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Microsoft Dynamics CRM Online Team Blog

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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

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

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