tag:blogger.com,1999:blog-55072802488713891112024-03-05T13:20:03.263+02:00A Lebanese MSCRM BlogNews & info about Microsoft Dynamics CRMMaurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.comBlogger97125tag:blogger.com,1999:blog-5507280248871389111.post-36963007090491099562013-11-27T12:58:00.000+02:002013-11-27T12:58:04.188+02:00Updated SMS solution for CRM 2013 Tablets<div dir="ltr" style="text-align: left;" trbidi="on">
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<span style="color: #444444;">We have been working for the past few months to upgrade some of our solutions to CRM 2013.</span><br />
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<span style="color: #444444;">Microsoft Dynamics CRM 2013 comes out of the box with a free tablet application for windows 8 and Ipad, thus we decided to update the SMS solution so it will work with the tablet application as well as the browser.</span><br />
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We maintained all the functionality which includes sending single and bulk SMS to static and dynamic marketing lists, also defining multiple SMS profiles.<br />
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The main advantage for marketing, sales, service or xrm users is that they can send SMS notifications to their contact database on the go and directly from their tablet.<br />
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The video below demonstrates the power of the Microsoft Dynamics CRM platform as the first solution was created for CRM 2011, it was later fine tuned for CRM 2013 so it will work on several applications.<br />
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<span style="color: #444444;">Click <a href="http://www.dynamicobjects.net/crm2013screencasts/CRM_SMS_2013.swf" target="_blank">here</a> to watch the video.</span><br />
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<span style="color: #444444;">Enjoy,</span><br />
<span style="color: #444444;">Maurice</span></div>
Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-14389255134833724612013-07-18T22:16:00.000+03:002013-07-18T22:16:59.338+03:00WPC 2013 - Dynamics CRM momentum, vision and product roadmap<div dir="ltr" style="text-align: left;" trbidi="on">
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An amazing video from WPC 2013 showcasing CRM 2013, the future release of Dynamics CRM and the roadmap. The release is called "Orion" and is expected by end of year.<br />
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<iframe allowfullscreen="" frameborder="0" height="315" src="//www.youtube-nocookie.com/embed/TJ1zPtvygFI" width="560"></iframe>
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Cheers,
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Maurice.Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-5725285956671839632013-07-15T20:51:00.000+03:002013-07-15T20:51:06.754+03:00Dynamic Objects New Website<div dir="ltr" style="text-align: left;" trbidi="on">
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Yes we decided to revamp our site before our third year anniversary :) check it out and let us know your feedback: <a href="http://www.dynamicobjects.net/">www.dynamicobjects.net</a><br />
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Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-71229342537630464782013-07-15T20:44:00.000+03:002013-07-15T20:46:41.094+03:00Back to Blogging & Update Rollup 14 fo CRM 2011 released<div dir="ltr" style="text-align: left;" trbidi="on">
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<span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">It’s been a while since I last added a new blog post, and I am
wondering why!!<o:p></o:p></span></div>
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<span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">Guess I was a bit busy and lazy at the same time :) but I promise
that I will try to blog more and write new interesting posts as the days go by.<o:p></o:p></span></div>
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<span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">Anyways back to CRM news, Last week Update rollup 14 was released.
UR 14 actually took some time to be made available (UR 13 was released in March). Update
Rollup 14 does not add major functionality changes but is rather a collection
of fixes for reported issues – Full Details below:<o:p></o:p></span></div>
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<span style="background: white; color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">Download link: <u><span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"><a href="http://www.microsoft.com/en-us/download/details.aspx?id=39624">Microsoft DynamicsCRM 2011 Update Rollup 14 </a></span></u></span><span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"><o:p></o:p></span></div>
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<span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">CRM version: <span style="background: #EEEEEE;">05.00.9690.3557</span></span></div>
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<span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">KB Article link:</span><span style="color: #7f7f7f; font-size: 11.5pt; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"> </span><span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"><a href="http://support.microsoft.com/kb/2849744"><span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">KB2849744</span></a> <o:p></o:p></span></div>
