Microsoft Dynamics CRM Online Team Blog : Tips

Flexibility in purchasing CRM Online – Now available thru Volume Licensing (Enterprise Agreements)

bgalicia — Fri, 18 Dec 2009 21:22:39 GMT

In addition to purchasing Microsoft Dynamics CRM Online via Credit Card or Invoicing, Microsoft Dynamics CRM Online is also now available through Volume Licensing -- Enterprise Agreement and Campus / School Agreement only to customers in North...(read more)

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)

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)

Adding Additional Users and/or Storage to your subscription

bgalicia — Mon, 23 Nov 2009 22:45:35 GMT

For customers wanting to add users and/or storage to their CRM Online subscription, here is the process to do so. NOTE: This process can only be initiated by the Billing Administrator of your subscription. Navigate to the Subscription Management area:...(read more)

Activating your Microsoft Dynamics CRM Online Subscription

bgalicia — Fri, 20 Nov 2009 19:48:36 GMT

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...(read more)

Installing the CRM Online Outlook Client via SMS

Kevin Williamson — Wed, 18 Nov 2009 18:45:02 GMT

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)

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)

Provisioning ‘unique names’ changes in the next update for Microsoft Dynamics CRM Online

bgalicia — Mon, 26 Oct 2009 16:08:13 GMT

Matt Cooper recently posted a great summary of a change that will be occurring in the next update for Microsoft Dynamics CRM Online. If you have done any development against your unique URL (https://<orgname>.crm.dynamics.com) or have deployed the...(read more)

August 2009 edition of the Statement of Direction

bgalicia — Fri, 18 Sep 2009 21:22:40 GMT

The August 2009 edition of the Statement of Direction (SoD) white paper is now available. This updated document outlines the future direction of Microsoft Dynamics CRM (On-premise & Online) through to the next major release, Microsoft Dynamics CRM...(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)

Synchronizing CRM Contacts I DO NOT own to my Outlook

Eric Boocock — Sat, 15 Aug 2009 03:27:00 GMT

I was challenged with this task back in the 3.0 days. It is great that CRM automatically syncs my CRM contacts to Outlook. “What happens when multiple users have the same Outlook contact and try to track in CRM?” Well if the Contact has already been tracked...(read more)

CRM Online product suggestions

bgalicia — Thu, 13 Aug 2009 00:58:37 GMT

Did you know that you can submit CRM Online specific product suggestions for consideration in a future service update? The connect site allows you to create new and/or rate existing suggestions. Make your opinion count! Give us your product suggestions...(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)