – > Navigate to the website- > Select “View Applications”


Which will bring up the following screen and we need to select ADFS – > Right click and select “Remove”


Once that is done, in your IIS – > Navigate to Application pools – > Right click on “ADFSAppPool” and select “Remove”.


That’s it – Add done – Perform an “IISRESET” just to ensure the changes gets reflected and start re-installing ADFS 2.0 and configure ADFS 2.0 Federation Server. This time, you will not get the warning and the configuration will have no issues.


Hope this benefits someone who may run into similar issues.



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!




My CRM Ranking from

March 19, 2013 2 comments


Hello CRM World,

I’m glad to share my ranking for Microsoft Dynamics CRM from CRM Rockstar. You can check my current standings from my public profile below,

Thank you CRM Rock Star team for the reward!




Categories: CRM, Dynamics CRM 2011, General Tags: , ,

Why a good architecture is vital in CRM/xRM implementations?

March 14, 2013 8 comments

A good architecture is vital for any software system to make it more scalable and robust. Likewise for any business solutions systems like CRM and ERP’s which comes with its own built-in standard architecture needs to be given serious considerations before customizing or extending it. Of course, it largely depends on the provided framework but keeping in mind this aspect will eventually give us great outcomes.

(A good Architecture) – What values does it provide?

Business Value  : Better “ROI” and improved implementation success rate.

User Value         : Increased adoption and value for their time and efforts.

System Value     : High availability and increased performance

The reason to highlight this aspect is, now we are in the “xRM” era and not just “CRM”. So “Architecture Rule Violations” will have to be avoided in CRM/xRM implementations.

If the system requirements requires us to be bypass the proposed architecture, there still needs to be a proven way and I learned that the  “ATAM” – Architecture Tradeoff Analysis Method would be the best possible way to go with where we can eliminate the foreseen risk factors in advance.

Ultimately this will deliver more value to the CUSTOMERS when the business, user and the system aspects are structured with a concise architecture.

Have fun architecting your CRM solutions!


Francis Edwin

Categories: CRM, General

2012 in review

January 2, 2013 Leave a comment

The stats helper monkeys prepared a 2012 annual report for this blog.

Here’s an excerpt:

600 people reached the top of Mt. Everest in 2012. This blog got about 2,000 views in 2012. If every person who reached the top of Mt. Everest viewed this blog, it would have taken 3 years to get that many views.

Click here to see the complete report.

Categories: General