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

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  • 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: 3 Ways to Learn What’s New with Customer Service in Microsoft Dynamics CRM Spring ’14

    Do you want to deliver the best customer service? Are you looking for a CRM system that can handle all of your customer service needs? Or, do you want to see what’s available before you upgrade to CRM Spring ‘14? If so, check out these new eBooks and video showing all the new customer...
  • Blog Post: New Help Center for Microsoft Social Listening Spring ‘14

    The Microsoft Social Listening Spring ’14 release brings a brand-new Help Center where you’ll find answers to your questions about how to get the most out of social listening at your organization. The Help Center is your one-stop destination for info about how to use and manage the system...
  • Blog Post: New Help Center for Dynamics CRM Online Spring ’14 and Microsoft Dynamics CRM 2013 SP1

    Check out the all new Help Center for Microsoft Dynamics CRM! This site is the gateway to all the documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Spring ’14 and Microsoft Dynamics CRM 2013 SP1 releases! Start here! Information...
  • Blog Post: New Microsoft CRM SDK Sample: Sdk.Soap.js

    Sdk.Soap.js is a JavaScript library that helps you write JavaScript with web resources that use the CRM 2013 Modern App SOAP endpoint (formerly called the SOAP endpoint for web resources). This library makes writing JavaScript code for data operations much like using C#. While the OData (REST) endpoint...
  • Blog Post: Announcing the CRM 2013 Customer Center, Implementation Guide and SDK!

    Check out all the great new documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 releases! Information for end-users Go to www.crmcustomercenter.com All new Customer Center ! Getting Ready...
  • Blog Post: RELEASE: ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management

    On behalf of CRM Content Publishing, I am pleased to announce the release of the white paper, ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management , which is available for download from the Microsoft Download Center. As Microsoft Dynamics CRM continues pushing towards the enterprise...
  • Blog Post: Dynamics CRM 2011 IG Update V5.9 May 2013

    Microsoft Dynamics CRM 2011 Implementation Guide (IG) update 9 (5.9.0) is now live on TechNet and is also available on the Microsoft Download Center in Word, compiled Help file (CHM), and PDF (recommended for small screens and tablets) formats. Below are a few of the additions and updates you’ll...
  • Blog Post: Visit the New Developer Center!

    Hopefully by now you have come across the redesigned developer center on MSDN that we launched for Convergence. If not, please visit! This redesign fits into our overall documentation strategy providing three distinct web sites for our key audiences: For Developers: Developer Center –...
  • 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: CRM Documentation Strategy

    Convergence begins this weekend and we would like to take this opportunity to help you find the information you need for Microsoft Dynamics CRM. Amy Lanfear and Amy Langlois will be offering an interactive session called “Finding Help When & Where You Need It: Microsoft Dynamics CRM Documentation...
  • Blog Post: Implementation Guide 5.7 update

    Microsoft Dynamics CRM Implementation Guide (IG) update 5.7 (corresponds to December ’12 Service Update and UR 12) is now live on TechNet and the Microsoft Download Center . Here’s a list of the significant changes. Update New and updated topics Description...
  • Blog Post: New and Improved Metadata Browser for Microsoft Dynamics CRM 2011

    Almost 2 years ago I announced the Metadata Browser for Microsoft Dynamics CRM 2011 . I created this managed solution HTML web resource metadata browser and included it in the tools folder of the downloadable Microsoft Dynamics 2011 Software Development Kit (SDK) . The metadata browser is a valuable...
  • Blog Post: Form Query String Parameter Tool

    Show it, don’t tell it. That’s why I created the Form Query String Parameter Tool. This week I published a technical article that introduces this tool: Use the Form Query String Parameter Tool to Demonstrate Setting Default Field Values in New Record Forms . We have documentation in the SDK...
  • Blog Post: New Form Scripting Quick Reference SDK Topic

    The latest version of the Software Development Kit for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online (5.0.12) includes a new From Scripting Quick Reference topic. I added this in response to feedback that it is hard to find how to perform specific tasks using the Xrm.Page Reference ....
  • Blog Post: New home page for the Dynamics CRM Resource Center

    The Dynamics CRM web team has updated the home page for the Resource Center help and support site. Through user research and other sources, we listened to what you needed, and built a page based on that. You’ll notice the design is much simpler, much less busy. Business users should now be able...
  • 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: Quick Start Guides for Microsoft Dynamics CRM

    The Dynamics CRM User Assistance team is pleased to announce the release of two new pieces of user documentation: Quick Start guide for Microsoft Dynamics CRM business users ( direct download ) Quick Start guide for Microsoft Dynamics CRM for Outlook users ( direct download ) Based...
  • Blog Post: White Paper: Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure

    On behalf of the CRM Engineering for Enterprise Team and the CRM Content Publishing Team, I am pleased to announce the release of the white paper, Optimizing and Maintaining the Performance of a Microsoft Dynamics CRM 2011 Server Infrastructure , which is currently available for download from the Microsoft...
  • Blog Post: MSDN Highlight’s new book, Working with Microsoft Dynamics CRM 2011

    Sonoma Partners have provided a chapter from their best selling book, Working with Microsoft Dynamics CRM 2011 on the MSDN site. The chapter we selected is Chapter 5: Solutions Overview and Concepts . You can download it or read it on the MSDN site. The book is written by Mike Snyder and Jim Steger who...
  • Blog Post: Video: Create a dialog in CRM

    Thinking about having a defined set of steps that you could use as a script while communicating with your customers? The Dialogs feature in Microsoft Dynamics CRM 2011 helps you do this and much more. Watch our new video that shows how you can create a dialog that can automate a business process in your...
  • Blog Post: It’s official, new Microsoft Dynamics CRM and Silverlight book is OUT!

    Guest blogger and CRM MVP Julie Yack has a one_line bio; Mom.Wife.Nerd.MVP nerd. You can catch up with her many CRM activities on her blog The never boring life of Me . Both Dave and I have worked for the “BIG” publishers and while there’s nothing wrong with that, one day we decided that we could do...
  • Blog Post: Video: Create and run duplicate detection rules

    The Duplicate detection feature in Microsoft Dynamics CRM makes sure that your business data is accurate and clean by identifying potential duplicate records and letting you decide how you want to resolve these. We’ve recently published a new video that explains how duplicate detection works...
  • Blog Post: Video: Sharing and assigning records

    If you and your colleagues use CRM to collaborate on the records you keep, you should watch our new video about Sharing and Assigning Records (CRM users) and Sharing and Assigning Records (CRM Online users), which explains how to enable teams to work together on individual records in the system. I welcome...
  • Blog Post: Video: Personalize Microsoft Dynamics CRM for yourself

    We’ve explained how to set up CRM to match the way you want to use it—configure the views you use regularly, and adjust how information is displayed to you. We cover this in our new video, Personalize Microsoft Dynamics CRM for yourself (CRM users) and Personalize Microsoft Dynamics CRM for yourself...
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