The Microsoft Dynamics CRM Online blog is authored by the Microsoft Dynamics CRM Online technology specialist team. Content ranges from event awareness to tips/tricks. Our focus is to keep the community informed on Microsoft Dynamics CRM Online happenings as well as education
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Great white paper developed by the CRM E 2 team. Outlook synchronization enables Outlook users to view Dynamics CRM information, including contacts, tasks, phone calls, letters, faxes, appointments, and e-mails, within the Outlook interface. This...
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I just received the following E-mail from Frank Lee at Workopia . The E-mail contained a link to his blog on how he created the E-mail blast. Great job Frank! -Eric Boocock...( read more )
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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...
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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...
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Microsoft has released the November 2009 update for the Microsoft Dynamics CRM Online E-mail Router which includes the support for Microsoft Exchange Online. This blog covers step by step instructions to setup the Microsoft Dynamics CRM E-mail Router...
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The CRM Online E-mail Router was recently updated to support Exchange Online connectivity. In this post I will document how to configure the CRM Online E-mail Router to work with Exchange Online. For more detailed information download the document titled...
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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...
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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...
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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. ...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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One of the great features provided by Microsoft Dynamics CRM Online is the ability to take the application offline (i.e. work on a plane). This capability is made possible by our S+S (software+services) vision of leveraging the best of services (CRM Online...
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My company uses Active Directory for Authentication but CRM Online uses Windows Live ID. How can I have single sign on if there are 2 different logins. The answer is quite simple. Load the CRM Online Outlook client and during the configuration process...
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One of our Partners, Richard Knudson at The Information Management Group (IMG), just published the Second Edition of his book, Building Workflows in Microsoft Dynamics CRM 4.0 . He has published it as an Electronic Book available for download in...
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Rarely will a commercial off the self software system provide you 100% of the functionality that your business will need. The reason is there is just too many situations that would have to be accounted for. When purchasing COTS solutions, you’ll...
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For those currently using the Internet Lead Capture capabilities within CRM Online you may have noticed that the functionality was enhanced recently. Here are some highlights of what has improved: - Canadian customers can now take advantage of Internet...
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I have been asked many times, “If I customize this entity can I simply copy the attributes to another entity or do I need to create them from scratch?”. The answer has been “No, there is no feature in CRM to do this. You need to create them again”. So...
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Ever want to get an overview of your form customizations, including tabs, sections, and details about each field? Try the Form Reporter tool. http://code.msdn.microsoft.com/mscrm4formreporter It will give you a nice bit of output in Word...
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Let’s say that most of your email communications happen between you and your clients. Wouldn’t it be nice if Outlook made it easier to find them? Assuming, of course, that you have the CRM Client for Outlook plug-in installed, you can make some changes...
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