Microsoft Dynamics CRM Online Team Blog
(crm.dynamics.com)
Adding LinkedIn Contact Searches
LinkedIn is fairly popular business networking tool that allows you make connections and take...
Author: JonWhite Date: 04/07/2009
Teaming with Microsoft Dynamics CRM
Microsoft Dynamics comes with teaming model that is built in. It supports all of the security roles...
Author: JonWhite Date: 04/02/2009
Mass Email Options in Microsoft Dynamics CRM 4.0
The following post is a guest blog written by CRM MVP Jim Steger of Sonoma Partners. He is also the...
Author: Laura Robinson Date: 04/01/2009
How to Choose Between Hosted and On-Premise Customer Relationship Management
Customer relationship management (CRM) is a company-wide business strategy focused on improving...
Author: CRM Online Date: 03/26/2009
ABC's of xRM by JRW
At Convergence, I spoke with Julie Yack of Colorado Technology Consultants. She has started up the...
Author: JonWhite Date: 03/22/2009
CRM Online Discussion Group now live on Microsoft Forums
The CRM Online team now has a way to communicate with YOU – our Customers, Prospects and Partners....
Author: EricBoo Date: 03/19/2009
Resource Center Now Available as RSS Feed
You may already have seen this in the CRM Team Blog, but I think it’s worth repeating. RSS feeds are...
Author: Kevin Williamson Date: 03/19/2009
Microsoft Dynamics March Service Update – Authentication
Who are you ? With the March Service update for Dynamics CRM Online, we have a few additions...
Author: JonWhite Date: 03/14/2009
Updated Microsoft Dynamics CRM Statement of Direction
This updated document outlines the future direction of Microsoft Dynamics CRM (On-premise &...
Author: CRM Online Date: 03/11/2009
Microsoft Dynamics CRM Online Delivers March 2009 Service Update
Microsoft Dynamics CRM Online Delivers the March 2009 Service Update. Financially backed 99.9...
Author: CRM Online Date: 03/10/2009
Convergence Session
Eric and I will be hosting a session at Convergence. Please stop by if you are attending. The...
Author: JonWhite Date: 03/05/2009
See you in New Orleans at Convergence 2009
With Convergence upon us next week, I wanted to let the community know that a portion of the CRM...
Author: CRM Online Date: 03/05/2009
Quick Data Import Tool
To import data into Dynamics CRM Online you can use the import tool or the data migration manager....
Author: JonWhite Date: 03/02/2009
Updating a Windows Live ID in CRM Online
What happens when you invite a user using their work email address and they have a separate Windows...
Author: EricBoo Date: 02/27/2009
Recording Link - Microsoft Dynamics Webcast: Choosing the Right Customer Relationship Management Solution (Level 100)
I wanted to post the recording link from the web cast.. cheers -jonw Determining the right customer...
Author: JonWhite Date: 02/27/2009
CRM Online sessions at Convergence
CRM03 Microsoft Dynamics CRM in a Challenging Economy: How Software + Services Drive Business Value...
Author: EricBoo Date: 02/24/2009
ZoomInfo integration to Dynamics CRM Online
The ZoomInfo integration gives Dynamics CRM Online users unlimited access to profiles of over 45...
Author: EricBoo Date: 02/23/2009
The Abilene Paradox
( update - CRM Training is not a CRM Training company - their training is focused in all areas of...
Author: JonWhite Date: 02/19/2009
Using Security Roles to Customize the User Interface
Dynamics CRM is chock full of capabilities and features, not all of which are needed by every...
Author: Kevin Williamson Date: 02/18/2009
Hiding Fields on a Form
I recently was asked a interesting question from a customer. Within the Service functionality, you...
Author: JonWhite Date: 02/18/2009
Microsoft Dynamics CRM + iPhone = Bridge2CRM
For those businesses who own iPhones, Soft Bridge has created a 100% Software as a Service solution,...
Author: CRM Online Date: 02/18/2009
Data Protection: Remove the Delete Privilege
What happens if your salespeople accidentally delete a bunch of information from the CRM Online...
Author: Kevin Williamson Date: 02/16/2009
Report on Opportunities Lost to Competitors
There is an out-of-the box relationship between competitors and opportunities in CRM that allows you...
Author: Laura Robinson Date: 02/16/2009
Effective Business Practice
Over the last 10 yrs, our economy has expanded our production capacity to near maximum. The...
Author: JonWhite Date: 02/16/2009
Windows Live ID
Windows Live ID is the authentication tool that is part of the Windows Live Service. With it you get...
