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

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  • 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...
  • Blog Post: How to Manage Auto Save for individual forms of entity

    In our previous blog we had discussed about how to manage auto save. We learned about the auto save capabilities and also discussed few scenarios where you might want to disable it. We discussed about how to control this at the organization level as well. The organization level setting turns off auto...
  • Blog Post: With CRM 2013, you can create or filter activities right in the activity feed (no flipping screens)

    The activity feed is the first thing you see when you view records in CRM, whether it’s an opportunity, lead, account, contact, or service case. With this latest release of CRM, you can create or filter on activities directly in the activity feed. Here’s what I mean -- You can now create...
  • Blog Post: Make sure you get everything when you upgrade

    When you upgrade to Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online we have taken care to not change customizations you have made to how people navigate to areas in the application. Even though the navigation pane is now the navigation bar, you should see the same navigation options you...
  • Blog Post: Template support in Form Editor

    In order to allow system customizers to take advantage of the new forms introduced in CRM 2013, corresponding enhancements have been made to the form editor too. This will allow customizers to use these features while designing new forms as well as modifying existing ones. To define the exact reflow...
  • Blog Post: Team Selling

    In CRM 2013, the Opportunity Sales Team supports access control and collaboration right out of the box. Members of the Opportunity Sales Team have access rights to the opportunity record type, and the access rights can be configured by the administrator. Members of the sales team are also automatically...
  • Blog Post: New Customization capabilities of Social Pane

    Applies to : Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13 In the CRM Online December 2012 release, you may have noticed the social pane which was introduced to enhance business interactions. The social pane is where you can see all business interactions related to that...
  • Blog Post: Simplified Notes Experience in Microsoft Dynamics CRM 2013

    Applies to : CRM 2013 and CRM Online Fall ’13. With the latest release of Microsoft Dynamics CRM, we’ve revamped Notes to offer commands right inline for creating, editing, and deleting notes or adding attachments. Everything you want to do with Notes can now be done a lot easier! Here...
  • Blog Post: Upgrading to the CRM 2013 User Experience

    Goals This document covers the User Experience (UX) enhancements delivered with the CRM 2013 and CRM Online Fall ‘13 release of Microsoft Dynamics CRM. A limited set of these experiences were delivered with the Microsoft Dynamics CRM December 2012 Service update for the CRM Online customers...
  • 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...
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