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<span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">Podcast: <a href="http://www.blogtalkradio.com/pfedynamics/2013/07/12/microsoft-dynamics-crm-2011-update-rollup-14-podcast"><span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">UR 14</span></a><o:p></o:p></span></div>
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<span style="background: white; color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">Cheers, </span><span style="color: #7f7f7f; font-size: 11.5pt; mso-bidi-font-family: "Times New Roman"; mso-fareast-font-family: "Times New Roman"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"><br />
<span style="background: white;">M.G</span><o:p></o:p></span></div>
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Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-27544190888005715602012-11-03T10:34:00.001+02:002012-11-03T10:34:23.142+02:00Next Generation CRM - December 2012 Service Update<div dir="ltr" style="text-align: left;" trbidi="on">
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This has been a busy week for Microsoft Dynamics CRM. Microsoft announced the <a href="http://crm.dynamics.com/en-us/polaris">December 2012 service update</a> for Microsoft Dynamics CRM online and a new <a href="http://crmpublish.blob.core.windows.net/docs/CRM_SOD_November_2012_FINAL.pdf">statement of direction</a> which outlines Microsoft investment in the platform and the new range of functionality that Microsoft will be delivering on the short and long term.</div>
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Expanding the range of supported browsers for Microsoft Dynamics CRM to cover Google chrome, Firefox and apple's safari, Embedded Bing Maps to track location of leads contacts and companies, tighter integration with the new Microsoft office 2013 suite, integration with Skype, Microsoft Lync and Yammer for a tighter social collaboration experience are a few exciting capabilities that will be included in the December 2012 service update and in the near future....2013 is going to be an exciting year :)</div>
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The Dynamics Team also released this great youtube video labeled "Revolutionize your work. Love your work. reignite your passion." Check it out below</div>
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<iframe allowfullscreen='allowfullscreen' webkitallowfullscreen='webkitallowfullscreen' mozallowfullscreen='mozallowfullscreen' width='320' height='266' src='https://www.youtube.com/embed/uOEpXX8Cmv8?feature=player_embedded' frameborder='0'></iframe></div>
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Cheers,</div>
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Maurice</div>
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Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com1tag:blogger.com,1999:blog-5507280248871389111.post-39748795313158796012012-08-17T10:14:00.000+03:002012-08-17T10:14:24.001+03:00Update Rollup 10 for CRM 2011 released<div dir="ltr" style="text-align: left;" trbidi="on">
Update Rollup 10 (v. 05.00.9690.2730) for CRM 2011 was released yesterday, You can download the Update Rollup <a href="http://www.microsoft.com/downloads/details.aspx?FamilyID=5943fb19-4141-47af-b380-3349b96c46a8">here</a> and the KB article <a href="http://support.microsoft.com/kb/2710577">here</a>.<br />
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Note that Update Rollup 9 for Microsoft Dynamics CRM 2011 will not be released because of a delay in the Q2 Service Update.<br />
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Update Rollup 10 fixes all the issues that would have been included in Update Rollup 9.<br />
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Cheers,<br />
M.G </div>
Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-81639368543400184272012-06-27T11:36:00.002+03:002012-06-27T11:36:53.966+03:00Dynamic Objects CRM 2011 Solution Brochures<div dir="ltr" style="text-align: left;" trbidi="on">
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We completed recently the brochures for some of Dynamic Objects CRM 2011 solutions and they are now available online - Check them out:<br />
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<li><a href="http://dynamicobjects.net/datasheets/DO_SMS.PDF" target="_blank">CRM 2011 SMS Solution</a> </li>
<li><a href="http://dynamicobjects.net/datasheets/DO_PHSurvey.pdf" target="_blank">CRM 2011 Phone Survey Solution</a> </li>
<li><a href="http://dynamicobjects.net/datasheets/DO_TabletSurvey.pdf" target="_blank">CRM 2011 Tablet Survey Solution</a> </li>
<li><a href="http://dynamicobjects.net/datasheets/DO_LYNC.PDF" target="_blank">CRM 2011 CCA & Lync Integration</a></li>
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Cheers,<br />
M.G</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-87053808724851838882012-03-09T15:06:00.002+02:002012-03-09T15:07:34.999+02:00Transferring Lync Calls within the CCA for CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">I am sharing with you today a short screen cast of how we enabled call transferring for the lync client within the customer care accelerator for CRM 2011. The scenario is as follows:<br />
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1- The CRM operator (do1.ptg) receives a call from a customer (test1.ptg)<br />
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2- The customer care accelerator will match the call against a CRM record, opens the record and creates a phone call activity as soon as the Operator accepts the call.<br />
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3- The CRM operator then checks for available operators and transfers the call to a collegue (do2.ptg) or any phone number depending on the case in question.<br />
