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 Dynamics CRM/xRM Fall 2012 Newsletter

CRM 2011 Updates

Dynamics CRM 2011 Q2 updates (Release 8) include SQL Server 2012 support, Industry templates, and certifications for online service. The CRM Mobile and cross-browser support, which were originally scheduled for release in Q2, have been delayed and are now scheduled for Q4 2012.

The Q4 update will include CRM Mobile that makes CRM available for the iPhone, iPad, BlackBerry, and devices running Android or Windows Phone. If you have further questions regarding the Q2 or Q4 update, please contact us or visit the 
Dynamics CRM Blog.

  Running an old version of Microsoft Dynamics CRM? Now is the time to upgrade to CRM 2011! In addition to new features and enhancements such as SharePoint Integration, Dashboards, Bulk Record Deletion, Team Ownership, and much more, CRM 2011 solves many issues associated with CRM 4.0.  Read more on the benefits of CRM 2011.

SalesMetrix will install CRM 2011 and ensure that your customizations function on the upgraded system, all without slowing down or delaying your current operations. Begin a project from October-December and receive a 15% Discount on services.

to Dynamics CRM 2011

Sales Pipeline Manager

Sales Pipeline Manager allows you to quickly create and update multiple Dynamics CRM Opportunities from a single grid style window. 

Change key fields including close date and estimated revenue without opening each opportunity; saving time and enabling users to more efficiently update and manage their sales pipeline. 
Contact us
for more information!


Try this solution to a common error that occurs when configuring the Outlook Client for Dynamics CRM Online.  "There is a problem communicating with the Microsoft Dynamics CRM Server. The server might be unavailable. Try again later. If the problem persists, contact your administrator."  If this message looks familiar, try this quick fix:

  1. Open the Control Panel and select “User Accounts” and then select “Credential Manager”
  2. Under the Generic Credential area, remove all credentials that reference * except the one for Microsoft_CRM_
  3. Edit the credential and enter a valid Windows live ID and password that you will be accessing the CRM online site with
  4. Restart the configuration wizard
Find more tips for the Dynamics CRM Outlook Client at our Blog.

Tips & Tools


to Order Integration

Over the next few months SalesMetrix will roll out several new and updated enhancements for Microsoft Dynamics CRM 2011. Our first, the Dynamics CRM-SAP Quote to Order Integration, is now available!

This powerful and innovative solution seamlessly integrates information between SAP and Microsoft Dynamics CRM. The solution provides an easy exchange of information (via web services) including customer records, material master, quotes, pricing, orders, and invoicing. Entries in SAP update CRM in real-time and vice-versa, reducing duplicate data entry.  
Learn More... 

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