The purpose of the Wipfli's Microsoft Dynamics CRM Team blog is to continue to build and support the Dynamics CRM community/ecosystem, including our Dynamics CRM and Microsoft Technology Stack customers, prospects and other Dynamics CRM users and potential users. We plan to share some of our insights on Dynamics CRM – product news, announcements, best practices, ideas, how-tos, etc. and how they might align with your strategic business objectives, meet a short term tactical need, or just get you thinking.
Authored by Andy Potasek - Consultant - Wipfli's Microsoft Dynamics CRM Team
Using Dialogs to handle case resolutions is how our internal service center is able to bring greater visibility and attention to why and when a case is closing.
More
Authored by Jason Eldredge -Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
Tools used and explained to help identify the issue(s) causing Microsoft Dynamics® CRM from properly functioning. All tools are readily available and are at no additional cost.
Authored by Ryan Swiderski – Manager - Wipfli's Microsoft Dynamics® CRM Team
The release of Microsoft Dynamics® CRM 2011 drastically reduced the functionality gap between CRM Online and CRM On Premise. There are still several things to consider when making the decision on which deployment you want to choose.
More
Wipfli LLP and Eide Bailly LLP to merge, become EB Wipfli LLP
More
One of the powerful new features of Microsoft Dynamics CRM 2011 is the concept of Dialogs. There are many applicable uses of dialogs such as surveys and lead scoring; however, there are many possibilities that are still being uncovered.
Authored by Andy Potasek - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Registration for Convergence 2012 in Houston is open! Register now to take advantage of Early Bird rates and join us in Houston March 18-21.
More
Detailed information on the release of Microsoft Dynamics CRM 2011 Update Rollup 5 and reference for Microsoft Dynamics CRM 4.0 Update Rollup 18, Update Rollup 19 and Update Rollup 20
More
The Microsoft Dynamics CRM 2011 Novmeber 2011 update is available! The Microsoft Dynamics CRM team will be releasing new capabilities twice a year starting with Dynamics CRM 2011, and the Q4 2011 Release (also known as R7) marks the first release following the CRM 2011 Launch earlier this year.
More
One of the great new features of Microsoft Dynamics CRM 2011 is the integration with Microsoft SharePoint 2010, no programming required. This feature allows organizations to quickly take advantage of the document management capabilities of SharePoint while remaining in the context of CRM. We have recently been implementing more and more CRM Online and SharePoint cloud instances together, so I just wanted to share some of our experiences.
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Detailed information on the release of Microsoft Dynamics CRM 2011 Update Rollup 4 and reference for Microsoft Dynamics CRM 4.0 Update Rollup 17
More
Overview of and considerations for converting a static Microsoft Office Word document into a dynamic Microsoft Dynamics CRM Report.
Authored by Jason Eldredge - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Dynamically generating contextual visualization of data holds the promise of a deeper understanding of your customers beyond the transaction they are calling about. It gives you an opportunity to understand a situation in a split second that previously was too laborious to even attempt.
Authored by Terry Kerscher - Partner - Wipfli's Microsoft Dynamics CRM Team
More
In recent years the term “XRM” has become more commonplace in the market, with the “X” indicating the management of ANY relationship beyond customer relationships.
Authored by Terry Kerscher - Partner - Wipfli's Microsoft Dynamics CRM Team
More
Detailed information on the release of Microsoft Dynamics CRM 2011 Update Rollup 3
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead and a Microsoft Virtual Technology Solution Specialist (VTSP) - Dynamics CRM
More
While the team will be blogging more about Microsoft Dynamics CRM 2011 over the coming months – favorite new features, project summaries, deeper dive functional and technical posts and additional details on the items below – this post (written on the way to Convergence 2011 in Atlanta) will serve as an update of what the team has been up to. A quick glance at the summary below reveals that 2011 has started with a wave of launch activity and momentum.
More
Last week was a big week in the world of Microsoft Dynamics CRM with the release of Microsoft Dynamics CRM 2011 in the cloud (Microsoft Dynamics CRM 2011 Online - http://crm.dynamics.com, http://www.wipfli.com/crm2011)
More
Registration for Convergence 2011 in Atlanta is open! Register now to take advantage of Early Bird rates and join us in Atlanta April 10-13.
More
After a few WI members of Wipfli's Microsoft Dynamics CRM Team crossed the aisle and picked the Vikings to win Packers vs. Vikings/Favre III, the harsh reality of the soap opera-like Vikings season seems to have taken over the predicitons for this week's Packers vs. Vikings/Favre IV (presented via a quick Microsoft Dynamics CRM 2011 XRM Solution).
