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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: 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: eService Accelerator for CRM Online - Video

    The Accelerators for Microsoft Dynamics CRM provided additional functionality for your CRM application. Please see the below links if you are not already familiar with them. I’m did some research into modifications to the eService Accelerator to work with CRM Online. The eService Accelerator provides...
  • Blog Post: CRMUG Workshop – Working with the Outlook Client – May 14th, 3:00-4:00 pm EDT (FREE!)

    Shameless plug for the CRM User Group and sessions they host. http://crmug.com/default.aspx?pageid=1231 Are you using the Outlook client at your organization?  Have you had any questions or issues that you’ve been looking to resolve?  Don’t miss this opportunity to get answers direct from the...
  • Blog Post: Microsoft Dynamics CRM Online Screenshot Demonstration(s)

    I prepared this PowerPoint presentation of CRM Online consisting of screenshots for a webinar that only supported the upload of documents, not a live demonstration. In this presentation I walk through each aspect of the Microsoft CRM application. The headers link to downloads for just the specific function...
  • Blog Post: CRM Outlook Client update

    An optional software update is now available for Microsoft Dynamics CRM Online for Microsoft Office Outlook. This optional software download includes an update that can increase the performance and reliability for everyday system use. From Microsoft Office Outlook, users can automatically download this...
  • Blog Post: Moving from CRM Online to CRM Onpremise

    This whitepaper lists the steps needed to migrate from a Microsoft CRM Online deployment to a Microsoft Dynamics CRM 4.0 on-premise deployment.  This process will move all the CRM data as well as the customizations and configurations to an Onpremise deployment. Microsoft CRM Online Data Migration...
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