AdvantageWorks for Microsoft Dynamics CRM 4.0

AdvantageWorks is excited to announce the availability of our full product line for Microsoft Dynamics CRM 4.0.  From our Split View that brings data to the user where they need it, to our Editable Grid allowing data to be edited in place, our products enhance the usability of Microsoft Dynamics CRM 4.0 resulting in increased user adoption, productivity and ultimately a higher ROI on your investment in Microsoft Dynamics CRM.

	Split View - Seamlessly extends the core Microsoft Dynamics CRM user interface, giving users greater freedom and control over their data Navigate multiple entities from the same screen Configurable tab layout Supports both system and custom entities Built-in templates for quick tab development Increases user satisfaction and product adoption Reduces total cost of ownership (TCO) by increasing efficiency and accuracy
	Editable Grid - Allows the user to edit the data directly in a grid via a single button click Supports both system and custom entities Respects security roles and customizations Designed to work with the our Split View or as a stand-alone component
	Relationship Navigator - Quick navigation of entities via all of their existing relationships. Create new relationships and activities on the fly without ever leaving the current view Navigate all related entities from a single location Expand entities to show relationships one, two, or any number of degrees away Create custom relationships between any two entities, including entities of the same type Built-in templates for quick tab development Create activities directly in the Navigator for any display entity
	Dashboard - Customized views of up-to-the-minute information on all key performance indicators (KPI) Configurable layout with zoom-in capabilities Supports filtering Supports editable grid Extensible via custom panels Supports custom panels Visibility controlled by security roles Tabbed interface for multiple dashboards
	Quick Search - Find records by searching entities by their business required and business recommended fields as defined through standard customizations Makes searching easy Supports both system and custom entities Search across multiple entities Supports both pre-defined and ad-hoc queries Results returned in editable grid Reduces dependency on the Advanced Find, which can be complicated for many users

Of course, all of our components support multi-tenant deployments, speak multiple languages, and make change in your favorite currency.  For more information about our complete product line for Microsoft Dynamics CRM 4.0 please visit our website at http://www.advantageworks.com/products/.

AdvantageWorks Beta for Microsoft CRM 4.0 (correction)

The previously listed email address for submitting requests to participate in the beta program was incorrect and should read as follows:

If you are interested in being considered as a potential AdvantageWorks beta tester, please send an email to support@advantageworks.com.  Please include information about your company, development environment, type of deployment (on premise, hosted, or live), and a primary contact.

AdvantageWorks Beta for Microsoft CRM 4.0

AdvantageWorks is pleased to announce the start of the beta period for our suite of products for Microsoft CRM 4.0.  The initial release includes the following components:

• Split View
• Editable Grid
• Relationship Navigator

Being a beta tester means you get to test prerelease versions of AdvantageWorks software currently in development, not available to anyone else outside AdvantageWorks.  In return, we ask that you take the time to fill out bug reports and give us feedback; your job as a beta tester is an important one: to help us build a better, more stable product.

If you are interested in being considered as a potential AdvantageWorks beta tester, please send an email to support@advantageworks.com.  Please include information about your company, development environment, type of deployment (on premise, hosted, or live), and a primary contact.

AdvantageWorks Update

An update of the AdvantageWorks Components for Microsoft CRM 3.0 is now available for download.  This update includes a number of small bug fixes and enhancements:

• Fix- Editable grid is allowing closed / inactive records to be edited in the grid
• New - Added ability to alias (sub-class) entities for purposes of configuration / query differences
• Fix - Activities in split view is only showing records when the parent is the "regarding" object
• Fix - Primary key columns are displayed as GUID's instead of links
• Fix - Navigator generates an error when an activity with an invalid activity party is selected (one that MS CRM cannot resolve)
• Fix - Clicking on row in contact tab causes exception
• Fix  - Contact tab - system error
• Fix - Quick Search is generating a JavaScript error when used
• Fix - Quick Search is displaying a search field for non-displayed grid columns
• New - Added nurture marketing fulfillment

Partners can download the update via the Partner Portal.  For a trial of the AdvantageWorks Components for Microsoft CRM 3.0 please click here.

We are currently hard at work on the AdvantageWorks Components for Microsoft CRM 4.0, so please check back here for more information and an expected release date.

AdvantageWorks Update

AdvantageWorks is pleased to announce an updated release of our add-on components for Microsoft CRM 3.0.  This update includes enhancements to all of our components, with specific enhancements including:

Editable Grid

• Added ability to embed grid in a standard CRM form, giving you three ways to implement the Editable Grid:
• Split View - used to display child records associated with a parent record
• IFRAME - used to display the grid within the standard Microsoft CRM form or within your own custom application
• ASP.NET Control - used to programmatically embed the grid in your own custom application

Split View

• Added ability to add a summary panel for the selected record
• Added ability to  display c360 components in a split view panel
• Removed need to define system filters in the AwxCore.xml file

Relationship Navigator

• Changed Create Relationship dialog to use standard Microsoft CRM lookup controls in place of drop down lists

Quick Search

• Changed lookup properties to use standard Microsoft CRM lookup controls in place of drop down lists

General

• Moved documentation to an online format at http://wiki.advantageworks.com
• Added a “Help About” dialog
• Added new exception publish method for writing errors to the Event Log

To download the latest version of these components, please submit a download request via our website at http://www.advantageworks.com/Forms/Download.aspx.  If you need an updated trial license, one will automatically be forwarded to you when we receive your request.

AdvantageWorks Online Store

At the request of our customers we are now accepting orders for our add-on components for Microsoft Dynamics CRM 3.0 online.  You can place an order for individual components, or our new packages that include multiple components at a discounted price.

To place an order click here.

The individual (a la carte) components available for purchase include:

Split View

Editable Grid

Relationship Navigator

Dashboard

Quick Search

We have two discounted packages available:

Professional Pack which includes

Split View

Editable Grid

Relationship Navigator

Enterprise Pack

Split View

Editable Grid

Relationship Navigator

Dashboard

Quick Search

Editable Grid now available

AdvantageWorks would like to invite you to download a trial of our editable grid control for Microsoft CRM 3.0. As part of our Software Development Kit (SDK), the editable grid allows the end user to edit the contents of a grid directly in the grid by the click of a single button.

The grid supports editing of the following CRM data types:

• Picklist
• Date (no time)
• Lookup
• Integer
• Money
• Float
• Boolean
• Status
• Customer
• Owner
• Decimal
• String

Additionally, the grid enforces Microsoft CRM's built-in security model and prevents users from editing the following types of data:

• State attributes
• Fields with a display mask of ObjectTypeCode
• Fields marked as read-only
• Fields disabled on their associated edit form
• Fields with an active OnChange event on their associated edit form
• Fields the user does not have write privileges for (both record and entity level)

The AdvantageWorks Editable Grid for Microsoft CRM 3.0 is designed to work in conjunction with our Split View control. However, it can also be used as a stand-alone component in your own custom ASP.NET 2.0 pages.

If you are interested in obtaining a copy of the editable grid, please visit our download page to submit a download request.

Inline Grid Editing

AdvantageWorks is excited to announce the upcoming release of our CRM Grid control, now with inline editing! These screenshots are just a preview of the control in action, which we plan to release in June to our current customers with a trial version following shortly.

Figure A – AdvantageWorks Grid control within our Split View component

Figure B – Enabling Inline Grid editing

Figure C – Applying Changes

Want to know more? We will be posting additional information in the coming weeks here and on our web site at http://www.advantageworks.com, so check back later for updates.