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

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  • Blog Post: Identifying Your Microsoft Dynamics CRM Online Administrator(s)

    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 : Click on Advanced Find on the Dashboards toolbar as shown below: Step 3 : On the Advanced Find page, click...
  • 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: 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: Using Teams to Solve Complex Record-Sharing Scenarios

    I had two enterprise customers this week who both had similar security requirements, and both sets of requirements were solved with a similar pattern that I thought you might find useful. Imagine your company organizes itself into different groups, and the work of each group needs to remain segregated...
  • Blog Post: RELEASE: Scalable Security Modeling with Microsoft Dynamics CRM 2011

    On behalf of CRM Content Publishing, I am pleased to announce the release of white paper, Scalable Security Modeling with Microsoft Dynamics CRM 2011 , which is available for download from the Microsoft Download Center. Microsoft Dynamics CRM offers a wide range of security modeling features, and...
  • Blog Post: Where Did the CRM Resource Center Go?

    Hi everyone, I manage the Dynamics CRM Resource Center (recently renamed the Customer Center ), and I've noticed some questions about how users should get to the site and access help from within the CRM application. While the product's site map no longer includes a direct link to the Customer Center...
  • Blog Post: Technical Article: Control Which Browsers Your Organization Supports

    Many people are excited about being able to use browsers other than Internet Explorer with Microsoft Dynamics CRM. This is now possible with the Microsoft Dynamics CRM 2011 Update Rollup 12 or the Microsoft Dynamics CRM December 2012 Service Update. One thing to note though, with this change, your form...
  • Blog Post: New home page for the Dynamics CRM Resource Center

    The Dynamics CRM web team has updated the home page for the Resource Center help and support site. Through user research and other sources, we listened to what you needed, and built a page based on that. You’ll notice the design is much simpler, much less busy. Business users should now be able...
  • Blog Post: Vote for the Changes You’d like in Microsoft Dynamics CRM

    Here on the Microsoft Connect site are the most popular CRM suggestions posted to date for the Microsoft Dynamics CRM team to consider as they work on version next: Is your voice being heard? You can start here: To sign up for other Microsoft Dynamics suggestion programs, go to the Connection Directory...
  • Blog Post: Web Resources Generated During Upgrades: Don't Ship Them!

    Since Microsoft Dynamics CRM 2011 shipped, it has been common practice for ISVs to upgrade their development organizations from CRM 4.0 to 2011 so that they can ship their customizations via solutions. After upgrade, most of you may have already noticed that some newly upgraded orgs contain web resources...
  • Blog Post: Power User Tip: End Series for Recurring Appointments

    Microsoft Dynamics CRM 2011 introduces the capability to create recurring appointment in CRM and its bi-directional synchronization support with Outlook. In this blog I am going to discuss about one of the enhanced capabilities introduced by CRM which leverages user to preserve past instances in the...
  • Blog Post: Integrating Mapping with Microsoft Dynamics CRM 2011

    Today latitude and longitude can be important in your daily use of Microsoft Dynamics CRM 2011 if you take the time to understand the impact and what it means for your CRM data but before we get to the CRM aspect it’s time for a quick update on GPS and also read on to the end to learn of a free way for...
  • Blog Post: International Highlight: Dealing With Two Surnames

    Today’s guest blogger is CRM MVP Leon Tribe . You can follow him on his blog, Leon’s CRM Musings . Quieres este articulo en Castellano? Aqui lo es: http://www.elblogdedynamicscrm.com/post/2011/05/10/Trabajando-con-dos-apellidos.aspx While uncommon in English-speaking countries, people from Spanish-speaking...
  • Blog Post: Bing Map Browser Solution ~ Hierarchical Tree View

    In case you aren't aware, Silverlight and JavaScript Web Resources support the SOAP service(Organization.svc) of CRM 2011 in addition to the REST service(OrganizationData.svc) . For more details, see here . SOAP service provides additional capabilities that are currently not present in the REST service...
  • Blog Post: How to control surfacing of Custom Activity

