31 Aralık 2012 Pazartesi

CRM 2011 Navigation UI Record Counter


Form üzerinde ilişkili kayıtları göstermek için güzel bir uygulama. Bu uygulamayı Codeplex'den indirebilirsiniz.

3 Kasım 2012 Cumartesi

Microsoft Dynamics CRM 2011 Instance Adapter


Microsoft Dynamics CRM 2011 Instance Adapter provide MS CRM 2011 for synchronizing to data between two Microsoft Dynamics CRM 2011 organizations. To know more information on the Instance Adapter, Click Here



1 Kasım 2012 Perşembe

File upload control for MS CRM 2011


This application provide MS CRM 2011 for adding a custom control for File Uploading purpose inside the forms, by using the features of MS CRM itself.. The tool is available on CodePlex



19 Ekim 2012 Cuma

Iconator for Microsoft Dynamics CRM


This application eases the customization of custom entities icons in Microsoft Dynamics CRM 2011. It has been developed by Lloyd Sebag and Tanguy Touzard and is provided for free. The tool is available on CodePlex


Tool

3 Ekim 2012 Çarşamba

CRM 2011 Lookup Preview


This tools provide to  detail information about Lookup record, user can see more detail information, click it and open Lookup details form. Although this serves the purpose, it’s still an extra click that user have to make to see the details of Lookup field. For more information and download, visit the following Codeplex site
Demo_Screen_1

Metadata Document Generator for Microsoft Dynamics CRM 2011


Metadata Document Generator for Microsoft Dynamics CRM 2011 is a great tool for documentation of MS CRM 2011. For more information and download,visit the following Codeplex site
Features
  • Wizard style application
  • Connect to all type of Dynamics CRM 2011 deployments
  • Select entities to include in workbook/document
  • Possibility to select which attributes to include in documentation
  • Select language output for entity/attribute display name if multiple language pack are installed
  • Generate MS Excel workbook or MS Word document
 Screenshots
Application
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Generated Excel workbook
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Generated Word document
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10 Eylül 2012 Pazartesi

CRM 2011 Timeouts and Limits


There are few limitations of CRM 4.0 and Microsoft CRM 2011 like  Excel Export, Data Import, Sub-Grid’s On The Form, Query Result Set Limit and etc. To resolve these problems visit the following site. 


28 Ağustos 2012 Salı

New Xrm.Utility Functions in Update Rollup 8 for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online


Rollup 8 for Microsoft Dynamics CRM 2011 was released in May but I have seen some new client-side JavaScript functions that were added to open entity forms and web resources. 
openEnityForm

Use to open an entity: Xrm.Utility.openEntityForm(name,id,parameters)

openWebResource
Opens an HTML web resource: Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height)


For more information visit the following site

14 Temmuz 2012 Cumartesi

CRM Web UI with iPad Simulator


MS Dynamics CRM 2011, new update brings the ability to use the MS CRM 2011 web user interface in a variety of browsers including Safari on the Iphone and iPad. With this new supportability, comes a set of challenges for developing, testing and in some cases demoing the solutions that developers build on MS CRM 2011.
For more information visit the bellow link


Regards.

10 Temmuz 2012 Salı

Maximum record limit is exceeded. Reduce the number of records Hatası


"Maximum record limit is exceeded. Reduce the number of records"  hatası alınması durumunda aşağıdaki ayarın yapılması
MSCRM_Config  --> DeploymentProperties  tablosunda AggregateQueryRecordLimit alanının değerini artırarak hatayı giderebilirsiniz. 

1 Temmuz 2012 Pazar

LinkedIn for Microsoft Dynamics CRM Installation Guide


  • The solution only works with Microsoft Dynamics CRM 2011, online and on-premise.
  • You will need to be a System Administrator to import and configure the solution.
  • Importing and configuration should take about 15 minutes.
  • You will need a LinkedIn account. Join now.
  • You will need to sign your team up for LinkedIn Sales Navigator or higher plan.
  • You will need to enable JavaScript in your browser. If you are using IE7, you will need to have Flash Player 9.0 or above installed.
  • You will need to disable your pop-up blocker in IE.

