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

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  • Blog Post: Preview feature: Set up Cortana integration

    We’re introducing Cortana integration to help salespeople keep track of important CRM activities. CRM Online 2016 Update embeds sales activities, accounts, and opportunities into Cortana to surface what’s most relevant to salespeople at any time. Cortana integration is available as a Preview...
  • Blog Post: Exciting new features in Microsoft Social Engagement 2016 Update 1.2

    We’re excited to share the news for the features included in the latest release. Microsoft Social Engagement now lets you add pictures to a post when you reply from within the application. For mobile devices, we enabled Search Setup, so you can now create or edit your searches on the go. Additionally...
  • Blog Post: Preview feature: Voice of the Customer surveys

    We’re making a new feature available as a preview feature that you install as a preferred solution. With Voice of the Customer surveys , you can c reate and send out surveys to get feedback from your customers about your products or services. Respondents can take the surveys on a phone, tablet...
  • Blog Post: Collaborate across your organization with Office 365 Groups

    Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done. You can use groups to collaborate with people across your company, even if they don't have access to Microsoft Dynamics CRM Online. For example, you can create...
  • Blog Post: What are task flows and how do they compare to other tools in Dynamics CRM?

    What is a task flow? Task flows are a new way of interacting with Microsoft Dynamics CRM, allowing users to focus completely on the work at hand. With this new type of business process flow, you can easily create guided interactions for your CRM users, giving them experiences with just the information...
  • Blog Post: Creating and customizing task flows

    In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks. Enabling task flows A quick disclaimer before we begin: task flows have been released as a preview feature for Dynamics CRM Online 2016 Update only. For more information...
  • Blog Post: The new light-weight CRM App for Outlook

    What is it? With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running the desktop version of Outlook, or on the go through Outlook Web Access on your laptop or phone (Windows...
  • Blog Post: Just released: Documentation for the Microsoft Dynamics CRM 2016 Products Wave

    There are many exciting new features available in CRM 2016! Here’s where to find all the documentation for admins, developers, and end-users for Microsoft Dynamics CRM Online 2016 Update or Microsoft Dynamics CRM 2016 (on-premises). N ew feature list s and update prep If you’re...
  • Blog Post: Auto publish and expire knowledge articles

    We’re really excited about the new Knowledge Management capabilities we shipped as part of Microsoft Dynamics CRM 2016 . One of the common scenarios for Knowledge Managers is to schedule knowledge articles to be published and removed from public access at a specific time. Let’s say you're...
  • Blog Post: Knowledge article lifecycle: An introduction

    The introduction of the Knowledge Article entity in Microsoft Dynamics CRM 2016 comes with many new and exciting features designed to bring strong knowledge management capabilities into Dynamics CRM. I am excited to explain a little bit more about the lifecycle, which is a key concept in the new Knowledge...
  • Blog Post: SSL v3.0 & Microsoft Dynamics

    The SSL 3.0 vulnerability referenced in the Security Advisory 3009008 , also known as “Poodle”, has received a significant amount of attention. While the discovered issue is specific to SSL 3.0, many customers are wondering whether this affects Microsoft’s offerings, specifically Microsoft...
  • 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: 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: 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: 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...
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