April 2008 - Posts
Reference to a great post on the CRM blog which describes a sample tool for bulk data export from CRM Online. This sample tool allows the administrator of the CRM Online instance to export records of CRM entities in the form of .csv files.
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CRM Online provides the ability to map data values from one entity to another. This is a nice feature to help associate data from related entities. Couple of things to point out: 1. Mapping only occurs when the entity is first created. 2. You must create
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Microsoft Corp. today announced the general availability of Microsoft Dynamics CRM Online, an on-demand customer relationship management service hosted and managed by Microsoft. The new Internet service delivers a full suite of marketing, sales
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I'm following up on an earlier posting on using the CRM Web Services to push data from your web site to the CRM Online application. In the previous post, I explained how to use the authentication, MSIDCRL.dll, to authenticate to the CRM Online. This is
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I recently wrote about starting up with CRM Online. In that blog, I tried to outline some of the items you'll want to consider when you first get going with your instance. I wanted to update that blog by pointing to the Getting Started guide that is part
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The Window Live ID is used to login into the system and it's used to invite the user when they first put in the system. CRM Online requires the user to login with a Windows Live ID. However, this doesn't mean that they have to get their email at
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I've been getting a few inquiries about what do I do with my CRM Online instances after getting the URL. So based on our early adopter program, I can shed some light on this topic. Of course, the OA release could differ so don't hold me to the fire...
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If you plan and doing integration using the web services, you may find it useful to have access to the entity schema's. https://<org name>.crm.dynamics.com/sdk/list.aspx The entity schemas will give the definition of all the entities in the system.
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Microsoft Dynamics CRM Online customer testimonials (although we still call it “Live” in this segment) featured in the recent Small Business Summit. Lure Executive Services Testimonial at the Microsoft Small Business Summit 1-888-Trash It
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With the change to CRM Online, this blog URL will change to http://blogs.msdn.com/dynamicscrmonline from http://blogs.msdn.com/dynamicscrmlive . This change will probably take effect this week so if you receive an error with the original URL please
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Here's a nice customization you can easily add. Scenario: Sales rep would like to have an email sent whenever a new opportunity is assigned to them. Using workflow, you create a rule that sends them an email whenever an opportunity is assigned to them.
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