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

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  • Blog Post: Manage Auto Save

    Applies to: CRM 2013 and CRM Online Fall ‘13 Auto save enables automatic save of records at fixed short interval for update without the need for you to explicitly click on “Save” button every time. Now you don’t need to worry about saving record when you are working on a record...
  • 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: 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: 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: Video: introduction to Activity Feeds

    We’ve been hearing from customers who would like to know more about Activity Feeds, the new social-based communication tool offered in our fall release. People have told use they’d like to know more about everything from how to customize it down to just getting a basic sense of what we’re...
  • Blog Post: Getting started for Microsoft Dynamics CRM Online administrators

    After you've purchased Microsoft Dynamics CRM, but before the business users in your organization start using it, there are some basic tasks that you, as the Microsoft Dynamics CRM administrator, should complete. They’re summarized for you in this article, which details the very basic things you...
  • Blog Post: Create Sample Data for your Solution

    In This Post: Problem statement How to create and export CRM Data How to create DataMap and save it How to import sample data using SDK APIs Conclusion Further reading Problem statement You have created a solution using the Microsoft Dynamics CRM 2011 Solutions framework...
  • 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: 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: Configuring the List Component in SharePoint Online

    The Microsoft Dynamics CRM 2011 List Component adds functionality to SharePoint which enables Document Management capabilities in Microsoft Dynamics CRM. In order to deploy the List Component Solution the following modifications to SharePoint are required: Run the following command in the SharePoint...
  • Blog Post: Activity Feeds Report

    1. What is Activity Feeds report? Activity Feeds report is a CRM report for Activity Feeds, which uses FetchXML query to retrieve Activity Feeds-related data from database through SQL Server Reporting Service (SSRS). 2. What is Activity Feeds Report for? Imagine you are the owner or the administrator...
  • 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: Developer Toolkit for Microsoft Dynamics CRM

    If you are a developer working on Microsoft Dynamics CRM, you are by now familiar with the game changer in town, Solution Framework , which allows you to extend the capability of Microsoft Dynamics CRM. The Microsoft Dynamics CRM web application has excellent tools for creating the non-code components...
  • Blog Post: Introduction to the Microsoft Dynamics CRM November 2011 service update

    This release is being delivered to Microsoft Dynamics customers as the November 2011 service update for Online customers and as Update Rollup 5 for On premise customers. These updates are complemented by additional Microsoft Dynamics and Windows Phone Marketplace downloads. The November 2011 service...
  • 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: New Training Resources Available for Microsoft Dynamics CRM

    New Course Available: Introduction to Microsoft Dynamics® CRM 2011 This one-day instructor-led course provides an introduction to Microsoft Dynamics CRM 2011. The course focuses on the user interface and working with the application and provides a foundation for other Microsoft Dynamics CRM 2011...
  • 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: Microsoft Dynamics CRM’s Mashable Ecosystem to Change Customer Care Market? I think So…

    Microsoft Dynamics CRM is making significant investments in our partner ecosystem and our core CRM customer care solution . We provide a powerful yet flexible platform (Microsoft Dynamics CRM and its Customer Care Accelerator) to allow our partners to 'out-innovate' the competition. The idea is to work...
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