Search: call+center

Update Rollup 1 for Microsoft Dynamics CRM 2011

April 7, 2011

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 1 on Thursday, April 7, 2011.

The links below will take you to the necessary information about Update Rollup 1. If a link does not work, please refer to the Release Channel Schedule below to make sure it is past the release date listed.

Release Channel Schedule

  • CRM Online Datacenter: April 5, 2011
  • Microsoft Download Center: April 7, 2011
  • Microsoft Update: April 26, 2011

General details about Update Rollup 1

  • Client packages installed manually by downloading the packages and running install will require administrative privileges. If the client packages are installed via the Windows Update (Microsoft Update) system, they will not require administrative privileges.
  • For help with installation please see the Installation Information section in KB2466084.

How to get support for Update Rollup 1

For support, please contact Microsoft Product Support. For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS.

Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Cheers,

Matt Brown

Read the full article →

SugarCRM Partners with Infratel

April 5, 2011

DestinationCRM

Call center products and services provider Infratel and SugarCRM today announced a partnership that will enable small and midsized businesses (SMBs) to add telephony soluti…

Read the full article →

Sugar Mobile for Android User Guide

April 5, 2011

  The Sugar Mobile application for the Android platform allows you to access your SugarCRM 6.2.0 Enterprise and Professional editions from your phone and view, edit and add new information on the fly. This tutorial explores the Android Sugar Mobile’s main features and will walk you through the following: 1.    Logging in to the application [...]

Read the full article →

Convergence 2011 Concept Box Invitation

March 16, 2011

The Microsoft Dynamics CRM Team is enthusiastically looking forward to meeting you at Convergence 2011, sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences, your needs, and your insights during our Concept Box Sessions.

Concept Box Sessions: Influence, Insight, Shape

Between Sunday, April 10th and Wednesday, April 13th members of the CRM Research and Development Team will be hosting a series of discussion groups and forward-looking research sessions at the Atlanta Convention Center.  During these sessions, we will present sketches and ideas designed to improve the future Microsoft Dynamics CRM; we invite you to review and critique designs and present your important scenarios, your business needs and processes, so that you can directly influence our direction in a wide array of areas.  *These sessions are limited in size, so please respond early.*

Gratuity & Non-Disclosure Agreement

Participants in each Discussion Group will receive a Microsoft gratuity which must be mailed to a U.S. address.  We will have a list of gratuity choices available for you at the sessions.  We will also ask you to sign a standard Microsoft Non-Disclosure Agreement (NDA) so that we can confidentially share our ideas and present our thinking.

Audience

These Microsoft Dynamics CRM Discussion Groups are open to ALL Convergence 2011 Attendees who want to learn about and influence the future of Microsoft Dynamics CRM.

  • End Users – (for example) Sales Professional, Marketing Professional, Customer Service Representative
  • Business Decision Makers – (for example) Sales Managers, Marketing Managers, Service Managers
  • Partners, IT Experts, Developers – (for example) Implementation Partner, Solution Developer, IT Managers

Where: All sessions will be in the Atlanta Convention Center, Room A-301.

Participation

Please review the session titles and RSVP directly to me (James.Johnston@microsoft.com) your preferred Concept Box Sessions; I will send you an email invitation confirming the session date(s) and time(s): Some Sessions will be repeated so that we can accommodate your schedules at Convergence 2011.

These discussions and research sessions are specifically designed to collect feedback from our customers, users, developers, and partners on our future thinking and aspirations for Microsoft Dynamics CRM.  All Convergence 2011 attendees are welcome regardless of your product focus.   If you are interested in learning more about Microsoft Dynamics CRM 2011 Online and On Premise, our most recent CRM releases, we encourage you to take advantage of the other generally available and informative Microsoft Dynamics CRM sessions during Convergence 2011.

Thank you, as always, for the privilege of learning from your distinctive insights and constructive feedback as well as envisioning with us an evolving Microsoft Dynamics CRM.  We are eager to welcome you and look forward to hearing from you soon.

I. Sunday (Josh Chang)—1:30-2:45— Tomorrow’s Communication and Collaboration Experience

Concept Box: Join us to review and critique User Interface experiences for seeing business contact feeds, social graphs for business connections, sharing business contact information with your colleagues!

