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Microsoft Dynamics CRM Online Team Blog

This blog is focused on Microsoft Dynamics CRM Online (crm.dynamics.com).

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  • The views expressed in this blog are those of the individual and do not necessarily represent those of Microsoft. This information is provided by way of general information only and should not be relied on without obtaining independent expert advice. These postings are provided "AS IS" with no warranties and confer no rights. You assume all risk for your use.

January 2008 - Posts

Backing up your Customizations
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 Read More...
Posted: Wednesday, January 30, 2008 9:42 PM by Kevin Williamson | 0 Comments
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Convergence 2008 - CRM Live Specific Sessions
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 Read More...
Posted: Wednesday, January 30, 2008 11:51 AM by bgalicia | 1 Comments
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Quickly Accessing User-Created Views Through IE Favorites
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 Read More...
Posted: Wednesday, January 30, 2008 12:46 AM by Kevin Williamson | 0 Comments
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Working with Product Catalog & Price List
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 list Read More...
Posted: Tuesday, January 29, 2008 4:54 PM by JonWhite | 0 Comments
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CRM 4.0 Launch Events in the United States
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 Read More...
Posted: Monday, January 28, 2008 12:05 PM by bgalicia | 1 Comments
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How to add a new user to a CRM Live Org
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 ID enter the Windows Read More...
Posted: Friday, January 25, 2008 1:47 PM by JonWhite | 1 Comments
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Useful Download Links for CRM Live Early Access 2
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: Read More...
Posted: Wednesday, January 23, 2008 4:28 PM by bgalicia | 0 Comments
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CRM Live Early Access 2 is here!
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 Read More...
Posted: Monday, January 21, 2008 2:30 PM by Eric Boocock | 1 Comments
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