24 Haziran 2012 Pazar

MS CRM Multiple Attachment Download

Microsoft Dynamics CRM 4.0 currently does not have a built in way for CRM Administrators to Export multiple attachments from the database and store it on a local directory on the Server or the local PC. This application allows you to do so.

Screenshot
The following is a screenshot of the first version of this application:

CRM_Multiple_Attach_Download_App_2.jpg 

for download or more information visit the codeplex

20 Mayıs 2012 Pazar

Dynamics XRM Tools

 BETA

Dynamics XRM Tools ürünü release edildi. Codeplex’den indirebileceğiniz Dynamics XRM Tools Microsoft Dynamics CRM danışmanlarının kullandığı birçok ürünü tek çatı altında toplayarak birçok kolaylığı getiren bir Silverlight uygulamasıdır.


Aşağıdaki özellikleri kapsamaktadır.

·        Trace Tool

·        Statistics

·        OData Query Designer

·        Metadata Browser

·        CRM 4 to CRM 2011 JavaScript Converter

 Kurulum için Settings altından Codeplex'den indirebileceğiniz solution'unu import ederek konfigurasyonu tamamlayabilirsiniz.


1 Mayıs 2012 Salı

Invalid Action - The selected action was not valid. MS CRM Hata

Merhaba,
Invalid Action - The selected action was not valid. hatasıyla karşılaştım. Çözümü için aşağıdaki işlemleri yapabilirsiniz..

1. Start -> Run -> CMD
2. Go to: C:\Program Files\Microsoft Dynamics CRM\Tools
3. Type in: Microsoft.Crm.Tools.WRPCKeyRenewal.exe /R and press enter.

Log Name:      Application
Source:        MSCRMKeyGenerator
Date:          01.05.2012 12:08:25
Event ID:      18949
Task Category: None
Level:         Error
Keywords:      Classic
User:          N/A
Description:
The current active key (KeyType : CrmWRPCTokenKey) is expired.  This may indicate that a key is not being regenerated correctly.  Current Active Key : CrmKey(Id:6e47acc0-7b79-e111-9bfa-005056be0016, ScaleGroupId:00000000-0000-0000-0000-000000000000, KeyType:CrmWRPCTokenKey, Expired:True, ValidOn:03/29/2012 08:47:02, ExpiresOn:05/01/2012 08:47:02, CreatedOn:03/29/2012 08:47:02, CreatedBy:NT AUTHORITY\NETWORK SERVICE.  Key Setting : CrmKeySetting(Id:a24534e8-f95d-4885-9b90-91894176bba3, KeyType:CrmWRPCTokenKey, KeyLength:128, KeyGenerationInterval:720, KeyTimeToLive:792, CryptoTimeToLive:72, Algorithm:HMACSHA256, ArchiveLength:1, Enabled:True, ActiveKeys:[ScaleGroupId=00000000-0000-0000-0000-000000000000,ActiveKeyId=6e47acc0-7b79-e111-9bfa-005056be0016])
Event Xml:

 
   
    18949
    2
    0
    0x80000000000000
   
    79837
    Application

   
 
 
    CrmWRPCTokenKey
    CrmKey(Id:6e47acc0-7b79-e111-9bfa-005056be0016, ScaleGroupId:00000000-0000-0000-0000-000000000000, KeyType:CrmWRPCTokenKey, Expired:True, ValidOn:03/29/2012 08:47:02, ExpiresOn:05/01/2012 08:47:02, CreatedOn:03/29/2012 08:47:02, CreatedBy:NT AUTHORITY\NETWORK SERVICE
    CrmKeySetting(Id:a24534e8-f95d-4885-9b90-91894176bba3, KeyType:CrmWRPCTokenKey, KeyLength:128, KeyGenerationInterval:720, KeyTimeToLive:792, CryptoTimeToLive:72, Algorithm:HMACSHA256, ArchiveLength:1, Enabled:True, ActiveKeys:[ScaleGroupId=00000000-0000-0000-0000-000000000000,ActiveKeyId=6e47acc0-7b79-e111-9bfa-005056be0016])
 

17 Nisan 2012 Salı

MS CRM 2011 'i Chrome ile çalıştırma


Merhaba Arkadaşlar,
Aşağıdaki verdiğim link'teki eklentiyi kurarak Chrome ile MS CRM'e bağlanabilirsiniz.
With this tiny app you can open and use MS CRM in google Chrome, all you need to do is install above link.