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4- The second operator (do2.ptg) will receive the transfer call along with the data needed to identify the customer (test1.ptg) and repeat the same steps as point 2.<br />
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</div><object height="600" width="300"> <param name="movie" value="http://www.dynamicobjects.net/crm2011screencasts/CCA_Lync_CRM2011_CallTransfer.swf"><embed src="http://www.dynamicobjects.net/crm2011screencasts/CCA_Lync_CRM2011_CallTransfer.swf" width="600" height="300"> </embed> </object><br />
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Watch in full screen <a href="http://www.dynamicobjects.net/crm2011screencasts/CCA_Lync_CRM2011_CallTransfer.swf" target="_blank">here</a>.<br />
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Cheers,<br />
M.G</div><br />
</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com1tag:blogger.com,1999:blog-5507280248871389111.post-75807101264635346002012-02-16T09:30:00.002+02:002012-02-17T10:43:55.296+02:00CRM 2011 Phone Survey Silverlight Solution<div dir="ltr" style="text-align: left;" trbidi="on"><div class="MsoNoSpacing" style="text-align: justify; text-justify: inter-ideograph;">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. </div><div class="MsoNoSpacing" style="text-align: justify;"><br />
</div><div class="MsoNoSpacing" style="text-align: justify;">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 <a href="http://dynamicobjects.net/contactus.html" target="_blank">Contact us</a>.<br />
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<div class="MsoNormal"><span style="font-size: small;"><b><span style="color: #1f497d;">Architecture</span></b></span></div></div><div class="MsoNoSpacing" style="text-align: justify;">Each survey consists of a container (i.e survey configurator) which houses multiple pages with multiple questions.<br />
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<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEguGMoW750O6NWU1_k9-xHGxub79Ry_St7TMh1lagZ-SftoZAHPaoM3RMx88LOiUSbYj8tgQXtU6zXkDVz5h70zkoFqzSnLRTujjn85fBFUmbLE-1uJmNL1_bR1WM9ocavMnWXbv_EyfLw/s1600/2012-02-15_1556.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="260" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEguGMoW750O6NWU1_k9-xHGxub79Ry_St7TMh1lagZ-SftoZAHPaoM3RMx88LOiUSbYj8tgQXtU6zXkDVz5h70zkoFqzSnLRTujjn85fBFUmbLE-1uJmNL1_bR1WM9ocavMnWXbv_EyfLw/s320/2012-02-15_1556.png" width="320" /></a></div><br />
<div class="MsoNormal" style="mso-outline-level: 1;"><span style="color: #1f497d; font-size: small;"><b>Question Types</b></span></div>There are 7 types of questions a user is able to configure as part of the survey:</div><div class="MsoNoSpacing" style="text-align: justify;"><table border="1" cellpadding="0" cellspacing="0" class="MsoTableGrid" style="border-collapse: collapse; border: none; mso-border-alt: solid windowtext .5pt; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-yfti-tbllook: 1184;"><tbody>
<tr style="mso-yfti-firstrow: yes; mso-yfti-irow: 0;"> <td style="border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 89.6pt;" valign="top" width="119"><div align="center" class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in; text-align: center;"><b><span style="color: #1f497d;">Q. Type</span></b></div></td> <td style="border-left: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 229.6pt;" valign="top" width="306"><div align="center" class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in; text-align: center;"><b><span style="color: #1f497d;">Description</span></b></div></td> <td style="border-left: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 159.6pt;" valign="top" width="213"><div align="center" class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in; text-align: center;"><b><span style="color: #1f497d;">Screenshot</span></b></div></td> </tr>
<tr style="mso-yfti-irow: 1;"> <td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 89.6pt;" valign="top" width="119"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;">Text</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 229.6pt;" valign="top" width="306"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;">A simple text-box that holds a text value.</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 159.6pt;" valign="top" width="213"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgI4vvaYp3dXrTD0L9kRCk76Q6psUazrrXCjYnfV6VO0U1Bg6oiGmuBfYACjHGvWSsWkYXarjZeDsvyGJwlBoICUPplC8_FLGb_6GY2t_UxTDZfPB3zkRMP4ncs4uDYHynAsW47-JZ-fsE/s1600/2012-02-16_0854.png" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="43" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgI4vvaYp3dXrTD0L9kRCk76Q6psUazrrXCjYnfV6VO0U1Bg6oiGmuBfYACjHGvWSsWkYXarjZeDsvyGJwlBoICUPplC8_FLGb_6GY2t_UxTDZfPB3zkRMP4ncs4uDYHynAsW47-JZ-fsE/s320/2012-02-16_0854.png" width="320" /></a></div></td> </tr>
<tr style="mso-yfti-irow: 2;"> <td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 89.6pt;" valign="top" width="119"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;">Multi-Line </div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 229.6pt;" valign="top" width="306"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;">A Multiple line text box.</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 159.6pt;" valign="top" width="213"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"><br />
</div></td> </tr>
