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

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  • 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: Important information about supported configurations in the next release for CRM

    As we ship the Microsoft Dynamics CRM 2013 Service Pack 1 and CRM Online Spring ‘14 releases, we’re looking ahead to our next release of CRM. As with other releases of CRM in the past, we find the need to add and remove items from our supported configurations list to keep current with technology...
  • Blog Post: Microsoft CRM 2013 Update Rollup 2 released

    The Microsoft Dynamics CRM 2013 Update Rollup 2 is now available on the download center. UR 2: http://www.microsoft.com/en-us/download/details.aspx?id=42272 . Information on CRM 2013 Update Rollup 2 The KB is located at http://support.microsoft.com/kb/2919956 . UR 2 is scheduled to be...
  • Blog Post: Introducing Sandbox Instances in CRM Online

    You may have noticed changes to the navigation bar at the top of one or more of your Dynamics CRM Online instances. For both free and paid test instances, you’ll now see an orange navigation bar with a SANDBOX watermark. Production instances will continue to display the blue bar you’ve come...
  • Blog Post: Integration Guide: Microsoft Dynamics CRM Online and Office 365

    Applies to: Microsoft Dynamics CRM Online Combining the online services of Office 365 with Microsoft Dynamics CRM Online empowers your teams to work where and when they want with best-of-class cloud services. This guide is intended for Microsoft Dynamics CRM administrators and technical decision...
  • Blog Post: Process Enablement with Microsoft Dynamics CRM 2013

    I am pleased to announce the release of the white paper, Process Enablement with Microsoft Dynamics CRM 2013 , which is available for download from the Microsoft Download Center. We live in a world of change and it seems that regardless of the industry or size of customer there is always a new dynamic...
  • Blog Post: Check Out These Handy Links to Help for CRM 2013

    Whether you’re an administrator, a developer or a daily user, here’s a collection of links to help for CRM Online Fall ‘13 and CRM 2013 on-premises! BEFORE THE SALE CRM Overview website – Learn about the benefits and features of Microsoft Dynamics CRM, see what’s...
  • Blog Post: Form Activation\Deactivation state

    Microsoft Dynamics CRM 2013 brings capability to Activate\Deactivate forms of type Main. In this blog we are going to discuss more about this. How to Activate\Deactivate from Solution Explorer User can set state for form via Activate\Deactivate command on Forms grid Navigate to Settings >...
  • Blog Post: Just updated to CRM 2013? Here’s what you need to get rolling!

    Applies to: CRM Online Fall ’13 and CRM 2013 If you recently updated to CRM Online Fall ’13 or CRM 2013 (on-premises), you might be wondering what to do next to get rolling with the new features. You can find all sorts of useful information and tips on our new Next steps to success page...
  • Blog Post: Free non-production instances and free storage in Dynamics CRM Online 2013

    As some of you have already noticed, with Dynamics CRM Online 2013, we offer a free non-production instance and free storage. Exciting, isn’t it? If you are not aware of this offering, please read on to learn more about this and how the non-production instance and free storage tie up with your...
  • Blog Post: New eBook: How to customize a CRM business process

    If you’re looking for easy-to-read guidance on how to customize one of the many business process solutions available for download from the Microsoft Dynamics Marketplace , check out the new eBook: Change a business process . By walking you step-by-step through a visual example, the eBook explains...
  • Blog Post: Microsoft Dynamics CRM Quick Reference for customer service reps

    Applies to: CRM 2013 and CRM Online Fall ’13. Learn how to create, edit, and resolve service cases quickly! To help your customer service team get started with CRM, we’ve created a visual, easy-to-read, quick reference for customer service reps . For more help, see Service Best Bets...
  • Blog Post: December Updates for CRM Customer Center, Implementation Guide and Software Development Kit (SDK)

    Here’s a summary of all the new and updated content published this month! New and revised content at www.CRMcustomercenter.com Topic Description of changes Videos & eBooks rollup page All videos and eBooks listed...
  • Blog Post: Changes and improvements to dashboards

    Applies to: Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 (on-premises) You’ve probably noticed that the new user interface has led to some changes and improvements to dashboards. Now, the core modules for Sales, Service, and Marketing can have their own dashboards...
  • Blog Post: CRM for tablets browser and app support

    Applies to: CRM 2013 and CRM Online Fall ’13. Our updated CRM for tablets apps are now live in both the Windows Store (app version 1.0.0.98) and the Apple App Store">Apple App Store (app version 1.0.51). They provide additional language support for Chinese and Japanese, and the new iPad app...
  • Blog Post: Restore a hidden button on the CRM 2013 Command Bar

    The CRM 2011 ribbon had many commands as part of the Out of the box ribbon and most customers had to edit the ribbon to remove a bunch of commands to make it work for their system. Our user feedback suggested that the ribbon felt mostly crowded and the participants in our user studies identified the...
  • Blog Post: Use OAuth to Authenticate with the CRM Service

    Scenario - Client app talking to CRM cloud service which needs to authenticate the user behind the app. OAuth 2.0 will serve as the authentication protocol for this scenario. The client app will acquire authentication token from Security Token Service (STS) which will be passed to the CRM Server as...
  • Blog Post: What’s new in the Lookup control with Microsoft Dynamics CRM 2013

    OVERVIEW: In Microsoft Dynamics CRM 2011 Update Rollup 12 and Microsoft Dynamics CRM December 2012 Service Update, we provided a glimpse of the new user interface. Inline lookup was also part of this new user experience. Earlier, it was constrained to only contact, opportunity, lead, account, and...
  • Blog Post: Microsoft Dynamics CRM for Phones

    Microsoft Dynamics CRM for Phones We have recently released Dynamics CRM applications for Windows Phone, iPhone and Android phones. Microsoft has also introduced a browser application for Dynamics CRM for users of Blackberry devices. This post provides an overview of the applications and capabilities...
  • Blog Post: What’s new in Lookup with CRM 2013: Inline Multi Party Lookup

    OVERVIEW: As I mentioned in another post (see “Lookup”), now with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13, multi-party lookup (To/CC/BCC fields on the Activities form) is also updated to provide awesome capabilities of selecting multiple records in...
  • Blog Post: How to Manage Auto Save for individual forms of entity

    In our previous blog we had discussed about how to manage auto save. We learned about the auto save capabilities and also discussed few scenarios where you might want to disable it. We discussed about how to control this at the organization level as well. The organization level setting turns off auto...
  • Blog Post: With CRM 2013, you can create or filter activities right in the activity feed (no flipping screens)

    The activity feed is the first thing you see when you view records in CRM, whether it’s an opportunity, lead, account, contact, or service case. With this latest release of CRM, you can create or filter on activities directly in the activity feed. Here’s what I mean -- You can now create...
  • Blog Post: Make sure you get everything when you upgrade

    When you upgrade to Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online we have taken care to not change customizations you have made to how people navigate to areas in the application. Even though the navigation pane is now the navigation bar, you should see the same navigation options you...
  • Blog Post: Template support in Form Editor

    In order to allow system customizers to take advantage of the new forms introduced in CRM 2013, corresponding enhancements have been made to the form editor too. This will allow customizers to use these features while designing new forms as well as modifying existing ones. To define the exact reflow...
  • Blog Post: Team Selling

    In CRM 2013, the Opportunity Sales Team supports access control and collaboration right out of the box. Members of the Opportunity Sales Team have access rights to the opportunity record type, and the access rights can be configured by the administrator. Members of the sales team are also automatically...
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