Microsoft Dynamics CRM Online Team Blog

Shortcut to add State/Province and Country Picklist Fields

2010-03-19T19:01:32Z

One of the first configurations that many of our customers and partners employ when starting out with CRM is to add State/Province and Country picklist fields on the Lead, Account and Contact form to replace the out-of-the-box text fields for State/Province...( read more )...(read more)

Microsoft on Cloud Computing

2010-03-04T14:45:21Z

Microsoft CEO to discuss the new era of cloud computing. Watch the live webcast here starting March 4 at 10 a.m. PST....( read more )...(read more)

Why You Should Attend Microsoft Convergence 2010 Atlanta

2010-02-17T17:58:32Z

Saturday, April 24th – Tuesday April 27th (Atlanta, GA) – Register here Why You Should Attend Microsoft Convergence 2010 Atlanta – courtesy of Doug Kennedy (VP of Microsoft Dynamics Partners) Below are some specific sessions that showcase CRM Online (please...( read more )...(read more)

Partner Success with Microsoft Dynamics CRM Online

2010-02-10T18:12:47Z

Hear how 4 Microsoft Dynamics CRM Partners ( Zero2Ten , Pelagic Solutions , Neudesic , Tribridge ) found success in building a business around Microsoft Dynamics CRM Online. http://www.microsoft.com/winme/1002/1007012_CRM_PartnerB_Montage_MBR.wvx...( read more )...(read more)

White Paper: Outlook Synchronization in Microsoft Dynamics CRM

2010-02-04T23:09:25Z

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...( read more )...(read more)

Partners: Sign up for CRM Online on behalf of your Customers

2010-01-29T21:58:00Z

As a Microsoft Dynamics CRM Online Partner, you can help your customer sign up for a Microsoft Dynamics CRM Online subscription. You can customize and set up their organization for them, and reduce their effort to get started. After signing...( read more )...(read more)

Using Microsoft SQL Reporting Services with Microsoft CRM Online

2010-01-26T17:30:12Z

Microsoft CRM Online has a built in reporting wizard that allows you to create reports online without any other tools. These reports are persisted in the CRM Online application. This allows you to create reports without any detail knowledge of the report...( read more )...(read more)

Learn How Microsoft Dynamics CRM Online Plus BPOS Deliver Greater Value

2010-01-15T16:57:59Z

+ Tuesday, January 26, 2010 11:00 AM Pacific Time (US & Canada) - Momentum Webcast...( read more )...(read more)

CRM Online Client Side Agent - Twitter Agent

2010-01-14T19:44:55Z

One of the advantages of cloud based computing is that you don’t have to manage the hardware and software of the system. Unfortunately , a disadvantage is that you don’t have complete access to the server. In the blog, I’ll describe what I call...( read more )...(read more)

How to E-mail Blast from CRM using graphics and merge fields

2010-01-08T18:20:23Z

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 )...(read more)

Working with System Views and Related Entities

2010-01-07T15:05:00Z

Views allows you to display data in Microsoft CRM. Creating them is easy and only requires a few clicks. Types of views include system and personal. Each entity has different system views such as ‘associated view’, ‘active accounts’,...( read more )...(read more)

A Look Back at CRM Online in 2009: Top 10 List

2009-12-31T18:46:31Z

Starting a new year gives us a chance to reflect on the year past and look forward to great things in upcoming year. The CRM Online team thanks all of our fantastic partners and customers with whom we’ve had the pleasure of working over the last...( read more )...(read more)

Partner XRM Webcast Series Recordings Available

2009-12-22T22:48:40Z

The TS team has concluded our three-part webcast series “From Microsoft Dynamics CRM to Microsoft Dynamics XRM: Partner Series”. We had really great attendance for each session and recorded them for those of you who were not able to make it. ...( read more )...(read more)

Flexibility in purchasing CRM Online – Now available thru Volume Licensing (Enterprise Agreements)

2009-12-18T21:22:39Z

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...( read more )...(read more)

Century Payments saved 60% or $75/user/month over SF.com by using Microsoft Dynamics CRM Online

2009-12-17T22:49:29Z

Hear how Century Payments saved 60% or $75/user/month over SF.com by using Microsoft Dynamics CRM Online....( read more )...(read more)

From Microsoft Dynamics CRM to xRM: A Demonstration (Partner Session)

2009-12-15T20:37:06Z

X Factor: Using CRM as a product management platform, in which the external community can submit feature requests that are scored, prioritized and promoted to development. This Thursday’s xRM Webcast concludes the three-part webcast series hosted by the...( read more )...(read more)

“No Deal Left Behind” Promotion (Microsoft Dynamics CRM CSA Partners) for Microsoft Dynamics CRM Online

2009-12-14T16:53:41Z

For details please see this FAQ on Partnersource. To learn more about becoming a Microsoft Dynamics CRM Partner and a CSA Certified Partner go to http://www.microsoft.com/dynamics/partners/become_a_partner.mspx ....( read more )...(read more)

TENDIGITS Mobile Access for Dynamics CRM Online

2009-12-09T18:49:46Z

TenDigits MobileAccess for Dynamics CRM Online enables mobile professionals to use CRM anywhere, anytime on BlackBerry & Windows Mobile smartphones. MobileAccess offers unmatched productivity, security & usability. http://accessdynamicscrm.com/...( read more )...(read more)

Importing Data from Salesforce.com to Microsoft CRM Online - Part 1

2009-12-09T18:07:44Z

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...( read more )...(read more)

From Microsoft CRM to xRM: Webcast Series for Partners

2009-12-07T17:59:34Z

Are you a Microsoft Partner who wants to learn more about xRM? The CRM Online Technology Specialist Team is hosting a series of webcasts on xRM. The XRM Introduction session was met with great review last week and a recording is posted on...( read more )...(read more)

How to Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online.

2009-12-04T17:18:00Z

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...( read more )...(read more)

November Service Update – Import Multiple Files with Import Data Wizard

2009-11-26T00:40:31Z

The new and improved Import Data Wizard allows you to import multiple files at the same time and relate the data quickly and easily. Let’s take a basic example: Importing Accounts and Contacts. Step 1: Create your files Create one .csv file for accounts...( read more )...(read more)

CRM Online E-mail Router and Exchange Online

2009-11-25T05:08:00Z

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...( read more )...(read more)

Adding Additional Users and/or Storage to your subscription

2009-11-23T22:45:35Z

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:...( read more )...(read more)

Activating your Microsoft Dynamics CRM Online Subscription

2009-11-20T19:48:36Z

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...( read more )...(read more)