6 Nisan 2012 Cuma

Yazılım Uzmanı-Danışmanı


Uzman CRM, kurumların ihtiyaçları doğrultusunda Müşteri ilişkileri yönetimi ve Sektörel Çözümler üreten yenilikçi bir teknoloji firmasıdır. Her biri kendi alanında uzman olan deneyimli ekibi ile projelerin sağlıklı yönetilmesi ve başarıya ulaştırılmasında çok önemli misyonu başarıyla yerine getirmektedir.
 Hizmet başta olmak üzere, Enerji, İnşaat, Eğitim, Havacılık, Turizm, Tekstil, Otomotiv gibi farklı sektörlerde edindiği deneyimiyle, müşterilerinin iş ihtiyaçlarına en uygun kapsamlı çözümler sunmayı hedeflemektedir.

İş hayatı boyunca, hizmet kalitesi ve bilgi birikimi ile tanınan ve aranılan olmayı hedeflemiştir.

Firmamızın geliştirmekte olduğu projelere hızlı adapte olup,  yazılım geliştirecek analitik düşünce yapısına sahip yetiştirilmek üzere takım arkadaşı aramaktayız.

Aranan Nitelikler
  • Anadolu Yakasında ikamet eden,
  • MS SQL konusunda tecrübeli,
  • ASP.NET, C# , HTML ve  Javascript konusunda bilgi sahibi,
  • Tercihen Web Servis, MS Reporting Service teknolojilerinde deneyimli,
  •  Object-Oriented programlama mantığına hakim
  • Microsoft Dynamics CRM konusunda bilgili (Tercih Sebebi)
  • Microsoft Sharepoint Server konusunda bilgili (Tercih Sebebi)
  • İngilizce yazma ve konuşma konusunda tecrübeli,
  • Yurtdışına çıkışında engel olmayan.
  • Yoğun iş temposuna gerek kalmadan verilen işi zamanında teslim edebilecek ve proje verildiğinde takip edebilecek, 
  • Yenilikleri takip edebilen ve ARGE konularında kendini geliştirmek isteyen.
Not: Şirketimiz Çekmeköy'dedir.
Başvuracak adayların CV’lerini info@uzmancrm.com  adresine göndermeleri rica olunur.

