CRM 2011 Phone Survey Silverlight Solution

Dynamic Objects Phone Survey is a Microsoft Dynamics CRM 2011 Silverlight Solution that provides CRM 2011 users with the flexibility of creating and configuring multiple phone surveys.

The solution works best for operators conducting a quick survey over the phone for their contact records. It is an alternate and easy to configure solution compared to setting up CRM 2011 dialogs to capture survey based information. For more information about the phone survey please Contact us.

Architecture

Each survey consists of  a container (i.e survey configurator) which houses multiple pages with multiple questions.

Question Types

There are 7 types of questions a user is able to configure as part of the survey:

Q. Type	Description	Screenshot
Text	A simple text-box that holds a text value.
Multi-Line	A Multiple line text box.
Rating	Rating is a star rating object on a scale from 1 to 5
Radio Buttons	A radio button is used when you have multiple answers but you can only choose one answer.
Lookup	Lookups are similar to the CRM Lookups in terms of functionality. Lookups have already defined values, which the user can select either by choosing it using the List Dialog, or by typing in the textbox using the autocomplete feature. Users can still type values that are not available among the predefined options, DO Survey will automatically add those values to the configuration for future selection.
Date	Similar to the CRM Date attribute
Check Box	A check box question type is used when you have multiple answers and the respondent can choose more than one.

Running the Survey

You can run your configured survey by selecting a contact and clicking on the Survey Tab

The “Start new Survey” button will ask the user to select one of the configured surveys in order to proceed

Only Active Surveys (i.e. Status = Active) are shown in the survey selector.
When Clicking “Ok” a new window will pop-up and the survey will be automatically generated the way it was configured:

As shown above, the user will also have the option to add comments.
After filling all the data, the “Submit Survey” button will add the responses under the contact.

Survey responses are available on the contact form as shown below:

Cheers,
M.G

Cross Browser Support to feature in the CRM Q2 2012 Update

Last week Microsoft released the preview guide for the Q2 2012 Service Update which includes Cross browser support, a much anticipated feature.

This means that the CRM Web Client will run across a wider range of browsers and platforms in addition to Internet Explorer such as Firefox, Safari and Google chrome.

Without committing to a specific date, the update includes other new features such as a mobility ( a new mobile application for the main smartphones and tablets out there|), enhanced social capabilities, industry solution templates and support for SQL server 2012.

This is really something i am looking forward too in 2012.

Cheers,
M.G

Update Rollup 6 fo CRM 2011 released

 Microsoft Dynamics CRM 2011 Update Rollup 6  was re-released on january 20th after being pulled for causing outlook client sync issues.

Note that Update Rollup 6 cannot be removed as specific database updates are applied, thus you should back up your databases before you install this update.

Cheers,
M.G

CCA, Lync and Microsoft Dynamics CRM 2011

I am sharing with you a bit of what we are currently working on at Dynamic Objects.

In a nutshell, we're using the Customer care accelerator and integrating it with Lync and CRM 2011.

you can watch the screencast full screen here.

Cheers,
M.G

Update Rollup 5 fo CRM 2011 released

 Microsoft Dynamics CRM 2011 Update Rollup 5  was released this week, You can download the Update Rollup here and the KB article here.

Update rollup 5 brings new enhancements to CRM 2011 including social feeds, support for lookups in dialogs and much more. Note that Update Rollup 5 cannot be uninstalled, so be sure to back up your system before applying the rollup. Update Rollup 6 is to be delivered in January 2012.

Happy Update.

Cheers,
M.G

CRM 2011 Outlook Configuration error: The request for security token could not be satisfied because authentication failed

I ran across an unusual error while configuring CRM 2011 for outlook on a computer not running on the same domain as the CRM server. The configuration wizard just wouldn't connect to the deployment. The client config logs  ( located at %localappdata%\Microsoft\MSCRM\Logs\Crm50ClientConfig.txt) showed the below error message:

Error| Error connecting to URL: http://crmserver:port/XRMServices/2011/Discovery.svc 

Exception: System.ServiceModel.Security.SecurityNegotiationException: The caller was not authenticated by the service.

 ---> System.ServiceModel.FaultException: The request for security token could not be satisfied because authentication failed.

at System.ServiceModel.Security.SecurityUtils.ThrowIfNegotiationFault(Message message, EndpointAddress target)   at System.ServiceModel.Security.SspiNegotiationTokenProvider.GetNextOutgoingMessageBody(Message incomingMessage, SspiNegotiationTokenProviderState sspiState)

   --- End of inner exception stack trace ---

The error shows that the client is unable to connect to the discrovery service eventhough i was able to connect to the service when trying to access it through Internet explorer on the same machine!

After spending a couple of hours troubleshooting and trying various scenarios on the client machine i started digging up a bit on the server side i found out that the CRMappPool and the CrmDeploymentServiceAppPool were running in the context of the administrator of the domain.

I was able to configure outlook to connect successfully to the deployment by configuring both application pools to run under the "LocalSystem" identity as shown in the screenshot below.

Cheers,
M.G

Update Rollup 4 for Microsoft Dynamics CRM 2011 Released

Update Rollup 4 for CRM 2011 was released last week, You can download the Update Rollup here and the KB article here.

CRM 2011 SMS Solution Released

We have been working over the past month on our own SMS solution for CRM 2011.
The solution works with CRM 2011 Online, partner-hosted and on premise.
The SMS solution integrates with KalaSMS to send SMS messages to contacts and leads.

The solution provides the following features:

1. Send Individual SMS to contacts and leads.
2. Send Bulk SMS to dynamic and static marketing lists.
3. Send Individual SMS from a CRM 2011 workflow.
4. Send Bulk SMS from a CRM 2011 workflow.

Download and test drive the solution by going to Dynamic Objects solutions page.

Finally a Big thank you to Dynamic Objects Team for making this happen.

Cheers,
M.G

Update Rollup 3 for CRM 2011 Released

It seems it's CRM update month :) Update Rollup 3 for CRM 2011 was released this week, You can download the Update Rollup here and the KB article here.

Cheers,
M.G

Update Rollup 18 for CRM 4.0 Released

Microsoft Dynamics CRM 4.0 Update Rollup 18 has been released.

You can download the update here and access the KB Article here.

Happy Update !!

Cheers,
M.G