<tr style="mso-yfti-irow: 3;"> <td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 89.6pt;" valign="top" width="119"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"> Rating</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 229.6pt;" valign="top" width="306"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;">Rating is a star rating object on a scale from 1 to 5 </div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 159.6pt;" valign="top" width="213"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUR7UJBOLh6LNLjQaADGZL8pMZFj7ozRvLzeTzhpzC0QmC04xjS6mUCOJabliXZTLmuE68fECEpdu6S1xq9j3hHqw023MNchOezdNdTpExGYzrUfnkS6WSLdsZQWYu0TYor2snu-DOsoE/s1600/2012-02-16_0904.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUR7UJBOLh6LNLjQaADGZL8pMZFj7ozRvLzeTzhpzC0QmC04xjS6mUCOJabliXZTLmuE68fECEpdu6S1xq9j3hHqw023MNchOezdNdTpExGYzrUfnkS6WSLdsZQWYu0TYor2snu-DOsoE/s1600/2012-02-16_0904.png" /></a></div><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"><br />
</div></td> </tr>
<tr style="mso-yfti-irow: 4;"> <td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 89.6pt;" valign="top" width="119"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"> Radio Buttons</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 229.6pt;" valign="top" width="306"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;">A radio button is used when you have multiple answers but you can only choose one answer.</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 159.6pt;" valign="top" width="213"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXbG_woxdEo57K-qd9g-f6cHy3SvxHRttPuiqi1A2By0YSiWbUOD22EEu7GVMelKNDBDefLfo6636-F8nm8BNHhLeJUSt245ahVVOnACu5mUE-aIt-Q0VNDgEH8UjXTAX7OI-9Rq2mw44/s1600/2012-02-17_1042.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="48" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiXbG_woxdEo57K-qd9g-f6cHy3SvxHRttPuiqi1A2By0YSiWbUOD22EEu7GVMelKNDBDefLfo6636-F8nm8BNHhLeJUSt245ahVVOnACu5mUE-aIt-Q0VNDgEH8UjXTAX7OI-9Rq2mw44/s320/2012-02-17_1042.png" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg67JjXEkcumqDUURS9JQ0MuacpHyPOa-dhyIx71KTPyh27Twox29TrHrZNq7-VQWvKOPV_Fxnh8vR4kpobdH1zI9dZPAplYSuFftVQy2fwzVNMlKoHnomk9bjQjrxBGySlTPCO3ifZ9cs/s1600/2012-02-16_0906.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><br />
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</div></td> </tr>
<tr style="mso-yfti-irow: 5;"> <td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 89.6pt;" valign="top" width="119"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"> Lookup</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 229.6pt;" valign="top" width="306"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"> Lookups are similar to the CRM Lookups in terms of functionality.<br />
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.<br />
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. </div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 159.6pt;" valign="top" width="213"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyBgIjibV8PbVMeLQjKGBSuvpXkuHxnqLnpTuxMhwUR7xahYFffX-kzOLHH3_a3_gUkCoLBBNe5lIZQY61Us2g5hWNddzjfgOAgbEpfWYBIl450TygcePmSzcBxHC2Z86-ruBbQGo_5Dg/s1600/2012-02-16_0908.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="135" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyBgIjibV8PbVMeLQjKGBSuvpXkuHxnqLnpTuxMhwUR7xahYFffX-kzOLHH3_a3_gUkCoLBBNe5lIZQY61Us2g5hWNddzjfgOAgbEpfWYBIl450TygcePmSzcBxHC2Z86-ruBbQGo_5Dg/s320/2012-02-16_0908.png" width="320" /></a></div><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"><br />
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<tr style="mso-yfti-irow: 6;"> <td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 89.6pt;" valign="top" width="119"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"> Date</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 229.6pt;" valign="top" width="306"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"> Similar to the CRM Date attribute</div></td> <td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 159.6pt;" valign="top" width="213"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi5fUtKZK5omPfthuyRiUEb_7Ot1bFCYWJvwiwj5BbWQFvCg50b9J7uYsw9cKxhmL90Ly3gnQ7OiKRPNNgM-9prihHMXdQSsUTt_m37vH4fdZAO2HBczmpF-5Gu8olWmfnJrAZsB2M6b4I/s1600/2012-02-16_0909.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="43" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi5fUtKZK5omPfthuyRiUEb_7Ot1bFCYWJvwiwj5BbWQFvCg50b9J7uYsw9cKxhmL90Ly3gnQ7OiKRPNNgM-9prihHMXdQSsUTt_m37vH4fdZAO2HBczmpF-5Gu8olWmfnJrAZsB2M6b4I/s320/2012-02-16_0909.png" width="320" /></a></div><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"><br />
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<tr><td style="border-top: none; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 89.6pt;" valign="top" width="119"><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"> Check Box</div></td><td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 229.6pt;" valign="top" width="306">A check box question type is used when you have multiple answers and the respondent can choose more than<br />
one.</td><td style="border-bottom: solid windowtext 1.0pt; border-left: none; border-right: solid windowtext 1.0pt; border-top: none; mso-border-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-top-alt: solid windowtext .5pt; padding: 0in 5.4pt 0in 5.4pt; width: 159.6pt;" valign="top" width="213"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTw16xNNvBv2S0cXGz2-toQT2XXpMyI1t7kB1_1vzl0tfuxw3tYuTEuiRpx25roXkyJlfBO6Vo6FI6UqWMmpNMiOSlBihO-lw30cBfOUpPHyVY6-_HN1k7elnofaAdcgLh8aJOU1-6gII/s1600/2012-02-16_0911.png" style="margin-left: 1em; margin-right: 1em;"><br />
