We want to let everyone know our blog site will be combined with the overall Microsoft Dynamics Team Blog: http://blogs.msdn.com/b/crm/ We will keep our past blogs up for existing linked resources for a while, however for upcoming news and updates please...

If you’re a salesperson like me, you get a number of email newsletters, webcast invites, etc. all about the business of being a more productive salesperson. Create more leads! Close more deals! Forecast better! And if you’re like me, you scan...

Many organizations may view CRM 2011 and notice that their business does not fit into CRM 2011 how it is out of the box. We understand that this may be a challenge during your time of evaluation of CRM 2011, but o make it easier for our customers Microsoft...

There are some exciting new features coming down the road for CRM 2011 in the upcoming release. Preview some upcoming features in Q2 "R8" such as mobility, BI and Analytics enhancements from Reuben Krippner a MSFT Technical Product Management Lead in...

These are exciting times for CRM 2011 Online, in Q2 we will release some great new features for our customers. You have spoken and we have responded, take a look at the release preview guide to see some of the new exciting R8 features to be released in...

Attend one of the upcoming sessions to learn more about the Microsoft Dynamics CRM Q4 2011 Service Update! We are offering 2 sessions for this. Session Agenda for Microsoft Dynamics CRM Q4 2011 Service Update - "Ask the Experts" webcast will include...

Ray Schloss did a great job with this PartnerSource/CustomerSource posted video. The video gives a look at the features and mechanics of the Connector for Microsoft Dynamics AX, demonstrates the ease of transferring data between Dynamics AX and Dynamics...

The latest R7 release for CRM 2011 was deployed on Oct. 25th, 2011. One of the features available from this release is Activity Feeds. The new feature will allow you to start building your internal Social CRM which can help increase user collaboration...

Be sure to check the new “Ask the Experts” webcasts coming to www.democrmonline.com Session format will include a presentation and Q&A via Chat with Microsoft team. Team will include resources from various groups including: Sales, Support...

Combining relational and transactional data in a meaningful way has long been one of the most daunting challenges companies face in providing relevant data to their users and customers alike. Now the Dynamics CRM Connector for AX, NAV and GP is opening...

Hello out there. Usually our blog posts are not so salesy, so forgive us but we have some really great offers to tell you about to help you get started faster with CRM Online. You can’t ignore this kind of money on the table. These offers start...

Here is the official User Guide from Microsoft for Dynamics CRM 2011. http://www.microsoft.com/download/en/confirmation.aspx?id=27134

The CRM 2011 Online Test Drive Guide is a high level guided tour of the application to try and help you get the most out of your 30-day trial experience. This guide will take you through key steps in a methodology that leads to a successful experience...

Taking a cue from Moonwalking with Einstein   by Joshua Foer - which is a book that I’ve barely begun but has already sparked some ah-ha moments – it occurred to me how much easier it is to remember images rather than words.  While words can...

If you’re new to CRM 2011 you may have imported a sample set of your organization’s data, only to run into the following gray areas: 1. When importing Accounts, how do you map and populate the Primary Contact lookup? 2. When importing...

Newly documented in the Resource Center you can find a the list of customer FAQs, covering topics like “Can I access Microsoft Dynamics CRM Online from my mobile phone?” (answer: yes) and “How do I use Excel to edit records?”  Skill level ranges...

Hi Partners!  The text below is an modified excerpt from an email sent recently regarding some new resources posted on PartnerSource to help new CRM Online customers get started with all the right tools and guidance from the Microsoft Dynamics CRM...

This document is designed to improve your overall experience with Microsoft Dynamics CRM Online (CRM Online), even before your business begins using the solution. This document is a compilation of common configuration settings and tasks to help keep...

CRM 2011 Online was released January 17 th , 2011. The new release delivers a number of new features and has changed the way much of the application data is displayed. In some cases, the new user interface customization capabilities can lead to an increase...

Here are some notes to describe setting up automatic document library creation with CRM 2011 Online and SharePoint 2010 on premise. This allows you to automatically create document libraries associated with CRM entities such as Account, Contact, Opportunity...

The Microsoft Dynamics CRM Team are enthusiastically looking forward to meeting you at Convergence 2011, sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences...

If you’ve worked with Mobile Express in CRM 4.0, then you’re probably used to navigating to Settings –> Customization –> Customize Mobile Express.  In CRM 2011 the navigation has changed so that Mobile Express configuration exists within each...

Setup method #1 § Download the Outlook plug in from within your CRM Online subscription website. ( If you don’t see the option to "download the Outlook Client" available in a yellow bar of your browser move to setup method #2 below.) ...

As a Social CRM hobbyist I’ve been riding the SCRM wave from mere watching from the periphery to participating in moving Microsoft CRM v.next into the SCRM future.  If you are also interested in riding the wave, here are some steps to help you get...

  I’d never thought about using Workflows for doing calculations until a friend of mine in the CRM community, Shilpa Sinha, mentioned it.  Shilpa is in our Partner Technical Consultancy group.  Here’s here post on this topic. http://blogs...