4 Nisan 2012 Çarşamba

Microsoft Dynamics 2011 terms and defination of key words

Term
Definition
access rightA specific right assigned to a user for a entity instance or record. Primary examples are read, write, append, delete, share, and assign.
accountPerson or business to which the salesperson tries to sell a product or service. The company billed in business transactions.
activityAn action to be performed, such as a task, or a communication item that is sent or received, for example, e-mail, phone calls, and appointments. The status of activities is tracked and the activity history is stored in the system, so that users can view the open and closed activities.
addressStores address and shipping information for a customer. This entity is used to store additional addresses for an account.
appendAn access right available in Microsoft Dynamics CRM that enables users to attach entity instance to the selected entity instance. The Append and Append To access rights are a pair of rights that work in combination with one another. For example, when you attach a note to a case, you must have the Append access rights on the case and the Append To access rights on the note for the operation to work.
application instanceA customized implementation of a Microsoft Dynamics CRM application (plus any partner-defined functionality outside the scope of Microsoft Dynamics CRM) using the core Microsoft Dynamics CRM services. An instance uses a single store or service deployment unit, typically a database or database cluster.
appointmentAn activity represented by a time interval that has a start time, an end time, and a duration. An appointment does not include a service or check for conflicts, and you cannot search for available times.
articleA text-based piece of content in the knowledge base.
assignTo specify the owner of a record, such as an account or case, or an activity, such as an e-mail message or phone call. Users can assign cases and activities to either a user or a queue.
asynchronous eventAn event that occurs as part of the overall platform operation for which registered plug-ins are queued to be executed later.
attributeThe name or structure of a field in a database entity. For example, lastname, firstname, and phone are attributes of each record in a PhoneList entity. The size of a field and the type of information that it contains are also attributes of a database record.
availabilityThe periods of time when a resource can be scheduled to participate in a service activity.
base languageThe default language for your organization’s implementation of Microsoft Dynamics CRM.
basicAn access level for a privilege that specifies the user has access to records the user owns or shares. Basic is the most restrictive access level. The application refers to this level as User.
businessAn entity that provides goods and/or services to others.
business entityAn entity that is a part of the Microsoft Dynamics CRM default installation, such as account.
business unitA business, division, or department in the Microsoft Dynamics CRM database.
calloutMicrosoft Dynamics CRM 3.0 term. See plug-in.
campaignA marketing program designed to accomplish a specific result, such as introducing a new product or increasing market share. The main way to accomplish this result is through communicating the benefits of a product or service to people and businesses. Campaigns often include more than one communication method, such as print advertisements, promotional discounts, and direct mail.
campaign activityAn activity that includes additional, campaign-specific information, such as budgets and vendor names. Campaign activities result in contacting a customer through one of the channels, such as sending an e-mail or making a phone call.
campaign responseAn entity that captures responses from existing or potential new customers for a campaign.
capacityThe ability of a resource to produce an amount of output in a specified amount of time.
caseA problem reported by a customer and the activities that customer service representatives use to resolve it. Sometimes referred to as an “incident” or “ticket.” Cases are frequently associated with service contracts.
case resolutionAn activity that includes such information as the description of the resolution, billing status, and the duration of the case.
child business unitA business unit that is immediately under another business unit in the business hierarchy of an organization.
competitorAn entity that sells similar products or services and competes for the same customer segment.
conditionThe state of an expression or a variable (for example, when a result can be either true or false, or equal or not equal).
contactA person who represents a customer or potential customer, or an individual related to an account. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague.
contractAn agreement to provide support during specified coverage dates or for a specified number of cases or length of time. When customers contact customer service, the level of support they receive is determined by their contract.
contract lineA line item in a contract that describes the service support to be provided. A contract line often includes pricing information and how support will be allotted.
contract templateA template for a contract containing the standard attributes of a contract.
custom entityAn entity that can be added to the system after installation to address specific business needs of the organization.
customerThe account or contact with which a business unit conducts a business transaction.
customer relationshipRelationship between a customer and a partner in which either can be an account or contact.
customer serviceThe functionality to ensure that customers of a business, both individuals and other businesses, can keep in communication with that business to ensure that they receive needed levels of service before, during, and after purchasing the business products or services.
customer service representativeA security role users can be assigned in Microsoft Dynamics CRM. A customer service representative (CSR) provides service to the customers of the organization or business unit through the opening and resolution of cases, among other activities.
customizationThe modification of or additions to entities, attributes, forms, and views in the Microsoft Dynamics CRM application as it was shipped.
deepAn access level for a privilege that specifies the user has access to records within his or her business unit and down the business unit hierarchy. The application refers to this level as Parent: Child Business Units.
deploymentThe process of distributing and installing a software program throughout an entire organization. A deployment is a single installation of Microsoft Dynamics CRM.
discountA reduction in the selling price of products or services, usually offered by the seller when the buyer agrees to meet specific conditions.
discount listA group of price reductions that can be applied to a product, based on volume purchased.
durationThe amount of time that a record is in effect.
dynamic entityA programming construct that supports writing code that will work with entities that are not yet defined.
e-mailAn activity that is delivered using e-mail protocols.
e-mail templateA template for an e-mail message that contains the standard attributes of an e-mail message.
