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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.

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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.  Read More...
Microsoft Dynamics CRM – Top Sites and Downloads
The following is a great post from CRM Team blog “poster” JaaG. - Eric B. ------------------------------------------------------------------------------------------------------------------------------- Microsoft Dynamics CRM – Top Sites and Downloads Read More...
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 Read More...
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 Read More...
Want to demo your Windows Mobile device on your PC?
Download the Windows Mobile Developer Power Tools and perform the following manual steps*: Install Windows Mobile Developer Power Toys. Copy C:\Program Files\Windows Mobile Developer Power Toys\ActiveSync_Remote_Display\devices\wce400\armv4t\cerdisp2.exe Read More...
CRM 4.0 User's Guide
Somehow I think it went largely unnoticed that the printable version of the Help that comes with Dynamics CRM 4.0, was published on Microsoft Downloads a couple of weeks ago.  Weighing in at a hefty 499 pages, this guide is specific to the On-Premise Read More...
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 Read More...
Microsoft Dynamics CRM Sales Process
A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process functionality Read More...
Bulk Data Export Tool
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.  Read More...
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...
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