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

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  • Blog Post: Managing Email notifications in Microsoft Dynamics CRM Online

    For CRM 2013 org: For CRM 2013 org: Microsoft Dynamics CRM Notification Requirements For CRM 2013 org: Step 1 : Login to your CRM organization (as shown below) Step 2 : On the left hand top corner, click the drop down icon (next to the Microsoft Dynamics logo), then click Settings...
  • 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: Microsoft Dynamics CRM 2013 Updated Form Performance

    In the CRM 2013 release, significant improvements are made in the way forms are loaded in the browser. The new forms load more smoothly and perform better compared to previous releases. This blog post provides insight into the loading of forms for updated entities. To make the user interaction with...
  • 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...
  • 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: Check your JavaScript code to prepare for your upgrade

    Microsoft Dynamics CRM is changing. To keep up with these changes so that you can take advantage of new features you need to check that any JavaScript code you are using is ready for an upgrade. Why do I need to check my JavaScript? What has changed? How can I check my code? How can I...
  • Blog Post: Understanding Storage and Storage Notifications in Microsoft Dynamics CRM Online

    Have you ever wondered about how storage is calculated for your Microsoft Dynamics CRM Online organization, or how storage notifications are generated, or where to check your organization’s maximum allowed storage or usage? If your answer to any of these questions is yes, please read on. This article...
  • Blog Post: Customizations in the December 2012 Service Update

    With the December 2012 Service Update, we introduced a modern application experience focusing on a clean user experience and great visual appeal. Highlights: New forms focused on the data that matters Seamless inline edits Integrated business processes to guide end users to get their job...
  • Blog Post: Get quick answers to some of your frequently asked questions

    When you’ve been reading Microsoft Dynamics CRM product documentation—the Help, articles, the SDK—you might have noticed there’s a feature at the bottom of each for sending us feedback or questions. The e-mails you send are sent directly to the writers and editors who develop content to support Microsoft...
  • Blog Post: Microsoft Dynamics CRM 2011 Online - Go Live Checklist

    We’ve designed the Go Live Checklist to improve your overall experience with Microsoft Dynamics CRM Online , even before your business begins using the solution. This document is a compilation of common configuration settings and tasks to help keep your CRM Online organization optimized so you...
  • Blog Post: CRM Online E-mail Router – Yes We Do That!

    Today’s guest blogger is CRM MVP and CRM Forum admin Donna Edwards. She blogs regularly at http://edwardsdna.wordpress.com . Today, I was researching CRM E-mail router implementation in reference to Microsoft Exchange and CRM 2011 Online.  As I was clicking through links and reviewing the available...
  • Blog Post: Show Your Users How to Customize Their Microsoft Dynamics CRM

    The users in your organization don’t need to wait for the administrator to customize Microsoft Dynamics CRM in a way that might or might not benefit them. Point them to the article “Personal Customizations” ( On-Premise , Online ), which has details for how to personalize CRM. Users can change the personal...
  • Blog Post: Microsoft Dynamics CRM Online 2011 Web Services SOAP Sample now ready for Europe & Asia

    The recent code sample I published on Connecting to CRM Online 2011 Web Services using SOAP Requests Only was well received by many people however a few developers from Europe & Asia mentioned that they were getting (500) Internal Server Error when they were trying out the code. I then realized that...
  • Blog Post: Data Templates and Import Data Wizard made Easier

    Data Templates and Import Data Wizard features were introduced as part of Nov 2009 Microsoft Dynamics CRM online service update. Now these features will be available as part of Microsoft Dynamics CRM 2011 Online, On Premise and Internet-Facing Deployments (IFD) with some improvements and new functionality...
  • Blog Post: Announcement: Microsoft Dynamics CRM 2011 Developer Training Kit

    I’m very excited to announce the availability of Microsoft Dynamics CRM 2011 Developer Training Kit . It’s a great collection of materials that allows .NET developers to learn the development features of Microsoft Dynamics CRM and helps them build applications using Microsoft Dynamics CRM 2011 and CRM...
  • Blog Post: Microsoft Dynamics CRM Online Upgrades

    How existing customers get on to the latest version of Microsoft Dynamics CRM Upgrades Are Here As most of you have probably seen, we’ve announced the availability of Microsoft Dynamics CRM Online January 2011 Service update, powered by Microsoft Dynamics CRM 2011 technology. We started to take trials...
  • Blog Post: Cloud-Based Version of Microsoft Dynamics CRM 2011 Now Available Worldwide

    Today, Steve Ballmer and Kirill Tatarinov unveiled the new Microsoft Dynamics CRM Online service to an audience of customers and partners at a launch event in Redmond, WA. With this release, businesses all over the world can sign-up for this breakthrough CRM solution in 40 markets and 41 languages, at...
  • Blog Post: Microsoft Dynamics CRM 2011 Top 10 in 10

    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...
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