</a></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDwjc7xhHCnb7-cgv28u4g3KHoYiYRdeOk3yUvIoq4FAt1B0xvkoAi5N29EJdt9lbo_MAJ7mHbaV7_PxndWmy0LkCMw05xGNq08Ng91ZNslWqMsBZ_DddSmkazXKnLg9tP_utkcahKu7c/s1600/2012-02-16_0914.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="48" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDwjc7xhHCnb7-cgv28u4g3KHoYiYRdeOk3yUvIoq4FAt1B0xvkoAi5N29EJdt9lbo_MAJ7mHbaV7_PxndWmy0LkCMw05xGNq08Ng91ZNslWqMsBZ_DddSmkazXKnLg9tP_utkcahKu7c/s320/2012-02-16_0914.png" width="320" /></a></div><div class="MsoNormal" style="margin-bottom: .0001pt; margin-bottom: 0in;"><br />
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</tbody></table></div><div class="MsoNoSpacing" style="text-align: justify;"></div><div class="MsoNoSpacing" style="text-align: justify;"><br />
<div class="MsoNormal" style="mso-outline-level: 1;"><span style="color: #1f497d; font-size: small;"><b>Running the Survey</b></span></div>You can run your configured survey by selecting a contact and clicking on the Survey Tab<br />
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<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfqsFjTo-OrxlpCdiwmL0Noroz-Guf-c2A-Mof5zfzzqfvy6kvYfE10Pih7KdmHCfjny4kqTEadVPnGm_22_Cvg7MdhKuhR6k2wZcpi-hCkdGx_CNooDlT9ANPn0lP8zIwbozwLSDACLE/s1600/2012-02-16_0917.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="143" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfqsFjTo-OrxlpCdiwmL0Noroz-Guf-c2A-Mof5zfzzqfvy6kvYfE10Pih7KdmHCfjny4kqTEadVPnGm_22_Cvg7MdhKuhR6k2wZcpi-hCkdGx_CNooDlT9ANPn0lP8zIwbozwLSDACLE/s400/2012-02-16_0917.png" width="400" /></a></div><br />
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The “Start new Survey” button will ask the user to select one of the configured surveys in order to proceed<br />
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<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjG-NMk1MhDL-XRe-n1fpGbz40qui7-ItinSt6Ae9kP8NWVG0Flkzf993esnY4UBLuXuTbOVanYKVZdszXnpUMDOFoiUL8KfOrs9LssoZLJ-azP2g9Bty1uupFIFnUB6B1WLYScriZTq3s/s1600/2012-02-16_0918.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="152" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjG-NMk1MhDL-XRe-n1fpGbz40qui7-ItinSt6Ae9kP8NWVG0Flkzf993esnY4UBLuXuTbOVanYKVZdszXnpUMDOFoiUL8KfOrs9LssoZLJ-azP2g9Bty1uupFIFnUB6B1WLYScriZTq3s/s400/2012-02-16_0918.png" width="400" /></a></div><br />
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Only Active Surveys (i.e. Status = Active) are shown in the survey selector. <br />
When Clicking “Ok” a new window will pop-up and the survey will be automatically generated the way it was configured:<br />
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<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1OHrrJIPiLpVUfs-LPVwJ6YoFunKTPUNW1uQru7NUJI2gmTqWVx_asunbuiR4LZWXFrjyJh85-gwnjNp_rwHMF8mFm4edqO2yq66BUMXZl47j3Dd0A-cn2vu1nT92OIAoiaMJ8cdqslM/s1600/2012-02-16_0920.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="305" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1OHrrJIPiLpVUfs-LPVwJ6YoFunKTPUNW1uQru7NUJI2gmTqWVx_asunbuiR4LZWXFrjyJh85-gwnjNp_rwHMF8mFm4edqO2yq66BUMXZl47j3Dd0A-cn2vu1nT92OIAoiaMJ8cdqslM/s400/2012-02-16_0920.png" width="400" /></a></div><br />
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As shown above, the user will also have the option to add comments.<br />
After filling all the data, the “Submit Survey” button will add the responses under the contact.<br />
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<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjLcV_wgXMTppwmBv_PcsQ59jpNEkXkqYtgD2QVFk0Kpisszkv71FThPQ7kWcKidR0SDWuAfObkhX9ijGf15yqzD2n_yAWQmIt4aEngl7Zi0xPA7hCVVspFWKAomwqoEKZSAtnx0a66Bdw/s1600/2012-02-16_0922.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="301" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjLcV_wgXMTppwmBv_PcsQ59jpNEkXkqYtgD2QVFk0Kpisszkv71FThPQ7kWcKidR0SDWuAfObkhX9ijGf15yqzD2n_yAWQmIt4aEngl7Zi0xPA7hCVVspFWKAomwqoEKZSAtnx0a66Bdw/s400/2012-02-16_0922.png" width="400" /></a></div><br />
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Survey responses are available on the contact form as shown below:<br />
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<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZjsvXJozdz1hHgwPtQYHb2CaNRbW9ACYYuDV76l7tIJtlhW60M4oeNE9P0wkeg1GkVBB1-_AaXh9JCznlbL_IGmVxP4a6H89jGZqHUpMnpD8Dyaf4xOGHhqGXtn721F4M2zMhWnHfTGA/s1600/2012-02-16_0923.png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="96" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZjsvXJozdz1hHgwPtQYHb2CaNRbW9ACYYuDV76l7tIJtlhW60M4oeNE9P0wkeg1GkVBB1-_AaXh9JCznlbL_IGmVxP4a6H89jGZqHUpMnpD8Dyaf4xOGHhqGXtn721F4M2zMhWnHfTGA/s400/2012-02-16_0923.png" width="400" /></a></div><br />
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Cheers,<br />
M.G</div><div class="MsoNoSpacing" style="text-align: justify;"></div></div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com1tag:blogger.com,1999:blog-5507280248871389111.post-61241136049018992142012-02-08T09:08:00.000+02:002012-02-08T09:08:45.915+02:00Cross Browser Support to feature in the CRM Q2 2012 Update<div dir="ltr" style="text-align: left;" trbidi="on">Last week Microsoft released the preview guide for the <a href="http://crm.dynamics.com/en-us/roadmap#" target="_blank">Q2 2012 Service Update</a> which includes Cross browser support, a much anticipated feature.<br />
<br />
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.<br />
<br />
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. <br />
<br />
This is really something i am looking forward too in 2012.<br />
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Cheers,<br />
M.G<br />
<br />
<br />
<br />
