Microsoft Dynamics CRM Online Team Blog
(crm.dynamics.com)
Microsoft Dynamics CRM: 4 CRM Market Leader awards and Customer Honored With Industry Award
Microsoft has been recognized with four CRM magazine Market Leader awards in the Enterprise Suite...
Author: CRM Online Date: 08/27/2009
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...
Author: EricBoo Date: 08/21/2009
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...
Author: EricBoo Date: 08/20/2009
Synchronizing CRM Contacts I DO NOT own to my Outlook
I was challenged with this task back in the 3.0 days. It is great that CRM automatically syncs my...
Author: EricBoo Date: 08/14/2009
CRM Online product suggestions
Did you know that you can submit CRM Online specific product suggestions for consideration in a...
Author: CRM Online Date: 08/12/2009
Automatic Events in Workflow
Microsoft Dynamics CRM Online Workflow will allow you to trigger events automatically using Workflow...
Author: JonWhite Date: 07/30/2009
Microsoft Dynamics CRM – Top Sites and Downloads
The following is a great post from CRM Team blog “poster” JaaG. - Eric B....
Author: EricBoo Date: 07/15/2009
Microsoft Dynamics CRM Passes 1 Million User Mark
www.microsoft.com/presspass/press/2009/jul09/07-13xRMInitiativePR.mspx
Author: CRM Online Date: 07/13/2009
CRM Sample Data – Product Fix
Have you imported the CRM Sample Data (YES, it works with CRM Online) and tried to add products to...
Author: EricBoo Date: 07/10/2009
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,...
Author: EricBoo Date: 07/07/2009
Auto-unsubscribe in CRM Online
In Microsoft Dynamics CRM there is a feature to automatically set the Do Not Email flag for a...
Author: EricBoo Date: 07/03/2009
eService Accelerator for CRM Online - Video
The Accelerators for Microsoft Dynamics CRM provided additional functionality for your CRM...
Author: JonWhite Date: 06/30/2009
Protected Mode Settings in IE
The IE Protected Mode Settings can sometimes cause you to get pop-up blocker messages when opening...
Author: JonWhite Date: 06/26/2009
Business Data Auditing Accelerator for Microsoft Dynamics CRM Online
The Business Data Auditing Accelerator provides basic audit capabilities for organizations using...
Author: EricBoo Date: 06/26/2009
Synchronizing and the Offline Client
One of the great features provided by Microsoft Dynamics CRM Online is the ability to take the...
Author: EricBoo Date: 06/26/2009
Achieving Single Sign On with CRM Online
My company uses Active Directory for Authentication but CRM Online uses Windows Live ID. How can I...
Author: EricBoo Date: 06/25/2009
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...
Author: EricBoo Date: 06/24/2009
CRM Implementation Guide Now on TechNet
Looks like our content / documentation teams have made the CRM 4.0 Implementation Guide (IG)...
Author: Kevin Williamson Date: 06/24/2009
New Workflow Book
One of our Partners, Richard Knudson at The Information Management Group (IMG), just published the...
Author: Kevin Williamson Date: 06/23/2009
Architectural Model : CRM Online Extensions with Azure
Rarely will a commercial off the self software system provide you 100% of the functionality...
Author: JonWhite Date: 06/22/2009
Fetch It Part 2
In the first blog on using Fetch XML, I introduced a tool that I had created that would allow you to...
Author: JonWhite Date: 06/17/2009
Enhanced Internet Lead Capture capabilities now available
For those currently using the Internet Lead Capture capabilities within CRM Online you may have...
Author: CRM Online Date: 06/16/2009
Using the CRM Address Book in Outlook Pt 2
Adding to an earlier post Using the CRM Address Book in Outlook Pt 1, K|Dubya ( aka – Kevin...
Author: JonWhite Date: 06/15/2009
Getting Visibility for Your Dynamics ISV Solution
For our CRM Online ISV’s I would recommend posting your solutions to the Partner Solution Profiler....
Author: EricBoo Date: 06/10/2009
New Features of Bridge2CRM for May 2009
Updates on new features from softBRIDGE, one of our mobility ISV’s. New Features of Bridge2CRM for...
Author: EricBoo Date: 06/09/2009
Fetch It
My colleague Tony Clayton the other day mentioned that he'd loved to have a tool that allowed him to...
Author: JonWhite Date: 06/09/2009
SDK Update v4.09
Version 4.0.9 of the SDK is available for download ! This release provides continuing...