entityA concrete or abstract thing represented by a noun, like employee, customer, or order. An entity manages data for an application.
entity nameThe name that uniquely identifies an entity.
entity recorddfsdgdfg
equipmentThe tools or assets used to perform a service activity.
eventAny significant occurrence in the system or an application that triggers a notification. In Microsoft Dynamics CRM, an event is typically a system or user action that is detected and acted upon by the workflow system or by the client Web forms.
facilityA physical space, such as a conference room or service bay, where a service activity can be performed.
facility/equipmentA resource that can be scheduled.
faxAn activity that tracks call outcome and number of pages. Optionally stores the electronic copy of the actual document.
FetchThe XML-based query language that is used to retrieve information from the Microsoft Dynamics CRM database.
filtered viewA view of data in the Microsoft Dynamics CRM database used for reports and exported dynamic Microsoft Office Excel files. When users view a report or file that uses a filtered view, they can see only the data that they have permission to view.
fiscal periodA division of a fiscal year that is reflected on financial statements. Common accounting periods are days, weeks, months, quarters, or years.
fiscal yearA span of time during which the financial activities of an organization are calculated. A fiscal year is divided into fiscal periods, typically defined as semesters, quarters, or months. The organization determines the dates that begin and end its fiscal year, which may not correspond to a traditional calendar year.
globalAn access level for a privilege that specifies the user has access to records anywhere within the organization. The application refers to this level as Organization.
IFRAMEA windowless inline floating frame, typically used for including Web pages, such as a page from a Microsoft SharePoint site, a section of HTML such as a button, or a custom application, in a form.
impersonationThe ability of a thread to run in the security context of a security principal different from the security principal that started the process. This is usually so that a process can gain access to resources on behalf of a user.
incident (case)A customer service issue or problem reported by a customer and the activities that customer service representatives use to resolve it.
invoiceAn order that has been billed. It is also a record of a sale to an account, including details about the products or services purchased.
invoice productA line item in an invoice that contains detailed billing information.
ISV configuration fileA configuration file, isv.config, that can be used to update the navigation structure of Microsoft Dynamics CRM, including adding custom buttons, tabs, and menus to entities.
KBSee other term: knowledge base
keywordA word associated with an article to identify the article in a search.
kitA group of finished items that compose a set. In Microsoft Dynamics CRM, a kit is comprised of a set of products in the product catalog.
knowledge baseA feature in Microsoft Dynamics CRM that provides a process for drafting, submitting, reviewing, and publishing articles about an organization’s products and services. Users with manager-level security privileges can approve, reject, add comments to, and unpublish articles that are submitted for review.
leadA potential customer who must be contacted by a salesperson and either qualified or disqualified as a sales opportunity. Leads will be converted into accounts, contacts, or opportunities if they are qualified. Otherwise they are deleted or archived.
letterAn activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.
licenseA set of the Microsoft Dynamics CRM application functionality that an organization purchases. Each license type is associated with a group of privileges.
localAn access level for a privilege that specifies the user has access to records within his or her own business unit. The application refers to this level as Business Unit.
logical operatorIn a query, a connector between two expressions, two subclauses, or a combination of an expression and a subclause. There are three primary logical operators: AND, OR, NOT.
many-to-manyA relationship that lets users relate one or more entity instances from another entity to an entity instance of the current entity. A many-to-many relationship may be self-referential. This means that one or more other entity instances of the current entity can be related to an entity instance of the same entity.
many-to-oneA hierarchical relationship created or viewed from the related entity. Many entity instances from the related entity can reference any one entity instance from the primary entity.
Marketing AutomationAutomating the business processes involved in marketing: creating and launching campaigns, targeting markets, collecting and analyzing responses, and adding the responses to the Microsoft Dynamics CRM system.
marketing listA group of accounts, contacts, or leads who are identified through their demographics as people or businesses who might be the most receptive to a campaign. For example, to introduce a new product, you can create a marketing list of accounts that have previously purchased similar products and send them brochures about the new product.
metadataInformation about the properties of data, such as the type of data represented in the database.
Microsoft Dynamics CRMA browser-based customer relationship management (CRM) application used to automate sales and marketing functions and to manage sales and service activities in an organization. Microsoft Dynamics CRM is accessible from the Web and from Microsoft Office Outlook, through Microsoft Dynamics CRM for Outlook.
Microsoft Dynamics CRM data migration frameworkA set of tools designed to move data from a source system into a destination system.
Microsoft Dynamics CRM for OutlookA client application that provides a subset of the Microsoft Dynamics CRM application functionality within Microsoft Office Outlook. Microsoft Dynamics CRM synchronizes a local copy of a user’s contacts, tasks, appointments, and e-mail data with Outlook.
Microsoft Dynamics CRM for Outlook with Offline AccessA client application that allows you to work offline from the Microsoft Dynamics CRM server. You can create Microsoft Dynamics CRM e-mail messages that are sent when you go back online. If you send Outlook e-mail messages, those are sent immediately.
notesA small item of information that can be appended to any record. Notes can be appended to only one record.
one-to-manyA hierarchical relationship created or viewed from the primary entity. Any one entity instance from the primary entity can be referenced by many entity instances from the related entity.
opportunityA potential revenue-generating event, or sale to an account, that needs to be tracked through a sales process to completion.
opportunity productAn association between an opportunity and a product.
opportunity relationshipA type of relationship role that describes the relationship between an account or contact and an opportunity.
orderA confirmed request for delivery of goods and services based on specified terms. An order is a quote that has been accepted by a customer.