</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-35187378878642410372012-02-07T14:55:00.000+02:002012-02-07T14:55:40.012+02:00Update Rollup 6 fo CRM 2011 released<div dir="ltr" style="text-align: left;" trbidi="on"> <span style="text-decoration: underline;"><a href="http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=28712" target="_blank">Microsoft Dynamics CRM 2011 Update Rollup 6</a></span> was re-released on january 20th after being pulled for causing outlook client sync issues.<br />
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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.<br />
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Cheers,<br />
M.G</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-78886002802700392352011-12-14T16:33:00.002+02:002011-12-14T16:36:14.826+02:00CCA, Lync and Microsoft Dynamics CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">I am sharing with you a bit of what we are currently working on at Dynamic Objects.<br />
<br />
In a nutshell, we're using the Customer care accelerator and integrating it with Lync and CRM 2011. <br />
<br />
<div class="separator" style="clear: both; text-align: center;"><object height="600" width="600"> <param name="movie" value="http://www.dynamicobjects.net/crm2011screencasts/CCA_lync_CRM2011.swf"><embed src="http://www.dynamicobjects.net/crm2011screencasts/CCA_lync_CRM2011.swf" width="600" height="600"> </embed> </object></div><br />
you can watch the screencast full screen <a href="http://www.dynamicobjects.net/crm2011screencasts/CCA_lync_CRM2011.swf" target="_blank">here</a>.<br />
<br />
Cheers,<br />
M.G</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com3tag:blogger.com,1999:blog-5507280248871389111.post-78951587657015373772011-10-27T12:19:00.000+03:002011-10-27T12:19:07.291+03:00Update Rollup 5 fo CRM 2011 released<div dir="ltr" style="text-align: left;" trbidi="on"> <span style="text-decoration: underline;"><a href="http://www.microsoft.com/downloads/details.aspx?FamilyID=b9dd0bd7-8b1f-45af-a5ae-ee73a07ec90c" target="_blank">Microsoft Dynamics CRM 2011 Update Rollup 5</a></span> was released this week, You can download the Update Rollup <a href="http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=27820">here</a> and the KB article <a href="http://support.microsoft.com/kb/2567454">here</a>.<br />
<br />
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.<br />
<br />
Happy Update.<br />
<br />
Cheers,<br />
M.G<br />
<br />
</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-8404792867792253992011-10-07T17:37:00.002+03:002011-11-25T11:43:50.445+02:00CRM 2011 Outlook Configuration error: The request for security token could not be satisfied because authentication failed<div dir="ltr" style="text-align: left;" trbidi="on"><div style="text-align: justify;"><br />
</div><div style="text-align: justify;">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:</div><div style="text-align: justify;"><br />
</div><div style="text-align: justify;"><i><span class="Apple-style-span" style="font-family: Arial,Helvetica,sans-serif; font-size: x-small;">Error| Error connecting to URL: http://crmserver:port/XRMServices/2011/Discovery.svc </span></i></div><div style="text-align: justify;"><i><span class="Apple-style-span" style="font-family: Arial,Helvetica,sans-serif; font-size: x-small;">Exception: System.ServiceModel.Security.SecurityNegotiationException: The caller was not authenticated by the service.</span></i></div><div style="text-align: justify;"><i><span class="Apple-style-span" style="font-family: Arial,Helvetica,sans-serif; font-size: x-small;"> ---> System.ServiceModel.FaultException: The request for security token could not be satisfied because authentication failed.</span></i></div><div style="text-align: justify;"><span class="Apple-style-span" style="font-family: Arial,Helvetica,sans-serif; font-size: x-small;"><i>at System.ServiceModel.Security.SecurityUtils.ThrowIfNegotiationFault(Message message, EndpointAddress target)</i><i> at System.ServiceModel.Security.SspiNegotiationTokenProvider.GetNextOutgoingMessageBody(Message incomingMessage, SspiNegotiationTokenProviderState sspiState)</i></span></div><div style="text-align: justify;"><i><span class="Apple-style-span" style="font-family: Arial,Helvetica,sans-serif; font-size: x-small;"> --- End of inner exception stack trace ---</span></i></div><br />
<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjX-eR_KqQNsQfhdVCKnK-0WyShu12NNuuY3mjurbPxiv5YJd_1MF4IbfjaJs0_FcUGBKXpdL4K1rAXw-xLe_V9f0ZdlgYVs3uR0iRDIHRyLMFlJ7sJ-dxnSHfV8WlxpWKnWE2GWTZbX3w/s1600/2011-10-07_1707.png" imageanchor="1"><img border="0" height="71" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjX-eR_KqQNsQfhdVCKnK-0WyShu12NNuuY3mjurbPxiv5YJd_1MF4IbfjaJs0_FcUGBKXpdL4K1rAXw-xLe_V9f0ZdlgYVs3uR0iRDIHRyLMFlJ7sJ-dxnSHfV8WlxpWKnWE2GWTZbX3w/s320/2011-10-07_1707.png" width="400" /></a></div><div class="separator" style="clear: both; text-align: justify;"><br />
</div>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!<br />
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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.<br />
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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.<br />
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<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhn_a1zYotqxCGPySn3RId4IF7jmAArwqza715AH6ce65IQmAHk-kojt_TWAHLY5t8djs3otoBt7CTyTygFQ6OgC8vle7JttO7fFlf852k8rMORhctZW44AlJaVeBRGvawbR4tgQYlbaaQ/s1600/2011-10-07_1709.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="182" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhn_a1zYotqxCGPySn3RId4IF7jmAArwqza715AH6ce65IQmAHk-kojt_TWAHLY5t8djs3otoBt7CTyTygFQ6OgC8vle7JttO7fFlf852k8rMORhctZW44AlJaVeBRGvawbR4tgQYlbaaQ/s320/2011-10-07_1709.png" width="320" /></a></div><br />