Author: JonWhite Date: 06/08/2009
Adding Hierarchical State / Country Picklists
I recently had the need to add hierarchical state and country picklists to a custom entity. I had...
Author: EricBoo Date: 06/05/2009
Copying Attributes from one Entity to Another
NOTE: THIS IS AN UNSUPPORTED MEANS OF CUSTOMIZING THE ENTITY. I WILL INVESTIGATE A SUPPORTED...
Author: EricBoo Date: 06/05/2009
What’s on my Form?
Ever want to get an overview of your form customizations, including tabs, sections, and details...
Author: Kevin Williamson Date: 06/05/2009
Using the CRM Address Book in Outlook
Let’s say that most of your email communications happen between you and your clients. Wouldn’t it be...
Author: Kevin Williamson Date: 06/04/2009
New Enterprise Benchmark - 50K Concurrent Users on Microsoft Dynamics CRM
Microsoft and Intel Demonstrate New Levels of Power, Price and Performance With CRM Scalability...
Author: CRM Online Date: 06/03/2009
CRM Online Custom Built Dashboards
Building Custom dashboards for Dynamics CRM Online is not as complex of an effort that it's...
Author: JonWhite Date: 06/02/2009
Simple Integration of Microsoft CRM and SharePoint
Statera has developed an online service called “Stratus” to integrate CRM with Sharepoint. This is a...
Author: EricBoo Date: 06/01/2009
Update Records in CRM Online
I recently wrote a blog on using the import tool from CodePlex to import records...
Author: JonWhite Date: 05/21/2009
CRM Online and BPOS (Business Productivity Online Suite)
With all the recent questions from customers and partners on CRM Online and BPOS (Business...
Author: CRM Online Date: 05/19/2009
Service Accounts - Non-Interactive Users
A non-interactive user is a user account in Microsoft Dynamics CRM Online that can access the system...
Author: JonWhite Date: 05/18/2009
Microsoft Dynamics CRM Import Tool on Codeplex
How to update records in CRM during an import. On Codeplex there is a tool that allows you to modify...
Author: JonWhite Date: 05/15/2009
CRMUG Workshop – Working with the Outlook Client – May 14th, 3:00-4:00 pm EDT (FREE!)
Shameless plug for the CRM User Group and sessions they host....
Author: Kevin Williamson Date: 05/11/2009
Time to Renew Those Expiring Partner Demo Orgs
Partners are starting to get notifications stating that their demonstration environments are about...
Author: EricBoo Date: 05/04/2009
Updated Server to Server Authentication Documentation
NOTE: The information presented below is NOT in the SDK currently available for download or online....
Author: EricBoo Date: 05/01/2009
Dynamic Pick List from a custom entity in Dynamics CRM Online
Update: There is an issue with this method not allowing you to save the selection due to the pick...
Author: JonWhite Date: 05/01/2009
Using OCS with Dynamics CRM Online
One of the great benefits of Microsoft Dynamics CRM Online is the integration with Microsoft Office....
Author: JonWhite Date: 04/28/2009
Hoover’s Integration to Microsoft Dynamics CRM
Hoover’s and Microsoft Dynamics have made Access Hoover’s available to Dynamics Online and...
Author: EricBoo Date: 04/28/2009
Navigating Between Multiple CRM Online Organizations
I created the video below to demonstrate how to a user that is assigned to multiple CRM Online orgs...
Author: EricBoo Date: 04/24/2009
Don’t Delete. Deactivate.
What should you do when a contact at one of your Accounts leaves that company? All too often,...
Author: Kevin Williamson Date: 04/20/2009
CRM 4.0 Accelerators for CRM Online March 2009 Release: Event Management
In the March 2009 Release of CRM Online, there were some significant changes applied to the Internet...
Author: Laura Robinson Date: 04/14/2009
Securing Confidential Data via Roles
Often you might find that you have the business need to hide data from some users on an account. By...
Author: JonWhite Date: 04/14/2009
Reassigning Records in Bulk
In Microsoft CRM you can reassign all records assigned to a user by Opening the User record, in the...
Author: EricBoo Date: 04/11/2009
Introduction to Customizing Microsoft Dynamics with the CRM Developer Toolkit for On Premise Deployments
Note : Only works with OnPremise The Microsoft Dynamics CRM Developer Toolkit allows you to make...
Author: JonWhite Date: 04/09/2009