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

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  • Blog Post: New naming conventions for Microsoft Dynamics CRM updates

    We’re changing the way we name product updates to make things simpler and to unify our approach for Microsoft Dynamics CRM Online and Microsoft Dynamics CRM (on-premises). Finding and understanding version numbers To understand the new naming conventions, let’s first take a look at...
  • Blog Post: CRM Online 2015 Update 1: official pre-release content is here!

    The pre-release documentation is now available for Microsoft Dynamics CRM Online 2015 Update 1. More content is being prepared for launch, and we’ll be sure to notify you as it’s ready. Meanwhile, here are the resources available now. Start here: The CRM Help Center is the portal to content...
  • Blog Post: Top Respected Reseller Introduces a Cloud Financial Online Business Solution Built On Microsoft Dynamics CRM - Gravity Software™

    Online Business Management Cloud Solution Built On Microsoft Dynamics CRM Southfield, Michigan - March 17, 2015 – John Silvani, President & Founder of Gravity Software™ (Gravity) introduces the launch of Gravity. Gravity is the first online business management application exclusively...
  • Blog Post: CRM for Outlook User’s Guide page is THE source for Outlook Help and training

    Looking for info on Microsoft Dynamics CRM for Outlook? Check out our new CRM for Outlook User’s Guide page , your starting point for Help and training on CRM for Outlook. On the User’s Guide page, you’ll find setup and configuration videos, detailed how-tos, troubleshooting and FAQ...
  • Blog Post: New CRM for Outlook Basics eBook joins growing family of Dynamics CRM eBooks

    With the CRM for Outlook add-in, you can take advantage of all that CRM has to offer directly from the familiar Microsoft Outlook interface. And now there’s an eBook that walks you through the steps of using CRM for Outlook. The new CRM for Outlook Basics eBook describes everything you need...
  • Blog Post: Introducing the first update to the Deploying and Administering CRM Online and CRM 2015 documentation!

    Allow me to get you up to speed on what is going on in the world of CRM documentation for administrators and IT professionals. Update version 7.0.1 of the Deploying and Administering CRM Online and CRM 2015 documentation has recently published and includes several revisions and new topics. Included in...
  • Blog Post: Now available: Videos for the release of Microsoft Dynamics Marketing 2015 Update

    These videos feature key components of Microsoft Dynamics Marketing 2015 Update. Check out these new videos that provide a comprehensive overview of the capabilities we have delivered in Microsoft Dynamics Marketing 2015 Update in the recent autumn release. We've created some very informative videos...
  • Blog Post: Now available: Videos for the release of Microsoft Dynamics CRM 2015

    These videos feature key components of Microsoft Dynamics CRM Online 2015 Update and Microsoft Dynamics CRM 2015 (on-premises). Check out these new videos that provide a comprehensive overview of the solutions we have delivered in Microsoft Dynamics CRM 2015 in the recent autumn release. We've created...
  • Blog Post: New Mobile app SDK samples for iOS, Android, and Windows

    We’re happy to release a collection of mobile app SDK samples to help deliver mobile-first solutions with Dynamics CRM. These starter apps for iOS, Android, and Windows platforms are for mobile developers looking to get started with Dynamics CRM as well as for seasoned Dynamics CRM developers exploring...
  • Blog Post: Set your default dashboard in Microsoft Dynamics CRM

    In Microsoft Dynamics CRM, each time you sign in to the system you’ll see the dashboard, which gives you easy-to-read charts and graphs that help you see how you and your team are doing with key metrics (also known as key performance indicators, or KPIs). The system comes with several different...
  • Blog Post: 4 timely tips to track your notes and activities in Microsoft Dynamics CRM

    In Microsoft Dynamics CRM, you use activities to keep track of all your customer communications. For example, you can take notes, send email, make phone calls, set up appointments, and assign yourself tasks as you work a sale or resolve a service case. These actions are all considered types of activities...
  • Blog Post: CRM basic training for people who don’t have a lot of time to read (new eBook for sales pros and service reps!)

    The Microsoft Dynamics CRM Basics eBook contains a quick run-down of the basics anyone needs to know to move customers through the sales cycle or resolve a service issue successfully. You learn how to: Navigate with tiles Work with customer data Pick dashboard layouts Set preferences...
  • Blog Post: Looking for help for the CRM product family

    Whether you’re an administrator, a developer or a daily user, here’s a collection of links to help for Dynamics CRM, Dynamics Marketing and Social Listening! Microsoft Dynamics CRM Visit the CRM Help Center for easy access to CRM product information. PRODUCT TOURS, PRICING, AND...
  • Blog Post: New feature coming in 2015! Create custom Help for your users

    Applies to: Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online 2015 Update Have you ever wanted to customize the default CRM Help content and extend it to cover all the custom developments you’ve added for your business? With the 2015 versions of Microsoft Dynamics CRM (coming soon)...
  • Blog Post: Get ready to catch the CRM 2015 wave!

    Applies to: CRM 2015, CRM Online 2015 Update, Microsoft Dynamics Marketing 2015 Update, Microsoft Social Listening 2014 R2 The next major update to the Microsoft Dynamics CRM family of products and services is just around the corner. We’re excited to give you a preview ‒ through our Get ready...
  • Blog Post: New technical articles for Microsoft Dynamics Marketing

    Check out the new technical articles for Microsoft Dynamics Marketing! Read these articles to know best practices and other important techniques for Microsoft Dynamics Marketing and Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM. Best practices for email deliverability This whitepaper...
  • Blog Post: Announcing Spring ’14 Release Videos for Microsoft Dynamics CRM Now Available

    Applies to : Microsoft Dynamics CRM, Microsoft Dynamics Marketing and Microsoft Social Listening Did you know that every second there are close to 50,000 YouTube videos being viewed around the world? In fact, educational research has been shown to support what most of us have known intuitively all...
  • Blog Post: Identifying Your Microsoft Dynamics CRM Online Administrator(s)

    For CRM 2015 org: For CRM 2013 org: For CRM 2011 org: Microsoft Dynamics CRM Notification Requirements For CRM 2015 org: Step 1 : Login to your CRM organization (as shown below) and click on the Advanced Find located on the top toolbar as shown below. Step 2 : On the Advanced...
  • 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 >...
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