Author: JonWhite Date: 02/15/2009
Add Spell Check to CRM Online
Although we’re already knocking at IE8’s door, adding IE7Pro gives you the ability to spell check...
Author: Laura Robinson Date: 02/13/2009
Bulk Email with Attachments
Often times I will get asked about options for sending bulk email with attachments from CRM...
Author: Kevin Williamson Date: 02/13/2009
Microsoft Dynamics Webcast: Choosing the Right Customer Relationship Management Solution
Tony Clayton and Jon White, are hosting an upcoming Web Cast that will focus on choosing the right...
Author: JonWhite Date: 02/12/2009
Microsoft Dynamics Convergence Attendee Online Sales Offer
In today’s difficult economic environment, there has never been more value in attending...
Author: CRM Online Date: 02/06/2009
Achieve Sales Success thru a Sales and Product Configurator
The CRM Online sales team got the opportunity to view this ISV and for those industries where this...
Author: CRM Online Date: 02/03/2009
Report Scheduler Tool
I created a tool using Visual Studio and the CRM web services that can execute a saved query and...
Author: JonWhite Date: 02/03/2009
Lead Assignment, Territory Management and follow-up
The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A...
Author: EricBoo Date: 02/02/2009
CRM Online is Tweeting
Let's give this Twitter phenomenon a try. www.twitter.com/crmonline
Author: Kevin Williamson Date: 01/29/2009
Integration of Document Management Services with Dynamics CRM Online
Adding documentation management services to Dynamics CRM Online is fairly simple customization that...
Author: JonWhite Date: 01/27/2009
Tips for a successful import using the Import Wizard
I regularly get requests for assistance with data migration challenges. Data migrations are never...
Author: EricBoo Date: 01/20/2009
Storage in CRM Online
Matt Cooper from the CRM Online PM team recently posted a great article on storage in CRM...
Author: CRM Online Date: 01/18/2009
Microsoft Dynamics CRM Online Screenshot Demonstration(s)
I prepared this PowerPoint presentation of CRM Online consisting of screenshots for a webinar that...
Author: EricBoo Date: 01/15/2009
Email Templates v. Mail Merge Templates: What's the Difference?
A question came up recently about email versus mail merge templates - when do you use one over the...
Author: Laura Robinson Date: 01/09/2009
Out-of-the-Box Alternatives for Creating Multi-Select Picklists
One question that is often asked at the beginning of a CRM Online implementation is how to create a...
Author: Laura Robinson Date: 01/09/2009
CRM 4.0 Accelerators: eService
Similar to my recent posts about the On-Premise Accelerators for Extended Sales Forecasting and...
Author: Laura Robinson Date: 01/06/2009
CRM 4.0 Accelerators for CRM Online: Event Management
The Event Management accelerator gives organizations the ability to manage the planning, execution,...
Author: Laura Robinson Date: 12/31/2008
Want to demo your Windows Mobile device on your PC?
Download the Windows Mobile Developer Power Tools and perform the following manual steps*: Install...
Author: EricBoo Date: 12/31/2008
Calculate total activity duration for an Account, Contact or Opportunity
With workflow you can easily calculate the total duration of all completed activities rolled up to a...
Author: Laura Robinson Date: 12/26/2008
Convergence 2009 (3/10/09 - 3/13/09 | New Orleans, LA)
Registration link WHY ATTEND CONVERGENCE Convergence is the premier Microsoft Dynamics event,...
Author: CRM Online Date: 12/15/2008
Configuring Instant Messaging within CRM Online
For those of you who didn't know, CRM Online can be configured to work with Instant Messaging...
Author: CRM Online Date: 12/11/2008
Add Product Line Items for a Quote in Word Mail Merge using "Print Quote for Customer" button
Setting up a mail merge for a Quote in CRM can be tricky because the mail merge interprets each...
Author: Laura Robinson Date: 12/10/2008
CRM Accelerators for CRM Online: Extended Sales Forecasting
The Extended Sales Forecasting Accelerator for CRM contains two main components to import: 1) a...
Author: Laura Robinson Date: 12/09/2008
What You Need to Know Before Buying CRM (cross-post to Steve Noe article)
I just finished reading this article written by Steve Noe, and think it should be more widely...
Author: Kevin Williamson Date: 12/09/2008
Calculate Opportunity Age with Jscript
Ever wonder how old that opportunity it is. Here's some script that will display a the age of an...
Author: JonWhite Date: 12/08/2008
Get a 30 day free trial of Microsoft CRM Online Pro and 10% off on the regular monthly subscription rate
The MasterCard® Easy Savings Program is a convenient savings program for MasterCard...
Author: CRM Online Date: 12/04/2008