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Great article from Channel Web on the partner opportunity with Microsoft Dynamics CRM Online. http://www.crn.com/software/208802329...( read more )
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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 )
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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 )
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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...
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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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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...
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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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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...
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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 )
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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...
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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...
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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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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...
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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...
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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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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...
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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...
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Here's a quick video that Eric did showing the Data Migration Manager -Jon...( read more )
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The Microsoft Dynamics CRM 4.0 Sample Database is provided for Microsoft Dynamics CRM 4.0. Sample Data...
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Finally, a one-stop Internet venue to make suggestions to Microsoft about any of our products. I have...
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Microsoft Dynamics CRM 4.0 shipped with Data Migration Manager (referred as DMM from here on) to provide...
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I have several customers looking to complete their upgrade from CRM 3.0 to 4.0, and they’re looking for...
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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. ...
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