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Now that Power View is built into Excel 2013, business users can easily perform advanced analytics of their real time CRM data in either an online or on-premise deployment. You can use the Export to Excel feature in Microsoft Dynamics CRM to export CRM data, and then you can create a matrix, bar chart...

Hello all: At Convergence a few weeks ago I presented some CRM demos and this article will be the first in detailing how those demos were created and how you can mirror the functionality in your CRM Online deployment. This first article will cover the creation and publishing of a Web Portal published...

In April a new MSDN/TechNet recognition system was deployed across the entire Microsoft Technical Communities . This system incorporates points, achievements, leaderboards, statistics, areas of expertise, affiliations and badges/labels. I have gotten so many questions about the new program that I thought...

During last week, we hosted xRM Cloud Acceleration Lab in Redmond, WA. We had 14 on-site advisors to help 16 partners develop their industry solutions using Microsoft Dynamics CRM 2011 Online, Microsoft Windows Azure , and Microsoft Office 365 . We were lucky to have 9 CRM MVPs as part of our on-site...

The Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 allows SharePoint site collection administrators to configure tracing (enable/disable tracing, configure trace levels and view traces) using a graphical user interface. In this blog I will walk you through the steps to...

What is a queue? The analog predecessor to the CRM queue was the incoming and outgoing box on an employee’s desk. When someone has a work item for you to work on they filled out a form and set it in your “incoming” box. Employees often would have different boxes to manage different...

The Microsoft Dynamics CRM 2011 Release Candidate (RC) is now available for download in the Microsoft Download Center. As with the Microsoft Dynamics CRM 2011 Beta, the Release Candidate is available for anyone to download, and will be available until the RTM release scheduled for Q1, 2011. This release...

You have a fantastic App for Microsoft Dynamics CRM 2011 and you want to list it on the Microsoft Dynamics Marketplace and/or achieve certification. Good news! The software test that you have to take is self-administered and is available now for you to give it a try. Do note that several of the sites...

As a veteran of the U.S. Army in the Corps of Engineers, now a retired Major, here’s my favorite Veteran’s Day video this week: From all of us at Microsoft Cheers, JaAG

Today’s guest blogger is CRM MVP Frank Lee   from Workopia . Here he talks about Importing Outlook Contacts. I often get asked what is the best way to import existing Microsoft Outlook Contacts to Microsoft Dynamics CRM .  If you are using Microsoft CRM Online then one of the best options is...

As part of Microsoft Dynamics CRM 2011, the CRM Sustained Engineering (SE) team is releasing updates via Microsoft Update. Over the next few months the SE team will release updates to test the Microsoft Update functionality and deliver critical fixes needed for Beta customers. This article explains the...

We've updated the Microsoft Dynamics CRM 4.0 help several times. You can download the latest version. We noticed that you are referencing an older version of Microsoft Dynamics CRM 4.0 Help. We have updated Help based on answers to questions and feedback from customers like you. The latest version...

Have you ever seen this little dialog while using Microsoft Dynamics CRM ? When you saw this dialog, did you click the “Send Error Report” button? If you have, thank you! You have helped make our product better just by clicking a button. ...

Following on recent placements for Microsoft Dynamics CRM in the leaders wave of Forrester’s CRM suites for midsized and large organizations, and the leaders quadrant of Gartner’s CRM customer service contact center reports, it is exciting to now announce that the team is keeping this momentum moving...

CRM MVP and guest blogger Julie Yack, MBA is one of the founding partners of Colorado Technology Consultants, Inc (www.coloradotc.com) and currently serves as the company’s Chief Operations Officer. I am importing just over 15,000 contacts for an established organization into a new instance of Microsoft...

Guest blogger and CRM MVP Leon Tribe walks us through the Microsoft Dynamics CRM 2011 demo video . Leon blogs regularly at Leon’s CRM Musings . For those of you that don’t already know (you should be following my tweets , then you would). There is an hour-long video going through some of the key enhancements...

If you have questions about Microsoft Dynamics CRM we have answers online (as well as in the product). Here is a guide that should be bookmarked by every power user: http://rc.crm.dynamics.com/help/# It looks like this: Tell me that isn’t loverly. :O) Cheers, JaAG

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 12 on Thursday, July 29, 2010. The links below will take you to the necessary information about Update Rollup 12. Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?FamilyID...

CRM MVP Kuba Skalbania is our guest blogger today. Kuba walks us through the concept of queues and record ownership. As most of you probably know, records owned by any user in Microsoft Dynamics CRM 4.0 can be assigned (‘assign’ action) to other users and they can be shared with other users or teams...

Award winning developer James Downey shares with us his impressions of Microsoft Windows Azure Platform . It’s funny that so much literature in IT trade magazines depicts Microsoft as the aging champion of on-premise software, struggling in vain to hold back the tide of younger, more nimble...

If you want answers quickly and for free, there is no better place than the Microsoft Dynamics Forums on MSDN. We have a lot of dedicated people monitoring this forum who are passionate about providing solutions. There are many ways to learn about using, extending and installing Microsoft Dynamics CRM...

The xRM Showcase Challenge is over! Thank you, CRM community, for your participation and votes. And the winners are: 1st Place with 469 Votes : CIT MiFID – Compliant Client Registration Process for Asset Management Firms submitted by Columbus IT Norway 2nd Place with 387 Votes : GrapeCity...

Today’s guest blogger is Jerry Weinstock at CRM Innovation a Microsoft Gold Certified Partner with three ISV CRM solutions that are in the cloud – Email2CRM – integrated email messaging with web analytics, Data2CRM – import and migration manager, Web2CRM – visual designer...

This report is from Max Fatouretchi who leads the business development for Microsoft Dynamics™ products in the financial services industry for all territories outside of North America. In this role, his main responsibilities are establishing partners and solutions, supporting key customer projects, customer...

CRM MVP Marc Wolenik and CEO of Webfortis and the SAM Publishers has provided MSDN with a chapter from his book for the SAMS Unleashed series. In Microsoft Dynamics® CRM 4 Integration Unleashed, two leading experts present proven techniques, best practices, and example code for going far beyond the out...