Thursday, October 18, 2012

CRM2011 vs SuperOffice

Today, we were talking to an Europe company about Microsoft Dynamics CRM 2011.  During the demonstration, we were asked “so, what is the differences between your product and SuperOffice”? This is really the first time I heard of SuperOffice.  If you are a serious CRM person, you must know SuperOffice!  It is one of the most popular CRM products in Europe!

Anyway, I ended up to do a Microsoft Dynamics CRM 2011 and SuperOffice comparison chart and here is my finding.  Due to time constraint, I could not locate all the fine details I needed.  Should anyone has any information or spotted any incorrect info below, please do leave a comment, so I can update this! 

Cheers! 

 

  

Microsoft Dynamics CRM

SuperOffice

Deployment Option

clip_image001 clip_image003

- On-Premise (Server)

clip_image007

clip_image007

- Online

clip_image008

clip_image007[1]

- Mobile

clip_image008[1]

clip_image007[2]

Cloud Service Detail

- Online Coverage

Over 80 Countries

Online option only available in Norway, Sweden, Denmark, UK, Benelux, Germany and Switzerland

- Online Service Guarantee

clip_image010
99.9% Money Back Garantee

clip_image011
99.8%

- Backup Offsite

clip_image010[1]

clip_image011[1]

- Subscription Fee Monthly/ User

US$44

€37 (Standard)
€49 (Professional)*

Mobile Service Detail

- Included in the user CAL

clip_image010[2]

clip_image013

- Supports Android

clip_image010[3]

clip_image011[2]

- Supports Blackberry

clip_image010[4]

clip_image011[3]

- Supports iPad

clip_image010[5]

clip_image011[4]

- Supports iPhone

clip_image010[6]

clip_image011[5]

- Supports Win Mobile

clip_image010[7]

clip_image011[6]

- Supports Symbian

clip_image013[1]

clip_image011[7]

- Mobile sync

clip_image010[8]

clip_image011[8]

- Offline Capability

clip_image010[9]
via 3rd Party

?

Product Features – Contact Management

- Separate Company List

clip_image014

clip_image015

- Separate Contact List

clip_image014[1]

clip_image015[1]

- Relationships

clip_image014[2]

clip_image015[2]

- Outlook contact integration

clip_image014[3]

?

- Communication Tracking

clip_image014[4]

clip_image015[3]

- Documents

clip_image014[5]

clip_image015[4]

Product Features – Sales Management

- Sales Dashboard

clip_image014[6]

clip_image015[5]

- Opportunities & Sales Management

clip_image014[7]

clip_image015[6]

- Activities tracking

clip_image014[8]

clip_image015[7]

Product Features – Marketing Management

- Lead Management

clip_image014[9]

clip_image015[8]

- Static Marketing List

clip_image014[10]

clip_image015[9]

- Dynamics Marketing List

clip_image014[11]

clip_image015[10]

- Campaign Management

clip_image014[12]

clip_image015[11]

- Email Marketing

clip_image014[13]

clip_image015[12]
Not available for online yet

- Auto Campaign Response

clip_image014[14]

clip_image015[13]
Not available for online yet

- Advance Email Templates

clip_image014[15]
via 3rd Party add-ons

clip_image015[14]
Not available for online yet

- Email Campaign Reporting

clip_image014[16]
via 3rd Party add-ons

clip_image015[15]
Not available for online yet

- Online scripting for tele marketing

clip_image014[17]

clip_image016

- Bulk call list distribution for tele marketing

clip_image014[18]

clip_image016[1]

- Bulk fax distribution

clip_image014[19]
via 3rd Party fax integration

clip_image016[2]

- Word Mail Merge

clip_image014[20]

clip_image016[3]

Product Features – Service Management

- Included in User CAL

Included

Only for Professional License

- Request/ Case Management

clip_image014[21]

clip_image015[16]

- Social network integration

clip_image014[22]
via 3rd Add-on

clip_image015[17]
Not available for online yet

- Convert email to case

clip_image014[23]
via workflow

clip_image015[18]
via setup

- Auto Case Numbering

clip_image014[24]

clip_image015[19]

