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

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  • Blog Post: Updated Whitepaper - Optimizing and Maintaining a Microsoft Dynamics CRM 2011 Server Infrastructure

    The Microsoft Dynamics CRM Enterprise Content Team is pleased to announce the latest release of the white paper Optimizing and Maintaining a Microsoft Dynamics CRM 2011 Server Infrastructure , which is available for download here or accessible online via TechNet . What’s New in this Release...
  • Blog Post: Update Rollup 21 for Microsoft Dynamics CRM 4.0

    The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 21 on Thursday, February 9, 2012. The links below will take you to the necessary information about Update Rollup 21. Microsoft Download Center: http://www.microsoft.com/download/en...
  • Blog Post: "Thank You" to my Customers, Partners and Friends by Brad Wilson

    What a journey it's been over the past six years! ... from the ground-breaking CRM 3.0 release, to full multi-tenancy with CRM 4.0, and the amazing user experience of CRM 2011... with the launch of CRM Online in 2008, a global roll-out in 2011, and six more Online service updates along the way ... and...
  • Blog Post: Personalizing Reports for Microsoft Dynamics CRM Online

    Microsoft Dynamics CRM 2011 has excellent reporting capabilities. Customizers have the option to create SSRS reports using SQL or CRM’s querying language, FetchXML, in on premise deployments. Customizers must leverage FetchXML to create SSRS reports in online deployments for improved security and...
  • Blog Post: Getting started guide for business users

    We know that new users of Dynamics CRM often have a lot to contend with when they start trying to get their work done on a daily basis in the software. We think those first few days could be a bit easier to adjust to if more information is available about how to use the product. To that end, we’ve...
  • Blog Post: Introduction to the Activity Feeds Solution

    With Activity Feeds in the marketplace for several weeks now, we’re learning more about what customers need in terms of documentation supporting the feature. We’ve seen lots of interest in information about how to determine whether Activity Feeds could be useful feature for a given customer...
  • Blog Post: Data…. The New Marketing Creative

    Data. You've got a LOT of it. You use it every day for reporting and analysis to determine effective campaign management to your clients and prospects. But with 600 Tweets , 20,000 Bing searches, and 700 Facebook posts per second, marketers are no longer in control of their brands, thanks to the real...
  • Blog Post: Data management for Activity Feeds entities

    We just released Activity Feeds for Microsoft Dynamics CRM. With most new features come the additional amount of data introduced with it and this is also true for Activity Feeds. Every time a user creates a post or a comment, a record is created. Every time an auto post is generated, another record...
  • Blog Post: Update Rollup 20 for Microsoft Dynamics CRM 4.0

    The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 20 on Thursday, November 10, 2011. The links below will take you to the necessary information about Update Rollup 19. Microsoft Download Center: http://www.microsoft.com/download/en...
  • Blog Post: Configuring & Using “Dynamics CRM” Mobile App

    Dynamics CRM Mobile App is recently released to the windows phone Marketplace. Here, in this article, I’ll try to explain how to take configure the app against your CRM Online & IFD organizations and its high level capabilities to use from the phone. Configuring “Dynamics CRM”...
  • Blog Post: How to Add a Record Wall to a Form

    If you are an existing CRM user who has created multiple main application forms on some entities before you enable the entities for Activity Feeds, you may find that enabling Activity Feeds for them won’t add the Record Wall control to the forms of the entity which has multiple forms. This blog...
  • Blog Post: How to enable an entity to use Activity Feeds solution

    This blog intends to walk through the steps by which a user can enable Activity Feeds for an entity. Pre-Conditions: User has a CRM organization created. This covers the new OnPrem deployment and existing CRM Online users. Activity Feeds solution will be automatically provisioned for new CRM...
  • Blog Post: Unlock the Voice of your People

    We get a lot of questions from customers about the value of social capabilities in business applications. They're skeptical. They tell us that before they invest in social tools, they want to be sure they're giving their teams greater power to make a difference. What they don't want is to add more noise...
  • Blog Post: Microsoft Dynamics CRM integration with SharePoint Online is here

    The SharePoint team is in the process of deploying some new features to the SharePoint Online service. The rollout of these new SharePoint Online features across the data centers is expected to be completed by end of November. Most notable from a Microsoft Dynamics CRM perspective, is that Microsoft...
  • Blog Post: How to Create a Post with Mentions using Workflow?

    Microsoft Dynamics CRM Activity Feeds solution is now released in the Dynamics Marketplace and ready to use with the latest Microsoft CRM update . The solution offers better ways to collaborate with in the organization and stay on top of business processes. In this blog article, I will walk you...
  • Blog Post: Creating and Deploying XAML Workflows using the CRM Developer Toolkit

    In July we began shipping the CRM Developer Toolkit as a part of the CRM SDK. The newest release of the Toolkit adds several new features. In this post we’re going to look at how to use one of these new features: creating and deploying workflows using the Developer Toolkit. In This Post: ...
  • Blog Post: How to do Mentions with Activity Feeds

    During a group discussion, sometimes we want to call the attention of a specific person. Social networking discussions are no different. In Microsoft Dynamics CRM Activity Feeds, we call this a “mention”. This blog covers the following topics: Why Mention? How we can Mention in...
  • Blog Post: Working with Activity Feed using Microsoft CRM SDK

    Activity Feeds solution is now released in the Dynamics Market Place and ready to use with the latest Microsoft CRM update. You can use our solution out of the box, but if you want to customize or further integrate with your application, you can use the latest CRM SDK to access the new entities and API...
  • Blog Post: Following and Unfollowing Records in CRM

    With the inclusion of Activity Feeds in the latest CRM update, we introduce the concept of “following” records. When you follow a record, you will see updates related to that record appear on your Personal Wall. Here, we will go through the different ways you can follow records in CRM...
  • Blog Post: Building Your Business Hub: Using the Power of Social for a More Productive Enterprise

    Microsoft is entering an exciting new phase for Microsoft Dynamics CRM ! Today, we are announcing the general availability of the Microsoft Dynamics CRM November 2011 service update . This release reinforces our commitment to delivering familiar, connected and intelligent experiences to our customers...
  • Blog Post: CRM 2011 Charts – Charting on Related Records

    This blog demonstrates how to create a chart from data in the current entity alongside data from related entities. Let’s take the following scenario: A Not For Profit Organization is using CRM 2011 to track the pledges and donations made by their donors. Each pledge a donor makes has a Pledge...
  • Blog Post: Update Rollup 5 for Microsoft Dynamics CRM 2011

    The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 5 on Tuesday, October 25, 2011. The links below point to important information about Update Rollup 5: Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?FamilyID...
  • Blog Post: Checklist of Essential Stuff When Building Solutions – A Tester’s Perspective

    We as developers and CRM customizers always get excited of the thought of releasing a solution packed with wonderful features that would effectively serve the customer’s needs. When the solution gets handed off to the customer, we are comforted by the fact that when we went through the solution...
  • Blog Post: Update Rollup 19 for Microsoft Dynamics CRM 4.0

    The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 19 on Thursday, August 25, 2011. The links below will take you to the necessary information about Update Rollup 19. Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx...
  • Blog Post: System Center Monitoring Pack for Microsoft Dynamics CRM 2011 is now available!

    We’re pleased to announce that the System Center Monitoring Pack for Microsoft Dynamics CRM 2011 is available for download on Microsoft Download Center. This management pack is compatible with System Center Operations Manager 2007 SP1 and System Center Operations Manager 2007 R2 (recommended). The pack...
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