Microsoft Dynamics CRM Online Team Blog

Auto-unsubscribe in CRM Online

Microsoft Dynamics CRM Online Team Blog — Fri, 03 Jul 2009 17:58:00 GMT

In Microsoft Dynamics CRM there is a feature to automatically set the Do Not Email flag for a contact if the click on an Unsubscribe link in a CRM generated email. In order to enable this functionality, navigate to Settings > Administration > System...(read more)

Update Rollup 5

Microsoft Dynamics CRM Online Team Blog — Thu, 02 Jul 2009 22:28:45 GMT

We released Update Rollup 5 today. This is a cumulative update rollup that includes all fixes from previous rollups, plus a few new items that will continue to improve stability in the Outlook client. For CRM Online Users this will apply to any...(read more)

eService Accelerator for CRM Online - Video

Microsoft Dynamics CRM Online Team Blog — Tue, 30 Jun 2009 19:53:05 GMT

The Accelerators for Microsoft Dynamics CRM provided additional functionality for your CRM application. Please see the below links if you are not already familiar with them. I’m did some research into modifications to the eService Accelerator to work...(read more)

Protected Mode Settings in IE

Microsoft Dynamics CRM Online Team Blog — Fri, 26 Jun 2009 20:12:51 GMT

The IE Protected Mode Settings can sometimes cause you to get pop-up blocker messages when opening CRM forms. Understanding IE Protected Mode . Sometimes your IT security policy might to turn this on. If you see pop-blocker messages, try this to...(read more)

Business Data Auditing Accelerator for Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online Team Blog — Fri, 26 Jun 2009 18:23:00 GMT

The Business Data Auditing Accelerator provides basic audit capabilities for organizations using Microsoft Dynamics CRM. The accelerator takes a snapshot of a record whenever the relevant event occurs within the system such as Create, Update, Assign and...(read more)

Synchronizing and the Offline Client

Microsoft Dynamics CRM Online Team Blog — Fri, 26 Jun 2009 16:16:00 GMT

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...(read more)

Achieving Single Sign On with CRM Online

Microsoft Dynamics CRM Online Team Blog — Thu, 25 Jun 2009 21:38:00 GMT

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...(read more)

Discounted CRM Online access for Microsoft Partners

Microsoft Dynamics CRM Online Team Blog — Wed, 24 Jun 2009 23:55:00 GMT

Microsoft offers CRM Online to our Partners at the reduced rate of $19 per user per month. This offer has been available for some time but I still encounter partners who are not aware of the offering. As a Microsoft partner your company probably has access...(read more)

CRM Implementation Guide Now on TechNet

Microsoft Dynamics CRM Online Team Blog — Wed, 24 Jun 2009 21:21:18 GMT

Looks like our content / documentation teams have made the CRM 4.0 Implementation Guide (IG) available on TechNet. The IG is comprised of 3 major areas: Planning Guide Installing Guide Operating and Maintaining Guide There are numerous supporting...(read more)

New Workflow Book

Microsoft Dynamics CRM Online Team Blog — Tue, 23 Jun 2009 22:35:19 GMT

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...(read more)

Architectural Model : CRM Online Extensions with Azure

Microsoft Dynamics CRM Online Team Blog — Mon, 22 Jun 2009 21:03:24 GMT

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...(read more)

Fetch It Part 2

Microsoft Dynamics CRM Online Team Blog — Wed, 17 Jun 2009 21:30:36 GMT

In the first blog on using Fetch XML , I introduced a tool that I had created that would allow you to execute Fetch XML statements to retrieve CRM data. In this blog, I want to discuss some of the inner workings to executing Fetch XML statements to retrieve...(read more)

Enhanced Internet Lead Capture capabilities now available

Microsoft Dynamics CRM Online Team Blog — Tue, 16 Jun 2009 21:32:05 GMT

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...(read more)

Using the CRM Address Book in Outlook Pt 2

Microsoft Dynamics CRM Online Team Blog — Mon, 15 Jun 2009 23:00:43 GMT

Adding to an earlier post Using the CRM Address Book in Outlook Pt 1 , K|Dubya ( aka – Kevin Williamson ) introduce the concept of using CRM contacts in your Outlook Client Adddress Book. I wanted explain a few configuration items on using the Address...(read more)

Getting Visibility for Your Dynamics ISV Solution

Microsoft Dynamics CRM Online Team Blog — Wed, 10 Jun 2009 21:59:00 GMT

For our CRM Online ISV’s I would recommend posting your solutions to the Partner Solution Profiler. This tool will help generate visibility to your product or service. The following guidance comes from the Microsoft ISV team as to how post your solution...(read more)

New Features of Bridge2CRM for May 2009

Microsoft Dynamics CRM Online Team Blog — Tue, 09 Jun 2009 18:41:00 GMT

Updates on new features from softBRIDGE, one of our mobility ISV’s. New Features of Bridge2CRM for May 2009 We have added some new features to the Bridge2CRM product. Here is a quick overview of some of them. Click Here to download the May Features document...(read more)

Fetch It

Microsoft Dynamics CRM Online Team Blog — Tue, 09 Jun 2009 15:23:41 GMT

My colleague Tony Clayton the other day mentioned that he'd loved to have a tool that allowed him to enter fetch xml queries to rip data out of Microsoft Dynamics CRM Online. Fetch XML is a part of the CRM technology platform that allows you to create...(read more)

SDK Update v4.09

Microsoft Dynamics CRM Online Team Blog — Mon, 08 Jun 2009 12:53:43 GMT

Version 4.0.9 of the SDK is available for download ! This release provides continuing support for the on-premise user and new information for online users. The following are some highlights. For a complete list of changes, see the Release...(read more)

Adding Hierarchical State / Country Picklists

Microsoft Dynamics CRM Online Team Blog — Fri, 05 Jun 2009 22:35:00 GMT

I recently had the need to add hierarchical state and country picklists to a custom entity. I had configured these fields in another entity and moved them to my new entity following the process in my previous post . I should point out that global picklists...(read more)

Copying Attributes from one Entity to Another

Microsoft Dynamics CRM Online Team Blog — Fri, 05 Jun 2009 22:11:00 GMT

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...(read more)

What’s on my Form?

Microsoft Dynamics CRM Online Team Blog — Fri, 05 Jun 2009 15:00:00 GMT

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...(read more)

Using the CRM Address Book in Outlook

Microsoft Dynamics CRM Online Team Blog — Thu, 04 Jun 2009 06:58:00 GMT

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...(read more)

New Enterprise Benchmark - 50K Concurrent Users on Microsoft Dynamics CRM

Microsoft Dynamics CRM Online Team Blog — Wed, 03 Jun 2009 15:40:27 GMT

Microsoft and Intel Demonstrate New Levels of Power, Price and Performance With CRM Scalability Benchmark . To view the Microsoft Dynamics CRM Scalability Benchmark Executive Summary click here ....( read more )...(read more)

CRM Online Custom Built Dashboards

Microsoft Dynamics CRM Online Team Blog — Tue, 02 Jun 2009 20:25:38 GMT

Building Custom dashboards for Dynamics CRM Online is not as complex of an effort that it's reputation has gotten. It does require some developer skills and this blog will be a great launching pad for you to build your own. Here's a screen shot...(read more)

Simple Integration of Microsoft CRM and SharePoint

Microsoft Dynamics CRM Online Team Blog — Mon, 01 Jun 2009 17:43:00 GMT

Statera has developed an online service called “Stratus” to integrate CRM with Sharepoint. This is a great offering to leverage the complimentary capabilities of CRM and Sharepoint for both On Premise and Online customers. Statera is a NSI partner based...(read more)