The Microsoft Dynamics CRM Team Blog
News and views from the Microsoft Dynamics CRM Team

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  • Blog Post: Is your CRM 2013 pointing to CRM 2011 help?

    If you customized your CRM 2011 sitemap and then upgraded to CRM 2013, you might be missing out on all the new content: eBooks, videos, Training and Adoption Kit, and more. By design, we take care not to change your sitemap customizations during upgrade. This means that only you can make the fix to...
  • Blog Post: Identifying Your Microsoft Dynamics CRM Online Administrator(s)

    For CRM 2013 org: For CRM 2013 org: Microsoft Dynamics CRM Notification Requirements For CRM 2013 org: Step 1 : Login to your CRM organization (as shown below) Step 2 : Click on Advanced Find on the Dashboards toolbar as shown below: Step 3 : On the Advanced Find page, click...
  • Blog Post: Managing Email notifications in Microsoft Dynamics CRM Online

    For CRM 2013 org: For CRM 2013 org: Microsoft Dynamics CRM Notification Requirements For CRM 2013 org: Step 1 : Login to your CRM organization (as shown below) Step 2 : On the left hand top corner, click the drop down icon (next to the Microsoft Dynamics logo), then click Settings...
  • Blog Post: White paper refresh: Configure IFD for CRM Server

    Applies to: CRM Server 2013, CRM Server 2011 Providing external access to your company’s CRM server (on-premises) data is now especially important given the new mobile features in CRM 2013. CRM for tablets requires an Internet Facing Deployment (IFD) which can involve additional configuration...
  • Blog Post: Using Teams to Solve Complex Record-Sharing Scenarios

    I had two enterprise customers this week who both had similar security requirements, and both sets of requirements were solved with a similar pattern that I thought you might find useful. Imagine your company organizes itself into different groups, and the work of each group needs to remain segregated...
  • Blog Post: RELEASE: Scalable Security Modeling with Microsoft Dynamics CRM 2011

    On behalf of CRM Content Publishing, I am pleased to announce the release of white paper, Scalable Security Modeling with Microsoft Dynamics CRM 2011 , which is available for download from the Microsoft Download Center. Microsoft Dynamics CRM offers a wide range of security modeling features, and...
  • Blog Post: RELEASE: ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management

    On behalf of CRM Content Publishing, I am pleased to announce the release of the white paper, ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management , which is available for download from the Microsoft Download Center. As Microsoft Dynamics CRM continues pushing towards the enterprise...
  • Blog Post: Dynamics CRM 2011 IG Update V5.9 May 2013

    Microsoft Dynamics CRM 2011 Implementation Guide (IG) update 9 (5.9.0) is now live on TechNet and is also available on the Microsoft Download Center in Word, compiled Help file (CHM), and PDF (recommended for small screens and tablets) formats. Below are a few of the additions and updates you’ll...
  • Blog Post: Using Power View in Excel 2013 to Analyze CRM Data

    Now that Power View is built into Excel 2013, business users can easily perform advanced analytics of their real time CRM data in either an online or on-premise deployment. You can use the Export to Excel feature in Microsoft Dynamics CRM to export CRM data, and then you can create a matrix, bar chart...
  • Blog Post: Creating and Publishing a Web Portal to an Azure Cloud Service

    Hello all: At Convergence a few weeks ago I presented some CRM demos and this article will be the first in detailing how those demos were created and how you can mirror the functionality in your CRM Online deployment. This first article will cover the creation and publishing of a Web Portal published...
  • Blog Post: Update Rollup 13 for Microsoft Dynamics CRM 2011

    The CRM 2011 Update Rollup 13 (UR13) release is now available on the Download Center at http://www.microsoft.com/en-us/download/details.aspx?id=37133 . UR13 will be available on Microsoft Update on April 9th. The CRM 2011 Update Rollup 13 release adds support for Windows Server 2012. Upgrade instructions...
  • Blog Post: Where Did the CRM Resource Center Go?