- Team Management

clip_image014[25]
via Team or Queue

clip_image015[20]
via Group

- Email notifications

clip_image010[10]

clip_image011[9]

- Personalized email templates

clip_image010[11]

clip_image011[10]

- Knowledge Base

clip_image010[12]

clip_image011[11]

- Calendar Scheduling

clip_image010[13]

clip_image013[2]

- Goal Management

clip_image010[14]

clip_image013[3]

- Contract Management

clip_image010[15]

clip_image016[4]

- Nice to have OOB features (Split request, publish to FAQ, Add to hotlist)

clip_image016[5]

clip_image011[12]

Product Features – Other Features

- Dashboard

clip_image010[16]

clip_image013[4]

- Inline Charting

clip_image010[17]

clip_image013[5]

- Import

clip_image010[18]

clip_image011[13]

- Export to Excel

clip_image010[19]

clip_image011[14]

- Document Management

clip_image010[20]
via SharePoint Doc Library
version control, check in/out

clip_image011[15]
via Office Add-on

- Outlook Integration

clip_image010[21]

clip_image011[16]

- Duplicate checking

clip_image014[26]

?

- Customer Portal

clip_image014[27]
via 3rd Party

clip_image015[21]

- Dynamics Excel Reporting

clip_image014[28]

clip_image017

- Report Wizard

clip_image014[29]

clip_image015[22]
via Professional License

Third Party Solutions

- Data Integration and Management Add-ons

clip_image014[30]

?

- Download Stores

clip_image014[31]
Market Place

clip_image018

- eMarketing Add-on

clip_image014[32]
EngageB2B, MailChamp, InsideView, etc

clip_image015[23]
eMarketeer

Scalability and Expendability

- SDK

clip_image014[33]

clip_image015[24]

- UI Customization

clip_image014[34]

clip_image015[25]

- Solution Management

clip_image014[35]

?

- Multi-tenant Support

clip_image014[36]

?

- Multi-currency Support

clip_image014[37]

clip_image015[26]

Licensing (indication only, not a formal listed price)

- Server

HK$45 000

?

- User CAL

HK$8 800

Std:
Prof:

Training and Support

- E-Learning

clip_image020

clip_image021

- Help File

clip_image014[38]

clip_image021[1]

- Managed User Forum

clip_image014[39]

- Online Support

clip_image014[40]
24x7

clip_image015[27]
Business Hours

- Regular Service Packs

clip_image014[41]
Every 2 Month

clip_image015[28]
?

- Regular Email Tips

clip_image014[42]

clip_image015[29]

- Published Books

clip_image014[43]

?

- Classroom Training

clip_image014[44]
via many IT training centre

clip_image015[30]
only supported countries

- Webinars

clip_image014[45]

clip_image015[31]

Back-ground Information

Manufacturer

Microsoft

SuperOffice

First Released

2003

1990

Product Team

600~

200~

Languages Supported

41

11
Norway, Sweden, Finland, Denmark, Germany, UK, Benelux, Austria, Switzerland, USA, and Japan

Partners Count

2000 over 80 Countries

14 over 6 Countries

Customer Count

33 000 ~

12 000 ~

User Count

2.25 million

?

Selling Point

Native Outlook Integration

Native SharePoint Integration
Scalable and Extendable
Reasonable Price
Fastest growing CRM product

Intuitive and easy to use

Great support in Europe

*For features between Standard and Professional, please refer to http://www.superoffice.com/Products/CRM-Online/see-pricing-and-compare-editions/

References:

http://www.microsoft.com/en-us/news/press/2012/mar12/03-19Convergence2012PR.aspx

http://en.wikipedia.org/wiki/SuperOffice

http://en.wikipedia.org/wiki/Microsoft_Dynamics_CRM

http://www.superoffice.com/Products/CRM-Online/see-pricing-and-compare-editions/

Monday, August 13, 2012

Microsoft Dynamics CRM 2011 Installation Languages Supported

 

I have been installing Microsoft Dynamics CRM 2011 Server using the English language pack most of the time.  Recently, I was asked to investigate installing it using language pack other then English.

