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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: Calculations Using Workflow

      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.msdn.com/b/shilpascrm/archive/2010/09/13/calculations...
  • Blog Post: Administrator’s Guide

    Really quick post here folks.  I just figured out the externally addressable URL for the CRM Administrator’s Guide.  It’s a good one to bookmark. http://rc.crm.dynamics.com/help/# Cheers! Kevin
  • Blog Post: Optimizing Performance in CRM Online

    There are a number of things you can do to improve the performance of your CRM Online deployment.  Most of this will happen at the client level.  Microsoft, of course, handles (nearly) all of the performance optimization at the server level.  The “nearly” part really applies to things...
  • Blog Post: White Paper: Outlook Synchronization in Microsoft Dynamics CRM

    Great white paper developed by the CRM E 2 team.  Outlook synchronization enables Outlook users to view Dynamics CRM information, including contacts, tasks, phone calls, letters, faxes, appointments, and e-mails, within the Outlook interface. This document describes the client synchronization process...
  • Blog Post: How to E-mail Blast from CRM using graphics and merge fields

    I just received the following E-mail from Frank Lee at Workopia . The E-mail contained a link to his blog on how he created the E-mail blast. Great job Frank! -Eric Boocock
  • Blog Post: Flexibility in purchasing CRM Online – Now available thru Volume Licensing (Enterprise Agreements)

      In addition to purchasing Microsoft Dynamics CRM Online via Credit Card or Invoicing, Microsoft Dynamics CRM Online is also now available through Volume Licensing -- Enterprise Agreement and Campus / School Agreement only to customers in North America (USA and Canada only). The following licenses...
  • Blog Post: Importing Data from Salesforce.com to Microsoft CRM Online - Part 1

    I am cross posting this blog from the CRM blog site as it is specific to CRM Online. -eBoo I am hoping you are already following the series of blogs describing on how to use the new Import Data Wizard in the Microsoft Dynamics CRM Online Service Update for Nov 2009. Here I will cover that how easy it...
  • 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: Adding Additional Users and/or Storage to your subscription

    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: Settings->Administration->Subscription Management...
  • Blog Post: Activating your Microsoft Dynamics CRM Online Subscription

    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 terms to R4 subscriptions terms NOTE: This process...
  • 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: Provisioning ‘unique names’ changes in the next update for Microsoft Dynamics CRM Online

    Matt Cooper recently posted a great summary of a change that will be occurring in the next update for Microsoft Dynamics CRM Online. If you have done any development against your unique URL (https://<orgname>.crm.dynamics.com) or have deployed the e-mail router, this is a must read.
  • Blog Post: August 2009 edition of the Statement of Direction

    The August 2009 edition of the Statement of Direction (SoD) white paper is now available. This updated document outlines the future direction of Microsoft Dynamics CRM (On-premise & Online) through to the next major release, Microsoft Dynamics CRM “V.Next”. Customer Link: https://mbs.microsoft.com...
  • Blog Post: Parsing Full Name Into Separate Name Fields

    Assume you are going to import Contacts into CRM using the Import Wizard. The file you are going to import has the Contact full name in 1 column. When attempting to import the Contacts using the Import Wizard you will receive an message that the Full Name column has been ignored as it is not valid for...
  • 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: CRM Online product suggestions

    Did you know that you can submit CRM Online specific product suggestions for consideration in a future service update? The connect site allows you to create new and/or rate existing suggestions.   Make your opinion count! Give us your product suggestions and help make future versions of Microsoft...
  • Blog Post: CRM Sample Data – Product Fix

    Have you imported the CRM Sample Data (YES, it works with CRM Online) and tried to add products to an opportunity? Nothing there! You look and see the products have been imported but notice the warning: There are 295 products added as a part of the sample data. You cannot set the default price...
  • Blog Post: Making Your Existing Email Address Your Windows Live ID

    Let’s say you want to invite your new users to CRM Online using their corporate email address, however you are not sure if their corporate email address is their Windows Live ID (WLID). Why would I do this? Well if you send the invite to a Windows Live account (like @live.com or @hotmail.com) the invitation...
  • Blog Post: Auto-unsubscribe in CRM Online

    In Microsoft Dynamics CRM there is a feature to automatically set the Do Not Email flag for a contact if the click on an Unsubscribe link in a CRM generated email. In order to enable this functionality, navigate to Settings > Administration > System Settings. Click on the Marketing tab and select...
  • 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: Synchronizing and the Offline Client

    One of the great features provided by Microsoft Dynamics CRM Online is the ability to take the application offline (i.e. work on a plane). This capability is made possible by our S+S (software+services) vision of leveraging the best of services (CRM Online) coupled with the best of software (Outlook...
  • Blog Post: Achieving Single Sign On with CRM Online

    My company uses Active Directory for Authentication but CRM Online uses Windows Live ID. How can I have single sign on if there are 2 different logins. The answer is quite simple. Load the CRM Online Outlook client and during the configuration process select the checkbox to save your Windows Live ID...
  • Blog Post: CRM Implementation Guide Now on TechNet

    Looks like our content / documentation teams have made the CRM 4.0 Implementation Guide (IG) available on TechNet.  The IG is comprised of 3 major areas: Planning Guide Installing Guide Operating and Maintaining Guide There are numerous supporting files to help you be most effective in deploying...
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