Metaphorically Speaking – Edition 67 – Hotfix for Dynamics NAV 2009

In this edition we would like to let you know about a hotfix for Excel export lines that has been released by Microsoft.

Those using the export to Excel feature in Dynamics NAV 2009, Role Tailored Client version, may have noticed that there is a 5,000 limit placed on the number of lines you can export. We now have a hotfix from Microsoft which is available from our Help Desk on request.

Care needs to be taken to install it in the correct way or it could do damage to your system. Please click on the following link to understand more about the hotfix and the procedures to install it.

Hot Fix Excel 5000 lines

How to Install the CRM 2011 Outlook Client

One of the benefits of using CRM 2011 is utilizing CRM 2011 inside the outlook client, which makes tracking emails and appointments for CRM records quick and easy.

Before you can get these benefits you need to install the CRM Outlook Add in.  I have found some great resources on the subject.

I would say installing the outlook client for CRM 2011 is quite a straightforward process, although it can be a little bit tricky if it’s on citrix or terminal services because I think you have to install it but turn off the configuring choices by default.

Here is a guide to installing outlook for CRM Online

http://www.microsoft.com/en-us/download/details.aspx?id=1582

Here is a link to download the Microsoft Dynamics CRM 2011 Outlook client

http://www.microsoft.com/en-gb/download/details.aspx?id=27821

on here it has the system requirements

System requirements

Supported Operating Systems: Windows 7, Windows Vista, Windows XP

Microsoft Dynamics CRM for Outlook can be installed on computers that have any combination of the following:

Windows operating systems:

  • Windows 7 (both 64-bit and 32-bit versions)
  • Windows Vista (both 64-bit and 32-bit versions)
  • Windows XP with SP3
  • Windows Server 2008 and Windows Server 2003 when running with Remote Desktop Services (formerly Terminal Services)

Microsoft Office:

  • Microsoft Office 2010 (32 or 64-bit versions)
  • Microsoft Office 2007 (32-bit versions)
  • Microsoft Office 2003 SP3 (32-bit versions)

Below are some videos which go through the process of installing the Outlook Client for CRM 2011

This first one is good because it goes through the pre requisite requirements.

Session 1 – Installing the Outlook client for Microsoft Dynamics CRM 2011

http://www.youtube.com/watch?v=J0FO6iNK0pI

Installing the CRM 2011 Outlook Client

Outlook Client Overview – Microsoft Dynamics CRM 2011 Series by Zero2Ten

Metaphorix Introduction to Dynamics CRM course was a great success

Yesterday Metaphorix ran the Back to Basics : An Introduction to Dynamics CRM course.  The course was an introductory course to give people an idea of how Dynamics CRM works in the areas of sales, marketing and services and gave a quick demonstration of dynamic CRM’s features.

The course was a free course to existing Metaphorix customers and the turn out was very good.  The course was an excellent introduction to customers who don’t currently use dynamics CRM and it was also a good overview for customers who do own it but for users who are not yet using it.

Below describes the areas covered by the course.

  • Deployment & purchase optionsl
  •      – On Premise
  •      – Hosted
  •      – CRM Online
  • An introduction to the interface(s)
  • Reporting & dashboards
  • Marketing
  • Sales
  • Service
  • The power of workflow (process automation)
  • Customisation at your fingertips

The course was run by Andy Patrick who did an amazing job of running through all the topics in the afternoon but it did leave the door open for future sessions focusing on areas such as marketing, sales or service.

The attendees were enthusiastic about the topics covered and interesting everyone seemed to have a different vision for using CRM and ideas were shared on current dynamic CRM usage.

The course was a big success and the only complaint I was someone complaining the course was too short.

I (Ben Hosking) popped in to watch a bit of the presentation, meet some of the customers I have only had the pleasure of speaking to on the phone and help answer any dynamic CRM questions.

Well done to Liz van Heerden for organising the event.