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

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  • Blog Post: License types in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online

    With the release of Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online Fall ’13 Update, Microsoft has introduced a new multi-tiered licensing model that extends the licensing flexibility that is currently offered to on-premises customers and introduces the same level of flexibility...
  • 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: Scalable Security Modeling with Microsoft Dynamics CRM 2011

    On behalf of CRM Content Publishing, I am pleased to announce the release of white paper, Scalable Security Modeling with Microsoft Dynamics CRM 2011 , which is available for download from the Microsoft Download Center. Microsoft Dynamics CRM offers a wide range of security modeling features, and...
  • 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: CRM for Outlook Configuration Troubleshooting Wizard updated with new solutions

    In April we introduced the Outlook Configuration Troubleshooting Wizard . Since then we have incorporated several changes to increase the number of issues it can help you resolve. We highly recommend using this resource if you encounter an error configuring the Dynamics CRM Outlook Client. Please...
  • Blog Post: The Microsoft Dynamics CRM Swiss Army Knife

    For this month’s column, I would like to stay away from a technical subject and discuss the most important fact regarding Microsoft Dynamics CRM Users who I had the opportunity to meet at Microsoft Convergence 2012. This year was the first time I had the opportunity to participate at Microsoft...
  • Blog Post: Microsoft Dynamics CRM content on Microsoft Update Expiring

    Microsoft Dynamics CRM publishes Update Rollups to the Microsoft Update site when each update is released. Currently all the Update Rollups are available on the Microsoft Update site. Going forward we will maintain the three most recent Updates Rollups. On 4/19/2012, we will expire and remove our older...
  • Blog Post: Update Rollup 7 for Microsoft Dynamics CRM 2011

    The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 7 on Thursday, March 22, 2011. The links below will take you to the necessary information about Update Rollup 7. If a link does not work, please refer to the Release Channel Schedule below...
  • Blog Post: Dynamics CRM instructional and conceptual videos now on YouTube

    The CRM content publishing team has been publishing various videos to help you get started with using the Microsoft Dynamics CRM application. For the benefit of our customers, we have now made these videos available on YouTube on the MicrosoftDynamicsCRM’s channel page: http://www.youtube.com...
  • Blog Post: Automatically purging records from Microsoft Dynamics CRM

    I was recently asked about purging records from Microsoft Dynamics CRM. The company that asked the question wanted to use CRM to store sensitive information, but they wanted the records to be purged out once they reached a certain age, mainly to mitigate risk of e-discovery . Once a record was 18 months...
  • Blog Post: “The Big Bet”

    Business applications, as I see them, are a critical component of business success. Throughout my 20+ years in the industry I've worked with countless customers of all sizes around the globe that would absolutely agree that their core business infrastructure is essential to their long-term viability...
  • Blog Post: Tips and Tricks in Microsoft Dynamics CRM 2011 Dialogs-Part I

    How to create Page-less Dialogs? In Microsoft Dynamics CRM 2011, we introduced the concept of UI Scripts (otherwise known as Dialogs) which are essentially workflows with the provision to accept inputs from the user. We call these as “Prompts and Responses”. I use the word provision lightly...
  • Blog Post: eXtremeCRM 2012 Berlin

    The Dynamics CRM team will again be participating at the eXtremeCRM conference held this year in Berlin from February 5th – 8 th . Sessions are being presented by the CRM R&D and Product Management teams and details can be found here . I will also be speaking at the event, and hope to see you...
  • Blog Post: Personalizing Reports for Microsoft Dynamics CRM Online

    Microsoft Dynamics CRM 2011 has excellent reporting capabilities. Customizers have the option to create SSRS reports using SQL or CRM’s querying language, FetchXML, in on premise deployments. Customizers must leverage FetchXML to create SSRS reports in online deployments for improved security and...
  • Blog Post: What’s new with Dialogs in Microsoft Dynamics CRM 2011 UR5

    Introduction Dialogs are the synchronous/interactive processes in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online that collect and process information by using step-by-step scripts to direct users through a process. Dialogs have been enhanced in Microsoft Dynamics CRM Online R7...
  • Blog Post: Resource Center article: Go live with Microsoft Dynamics CRM Online

    We have recently published the article Go live with Microsoft Dynamics CRM Online that aims at improving your experience with Microsoft Dynamics CRM Online. This article describes some common settings to optimize the performance of Microsoft Dynamics CRM Online, and also lists some resources that...
  • Blog Post: Resources for customer service

    Customer service is an important part of any business. To keep your customers happy and to retain them, it is very important that you provide excellent services to your customers. We’ve created an article that includes links to various resources that help you get started with managing cases...
  • 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: Introduction to the Activity Feeds Solution

    With Activity Feeds in the marketplace for several weeks now, we’re learning more about what customers need in terms of documentation supporting the feature. We’ve seen lots of interest in information about how to determine whether Activity Feeds could be useful feature for a given customer...
  • 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: Amplify your selling power with Microsoft Dynamics CRM

    A great salesperson is priceless. You deserve a tool where the art of selling meets the science of winning. In this new video we focus on productivity from the perspective of the salesperson and what they need in a CRM application. Great salespeople… Understand the value of insight ...
  • 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: Update Rollup 20 for Microsoft Dynamics CRM 4.0

    The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 20 on Thursday, November 10, 2011. The links below will take you to the necessary information about Update Rollup 19. Microsoft Download Center: http://www.microsoft.com/download/en...
  • 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”...
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