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Cheers,<br />
M.G</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com3tag:blogger.com,1999:blog-5507280248871389111.post-46884469787096843332011-09-26T15:31:00.000+03:002011-09-26T15:31:19.975+03:00Update Rollup 4 for Microsoft Dynamics CRM 2011 Released<div dir="ltr" style="text-align: left;" trbidi="on">
Update Rollup 4 for CRM 2011 was released last week, You can download the Update Rollup <a href="http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=27554">here</a> and the KB article <a href="http://support.microsoft.com/kb/2556167">here</a>. </div>
Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-15249316170807179142011-08-01T16:47:00.000+03:002011-08-01T16:47:50.738+03:00CRM 2011 SMS Solution Released<div dir="ltr" style="text-align: left;" trbidi="on">We have been working over the past month on our own SMS solution for CRM 2011.<br />
The solution works with CRM 2011 Online, partner-hosted and on premise.<br />
The SMS solution integrates with <a href="http://www.kalasms.com/">KalaSMS</a> to send SMS messages to contacts and leads.<br />
<br />
The solution provides the following features: <br />
<ol style="text-align: left;"><li>Send Individual SMS to contacts and leads.</li>
<li>Send Bulk SMS to dynamic and static marketing lists.</li>
<li>Send Individual SMS from a CRM 2011 workflow.</li>
<li>Send Bulk SMS from a CRM 2011 workflow.</li>
</ol>Download and test drive the solution by going to Dynamic Objects <a href="http://www.dynamicobjects.net/solutions.html">solutions page</a>.<br />
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Finally a Big thank you to Dynamic Objects Team for making this happen.<br />
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Cheers,<br />
M.G<br />
<br />
</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-35518320684454770262011-07-30T09:50:00.000+03:002011-07-30T09:50:37.189+03:00Update Rollup 3 for CRM 2011 Released<div dir="ltr" style="text-align: left;" trbidi="on">It seems it's CRM update month :) Update Rollup 3 for CRM 2011 was released this week, You can download the Update Rollup <a href="http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=26912">here</a> and the KB article <a href="http://support.microsoft.com/kb/2547347">here</a>. <br />
<br />
Cheers,<br />
M.G</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-44497036486780934542011-07-30T09:47:00.000+03:002011-07-30T09:47:17.354+03:00Update Rollup 18 for CRM 4.0 Released<div dir="ltr" style="text-align: left;" trbidi="on">Microsoft Dynamics CRM 4.0 Update Rollup 18 has been released.<br />
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You can download the update <a href="http://www.microsoft.com/download/en/details.aspx?id=26662">here</a> and access the KB Article <a href="http://support.microsoft.com/kb/2477777">here</a>.<br />
<br />
Happy Update !!<br />
<br />
Cheers,<br />
M.G </div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-80521550532671118242011-06-27T19:26:00.003+03:002011-06-27T19:35:53.239+03:00CRM 2011 Basic Database Maintenance & Backup<div dir="ltr" style="text-align: left;" trbidi="on"><div style="text-align: justify;"><br />
Creating a proper Database maintenance plan is essential in any CRM environment, it will ensure that your system can be recovered in case of any outages and you will ensure that you are getting the best performance out of it. In case you are not familiar with how to create a maintenance plan in Microsoft SQL please check <a href="http://www.youtube.com/watch?v=85tQj6LcvM8&feature=related">this video</a>. I will be listing below what to include in your maintenance plan.</div><div style="text-align: justify;"><br />
</div><div style="text-align: justify;"><b>Databases you should include in your maintenance plan</b></div><ul style="text-align: justify;"><li>The MSCRM_CONFIG database.</li>
<li>Each Organization_MSCRM database you have in your deployment.</li>
<li>The SQL Reporting Services databases: ReportServer and ReportServerTempDB.</li>
<li>The master and system Databases.</li>
</ul><div style="text-align: justify;"><b>Tasks you should include in your maintenance plan</b></div><ul style="text-align: justify;"><li>Check Database Integrity</li>
<li>Shrink Database</li>
<li>Reorganize Index</li>
<li>Rebuild Index</li>
<li>Update Statistics</li>
<li>Backup Database (Full)</li>
<li style="text-align: justify;">Maintenance Cleanup Task</li>
</ul><div style="text-align: justify;">In a nutshell, Indexes are one of the ways that SQL server quicly locates information stored in a database table so it is important that indexes are updated to take into account new records or records that have been removed. SQL server also maintains statistics on each database to help it calculate the most efficient way to perform queries and other functions. Updating statistics will improve your SQL Server's efficiency.<b> </b></div><div style="text-align: justify;"><br />
</div><div style="text-align: justify;"><b>Important Note</b></div><div style="text-align: justify;">Keep in mind that the maintenance plan impacts your CRM server performance so you need to schedule or launch the plan during off-peak usage hours.</div><br />
Cheers,<br />
M.G <b><br />
</b></div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-55743009589267680882011-06-20T15:14:00.000+03:002011-06-20T15:14:16.042+03:00Bulk Lead Conversion in CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">CRM 2011 comes with a new cool feature that allows you to convert multiple leads at the same time. This is pretty handy especially when you have multiple individuals you want to qualify to contacts or you need to disqualify multiple leads.<br />
