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  • Blog Post: Optimizing Performance for CRM Online 2011

    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 in the time it takes to load screens while the...
  • Blog Post: ¿Habla Español?

    As you may have already read , the May 2010 Service Update for CRM Online introduced three new languages – Spanish, French, and Brazilian Portuguese.  And, plans are in the works to offer our service in 41 languages and 32 markets. But, this post is about enabling the three new languages. ...
  • Blog Post: How to Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online.

    The following article demonstrates how to configure the CRM Online E-mail Router to use Microsoft Exchange Online. I will be posting another blog on how to support "E-mail to Case" using the Router configuration below. -Eric Microsoft has released the November 2009 update for the Microsoft Dynamics...
  • Blog Post: CRM Online Email Router updated to support Exchange Online

    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. Microsoft Exchange Online support With...
  • Blog Post: Installing the CRM Online Outlook Client via SMS

    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.  The link is: http://www.microsoft.com/downloads/details...
  • Blog Post: Mobile Express URL for CRM Online Customers

    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 show up in the Mobile Express application and...
  • Blog Post: Synchronizing CRM Contacts I DO NOT own to my Outlook

    I was challenged with this task back in the 3.0 days. It is great that CRM automatically syncs my CRM contacts to Outlook. “What happens when multiple users have the same Outlook contact and try to track in CRM?” Well if the Contact has already been tracked in CRM, the second user will receive a duplicate...
  • Blog Post: Using the CRM Address Book in Outlook

    Let’s say that most of your email communications happen between you and your clients. Wouldn’t it be nice if Outlook made it easier to find them? Assuming, of course, that you have the CRM Client for Outlook plug-in installed, you can make some changes to the way Outlook looks for contacts. Rather...
  • Blog Post: Updating a Windows Live ID in CRM Online

    What happens when you invite a user using their work email address and they have a separate Windows Live ID? The user will receive the invitation and click on the link to accept and be directed to the CRM Online sign-in page. If the user attempts to enter an existing Windows Live ID and not the email...
  • Blog Post: Using Security Roles to Customize the User Interface

    Dynamics CRM is chock full of capabilities and features, not all of which are needed by every company using our product.  Frequently, customers will ask me how to remove some of the user interface (UI) “clutter,” those parts of the application that are not relevant to a customer’s business. There...
  • Blog Post: Hiding Fields on a Form

    I recently was asked a interesting question from a customer. Within the Service functionality, you can utilize pre-built data entities for managing contracts that you might have with customers. Contracts can be used to hold entitlement for a customer. An example would be a service agreement or a customer...
  • Blog Post: Data Protection: Remove the Delete Privilege

    What happens if your salespeople accidentally delete a bunch of information from the CRM Online service?  Worse, what if someone maliciously deletes data on the way out the door to go work for your competitor.  I have been asked those questions many times. The CRM Online operations team makes...
  • Blog Post: Improving your Searches

    Update - January 14, 2009 Here's a quick update to this post.  It is time-consuming to navigate through each Entity to find the many Views to update.  If you want to more easily navigate to the these Views there's an easy solution: use the Advanced Find capability. Click Advanced Find. In the...
  • Blog Post: Option to use CRM forms in Outlook

    I wanted to write a quick post to clarify a setting in the Microsoft Dynamics CRM outlook client.  Once you install the Outlook client you can set a number of personal options ( Image 2 ) by clicking on CRM in the Outlook menu bar and selecting Options ( Image 1 ). Image 1 Image 2 On the General...
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