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Eric and I will be presenting at the CRM User Group Summit in Vegas in a few weeks. I think the registration is filling up so don't delay if you plan to attend. cheers- Jon http://crmug.com/ Presented by the Dynamics CRM User Group (CRMUG), the CRMUG...
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I wanted to write a quick post to clarify a setting in the Microsoft Dynamics CRM outlook client. Once you install the Outlook client you can set a number of personal options ( Image 2 ) by clicking on CRM in the Outlook menu bar and selecting Options...
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Over the last few months, I've presented at 3 conferences ( Tech Ed, IT Pro, ms internal - Tech Ready ) about building software as a service solutions with Microsoft Dynamics CRM. Now that all the conferences are over, I'm making more of this...
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This whitepaper lists the steps needed to migrate from a Microsoft CRM Online deployment to a Microsoft Dynamics CRM 4.0 on-premise deployment. This process will move all the CRM data as well as the customizations and configurations to an Onpremise...
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I came across the details on how to do this when reading a blog posting from Matt Wittemann a couple years back. I still use it and thought you might be interested. Another capability to demonstrate the flexibility of the configuration options...
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I just finished recording a CRM Online Data Migration video focusing on: CRM Import Wizard Data Migration Manager - Sample Data Import Data Migration Manager - Related Account.csv and Contact.csv files In the last video I demonstrate how to map separate...
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Great Microsoft Dynamics CRM Online article posted on Windows IT Pro SaaS: It’s Closer Than You Think Online applications such as Microsoft Dynamics CRM Online are on the front lines of anytime, anywhere computing—and make business sense....
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A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process...
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For customers wanting to add additional user licenses to your Microsoft Dynamics CRM Online subscription, here is the process to do so. You can initiate this process by clicking on the link below Purchase Additional User Licenses Wizard or Clicking the...
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Registration is now open for the Microsoft ® Worldwide Partner Conference (WPC) 2008 in Houston, Texas, July 7–10 . This year, Microsoft Dynamics™ is integrated into the event and is one of eight content tracks. Register early—don’t...
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Microsoft Corp. today announced the general availability of Microsoft Dynamics CRM Online, an on-demand customer relationship management service hosted and managed by Microsoft. The new Internet service delivers a full suite of marketing, sales...
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If you plan and doing integration using the web services, you may find it useful to have access to the entity schema's. https://<org name>.crm.dynamics.com/sdk/list.aspx The entity schemas will give the definition of all the entities in the...
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Microsoft Dynamics CRM Online customer testimonials (although we still call it “Live” in this segment) featured in the recent Small Business Summit. Lure Executive Services Testimonial at the Microsoft Small Business Summit 1-888-Trash It...
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With the change to CRM Online, this blog URL will change to http://blogs.msdn.com/dynamicscrmonline from http://blogs.msdn.com/dynamicscrmlive . This change will probably take effect this week so if you receive an error with the original URL please...
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Here's a nice customization you can easily add. Scenario: Sales rep would like to have an email sent whenever a new opportunity is assigned to them. Using workflow, you create a rule that sends them an email whenever an opportunity is assigned to...
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For those interested in seeing Microsoft Dynamics CRM Live highlighted at Convergence 2008 within Steve Ballmer's keynote, here is the replay . The comments and demo by our own Bill Patterson starts at 38:40....( read more )
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