More
Some members of Wipfli's Microsoft Dynamics CRM Team are back again in 2010 for more predictions for Packers vs. Vikings/Favre III. This year we've moved our quick XRM example to the newly released Microsoft Dynamics CRM 2011 Beta. Again, for reference, Wipfli has offices in both Wisconsin and Minnesota
More
Leveraging the Microsoft Dynamics CRM Online Bulk Update and Export Tool available on Codeplex at http://mscrmbulkupdatetool.codeplex.com .
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 13
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
An overview of the updated Microsoft Dynamics CRM Customer Portal Accelerator
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 12
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
For the second year in a row, Wipfli has been named to the Microsoft Dynamics Inner Circle and Microsoft Dynamics President's Club.
More
Members of Wipfli's Microsoft Dynamics CRM team will be attending the Microsoft Worldwide Partner Conference July 11-15 in Washington D.C. and will be attending and presenting at Wipfli's 11th Annual Management Conference for Grant-Funded Programs at Caesars Palace in Las Vegas, NV.
More
Jason reviews some interesting scenarios that can occur based on your IE security zones when using Microsoft Dynamics CRM.
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 11
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
Congratulations to Wipfli's Green Bay office on turning 100 years old! There were quite a few CRM conversations at the 100th Anniversary/Birthday celebration reception at our office in Green Bay last Thursday.
More
Looking for a reason to apply roll-up 10? Have you looked recently at your contacts in Outlook that were synchronized from CRM?
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Convergence 2010 - Looking forward to client, prospect, partner and Microsoft interaction and amazing amounts of session content and expo interaction
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 10
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Mark Harrington discusses how parameters can dynamically improvie your SQL Server Reporting Services Reports (SSRS or SRS Reports) for Microsoft Dynamics CRM.
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
A quick note on one of our favorite Microsoft Dynamics CRM Outlook Client idiosyncrasies. Also known as Local Data Group User Error.
More
Jason reviews the gotchas when importing Microsoft Dynamics CRM customizations into existing implementations - including Accelerators, XRM solutions and other scenarios.
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
With the pace of Microsoft Dynamics CRM Update Rollups averaging a new release every 7-8 weeks, those of us involved in helping keep our clients updated are constantly reminded of some of the watch-outs when applying the updates. Here are a few friendly reminders.
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
In the spirit of the bullet point list and free form thought-type columns of the Sports pages (and now blog posts of the Sports blogs), Wipfli's Microsoft Dynamics CRM team brings you some random top of mind thoughts, gotchas and news.
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 9
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
Wipfli's first gathering of it's Minneapolis/Northwestern WI Microsoft Dynamics CRM User Group - held at Wipfli's Minneapolis office in Edina, MN - was a great success!
More
Andy Potasek discusses best practices when creating basic mulitselect picklists with Microsoft Dynamics CRM.
Authored by Andy Potasek - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Registration for Convergence 2010 in Atlanta is open! Register now to take advantage of Early Bird rates and join us in Atlanta April 24-27.
More
With the November 2009 Service Release of Microsoft CRM Online (R4), several features were added or improved that really add to the appeal of using CRM Online. The focus of this blog is on the improvements made to importing external data into your Microsoft Dynamics CRM Online organization. Ryan walks through an example of importing Accounts and Contacts to highlight the new featuers.
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Mark Harrington discusses his experiences with the Experlogix Configurator and its integration with Microsoft Dynamics CRM.
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Some Business Intelligence observations from the Microsoft SharePoint 2009 Conference
Authored by Shawn Helwig - Manager - Wipfli's CRM & BI Team
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 8
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
Jason discusses integrating Microsoft Office Excel with Microsoft Dynamics CRM in situations where the business may want to continue to execute certain business processes within Excel vs. a CRM-only solution. For example, the business may have an Excel spreadsheet that a department uses to do multiple calculations, and would ultimately like to pull the results of those calculations back into CRM to drive additional workflows or calculations on an Opportunity, Quote, or Order.
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
UPDATE: I've included an update to my previous post regarding an interesting email tracking scenario I ran into with a client that had just recently applied Microsoft Dynamcis CRM 4.0 Rollup 7.
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
I ran across an interesting email tracking scenario this week with a client that had just recently applied Microsoft Dynamcis CRM 4.0 Rollup 7.
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Wipfli will be hosting its Minnesota and Northwestern WI Microsoft Dynamics CRM User Group meeting Wednesday January 27, 2010 - a few months ahead of original plan! See additional information - agenda, registration links, etc. - in the post. Or click here http://www.wipfli.com/EventDetail_Consult_MCRM_UserGroup_1_27_10.aspx to go directly to Registration.
