Microsoft Dynamics CRM Online Team Blog

VARs: Microsoft Dynamics CRM Online A Pleasant Surprise

2008-07-08T21:48:32Z

Great article from Channel Web on the partner opportunity with Microsoft Dynamics CRM Online. http://www.crn.com/software/208802329...( read more )...(read more)

CRM Client on Outlook 2003

2008-06-26T15:38:30Z

If you plan to run the CRM client on Outlook 2003, make sure you have the latest Windows OS service packs and the latest service pack for Office. If not, the client will most likely fail to install. -cheers...( read more )...(read more)

Just how instant-on is an instant-on CRM solution?

2008-06-25T20:39:56Z

Bill Patterson, Director of Product Management for Microsoft Dynamics CRM Online, posted a great answer to the age old question "Just how instant-on is an instant-on CRM solution?"...( read more )...(read more)

Bulk Export Tool Tip

2008-06-24T16:00:39Z

http://www.codeplex.com/mscrmbulkdataexport Eric recently blogged on the Bulk Export Tool available from CodePlex. http://blogs.msdn.com/dynamicscrmonline/archive/2008/04/30/bulk-data-export-tool.aspx This is a well written and very easy to use tool to...( read more )...(read more)

Adding Activities to the Contact form in an iFrame

2008-06-20T23:50:30Z

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

Import Data Tip

2008-06-18T00:29:53Z

When using the import wizard to import CSV files into Microsoft Dynamics CRM, you can speed up the mapping process by loading some sample data into the wizard. <Load Sample Data> Make sure you sample data does not have empty data in a column or...( read more )...(read more)

Data Migration with CRM Online

2008-06-16T22:52:46Z

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

SaaS: It’s Closer Than You Think

2008-06-12T19:56:14Z

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

Tech Ed 2008 in the bag...

2008-06-11T18:16:44Z

I just returned from speaking at Tech Ed over the last 2 weeks. We had a great conference. Lots of good sessions and of course attendee parties. If you didn't get a chance to go, don't miss next years. I did 4 sessions ( 2 interactive, 2 break outs )...( read more )...(read more)

SDK Update

2008-06-03T21:21:59Z

There’s an update to the CRM SDK (v4.0.5) that has a lot of new and updated (and corrected) information. The download is ready now and the update will be live in the MSDN library later this week....( read more )...(read more)

Accessing Dynamics CRM from a Mac

2008-06-03T21:15:17Z

Technorati Tags: Mac , CRM , Tips While requests to use Microsoft Dynamics CRM and CRM Online from a Mac are not terribly frequent, it comes up every once in a while so it is definitely worth addressing. Supported clients for Dynamics CRM include Internet...( read more )...(read more)

Tech Ed & IT Pro Week

2008-05-29T18:39:45Z

Tech Ed and IT Pro Week conference are coming up next week in Orlando, FL. I'll be speaking at both. Session Title : Building SaaS and On-premise Line-of-Business Applications with Microsoft Dynamics Application Development Platform Abstract: A key element...( read more )...(read more)

Microsoft Dynamics CRM Sales Process

2008-05-23T17:24:08Z

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

Invalid Customizations

2008-05-23T14:24:00Z

If you import customizations and then find yourself unable to access the settings page, you might need a little tip to import your back up. The scenario is that you've imported customizations and somehow removed the ability to navigate to the settings...( read more )...(read more)

Upgrading your Microsoft Dynamics CRM Online subscription

2008-05-21T20:54:06Z

For customers wanting to upgrade the subscription of your Microsoft Dynamics CRM Online subscription, here is the process to do so. This would apply to customers wanting to upgrade from a 30-day free trial, Pro to Pro Plus, or 12 to 24 month subscription...( read more )...(read more)

Purchasing Additional User Licenses for your Microsoft Dynamics CRM Online subscription

2008-05-21T20:39:33Z

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

Microsoft Worldwide Partner Conference (WPC) 2008

2008-05-20T19:12:29Z

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

CRM Online Resource Center

2008-05-19T15:37:20Z

Inside the CRM Online application, we host the resource center page. This gives you links to tons of content. Solutions, training, support, partners, communities,etc. If you want to check it out, here's the external link... http://rc.crm.dynamics.com/rc/regcont/en_us/onlinedefault.aspx...( read more )...(read more)

How to allow customers to opt-out of campaigns

2008-05-17T20:57:44Z

My colleague, Kevin, and I were working through some campaign scenario's and I thought it'd be good to share a bit. It's proper that if you send someone an unsolicited email about your business, that you provide a way to allow them to unsubscribe from...( read more )...(read more)

Data Migration Manager Video

2008-05-08T21:38:59Z

Here's a quick video that Eric did showing the Data Migration Manager -Jon...( read more )...(read more)

CRM 4.0 Sample Data Available in 25 Languages

2008-05-06T14:24:15Z

The Microsoft Dynamics CRM 4.0 Sample Database is provided for Microsoft Dynamics CRM 4.0. Sample Data gives a Microsoft Dynamics CRM 4.0 application convincing, real life business data with the necessary breadth and depth to allow end users to explore the most important Microsoft Dynamics CRM 4.0 functionalities. When you import Sample Data into Microsoft Dynamics CRM 4.0 you will have a live, fully working CRM implementation with rich, real-life business data that provides the appropriate amount...(read more)

Connect for Microsoft Dynamics CRM

2008-05-05T15:10:29Z

Finally, a one-stop Internet venue to make suggestions to Microsoft about any of our products. I have been waiting for the Dynamics implementation of Microsoft Connect to become a solid resource before I'd recommend it. It does require an Windows Live ID which is easy to create and you can use it for all Microsoft public sites. My Connect Dashboard looks like this: In this screen shot you can see some of the Microsoft projects near and dear to my heart. First I am a beta tester for the Connect...(read more)

Advanced Data Migration Map Editor for CRM 4.0 - Redux

2008-05-02T19:56:00Z

Microsoft Dynamics CRM 4.0 shipped with Data Migration Manager (referred as DMM from here on) to provide customers a solution to migrate data from their current solutions to Microsoft Dynamics CRM 4.0. DMM has made people happy with its unique set of functionality. But, when it came to advanced data migration mapping, customers wanted more support in dealing with XML based maps. That fortunately is not the end of story and just a beginning of a new one. The good news is that the UI is created to...(read more)

Upgrading to CRM 4.0

2008-05-01T15:38:40Z

I have several customers looking to complete their upgrade from CRM 3.0 to 4.0, and they’re looking for advice on the steps they should follow both before and during the actual upgrade process. First, I suggest running two or more successful test upgrades before running the live upgrade. During this time, customers should write test cases for the critical functions they perform within CRM. After each upgrade, users should run through those test cases to make sure everything is working as expected...(read more)

Bulk Data Export Tool

2008-04-30T16:45:20Z

Reference to a great post on the CRM blog which describes a sample tool for bulk data export from CRM Online. This sample tool allows the administrator of the CRM Online instance to export records of CRM entities in the form of .csv files. ...( read more )...(read more)