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

    Welcoming Users to CRM using E-mail Templates

    • 0 Comments
    Do you find yourself having manually to send out an email to each new CRM user with their login information? Try using an E-Mail Template and CRM’s Send Direct E-mail feature to speed things up. In fact, CRM comes with two e-mail templates out of the...
  • Microsoft Dynamics CRM Team Blog

    Mapping Opportunity/Quote/Order/Invoice Product fields

    • 10 Comments
    A product catalog contains the products that an organization sells. These products can be added to Opportunities/Quotes/Orders/Invoices as Opportunity Products/Quote Products/Order Products/Invoice Products respectively. This way the products can be tracked...
  • Microsoft Dynamics CRM Team Blog

    Context-Sensitive Reporting

    • 5 Comments
    V3 has a nifty reporting feature that allows users to access reports inside of MSCRM application via the grid reports menu and to run those reports only on the records of interest. We built this feature after our usability studies showed...
  • Microsoft Dynamics CRM Team Blog

    Add Find Columns

    • 4 Comments
    I frequently encounter ‘Power Customizers’ who are unaware of a very basic customization feature: Add Find Columns. Each CRM entity has two special views: Quick Find and Lookup. The Quick Find view is the view displayed after an user invokes a Quick...
  • Microsoft Dynamics CRM Team Blog

    Why Filtered Views Are Cool

    • 13 Comments
    In this article I want to describe my favorite feature from Microsoft Dynamics CRM 3.0: Filtered Views. Background Dynamics CRM is built on top of a complex SQL Server database. The CRM Platform component was designed to manage access to the...
  • Microsoft Dynamics CRM Team Blog

    Welcome to the CRM Team blog

    • 2 Comments
    Hi, thanks for stopping by. If you're interested in Microsoft CRM, you'll know that there are already a bunch of really great blogs out there, regularly serving up quality posts about our product. If you haven't already, we highly recommend that...
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