More
Microsoft recently rolled out the Microsoft Dynamics CRM Online Service Update: November 2009 (R4). The November 2009 Service Update provides new features that were previously not available in Dynamics CRM Online. These features attempt to improve the overall user experience with the Dynamics CRM Online offering.
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
The Microsoft Dynamics CRM development team has recently released the Portal Integration Accelerator. Mark Harrington from our team shares his initial thoughts on its installation and capabilities for extension.
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 7
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
The Microsoft Dynamics CRM development team has recently released the Social Networking Accelerator for Twitter via CodePlex. Mark Harrington from our team shares his initial thoughts on the implementation of the Accelerator and understanding the value of Social Networking integration with MCRM.
Be sure to also check out our previous post on Social Networking integration with CRM http://www.wipfli.com/BlogPost_MCRM_Blog_9_24_09.aspx following our most recent User Group meetings.
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Some members of Wipfli's Microsoft Dynamics CRM Team are back for more predictions for Packers vs. Vikings/Favre II - referred to by many here in Green Bay as "The Circus Comes to Town Week" - and some other team members have joined in on the fun this time.
Again, for reference, Wipfli has offices in both Wisconsin and Minnesota.
More
Microsoft recently released the Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0 (10/5/09). Wipfli particiapted in the beta along with one of our customers earlier this year (see blog post from 9/4/09). The Adapter is available for FREE for any customers of Dynamics CRM and Dynamcis GP that are current on their Support plans for both - and orders can be placed through Partners.
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Our customers have run into issues tracking specific emails in the Microsoft Dynamics CRM 4.0 Outlook Client and receive a misleading error: The text entered exceeds the maximum length. Upon further review, the root cause of this issue can be addressed by updating the messageid attribute on the MCRM Email entity.
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
Workflow in Microsoft Dynamics CRM 4.0 is a huge step forward from 3.0 in terms of flexibility and maintainability, as well as reducing the learning curve for the average CRM configurator. Most of my experience with it this far has been very positive; there are very few things that I've needed to do that could not be accomplished by Dynamic CRM's out-of-the-box capabilities. Here we review some of the limitations and subsequent solutions.
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Some members of Wipfli's Microsoft Dynamics CRM Team (or at least those who were willing to participate ;) predict the score of what allegedly will be the most watched cable program in history... Packers vs. Vikings/Favre I. For reference, Wipfli has offices in both Wisconsin and Minnesota.
More
Wipfli's Microsoft Dynamics CRM User Group Meeting at Wipfli's Green Bay Office 9/22 was a success and the team is doing quite a bit of follow up based on the feedback from the attendees of both the Green Bay User Group and the Milwaukee User Group at Miller Park 9/22. Specificly around Wipfli's MCRM integration with social networks and media like Twitter, LinkedIn and Facebook.
More
Wipfli's Microsoft Dynamics CRM User Group Meeting at Miller Park 9/10 was a success - including a great Miller Park Tour - and the team is preparing for the User Group Meeting at our Green Bay office Tuesday 9/22.
More
The Wipfli Microsoft Dynamics CRM Team - located throughout Wisconsin (including Green Bay) and in Minneapolis - contemplates the parallels between Brett Favre's comeback and Microsoft Dynamics CRM.
More
Wipfli’s Micrsoft Dynamics CRM team has been participating in the Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP Beta with one of our customers.
Authored by Mark Harrington - Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 6
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
Wipfli's initial foray into the Event Management Accelerator for Microsoft Dynamics CRM upon its release in late 2008 has been a useful reference over the last eight months.
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Wipfli's Real Estate Development and Property Management Solution for Microsoft Dynamics CRM - or CRM4CRE - available for review online.
More
Routinely companies need the ability to utilize a training or test Microsoft Dynamics CRM 4.0 environment that operates on a similar set of data as their Production deployment. With CRM 4.0 we can achieve this goal by making use of its multi-tenancy capabilities, or the ability to have multiple CRM Organizations.
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
Gain efficiencies & reduce risk by leveraging powerful & simple-to-use Microsoft Dynamics CRM technology
Authored by Ryan Swiderski - Senior Consultant - Wipfli's Microsoft Dynamics CRM Team
More
Detailed information on the release of Microsoft Dynamics CRM Update Rollup 5
Authored by Jason Foerch - Wipfli's Microsoft Dynamics CRM Technical Lead
More
Wipfli’s Microsoft Dynamics CRM team officially joins the blogosphere at an interesting time – both in the CRM/XRM space and economically.
More