Strategic Time Management

Thursday, October 14, 2010

Compare Hosted CRM Service Plans

Compare Hosted CRM Service Plans

Service Option

"Contact Plus"

"Sales Accelerator"

"Small Business"

"Enterprise CRM"

Manage Contacts & Accounts
Track customer communications
Access to 24/7 support
Advanced Find (Smart Search)
Backups for DR
Data Import
Localised
Mail Merge
Quick Campaigns
Single Password
View Reports
Web Access
Manage Sales Pipeline
Create and Manage Marketing Campaigns
Manage customer support incidents
Web Portal Access
Utilise CRM Add-ons & Accelerators
Add roles
Add users
Campaigns
Change Roles
Create Reports
Create Workflows
Customisation
Offline Access



Wednesday, October 6, 2010

How to Switch SQL Server 2008 Reporting Server Modes (SharePoint Integrated to Native)

To switch to native mode

  1. Click Start, point to Programs, point to Microsoft SQL Server 2008 R2, and then point to Configuration Tools.

  2. Click Reporting Services Configuration. The Report Server Installation Instance Selection dialog box appears so that you can select the report server instance you want to configure.

  3. In Machine Name, specify the name of the computer on which the report server instance is installed. The name of the local computer is specified by default, but you can also type the name of a remote SQL Server instance.

  4. In Instance Name, choose the SQL Server Reporting Services instance that you want to configure.

  5. Click Connect.

  6. Click Database Setup to open the Database Setup page. The page contains information about the database currently in use. The Server Mode should be set to SharePoint integrated.

  7. Click Change.

  8. Click OK to confirm that you want to create a new database.

  9. In the SQL Server Connection dialog box, enter a name for the new database.

  10. Verify that the Create the report server database in SharePoint integrated mode check box is not selected.

  11. Click OK.

  12. On the Database Setup page, specify the credentials that are used to connect to the report server database.

    1. Choose Service credentials to use the Windows service account and Web service account to connect through integrated security.

    2. Choose Windows credentials to specify a domain user account. A domain user account must be specified as \.

    3. Choose SQL Server credentials to specify a SQL Server login.

  13. Click Apply.

When you switch from a SharePoint integrated report server to native mode, the location of the content and the permissions used to control access to the content is redefined. Content must be republished to the report server, you must assign roles on the report server that grants access to items and operations, and you must redefine subscriptions and scheduled operations. Report history that you created on the report server that ran in SharePoint integrated mode cannot be recreated on a native mode report server.

Tuesday, October 5, 2010

MS Dynamics CRM 4.0 Reporting Options

GP CRM Integration Capability Detail

Microsoft also offers consulting services that include Adapter installation, setup and configuration guidance and training that will help you improve customer satisfaction, reduce maintenance and support costs, and prepare your organization for future Adapter opportunities. Contact a Services Engagement Manager at ProfessionalServices@Microsoft.com or 1-888-875-9071 for further details on Adapter services available.

Online Services for Microsoft Dynamics GP

Beginning November 1st, 2010, Microsoft Dynamics GP Partners and Customers will have access to the following services:

  • Payment Services
    Enables customers to accept electronic payments via credit or debit cards, directly through the ERP, by phone or through an online solution. This service integrates to Receivables Management and Sales Order Processing, and is available with Dynamics GP 10.0 Service Pack 5 and Dynamics GP 2010 Service Pack 1 effective November 1st, 2010. Customers of any licensing edition of Microsoft Dynamics GP (BE, AM, Pro, and Standard) who are current on a Business Ready Enhancement Plan (BREP) will have free access to this functionality.
  • Commerce Services
    Build and publish new sales catalogs on demand and extend your sales reach across multiple online channels. Leverage online communities to drive your sales pipeline even further, all with seamless integration into Microsoft Dynamics GP. This service provides an online eCommerce platform integrated to Sales Order Processing, and will be available to Advanced Management customers with Dynamics GP 10.0 Service Pack 5 and Dynamics GP 2010 Service Pack 1. Effective November 1st, 2010, this new “Commerce Services” module will be available on the Microsoft Dynamics GP Price List. From November 1st through May 31st, 2011, this module will be available to customers through an ‘early access release’ program, where the license fee will be discounted 100%.

View the documents below for more information.

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