Microsoft CRM for Enterprise Organizations

Microsoft started putting Microsoft CRM into the market as an application for Small and Medium sized businesses. This didn't stop us from Avanade and also other partners to use this application in larger and even enterprise businesses. With the release of Microsoft CRM 3.0, the application is really Enterprise ready.

Avanade is the trusted advisor that customers depend on to deliver a successful implementation. Our team of experts has deployed Microsoft’s CRM solutions in the enterprise more than anyone else in the industry. Based on the experiences we have gathered, reports and whitepapers are being published on our websites www.avanade.com and www.avanadeadvisor.com. Here are some interesting articles:

Realizing the Vision of CRM with the Avanade® Federated Architecture
A report which shows the Avanade Federated Architecture. Federated architecture allows companies to deploy more than one instance of CRM, while ensuring that critical data remains in-synch and up-to-date across the entire organization. With synchronization across multiple CRM instances, collaboration is possible across regions and divisions, while individual groups can maintain their independence and optimize operations where necessary.

Avanade Enterprise CRM
At Avanade, we believe CRM is a holistic approach to improving customer acquisition, retention, and profitability. Simply put, it’s connecting the Right Customer, with the Right Information, at the Right Time across the Enterprise. This document describes the Avanade's Enterprise CRM offerings.

Scaling Microsoft® Dynamics™ CRM
Avanade has developed a whitepaper as well and it describes the Scalability and Performance Testing and Tuning Results for the enterprise.This white paper summarizes the scaling characteristics of Microsoft Dynamics CRM 3.0 with a medium to heavy sales force automation transaction load supporting 3,000 concurrent users. Avanade initiated performance testing in 2006 at our technology infrastructure lab in Seattle, Washington.

Our public references include:
- O.C. Tanner
- ABN Amro
- BGE Home
- Sara Lee
- Bouwfonds

If you'd like more information on how Avanade can leverage CRM in Enterprise organizations, feel free to contact me or Anthone Withers, Avanade global CRM Solutions Director, at mbs@avanade.com.

8 comments:

MPorzio said...

I was reading some of your posts and was wondering if you could help me out. I am trying to hide sections and tabs based on a selection made from a picklist that determines the type of contact. We have three typed of contacts all tracking different info, Customer, Corporate, Cadre. I currently am using a script that disabled the fields not being used but it is not very neat to have them all still visible and just disabled. I would appreciate it very much if you could help me with this problem or point me to a previous post where you have answered this question already. Here is a sample of the very simple script I am using to disable the fields.



if (crmForm.all.picklistfield.DataValue = 1) { crmForm.all.nameoffield1.Disabled = true; crmForm.all.nameoffield2.Disabled = true; crmForm.all.nameoffield3.Disabled = true; crmForm.all.nameoffield4.Disabled = true; } else if (crmForm.all.picklistfield.DataValue = 2) { crmForm.all.nameoffield5.Disabled = true; crmForm.all.nameoffield6.Disabled = true; crmForm.all.nameoffield7.Disabled = true; crmForm.all.nameoffield8.Disabled = true; } else if (crmForm.all.picklistfield.DataValue = 3) { crmForm.all.nameoffield5.Disabled = true; crmForm.all.nameoffield6.Disabled = true; crmForm.all.nameoffield7.Disabled = true; crmForm.all.nameoffield8.Disabled = true; }

Ronald Lemmen said...

Hi mporzio,

here's the link to the previous post: http://ronaldlemmen.blogspot.com/2006/01/hide-form-field.html.

Basically it would mean that you should modify your code for each field to:

crmForm.all.nameoffield1_c.style.visibility = 'hidden';
crmForm.all.nameoffield1_d.style.visibility = 'hidden';

also take a look at this post: http://ronaldlemmen.blogspot.com/2006/03/hiding-rows.html. There I am explaining how to hide rows and sections.

Good luck!

Ronald

MPorzio said...

Thanks for the info I found it very useful.

I ended up separating the different types of information needed for each type of contact into different tabs to replace the Details tab. Now I have a Client tab, a Cadre tab, and a Corporate tab. I have a pick list on the General tab with the three selections Client, Cadre, Corporate with the following onChange scrypt:

if (crmForm.all.new_contacttype.DataValue == 1) {
crmForm.all.tab1Tab.style.display = 'none';
crmForm.all.tab3Tab.style.display = 'none'; } else if (crmForm.all.new_contacttype.DataValue == 2) {
crmForm.all.tab1Tab.style.display = 'none';
crmForm.all.tab2Tab.style.display = 'none'; } else if (crmForm.all.new_contacttype.DataValue == 3) {
crmForm.all.tab2Tab.style.display = 'none';
crmForm.all.tab3Tab.style.display = 'none'; }

The only problem I have now is I do not know how to turn the tab back on if someone makes a mistake and selects the wrong option from the drop down box. I was going to add the line crmForm.all.tab#Tab.style.display = '?????' for the tab I want visible before the else if statement to make sure if someone changes the selection the tab will show up. However I don’t know what to put where the “?” are to make the tab visible.

Any ideas?

Ronald Lemmen said...

that would be 'block'.

MPorzio said...

Thanks for the help. I am almost there. This works however it causes the tab in question to act as block justification does. I get one tab on top, the tab in question across the entire screen and my remaining tabs on the bottom. I do appreciate you helping Thanks.

MPorzio said...

I got it.. here is what I used... Thanks again for all your help.

if
(crmForm.all.new_contacttype.DataValue == 1)
{
crmForm.all.tab1Tab.style.display = 'none';
crmForm.all.tab2Tab.style.display = 'inline';
crmForm.all.tab3Tab.style.display = 'none'
}
else if
(crmForm.all.new_contacttype.DataValue == 2)
{
crmForm.all.tab1Tab.style.display = 'none';
crmForm.all.tab2Tab.style.display = 'none';
crmForm.all.tab3Tab.style.display = 'inline'
}
else if
(crmForm.all.new_contacttype.DataValue == 3)
{
crmForm.all.tab1Tab.style.display = 'inline';
crmForm.all.tab2Tab.style.display = 'none';
crmForm.all.tab3Tab.style.display = 'none'
}

shilpa said...

Hi Ronald,

We accidently unregistered the plugin on None entity for retrieve exchangerate message on our server.

We do not even have db backup.

Could u please suggest how can we revert back or hw could we register it again?

Many Thanks

Regards,
Ashwini

Ronald Lemmen said...

I'd suggest to create a new CRM install next to your production environment and make a copy of that plug-in.

Ronald