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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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CRM Online Email Router updated to support Exchange Online
Microsoft has recently (11/17) released an update to the CRM Online Email Router . This update adds support for connectivity between CRM Online and Exchange Online. The CRM Online Email Router Installation Guide has also been update to reflect these changes. Read More...
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 Read More...
Zero2Ten releases Constant Contact Connector for Microsoft CRM
Zero2Ten is happy to announce the general release of the Constant Contact Connector for MS CRM Online or On-Premise platform. The solution was developed to facilitate a seamless user experience of closed loop Email Marketing between Microsoft CRM and Read More...
A Smart Selling Tool - Right Inside Your Microsoft Dynamics CRM
As a sales professional, you’re faced with an exploding social Web that equates to a wealth of insight into your prospects. But it's also a huge time-sucker, and as it keeps growing, your ability to keep a clear view of your pipeline becomes more and Read More...
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 Read More...
Access Hoover’s Launches New Version
A new version of Access Hoover's is available that will help you tackle your CRM data quality issues and give you and your clients more creative options for building targeted prospect lists. With this latest Access Hoover’s release (r3.0), you and your 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...
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 Read More...
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 Read More...
Business Data Auditing Accelerator for Microsoft Dynamics CRM Online
The Business Data Auditing Accelerator provides basic audit capabilities for organizations using Microsoft Dynamics CRM. The accelerator takes a snapshot of a record whenever the relevant event occurs within the system such as Create, Update, Assign and Read More...
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) Read More...
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 Read More...
Discounted CRM Online access for Microsoft Partners
Microsoft offers CRM Online to our Partners at the reduced rate of $19 per user per month. This offer has been available for some time but I still encounter partners who are not aware of the offering. As a Microsoft partner your company probably has access Read More...
Getting Visibility for Your Dynamics ISV Solution
For our CRM Online ISV’s I would recommend posting your solutions to the Partner Solution Profiler. This tool will help generate visibility to your product or service. The following guidance comes from the Microsoft ISV team as to how post your solution. Read More...
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