The new and improved Import Data Wizard allows you to import multiple files at the same time and relate the data quickly and easily. Let’s take a basic example: Importing Accounts and Contacts. Step 1: Create your files Create one .csv file for accounts...

For customers wanting to add users and/or storage to their CRM Online subscription, here is the process to do so. NOTE: This process can only be initiated by the Billing Administrator of your subscription. Navigate to the Subscription Management area...

For prospects/customers wanting to activate their subscription from one offer to another here is the process to do so.  Example scenarios where this would apply: 30-day trial to Professional or other offers you were made eligible for R3 subscription...

When importing customizations you may encounter an error: The attribute map is invalid. To fix this error and move on with your import: Look at the following attributes in Lead, Account and Contact: address1_line1 address1_line2 address1_line3 address2_line1...

Microsoft has recently (11/17) released an update to the CRM Online Email Router . This update adds support for connectivity between CRM Online and Exchange Online. The CRM Online Email Router Installation Guide has also been update to reflect these changes...

The purpose of this post is to provide some guidance and resources for creating a SMS-based installation routine for the CRM Outlook client. First and foremost, make sure you are downloading the CRM Outlook client that is specific to CRM Online. ...

“Technology must be able to adapt to unique business processes and changing strategies. Organizations that invest in flexible, proven CRM solutions will position themselves for success both today and tomorrow.”  - Rebecca Wetteman, vice president...

A world without choice, for some organizations, would be more reality than fiction.    While many organizations have made CRM investments with other vendors because they were led to believe that they were “cheaper,” these same organizations...

Microsoft XRM is a model of using the Microsoft CRM platform as tool to build additional business applications. XRM allows you to build relational business applications directly into the Microsoft CRM Platform/Application. Developers can save time building...

Are the costs and time to develop compelling business solutions holding your company back? Have you wondered if there is a better way to build business solutions? If your company could save up to 70 percent of their development time and therefore get...

With the new service update coming out, I did a presentation. Includes power point plus demo. Lots of new features and improvements. Here’s a few: Improved Sign up and Outlook Client. Pre-populated sample data Data Home Page Embedded Charts Mobile device...

As part of the CRM Online November Service Update, Mobile Express is provided to all CRM Online customers free of charge. To configure Mobile Express navigate to Settings…Customizations…Customize Mobile Express. Select what CRM entities and attributes...

It’s not always clear that Dynamics CRM Online ≠ Dynamics CRM 4.0.  CRM 4.0 specifically refers to the On-Premise version of the software that a customer would house in their own data center.  CRM Online specifically refers to the cloud-based...

                        With the November 2009 Service Update , we are offering even more value in a Microsoft Dynamics CRM Online subscription. Take a look at all the increased business benefits...

Version 4.0.10 of the Microsoft Dynamics CRM SDK is now live on MSDN and on the download center .   This release contains updates relevant to Microsoft Dynamics CRM 4.0 Update Rollup 7 and Microsoft Dynamics CRM Online Service Update 4 .   Check...