Thursday, July 22, 2010
Tuesday, July 20, 2010
Auto Refreshing Reports
I have a customer who required a monitor screen to refresh at an interval to serve as a montor for changing data. After considering may options I found the easiest way was to create a CRM Report and place the following command within the rdp file.
<autorefresh>30</autorefresh>
This will refresh the report every 30 seconds and is a very simple way of doing it. It will also pick up any data changes.
This will refresh the report every 30 seconds and is a very simple way of doing it. It will also pick up any data changes.
Sunday, May 9, 2010
Customer Care Accelerator released
The Customer Care Accelerator focuses on delivering contact center enabling functionality, such as the ability to create a unified desktop by combining data elements from disparate line of business applications and displaying it in a single user interface.
The core Customer Care business scenarios highlighted by this accelerator include the following:
Integrated desktop: Customers can aggregate information from diverse business applications into an integrated desktop providing employees with a 360° view of the customer interactions. Customer service representatives have immediate access to business critical information to serve customers quickly and efficiently, increasing customer satisfaction and loyalty.
Duplicate Data Entry. Organizations can streamline business processes by creating desktop automation workflows. Process automation eliminates the need for agents to re-enter the same data in multiple applications. Minimizing duplication helps to reduce human error and ensures a consistent customer service experience.
Computer Telephony Integration (CTI): Organizations are provided with a consistent framework to connect CTI systems with key lines of business.
Activity Reporting: Contact center managers have swift access to agent desktop transaction reporting, helping them to identify process bottlenecks. This capability is currently addressed by ICC Accelerator AIF component.
Download at
http://crmaccelerators.codeplex.com/
The core Customer Care business scenarios highlighted by this accelerator include the following:
Integrated desktop: Customers can aggregate information from diverse business applications into an integrated desktop providing employees with a 360° view of the customer interactions. Customer service representatives have immediate access to business critical information to serve customers quickly and efficiently, increasing customer satisfaction and loyalty.
Duplicate Data Entry. Organizations can streamline business processes by creating desktop automation workflows. Process automation eliminates the need for agents to re-enter the same data in multiple applications. Minimizing duplication helps to reduce human error and ensures a consistent customer service experience.
Computer Telephony Integration (CTI): Organizations are provided with a consistent framework to connect CTI systems with key lines of business.
Activity Reporting: Contact center managers have swift access to agent desktop transaction reporting, helping them to identify process bottlenecks. This capability is currently addressed by ICC Accelerator AIF component.
Download at
http://crmaccelerators.codeplex.com/
Tuesday, April 27, 2010
User Interface Integration SDK for Microsoft Dynamics CRM 4.0
The User Interfce Design SDK is for developers and system customisers that want to build and deploy composite desktop applications base on Microsoft CRM.
Read more and Download at User Interface Design SDK.
Read more and Download at User Interface Design SDK.
Friday, April 9, 2010
Dynamics CRM 4.0 Update Rollup 10
Microsoft has released Update Rollup 10 for Dynamics CRM 4.0.
Update Rollup 7 is a pre-requisite for the Outlook Client.
Update Rollup 7 is a pre-requisite for the Outlook Client.
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