Microsoft Dynamics CRM Online Team Blog

December 2008 - Posts

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  CRM 4.0 Accelerators for CRM Online: Event Management The Event Management accelerator gives organizations the ability to manage the planning, execution, tracking and reporting requirements for event campaigns. Designed for CRM 4.0 On-Premise , the installation includes customizations, workflows, plug-ins... Read More... Published: Wednesday, December 31, 2008, 02:38 PM

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  Want to demo your Windows Mobile device on your PC? Download the Windows Mobile Developer Power Tools and perform the following manual steps*: Install Windows Mobile Developer Power Toys. Copy C:\Program Files\Windows Mobile Developer Power Toys\ActiveSync_Remote_Display\devices\wce400\armv4t\cerdisp2... Read More... Published: Wednesday, December 31, 2008, 12:26 PM Tags: Tips, Downloads, Demos

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  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 main record such as an Account, Contact or Opportunity. This functionality is built into the service module, but for organizations that track number of... Read More... Published: Friday, December 26, 2008, 12:16 PM

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  Convergence 2009 (3/10/09 - 3/13/09 | New Orleans, LA) Registration link WHY ATTEND CONVERGENCE Convergence is the premier Microsoft Dynamics event, bringing customers, partners, team members and industry experts together to discuss ways your current Microsoft Dynamics solution can help your company cut costs... Read More... Published: Monday, December 15, 2008, 02:04 PM Tags: Partner, Overview, Events

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  Configuring Instant Messaging within CRM Online For those of you who didn't know, CRM Online can be configured to work with Instant Messaging (Office Communicator, MSN Messenger, or Live Messenger).  Specifically with Office Communicator, you can show presence for a particular user within... Read More... Published: Thursday, December 11, 2008, 04:32 PM Tags: Tips, Overview

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  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 product line item within a quote as a new record. The result is that users may try to create a mail merge quote but are only able to add one of many product... Read More... Published: Wednesday, December 10, 2008, 02:42 PM

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  CRM Accelerators for CRM Online: Extended Sales Forecasting The Extended Sales Forecasting Accelerator for CRM contains two main components to import: 1) a customization .xml file including custom entities, security roles and workflows, and 2) two custom report .rdl files to import.  CRM Online does not allow... Read More... Published: Tuesday, December 09, 2008, 04:05 PM

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  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 read.  I've seen similar missives, but think Steve does a very good job distilling some very important concepts. BizITPro | Microsoft Dynamics CRM Training... Read More... Published: Tuesday, December 09, 2008, 11:16 AM Tags: Tips, Overview

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  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 opportunity when you open it. Make sure you put the createdon attribute on the form somewhere( admin tab seems the place). Put the script in the OnLoad... Read More... Published: Monday, December 08, 2008, 08:21 AM

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  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 BusinessCard credit and signature debit cardholders. Through an alliance with Microsoft, Easy Savings members enjoy rebates on small business solutions purchased... Read More... Published: Thursday, December 04, 2008, 10:23 AM Tags: Overview, Promotions