Maplytics Release Announcement !!

The much loved Geo-analytical tool for Dynamics CRM 2011 which uses Bing Maps API now has an update available that will make Maplytics a must have tool for Dynamics CRM

We have added the following new features in Maplytics 5.4 version,

1.      Support for all entities defined in Dynamics CRM. Configurable entity maps
2.      Ability to map the address fields to be used for Geo-coding
3.      Color coding of pushpins based on configurable categorizations
4.      Heat Maps added
5.      Configurable tool-tips
6.      Dashboards. You can now include Maplytics component as a Dashboard web resource
7.      Dashboard   queries is configurable
8.      Overlay of nearby locations like airports, restaurants etc. along with the Dynamics CRM search results
9.      Ability to save the geographic search results as static views in Dynamics CRM for later use
10.      Ability to export search results to external file
11.      Ability to save the geographic search results as static views in Dynamics CRM for later use

For more details have a look at the White Paper

Maplytics supports all CRM Deployment models namely On-Premise, On-Line, Office 365 and Partner-Hosted.

It is supplied as a managed solution that is easy to install and un-install without affecting your existing customization.

We already have a 15 day fully functional trial available of our product. We are now also making available for a limited period only, a Community Light version of the product. This product is free to use for the next 6 months for up to 5 users after which you can order the product from us and upgrade to the unlimited full license of the product.

You can download the light version from http://www.inogic.com/Trial/DynaMapsCommunityVersion.zip. This is valid until 26^th December 2012.

The light version has the following limitations.

1.            Available for use with only account, contact and opportunity entities
2.            Mapping capabilities restricted to plotting of 50 addresses at a time on the map
3.            Only 5 dashboards can be configured
4.            Only 5 way-points can be defined for routing

After downloading contact us with your CRM install details to avail the 6 month free license.

Contact us for the 15 day full trial of the product.

Note: Bing Maps API is chargeable and you need to purchase Bing Maps subscription from Microsoft. We have entered a contract with Microsoft Bing Maps partner to make this license available to you for use with Maplytics at a reasonable price.

Here is a complete list of features included in Maplytics:

1.       Plot any entity record on the map
2.       Street View for any address
3.       Color coding of pushpins based on configurable categorizations
4.       Routing using multiple way-points
5.       Geo-spatial analysis of Opportunity and Sales data for summary analysis
6.       Uses Dynamics CRM views that can be easily created using the Advanced Find feature of Dynamics CRM. No learning curve required
7.       Print the Map and Driving directions
8.       Configurable Entity maps and Dashboards to support any Dynamics CRM entity
9.       Dashboards. You can now include Maplytics component as a Dashboard web resource
10.       Dashboard queries is configurable
11.       Overlay of nearby locations like airports, restaurants etc. along with the Dynamics CRM search results
12.       Ability to save the geographic search results as static views in Dynamics CRM for later use
13.       Ability to export search results to external file
14.       Ability to save the geographic search results as static views in Dynamics CRM for later use

Go ahead and request the trials and pour in your valuable feedback!

Report not running on more than 25 records

We created  a SSRS on-premise report using CRMFiltered parameter and the report was working fine except for the case when we ran this report on more than 25 records. In that case the report was crashing. When we used Diagnostic Tool then we found the below error.

The error was that it was concatenating the GUID’s instead of separating each other.

 

We found that the CRM FilteredAccount parameter only returns 25 records, not more than that. Hence, to fix this we used CRMAF_filteredAccount parameter and then the report was working fine.

 

Hope this trick helps!!!

 

Filter issue with Excelsheet exported from Report

As we all know, we can export the CRM report in various formats and one of them is “Excel sheet”. After exporting the report in the excel sheet, there are chances that you may not be able to see the filter on certain columns. You will also notice that two columns get merged in single column and have empty columns. Hence there are two issues, one with column filter and other with the merged columns, as you can see in the below :

 

The actual problem is with the report column and not with the excel sheet. The problem in report is the column width. If a column has width more than 1in then it adds a column extra in it.

Now you just need to set the column width to 1in which is default width of a column, which will solve these problems and there will be no extra column or filter issue.

Hope this help while designing the report which can be exported to the excel sheet.

Update Rollup 11 now available!

Update Rollup 11 for Dynamics CRM 2011 is now available for download from http://www.microsoft.com/en-us/download/details.aspx?id=34969

This update includes compatibility with Windows 8 and IE10 besides other fixes. A complete list of this can be found at http://support.microsoft.com/kb/2739504

In addition to this, a few days back new bits for UR10 were made available. These included fix for issues reported from the original version of UR10. This can be found at http://www.microsoft.com/en-in/download/details.aspx?id=30711

How to Dynamics CRM

New to Dynamics CRM or already using Dynamics CRM? But do you do CRM the way it should be? Learn to CRM from the experts. 

Roughly around 20 CRM MVP's (I was not one of them) have got together and come out with a collaborative offering called CRMFieldGuide.

To say the least.. Its simple and powerful. CRM is simple and the book will let your CRM be effective by letting you keep it simple.

The book touches upon all offerings/tools related to Dynamics CRM. It is not restricted to explaining the functional concepts of Sales/Marketing and Service. It goes way beyond and includes the entire process right from Installing and Configuring CRM to the Best Practices for customizations and Server Maintenance. It has a total of 25 chapters to touch upon the various topics some of which we generally need to search on the web to find information on like

• Sharepoint Integration

• Dynamics Connector

• Best practices for upgrade from CRM 4 to 2011

• Understand Solutions to make it work better for you

• Data Import

Who better than the experts to share with you their collective knowledge in one CRMFieldGuide.

Its a must have for anyone who needs to CRM the right way!

This book was released on October 1st 2012. Grab a copy right now from www.crmfieldguide.com