order productA line item in a sales order.
organizationThe top level of the business hierarchy. The organization is divided into business units. There can be only one organization per deployment.
parentA device, bus, function, or process at one level of a hierarchy. The parent controls the behavior of components below it in the hierarchy. In Microsoft Dynamics CRM, the relationship between entities controls the propagation of actions from parent to child in the hierarchy.
participantA user linked to an appointment or service activity. A user could be the owner, organizer, required resource, or optional resources for the appointment or resource.
partyA user linked to an appointment or service activity.
phone callAn activity to track a telephone call.
platform core operationThe main operation that the system is to perform. Some examples of operations are Create, Update, Delete, Merge, Send, Assign, SetState, and GrantAccess.
plug-inCustom business logic (compiled code) that is executed in response to a Microsoft Dynamics CRM event. For a plug-in to be invoked when an event is fired, you must register the plug-in code with the desired event. In Microsoft Dynamics CRM 3.0, plug-ins were compiled into a .NET assembly and referred to as callouts. A plug-in can also be called an event handler.
price listA compilation of the specific prices that can be charged for each unit in the unit group of a product. Salespeople use price lists to determine the pricing in a quote for a customer. In addition, a default price list can be added to a product.
price list itemInformation about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit.
primary entityThe entity that a related entity is associated to.
privilegeA user’s right to perform a specific action on a specific entity type or to perform a task. Privileges are assigned by system administrators to security roles. Users are then assigned security roles. Examples of privileges include Update Account and Publish Customizations.
processA definition for an automated workflow consisting of steps, including the actions the workflow should take at each step, and the rules the workflow should use to proceed to the next step.
process instanceA running instance of a process.
process templateA process that is not intended to be run, but is used as a starting point to create other processes.
productThe entity that contains information about products and their pricing.
product catalogA compilation of all products that are available for sale.
queryAn instruction to a database to either return a set of records or perform a specified action on a set of records.
queueA holding container for work items. There are queues that contain cases and activities in the Workplace, and queues of articles in the knowledge base.
quick campaignA communication method that creates a single activity for distribution to a group of marketing lists, accounts, contacts, or leads. Contrast with a campaign, which supports an end-to-end marketing program that has multiple activities.
quotaA revenue objective specified as a monetary amount that has been assigned to a salesperson for a specified fiscal period.
quoteA formal offer for products or services, proposed at specific prices and related payment terms.
related entityAn entity instance type that is associated with another entity instance type. For example, most entities have a related notes entity.
relationship roleA definition of one side of a business relationship between accounts, opportunities, or contacts.
reportsA collection and grouping of business data that answers a question or aggregates data in some way.
resourceA user that performs a service, or the equipment or facility that is required for a service.
resource groupTwo or more resources (users, facilities, or equipment) that can be scheduled interchangeably.
roleSee other term: security role
sales literatureThe documents that are created with specific information about products and/or services and given to customers to help increase sales.
salespersonA security role assigned to users. A salesperson finds and qualifies leads, and works with opportunities, accounts, and contacts to complete sales activities.
scheduleVerb: To cross-reference resource schedules to find a period of time available for a service activity. Noun: A list of times that a resource is available for work. Also, a list of service activities for a specific period of time.
schemaThe definition of the structure of an XML file. A schema contains property information as it pertains to the records and fields within the structure.
Secure Sockets Layer (SSL)A protocol that improves the security of data communication by using a combination of data encryption, digital certificates, and public key cryptography. SSL enables authentication and increases data integrity and privacy over networks. SSL does not provide authorization or nonrepudiation.
security principalA person or group that can own or access an entity instance within the system. There are two types of security principals within Microsoft Dynamics CRM: users and teams.
security roleA defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.
selection ruleA set of criteria that specifies which personnel, equipment, facilities, or resource groups are required to perform a service, or how to select these resources, based on parameters like quantity and capacity.
serviceA type of work performed for a customer by one or more resources. Services are schedulable activities.
service activityA schedulable appointment to provide a service to a customer. A service activity uses one or more resources to perform a service at a specific time and place.
service calendarA scheduling component of Microsoft Dynamics CRM that is used to view and manage appointments and service activities.
service levelThe support that customer service is required to provide for a case. The service contract a customer purchases determines the service level for its associated cases.
service restrictionA limitation of when a resource can perform a specific service.
service rulesThe collection of service restrictions imposed on a resource.
shareTo allow another user or team to have a specified amount of access to a record, such as a case, account, or contract. For example, you can share an account with a team and specify that its members can read the account record, but cannot have write access to it.
siteA business location to which resources are assigned. A site is used to ensure that all resources required for a service are in the same physical location.
Site MapAn XML representation of the structure of the Navigation Pane in Microsoft Dynamics CRM, including the areas, groups, and subareas where entities are displayed, and the privileges associated with each subarea.
state changeA change in the internal state of the Microsoft Dynamics CRM system caused by the execution of a core operation upon one or more entities.
statusThe state of a record or activity. For example, a case can be Active or Resolved, and an e-mail activity can have a status of Draft or Sent. Status is also used by workflow rules to determine when to move to the next stage in a workflow or sales process.
status reasonThe description of the status of a record or activity. For example, if a case has a status of Active, the status reason could be Researching or Waiting for Details.

