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

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  • Blog Post: New Mobile App Samples

    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...
  • Blog Post: New eBook: Increase your impact with Microsoft Dynamics Marketing

    Applies to: Microsoft Dynamics Marketing Spring ‘14 Do you want to know more about what you can do with the Microsoft Dynamics Marketing solution? Check out the new eBook: Increase your impact with Microsoft Dynamics Marketing . This eBook gives you a quick run-down of the powerful tools...
  • 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: 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...
  • Blog Post: CRM for tablets browser and app support

    Applies to: CRM 2013 and CRM Online Fall ’13. Our updated CRM for tablets apps are now live in both the Windows Store (app version 1.0.0.98) and the Apple App Store">Apple App Store (app version 1.0.51). They provide additional language support for Chinese and Japanese, and the new iPad app...
  • Blog Post: Restore a hidden button on the CRM 2013 Command Bar

    The CRM 2011 ribbon had many commands as part of the Out of the box ribbon and most customers had to edit the ribbon to remove a bunch of commands to make it work for their system. Our user feedback suggested that the ribbon felt mostly crowded and the participants in our user studies identified the...
  • Blog Post: Use OAuth to Authenticate with the CRM Service

    Scenario - Client app talking to CRM cloud service which needs to authenticate the user behind the app. OAuth 2.0 will serve as the authentication protocol for this scenario. The client app will acquire authentication token from Security Token Service (STS) which will be passed to the CRM Server as...
  • Blog Post: What’s new in the Lookup control with Microsoft Dynamics CRM 2013

    OVERVIEW: In Microsoft Dynamics CRM 2011 Update Rollup 12 and Microsoft Dynamics CRM December 2012 Service Update, we provided a glimpse of the new user interface. Inline lookup was also part of this new user experience. Earlier, it was constrained to only contact, opportunity, lead, account, and...
  • Blog Post: Microsoft Dynamics CRM for Phones

    Microsoft Dynamics CRM for Phones We have recently released Dynamics CRM applications for Windows Phone, iPhone and Android phones. Microsoft has also introduced a browser application for Dynamics CRM for users of Blackberry devices. This post provides an overview of the applications and capabilities...
  • Blog Post: What’s new in Lookup with CRM 2013: Inline Multi Party Lookup

    OVERVIEW: As I mentioned in another post (see “Lookup”), now with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13, multi-party lookup (To/CC/BCC fields on the Activities form) is also updated to provide awesome capabilities of selecting multiple records in...
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