II. Monday (Manisha Powar)—11-12:15—Sales Force Automation

Concept Box: Sales Force Automation, an extensively interesting domain, will best grow when the R&D Team listens to you, understands your experiences, focuses on your scenarios, discusses with you their current thinking and appreciates your feedback. 

This multifaceted Concept Box Session will review early storyboards, and help us hone our work.

Each of these 3 Sessions will have different perspectives: Please join us for any one or all!

III. Monday (Sandhya Vankamamidi)—1:30-2:45— Integrated Agent Desktop

Concept Box: Microsoft Dynamics CRM’s Agent Desktop aims to increase agent effectiveness by unifying data and legacy applications while guiding agents through their workflows. Review the integrated Lync experience designed to provide Customer Care Agents with contextual collaboration.

Come to this session to learn about our nextGen Integrated Agent Desktop thinking and shape the product with your valuable feedback.

IV. Monday (Josh Chang)—3-4:15—On Premise to Online Migration  Experience

Concept Box: Are you an On Premise Customer or a hosting partner?  Are you interested in upgrading to the cloud?  Why or why not? Guide Our Envisioning as we consider together the opportunities, approaches, challenges, and scenarios faced in the IT Admin experience of moving from an On Premise to and Online version of Microsoft Dynamics CRM.

This multifaceted Concept Box Session will review early thoughts (perhaps storyboards), and help us design the experience.

V. Monday (Steven Kaplan)—4:30-5:15—Social Customer Care—Making Your Customer Your Best Friend?

Concept Box: As more conversations about your business happen through the Social Web, Facebook and Twitter for example, Customer Service Organizations are exploring these channels as ways of delivering new types of service.

Microsoft Dynamics CRM aims to help Customer Service Organizations by enabling you to LISTEN, PARTICIPATE, and ANALYZE the conversations from the Social Web, integrate the Social Web Learnings into the traditional Customer Service Organization to deliver more fun and personalized customer interactions.

Come to this Concept Box Session to INFLUENCE our roadmap for “social customer care.”

VI. Tuesday (Manisha Powar)—9-10:15—Sales Force Automation

Concept Box: Sales Force Automation, an extensively interesting domain, will best grow when the R&D Team listens to you, understands your experiences, focuses on your scenarios, discusses with you their current thinking and appreciates your feedback. 

This multifaceted Concept Box Session will review early storyboards, and help us hone our work.

Each of these 3 Sales Force Automation Sessions will have different perspectives: Please join us for any one or all!

VII. Tuesday (Josh Chang)—10:30-11:45—Online Organizational Management Scenario Building

Concept Box: Organizational Management Scenarios, such as user management and other scenarios are core to this session during which we will request your feedback and critiques.  This will be a broad and open-ended discussion with an Online expert to address topics of importance to you and us.

This Concept Box Session, will review early storyboards, and brainstorm with us on organizational management scenarios.

VIII. Tuesday (Sandhya Vankamamidi)—1:30-2:45—Integrated Agent Desktop

Concept Box: Microsoft Dynamics CRM’s Agent Desktop aims to increase agent effectiveness by unifying data and legacy applications while guiding agents through their workflows. Review the integrated Lync experience designed to provide Customer Care Agents with contextual collaboration.

Come to this session to learn about our nextGen Integrated Agent Desktop thinking and shape the product with your valuable feedback.

IX. Tuesday (Manisha Powar)—3:15-4:30—Sales Force Automation

Concept Box: Sales Force Automation, an extensively interesting domain, will best grow when the R&D Team listens to you, understands your experiences, focuses on your scenarios, discusses with you their current thinking and appreciates your feedback. 

This multifaceted Concept Box Session will review early storyboards, and help us hone our work.

Each of these 3 Sales Force Automation Sessions will have different perspectives: Please join us for any one or all!

X. Tuesday (Michael Guthmann)—4:45-6—EMPOWERING the IT Pro in the Cloud

Concept Box: IT is shifting to the Cloud but are still crucial in managing Cloud (Online) services.  Please guide our investments for the IT Pro in CRM Online by joining us and providing feedback that will allow us to EMPOWER your future work and shape our future direction.

