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

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  • 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: 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: Announcing the Release of Microsoft System Center Management Pack for Dynamics CRM 2015

    We are very excited to announce the release of the Microsoft System Center Management Pack for Dynamics CRM 2015! You can get the System Center Operations Management pack from the Microsoft Download Center The System Center Management Pack for Microsoft Dynamics CRM 2015 enables you to administer...
  • 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: Microsoft Dynamics Marketing 2015 Update content is here!

    Here’s where to find all the new documentation available for the Microsoft Dynamics Marketing 2015 Update. This update introduces new features such as Sales and marketing collaboration : Strengthen your marketing and sales synergies with the new Sales Collaboration Panel, which allows sellers...
  • 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: 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: Learn a few new tricks in Quick tips for CRM for tablets video

    Applies to: CRM for tablets (Windows 8) Even if you’ve been using CRM for tablets for a while, you might learn something new from the tips in this short video (1:04). For more information on installing, configuring, and using CRM for tablets, see CRM for tablets and phones. Andrea...
  • Blog Post: New eBook: Create or customize dashboards

    Are your teams tired of swimming in spreadsheets? Are reports gathering dust on their desks? Does management know what’s happening with sales opportunities or service cases at this very minute so they can react quickly to your company’s highest priorities? In just a few minutes, you can...
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