The procedure is pretty simple, you just select the leads you want to convert and press the "Qualify" button on the ribbon as you see in the picture below.<br />
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<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyC9F9J6rCPthY5fCAxbteaM1lrBIfVTdHmChhz9bhTEwTIDjOGA-SkH8qcewqfjk9LWnx1Okw8ny4TukSAmBwS3PD8mAm9mL1oI4MHjEsvKgAB-iMOP9BZtDTCgr76Tj09SwC8GsC9e0/s1600/2011-06-20_1456.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="189" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyC9F9J6rCPthY5fCAxbteaM1lrBIfVTdHmChhz9bhTEwTIDjOGA-SkH8qcewqfjk9LWnx1Okw8ny4TukSAmBwS3PD8mAm9mL1oI4MHjEsvKgAB-iMOP9BZtDTCgr76Tj09SwC8GsC9e0/s320/2011-06-20_1456.png" width="320" /></a></div><br />
Cheers,<br />
M.G <br />
<br />
</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com2tag:blogger.com,1999:blog-5507280248871389111.post-57610002991783439622011-06-03T11:27:00.000+03:002011-06-03T11:27:29.725+03:00Update Rollup 2 for CRM 2011 Released<div dir="ltr" style="text-align: left;" trbidi="on">Update Rollup 2 for CRM 2011 was released yesterday, You can download the Update Rollup <a href="http://www.microsoft.com/downloads/en/details.aspx?FamilyID=a5a088be-c19e-43b5-87fb-219c2a2bc280">here</a> and the KB article <a href="http://support.microsoft.com/default.aspx?kbid=2466086">here</a>. Update Rollup 2 will be available on Windows Update on June 28. Note that Update Rollup 2 is a cumulative update that includes all the fixes that are also included in Update Rollup 1. <br />
<br />
Happy Update !!<br />
<br />
Cheers,<br />
M.G</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-21551530224464818202011-05-27T13:07:00.002+03:002011-05-27T13:09:23.298+03:00Microsoft's Brad Wilson on the Future of CRM<div dir="ltr" style="text-align: left;" trbidi="on">Read this interesting <a href="http://www.bnet.com/blog/salesmachine/microsofts-brad-wilson-on-the-future-of-crm/15762">quick interview with Brad Wilson</a>. Brad is currently leading the global product management and marketing for Microsoft Dynamics CRM.<br />
<br />
</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-21526052272546818452011-05-20T15:37:00.000+03:002011-05-20T15:37:12.847+03:00Accessing Deployment Manager Logs in CRM 2011<div dir="ltr" style="text-align: left;" trbidi="on">In some cases you need to track the changes that were made in CRM 2011 deployment manager. Microsoft Dynamics CRM keeps a detailed log file of all actions taken in the deployemnt manager everytime you access the CRM deployment manager. <br />
<br />
The logs are placed in <i>C:\users\%username%\AppData\Roaming\Microsoft\MSCRM\Logs\crm50dmsnapin."Date".txt</i><br />
<br />
<i></i> I believe the same applies with CRM 4.0 - Sample screenshot below:<br />
<br />
<div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkWocJnmMV1KGXZl-xTy1Y6vA7yVdxiG4EgG90Ec_IAlDd-SDFswP0JRYGAjCF1y3RkYMZb6i1_EkZVU8AttAhVX-mMLpITiJ_WcmkxyZwmGMjRFCQorfDar3cx7B3w3HD3t55LwmjCyI/s1600/DMLog.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="143" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkWocJnmMV1KGXZl-xTy1Y6vA7yVdxiG4EgG90Ec_IAlDd-SDFswP0JRYGAjCF1y3RkYMZb6i1_EkZVU8AttAhVX-mMLpITiJ_WcmkxyZwmGMjRFCQorfDar3cx7B3w3HD3t55LwmjCyI/s400/DMLog.png" width="400" /></a></div><br />
Cheers,<br />
M.G<br />
<br />
</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-32973626570771311732011-05-11T09:03:00.000+03:002011-05-11T09:03:58.828+03:00Update Rollup 17 for CRM 4.0 ReleasedMicrosoft Dynamics CRM 4.0 Update Rollup 17 was released on Thursday May 5th, 2011.<br />
<br />
The build number of the update rollup packages for the Microsoft Dynamics CRM 4.0 server is 04.00.7333.3414<br />
<br />
You can download the update <a href="http://www.microsoft.com/downloads/en/details.aspx?FamilyID=94fa9f74-f574-4c24-a42f-915f1a843f44&displaylang=en">here</a> and access the KB Article <a href="http://support.microsoft.com/default.aspx?kbid=2477746">here</a>.<br />
<br />
Happy Update !!<br />
<br />
Cheers,<br />
M.GMaurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0tag:blogger.com,1999:blog-5507280248871389111.post-22768735768384420692011-04-19T10:42:00.003+03:002011-04-19T10:45:22.920+03:00Reordering Sections of a Record in CRM 2011 outlook Client<div dir="ltr" style="text-align: left;" trbidi="on"><div dir="ltr" style="text-align: left;" trbidi="on">I just noticed a very nice feature in the CRM 2011 outlook client which allows you to reorder sections of a record form when you preview it in the reading pane.<br />
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The changes also persist across the entity and across outlook sessions.<br />
<br />
You can check the small screen cast below for more details. CRM 2011 is sooo Coolll !</div><br />
<div class="separator" style="clear: both; text-align: center;"><object height="400" width="550"> <param name="movie" value="http://www.dynamicobjects.net/crm2011screencasts/crm2011_outlook_client_reorder_sections.swf"><embed src="http://www.dynamicobjects.net/crm2011screencasts/crm2011_outlook_client_reorder_sections.swf" width="550" height="400"> </embed> </object></div><br />
Click <a href="http://www.dynamicobjects.net/crm2011screencasts/crm2011_outlook_client_reorder_sections.swf">Here</a> to watch the Video full Screen.<br />
<br />
Cheers,<br />
M.G<br />
</div>Maurice Ghosnhttp://www.blogger.com/profile/12400874053546806729noreply@blogger.com0