It's a good idea to back up (Export) your Customizations on a fairly regular basis - after you create or alter any of your Entities, Workflows, etc.  This is a very simple process that can make your live easier in the future.  If you are just...

For those attending Convergence 2008 , March 11 - 14 in Orlando, FL, there are 4 sessions dedicated to CRM Live.  For anyone interested in learning more, the CRM Live sales team would encourage you to stop by our booth and/or attend these very informative...

Here's a way to more quickly access information in Dynamics CRM Live that is relevant to you.  This will help your users get to Views they create more rapidly than standard methods.   Navigate to Sales -> Accounts. The system default view...

If you don't set up your product catalog properly, yon't be able to add products to the opportunity. Product catalogs and product list are dependant data entities. You should first create your price list. Then your products. When creating a product...

The CRM Live sales team will be supporting the Microsoft-hosted launch events in various US cities starting Tuesday, March 4th in Nashville and Tampa. This will be a great learning experience for hearing and seeing Microsoft CRM but also the opportunity...

How to add a new user to a CRM Live Org: You need to have the Windows Live ID of the new user. To add a new user to a CRM Live Org Goto Settings->Administration->Users Select New User Enter in information In the Primary Email...

Flickr Tags: CRM Live Note: This post will be periodically updated with additional download links for CRM Live Early Access 2. The official downloads for CRM Live Early Access 2 are now available from the CRM section of download.microsoft.com (Keywords...

The Microsoft Dynamics CRM Live Early Access program is a limited-access program available to organizations located in the United States and Canada who are looking to accelerate their adoption of Microsoft Dynamics CRM Live. To be considered for the CRM...