    Until Microsoft Dynamics CRM 4.0 there were only a bunch of OOB activities like appointment, task, phone call etc. There was no way for user to create new entities like IM, voice chat, SMS etc. which represents new communication channel and need activity party. Microsoft Dynamics CRM 2011 solves this...
  • Blog Post: White Paper: Optimizing and Maintaining the Performance of Microsoft Dynamics CRM Clients

    The CRM Engineering for Enterprise team is pleased to announce the release of the white paper, Optimizing and Maintaining the Performance of Microsoft Dynamics CRM Clients , which is currently available for download from the Microsoft Download Center at http://www.microsoft.com/downloads/en/details.aspx...
  • Blog Post: CRM 2011 Charts – Know the Real Potential ~ Part Deux

    Hello readers, this post is in continuation of my ”Getting to Know Charts” blog series , where we discuss useful features of charts. In the introductory post of this series we learned how to create a 3D chart and a multi series chart. Let’s answer some questions that I raised in the...
  • Blog Post: Creating Custom Sample Data for CRM 2011 - Advanced

    We learned how to create a simple sample data for Microsoft Dynamics CRM 2011 in the blog post titled Creating Custom Sample Data for CRM 2011 . In this post, we will take a look at some of the more advanced sample data building techniques. Building a Sample Data Set with Multiple Entities and Related...
  • Blog Post: Demystifying Recurring Appointment update recurrence logic: How history of past instances is saved in CRM

    Microsoft Dynamics CRM 2011 supports creating and managing recurring appointment. It also supports its bi-directional synchronization support with outlook calendar just like normal CRM appointments. In CRM 2011 user can create recurring appointment from web client user interface also. Recurring appointment...
  • Blog Post: Transferring Data from One CRM Organization to Other Organization

    Many a times you would have the need to transfer data from one Microsoft Dynamics CRM organization to another for some record type . This blog covers the steps you can follow to move data from one organization to another using Import Wizard. Let us take example that you want to move data for Account...
  • Blog Post: Troubleshooting Solution Import for your Upgraded Microsoft Dynamics CRM 2011 Organization

    So you have upgraded your Microsoft Dynamics CRM 4.0 organization to Microsoft Dynamics CRM 2011 , and you intend to export all upgraded customizations and import them in each of your development/test organizations so that your team can unleash all their creativity by designing new customizations and...
  • Blog Post: Microsoft Knowledge Base Articles Authoring and Lifecycle on SharePoint

    While Microsoft Dynamics CRM 2011 itself supports Microsoft Knowledge Base (KB) articles, there are much richer systems that support an end to end Content Management Life Cycle that includes Create/Edit/Review/Approval/Publish roles and responsibilities. In this post, we will illustrate how you could...
  • Blog Post: Dialogs: Using Variables and Input Arguments

    The posts Dialogs Part 1 and Dialogs Part 2 talk about the new Dialogs feature in Microsoft Dynamics CRM 2011 . Dialogs support the usage of Variables and Input Arguments. In this post, I will explain what they are and some tips on using them. The Dialog designer provides a section for defining variables...
  • Blog Post: Navigating between records in a list: What could be better than next & previous?

    In Microsoft Dynamics CRM 4.0 to navigate a list of record on a list you had to open each one separately. Open the record, close the record (or not), go back to the list, repeat. On the way you usually ended up with a bunch of open windows. These days are over! Microsoft Dynamics CRM 2011 now has a more...
  • Blog Post: Using Formulae in Dialogs: Example Lead Scoring

    When using Microsoft Dynamics CRM have you ever wondered how to create and use formulae in Dialog s? Yes this is possible using two features supported in Dialog Process es: Variables and Assign Value step. If you look at the Dialog designer page, you will see a section for creating Variables as shown...
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