    Hi everyone, I manage the Dynamics CRM Resource Center (recently renamed the Customer Center ), and I've noticed some questions about how users should get to the site and access help from within the CRM application. While the product's site map no longer includes a direct link to the Customer Center...
  • Blog Post: Customizations in the December 2012 Service Update

    With the December 2012 Service Update, we introduced a modern application experience focusing on a clean user experience and great visual appeal. Highlights: New forms focused on the data that matters Seamless inline edits Integrated business processes to guide end users to get their job...
  • Blog Post: Announcing Convergence 2013 Research Sessions Schedule

    The Microsoft Dynamics CRM Engineering Team is looking forward to working with you at Convergence 2013 , sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences, your needs, and your insights. These focus groups...
  • Blog Post: Updated Xrm.Page Script Library Template

    The latest release of the Microsoft Dynamics CRM SDK (v5.0.14) includes an update to the Xrm.Page Script Library Template. The Xrm.Page Script Library Template is a solution that helps you write and test form scripts using Visual Studio. The main improvements are: New Visual Studio Project Template...
  • Blog Post: Announcing SDK Update V5.0.14

    Microsoft Dynamics CRM SDK Version 5.0.14 is now live on MSDN downloads and in the MSDN library . Here’s some of the additions and updates you’ll find in this release: New assemblies consistent with the latest release of CRM Online. These assemblies are also compatible for CRM 2011...
  • Blog Post: Optimal Use of Transactions within Microsoft Dynamics CRM Plug-ins

    By default, Microsoft Dynamics CRM 2011 plug-ins that are triggered by the same event run within the same SQL Server database transaction, as do any related calls to the SDK. For example, both the creation of an account and a subsequent call to the SDK to generate a related task to welcome the customer...
  • Blog Post: Auto Save for Updated User Experience Forms in December 2012 Service Update

    One of the main goals for the December 2012 Service Update release is to have a clean and modern user experience. Modern applications are moving to an implicit save model and we need to adapt to that model. With the new updated forms, we have introduced the capability of auto save and that is what I...
  • Blog Post: New simplified experience to view and associate activities

    In Polaris and UR12 (opted-in) build Microsoft Dynamics CRM have enhanced experience around business interaction in a novel way. It enhances capability to get details of all customer interactions associated with a business record as a unified experience. In the CRM system, customer interactions are represented...
  • Blog Post: Implementation Guide 5.7 update

    Microsoft Dynamics CRM Implementation Guide (IG) update 5.7 (corresponds to December ’12 Service Update and UR 12) is now live on TechNet and the Microsoft Download Center . Here’s a list of the significant changes. Update New and updated topics Description...
  • Blog Post: Announcing SDK Update V5.0.13 for Polaris and UR12

    2/4/2013 - Note that the version numbers for the binaries found in the Bin folder of the SDK are slightly different from those installed with UR12. However, they are compatible and can be used for all development projects for either CRM 2011 on-premises or CRM Online. Microsoft Dynamics CRM SDK Version...
  • Blog Post: Script Errors After the December 2012 Service Update

    Before your Microsoft CRM Online organization is updated to the December 2012 Service release we hope you have taken steps to address potential issues which could cause form scripts to break. Information about how to prepare was published last summer in the following blog posts: Resolve Breaking...
  • Blog Post: Technical Article: Control Which Browsers Your Organization Supports

    Many people are excited about being able to use browsers other than Internet Explorer with Microsoft Dynamics CRM. This is now possible with the Microsoft Dynamics CRM 2011 Update Rollup 12 or the Microsoft Dynamics CRM December 2012 Service Update. One thing to note though, with this change, your form...
  • Blog Post: RELEASE: Using Multi-tenancy in Microsoft Dynamics CRM 2011 to Address Challenges in Enterprise Business Environments

    On behalf of the CRM Engineering for Enterprise Team and CRM Content Publishing, I am pleased to announce the release of the white paper, Using Multi-tenancy in Microsoft Dynamics CRM 2011 to Address Challenges in Enterprise Business Environments , which is available for download from the Microsoft Download...
  • Blog Post: How to Deploy Microsoft Dynamics CRM and SharePoint in Security Zones

    Begin by considering what the customer wants to achieve from the perspective of security/risk versus cost/complexity. Fewer zones means fewer firewalls, less configuration, lower costs, and so on, while not necessarily leading to a lower level of security, primarily on the lower layers (OS, and so on...
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