26 Mart 2012 Pazartesi

MS CRM 2011 için yeni güncelleme paketi Roolup 7 ilan edildi. (Update Rollup 7 for Microsoft Dynamics CRM 2011 is available)


Microsoft has released Update Rollup 7. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 2011. It includes performance enhancements that are packaged together for easy deployment. For more information check the following link Rollup 7

18 Mart 2012 Pazar

Microsoft Dynamics Sure Step 2012 and Sure Step Online

Dynamics Sure Step Methodology

History and Future Directions

The original version of Sure Step was launched in March 2007. Since then, the Microsoft vision for the Sure Step program has been:
  • To deliver an ever-evolving, world-class methodology to partners for Microsoft Dynamics customer engagements.
  • To help partners take advantage of the latest best practices, new tools developed by Microsoft Dynamics product teams, and changes in Microsoft Dynamics software.
  • To help partners achieve high customer satisfaction, increase channel productivity, and improve profits.
For more information please check the following link Microsoft Dynamics Sure Step 2012 and Sure Step Online

13 Mart 2012 Salı

MS CRM 2011 splash crash hatası

Merhaba arkadaşlar,
Explorer IE9 yüklü bir sunucuya ms crm 2011'i kurmaya çalıştığınızda aşağıdaki hatayı alacaksınız.

Yukarıdaki hatayı almamak için explorer IE9 kontrol panel-> program ekle kaldırdan kaldırıp, ms crm 2011'i kurabilirsiniz. Ms crm 2011 kurduktan sonra tekrardan IE 9 yükleyebilirsiniz.

When you install CRM 2011 on server with IE9 you will get above error.

To solve this installation problem, Uninstall IE 9 and then install all the components that you want to install from MS CRM 2011