If language other than English is required for installation, then we must confirm ALL of the following servers are installed in the same language edition:

a. Windows Server (2008 R2 or 2012)

b. Microsoft SQL Server (2008 R2 or 2010)

c. Microsoft Exchange Server (2007 or 2010)

d. MSXML

e. .NET Framework

f. Microsoft Dynamics CRM Server 2011

And the languages supported are:

 

Arabic Chinese (HKSAR) Chinese (Simplified) Chinese (Traditional) Czech
Danish Dutch English Finnish French
German Greek Hebrew Hungarian Italian
Japanese Korean Norwegian (Bokmal) Polish Portuguese (Brazil)
Portuguese (Portugal) Russian Spanish Swedish Turkish

The appropriate installation language pack can be downloaded from:

http://www.microsoft.com/en-us/download/details.aspx?id=27822

From the download page, use the Change language pick list to select the appropriate language and the page will refresh and the execution file (CRM2011-Server-LAN-amd64.exe ) for download will be updated to the language pack you selected.

image

Reference Links:

http://technet.microsoft.com/en-us/library/hh699690 

http://www.microsoft.com/en-us/download/details.aspx?id=27822

Thursday, August 9, 2012

Microsoft Dynamics CRM 2011 Outlook Client failed to install due to Microsoft SQL Server 3.5 Service Pack 2 failed to be downloaded

With the latest integration between Office 365 and Microsoft Dynamics CRM online services, I have been experiencing a few different installation and connectivity issues.  Today’s issue was originally related to unable to Get CRM for Outlook from the Online notification bar.  When I click “Get CRM for Outlook” button, it pops up a page with url http://go.microsoft.com/fwlink/?LinkID=194222&clcid=0x409 and I had Internet Explorer cannot display the webpage error.  So I decided to download and install the Outlook client manually.  (I am setting up a new CRMOnline demo for a client, hence have to go through this process again)

To download the CRM for Outlook client, I use this link http://www.microsoft.com/en-us/download/details.aspx?id=27821 

During the installation process, I experienced the following error:

The installation has failed.  Microsoft SQL Server Compact 3.5 Service Pack 2 did not download successfully.  To try again, ensure your internet connection is working, then try again.  Click the link below to view the log file.

image

I decided to download and install it manually.  To download the installation file, I use this link http://www.microsoft.com/en-us/download/details.aspx?id=5783

During installing SQL Server Compact 3.5 SP2, I have the first warning screen.

Warning – On a 64-bit Computer, install both 32-bit and 64-bit versions of the SQL Server Compact 3.5 SP2 MSI files. Existing SQL Server Compact 3.5 applications will fail if only the 32-bit version is installed on the 64-bit computer.  Developers should chain both the 32-bit and the 64-bit MSI files with their applications and install both of them on the 64-bit Computer.  See Install.txt file for more information.  Click ‘Yes’ to Continue.

image

I clicked ‘Yes’, then continued installation, all went well!  Then I need to configure the Outlook client.  When the Configuration wizard pops up, I selected Server URL to be CRM Online and click test connection, I experienced this error:

Cannot connect to Microsoft Dynamics CRM server because we cannot authenticate your credentials.  Check your connection or contact your administrator for help.

image

I clicked OK to continue.  Then a login screen pops up.

image

I input my registered Office365 user name and password, then I see a better confirmation screen

image

I clicked OK and finally saw a better promising screen.

image

There is always new experience everyday with CRM! Smile

Saturday, July 7, 2012

CRM2011 Set a field to read only

Since I am not a programmer or developer, I always save some frequently used jscript and solutions in my toolbox for quick reference.  Today, I converted one of my CRM4 frequently used jscript and saved to my CRM2011 toolbox. The jscript is to set a field read only.

For CRM4, the jscript is like this:

crmForm.all.new_fieldname.disabled=true;

For CRM2011, the jscript is like this:

Xrm.Page.getAttribute("new_fieldname").controls.get(0).setDisabled(true);