XI. Wednesday (Josh Chang)—10:45-Noon– On Premise to Online Migration  Experience

Concept Box: Are you an On Premise Customer or a hosting partner?  Are you interested in upgrading to the cloud?  Why or why not? Guide Our Envisioning as we consider together the opportunities, approaches, challenges, and scenarios faced in the IT Admin experience of moving from an On Premise to and Online version of Microsoft Dynamics CRM.

This multifaceted Concept Box Session will review early thoughts (perhaps storyboards), and help us design the experience.

To participate in any of these sessions please contact: James.Johnston@microsoft.com

Kind regards, James and the Microsoft Dynamics CRM Team

James C. Johnston II, Ph.D.

Read the full article →

Microsoft Knowledge Base Articles Authoring and Lifecycle on SharePoint

March 11, 2011

While Microsoft Dynamics CRM 2011 itself supports Microsoft Knowledge Base (KB) articles, there are much richer systems that support an end to end Content Management Life Cycle that includes Create/Edit/Review/Approval/Publish roles and responsibilitie…

Read the full article →

Update Rollup 16 for Microsoft Dynamics CRM 4.0

March 10, 2011

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 16 on Thursday, March 10, 2011.

The links below will take you to the necessary information about Update Rollup 16.

General details about Update Rollup 16

Update Rollup 16 is cumulative. However, the Update Rollup 16 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed. For all other CRM components, you do not need to install any previous Update Rollups prior to Update Rollup 16.

The Update Rollup 16 download contains updates for the 40 supported Language Packs. Prior to installing the Update Rollup 16 Language Pack, you must install the original Language Pack.

  • If you have Language Packs installed, you should
    1. Download the Update Rollup 16 Language Pack
    2. Install the Update Rollup 16 Language Pack
    3. De-provision the Language Pack
    4. Re-provision the Language Pack

Information about how to avoid reboots when installing the CRM Outlook Client can be found in the Update Rollup 4 blog posting.

The Update Rollup 16 Client can be deployed before the server is upgraded to Update Rollup 16.

Steps to make the Update Rollup 16 Client available via AutoUpdate can be found in the Update Rollup 4 blog posting. The Link and Patch IDs can be found in KB article 2477743.

Each update rollup could have fixes that require manual configuration. Please see the “Hotfixes and updates that you have to enable or configure manually” section in KB article 2477743.

How to get support for Update Rollup 16

For support, please contact Microsoft Product Support. For a complete list of Microsoft Product Support Services telephone numbers and information about support costs, visit the following Microsoft Web site: http://support.microsoft.com/default.aspx?scid=fh;[LN];CNTACTMS.

Note: In special cases, charges ordinarily incurred for support calls may be canceled if a Microsoft Support Professional determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

Cheers,

Matt Brown

Read the full article →

Why All The Hype Around Live Help?

March 2, 2011

I am pleased to introduce guest blogger, Damien Acheson today. Based in Cambridge, MA, Damien is the Product Marketing Manager for ATG’s Live Help products. Welcome, Damien!! BY DAMIEN ACHESON Why all the hype around live help? An eCommerce professional…

Read the full article →

Why All The Hype Around Live Help?

March 2, 2011

I am pleased to introduce guest blogger, Damien Acheson today. Based in Cambridge, MA, Damien is the Product Marketing Manager for ATG’s Live Help products. Welcome, Damien!! BY DAMIEN ACHESON Why all the hype around live help? An eCommerce pro…

Read the full article →

Oracle CRM For Public Sector, Commercial Business, Education

February 23, 2011

Chongqing Transport Commission Improves Management of Transport Projects The Chongqing Transport Commission is responsible for public passenger, road, and waterway transport in urban and rural areas of Chongqing. The commission administers the region’s road and water industry; oversees the…

Read the full article →

Oracle CRM For Public Sector, Commercial Business, Education

February 23, 2011

Chongqing Transport Commission Improves Management of Transport Projects
The Chongqing Transport Commission is responsible for public passenger, road, and waterway transport in urban and rural areas of Chongqing. The commission administers the regi…

Read the full article →