Microsoft Dynamics CRM Online Team Blog

Activating your Microsoft Dynamics CRM Online Subscription

2009-11-20T19:48:36Z

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 can only be initiated by the Billing Administrator of your subscription. Option 1a - If you are on a trial, the easiest way to start the process is by clicking on the “Activate Now” button when you...(read more)

Import Customizations to Leads, Accounts, Contacts

2009-11-20T18:10:34Z

When importing customizations you may encounter an error: The attribute map is invalid. To fix this error and move on with your import: Look at the following attributes in Lead, Account and Contact: address1_line1 address1_line2 address1_line3 address2_line1 address2_line2 address2_line3 In your source attributes for Leads, the field size may not match the field size in your targets Account and Contact: nvarchar (200) versus nvarchar (50) Modify either your source or your target attributes so the...(read more)

CRM Online Email Router updated to support Exchange Online

2009-11-19T23:01:00Z

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. Microsoft Exchange Online support With the November 2009 Service Update, the Email Router supports Microsoft Exchange Online. With this support, the Email Router can be configured to connect to Exchange Online mailboxes to process incoming and...(read more)

Installing the CRM Online Outlook Client via SMS

2009-11-18T18:45:02Z

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.aspx?displaylang=en&FamilyID=e8e6c81a-b7b2-4e57-8599-604967617396 . Next, review the CRM Implementation Guide sections on deploying the CRM Client for Outlook with SMS. Advanced...(read more)

A World Without Choice, Part 2

2009-11-17T16:40:19Z

“Technology must be able to adapt to unique business processes and changing strategies. Organizations that invest in flexible, proven CRM solutions will position themselves for success both today and tomorrow.” - Rebecca Wetteman, vice president, Nucleus Research As the saying goes, the only constant is change. Fundamentally, Microsoft believes that as business conditions change, software should flexible enough adapt easily. Our most recent Microsoft Dynamics CRM Online release,...(read more)

A World Without Choice, Part 1

2009-11-17T16:23:01Z

A world without choice, for some organizations, would be more reality than fiction. While many organizations have made CRM investments with other vendors because they were led to believe that they were “cheaper,” these same organizations are learning first-hand about the tradeoffs with those purchases. Interface restrictions. Deployment restrictions. Integration restrictions. And extreme pricing or nickel and diming that forces them into uncomfortable payment...(read more)

XRM Web Cast Series Recordings

2009-11-10T21:53:38Z

Microsoft XRM is a model of using the Microsoft CRM platform as tool to build additional business applications. XRM allows you to build relational business applications directly into the Microsoft CRM Platform/Application. Developers can save time building applications leveraging the application and platform services. In addition, business users can participate as well via the point and click tools. Business can maximize their CRM investments by building additional applications for existing CRM users....(read more)

Introduction to Microsoft Dynamics – Why ISVs are Partnering with Microsoft Dynamics

2009-11-10T21:47:04Z

Are the costs and time to develop compelling business solutions holding your company back? Have you wondered if there is a better way to build business solutions? If your company could save up to 70 percent of their development time and therefore get to market faster, would that be of interest? If the answer to these questions is yes then consider attending a series of webinars focused on why you should consider building your next solution on a Microsoft Dynamics platform. Over the course of a week...(read more)

CRM Online Nov Service Update Presentation

2009-11-06T20:55:56Z

With the new service update coming out, I did a presentation. Includes power point plus demo. Lots of new features and improvements. Here’s a few: Improved Sign up and Outlook Client. Pre-populated sample data Data Home Page Embedded Charts Mobile device support Check out the video for more info. CRM Online Nov Service Update Quick View cheers -JonW...(read more)

Mobile Express URL for CRM Online Customers

2009-11-05T00:40:00Z

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 how they are displayed. In order to access the Mobile Express application on ANY mobile device: Navigate to your CRM Online URL https:// yourorgname .crm.dynamics.com/loader.aspx (or the main signin.crm.dynamics.com)...(read more)

UR7, R4 and other confusing terms

2009-11-03T20:29:04Z

It’s not always clear that Dynamics CRM Online ≠ Dynamics CRM 4.0. CRM 4.0 specifically refers to the On-Premise version of the software that a customer would house in their own data center. CRM Online specifically refers to the cloud-based service hosted by Microsoft. This confusion comes to a head when we release updates. The table below may help. We’re on a regular release cycle now for updates to the On-Premise software (“4.0”). You’ll see updates called “Update Rollup...(read more)

Microsoft Dynamics CRM Online Delivers the November 2009 Service Update

2009-11-03T19:59:45Z

With the November 2009 Service Update , we are offering even more value in a Microsoft Dynamics CRM Online subscription. Take a look at all the increased business benefits that the Service Update provides: Get Instant Online Access: Start a free trial of Microsoft Dynamics CRM Online in less than five minutes. Because sample data is loaded automatically with every trial, you can start modeling real-world scenarios...(read more)

Microsoft Dynamics SDK ver 4.0.10 now available

2009-11-03T12:32:00Z

Version 4.0.10 of the Microsoft Dynamics CRM SDK is now live on MSDN and on the download center . This release contains updates relevant to Microsoft Dynamics CRM 4.0 Update Rollup 7 and Microsoft Dynamics CRM Online Service Update 4 . Check out some of the new and updated topics you’ll find in this release. View the Release History for the complete list: · Using the Paging Cookie – Fetch and QueryExpression sample code to show...(read more)

XRM All-Star Roundtable

2009-10-29T03:26:30Z

Meet the XRM experts at the XRM All-Star Roundtable. This session is an “ask the expert” for anything XRM. Seats are limited, so sign up today! xRM All Star Roundtable 11/3/2009 9:00:00 AM (PST) - 11/3/2009 10:00:00 AM (PST) https://www.livemeeting.com/cc/usergroups/join?id=SWDBM9&role=attend&pw=HtS69B%26%7CR Scheduled to attend: Julie Yack, CRM MVP Larry Lentz, CRM MVP Ben Hoelting, C# MVP Matt Parks, CRM MVP David Yack, Silverlight MVP Shan McArthur, CRM MVP Jim Daly, Microsoft...(read more)

Repeat Session Available for Introduction to XRM Webcast

2009-10-28T20:46:43Z

Due to high demand, we’re hosting a repeat session of From CRM to XRM: Introduction. Sign up today! REPEAT SESSION - From Microsoft CRM to XRM: Introduction Friday, October 30 8:00 – 9:00 AM Pacific Presenters: Kevin Williamson and Jon White From Microsoft CRM to XRM: Building Business Applications Thursday, November 5 8:30 – 9:30 AM Pacific Time Presenters: Jon White and Laura Robinson From Microsoft CRM to XRM: XRM Demonstration Wednesday, November 11 8:30 – 9:30 AM Pacific Time Presenters:...(read more)