Microsoft Dynamics CRM Online Team Blog : Microsoft CRM Online Blog

Importing Data from Salesforce.com to Microsoft CRM Online - Part 1

Eric Boocock — Wed, 09 Dec 2009 18:07:44 GMT

I am cross posting this blog from the CRM blog site as it is specific to CRM Online. -eBoo I am hoping you are already following the series of blogs describing on how to use the new Import Data Wizard in the Microsoft Dynamics CRM Online Service Update...(read more)

CRM Online E-mail Router and Exchange Online

Eric Boocock — Mon, 07 Dec 2009 22:41:00 GMT

Check out this post for specific instructions on how to configure the CRM Online E-mail Router to work with Microsoft Exchange Online. For additional deployment scenarios, download the document titled " Microsoft Dynamics CRM: How to configure the On-premise...(read more)

How to Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online.

Eric Boocock — Fri, 04 Dec 2009 17:18:00 GMT

The following article demonstrates how to configure the CRM Online E-mail Router to use Microsoft Exchange Online. I will be posting another blog on how to support "E-mail to Case" using the Router configuration below. -Eric Microsoft has released the...(read more)

CRM Online Email Router updated to support Exchange Online

Eric Boocock — Thu, 19 Nov 2009 23:01:00 GMT

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

Eric Boocock — Thu, 05 Nov 2009 00:40:00 GMT

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

Eric Boocock — Wed, 28 Oct 2009 17:54:00 GMT

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

Eric Boocock — Wed, 28 Oct 2009 17:08:00 GMT

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

Eric Boocock — Fri, 21 Aug 2009 07:45:00 GMT

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

Eric Boocock — Thu, 20 Aug 2009 17:02:00 GMT

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

Eric Boocock — Thu, 16 Jul 2009 00:46:00 GMT

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

Eric Boocock — Fri, 10 Jul 2009 21:35:00 GMT

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

Eric Boocock — Wed, 08 Jul 2009 00:02:00 GMT

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

Eric Boocock — Fri, 03 Jul 2009 20:58:00 GMT

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

Eric Boocock — Fri, 26 Jun 2009 21:23:00 GMT

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

Eric Boocock — Fri, 26 Jun 2009 19:16:00 GMT

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)