Microsoft Dynamics CRM Online Team Blog

Diagnosing Outlook Client Issues

Microsoft Dynamics CRM Online — Thu, 04 Sep 2008 18:17:52 GMT

From time to time you may find that your Dynamics CRM Client for Outlook isn't performing as well as you would like. If that's the case, there's a wonderful tool that can help you quickly diagnose and resolve many of your issues. ...(read more)

Have you tried the Print View yet?

Microsoft Dynamics CRM Online — Wed, 03 Sep 2008 21:01:51 GMT

Even if you don't need a hard copy print out of information from your Dynamics CRM system, the print view can be very useful. For example, if you view all of the information about an opportunity, including all notes in descending chronological...(read more)

CSA Promotion for qualified partners

Microsoft Dynamics CRM Online — Fri, 29 Aug 2008 17:39:07 GMT

For all our CSA Certified Partners who were unaware, Microsoft announced a new CSA promotion effectively immediately! For details please see this FAQ on Partnersource. To learn more about becoming a Microsoft Dynamics CRM Partner and a CSA Certified Partner...(read more)

Microsoft Dynamics CRM UG Summit - Las Vegas Aug 22-24

Microsoft Dynamics CRM Online — Wed, 27 Aug 2008 15:35:50 GMT

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...(read more)

Option to use CRM forms in Outlook

Microsoft Dynamics CRM Online — Fri, 22 Aug 2008 19:53:21 GMT

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...(read more)

Take Advantage of Tabbed Browsing in Internet Explorer

Microsoft Dynamics CRM Online — Tue, 12 Aug 2008 11:09:36 GMT

Here's a tip to make your experience with Dynamics CRM a bit more friendly. Internet Explorer 7 offers tabbed browsing, where links open in tabs rather than new windows that clutter your desktop. Under Tools > Internet Options click the Tabs...(read more)

MS Word Proposal for CRM Online

Microsoft Dynamics CRM Online — Mon, 11 Aug 2008 17:56:04 GMT

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...(read more)

CRM 4.0 User's Guide

Microsoft Dynamics CRM Online — Mon, 11 Aug 2008 11:11:54 GMT

Somehow I think it went largely unnoticed that the printable version of the Help that comes with Dynamics CRM 4.0, was published on Microsoft Downloads a couple of weeks ago. Weighing in at a hefty 499 pages, this guide is specific to the On-Premise...(read more)

CRM User Group Summit 2008

Microsoft Dynamics CRM Online — Wed, 06 Aug 2008 20:58:31 GMT

What : Presented by the Dynamics CRM User Group (CRMUG), the CRMUG Summit is the premier annual conference for Dynamics CRM users, CRMUG Partners and key Dynamics CRM personnel from Microsoft. The CRMUG Summit features a wealth of information...(read more)

CRM Outlook Client update

Microsoft Dynamics CRM Online — Tue, 05 Aug 2008 04:00:45 GMT

An optional software update is now available for Microsoft Dynamics CRM Online for Microsoft Office Outlook. This optional software download includes an update that can increase the performance and reliability for everyday system use. From Microsoft Office...(read more)

Changing the window size for CRM forms

Microsoft Dynamics CRM Online — Mon, 04 Aug 2008 19:10:31 GMT

Recently a customer asked me how to open the Accounts form in a larger window. It's a simple matter of a little bit of JavaScript that I was lucky enough to locate the answer in Ronald Lemmen's blog . Navigate to the main Account form as...(read more)

Moving from CRM Online to CRM Onpremise

Microsoft Dynamics CRM Online — Tue, 29 Jul 2008 20:26:56 GMT

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...(read more)

Microsoft Dynamics CRM Statement of Direction

Microsoft Dynamics CRM Online — Wed, 23 Jul 2008 21:08:31 GMT

This document outlines the future direction of Microsoft Dynamics CRM through to the next major release, Microsoft Dynamics CRM “V.Next”, which will be aligned with the Office 14 wave of product releases due in late 2009/early 2010. Customer...(read more)

Discounted access for partners to Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online — Tue, 22 Jul 2008 17:30:48 GMT

In case you missed the announcement at the 2008 Microsoft Worldwide Partner Conference... All qualified partners (i.e. Certified, Gold, and SBSC Partners as well as partners who have signed a CSA agreement) can now deploy CRM Online for their organizational...(read more)

CRM Online Customer Evidence Video – Total Structures

Microsoft Dynamics CRM Online — Mon, 21 Jul 2008 21:53:16 GMT

Another great testimonial from a Microsoft Dynamics CRM Online customer. Total Structures manufactures structural staging systems to be used in rock concerts, trade shows, etc. The vice-president of this company discusses the advantages to the company...(read more)

VARs: Microsoft Dynamics CRM Online A Pleasant Surprise

Microsoft Dynamics CRM Online — Tue, 08 Jul 2008 21:48:32 GMT

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

Microsoft Dynamics CRM Online — Thu, 26 Jun 2008 15:38:30 GMT

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?

Microsoft Dynamics CRM Online — Wed, 25 Jun 2008 20:39:56 GMT

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

Microsoft Dynamics CRM Online — Tue, 24 Jun 2008 16:00:39 GMT

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)

Adding Activities to the Contact form in an iFrame

Microsoft Dynamics CRM Online — Fri, 20 Jun 2008 23:50:30 GMT

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)

Import Data Tip

Microsoft Dynamics CRM Online — Wed, 18 Jun 2008 00:29:53 GMT

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)

Data Migration with CRM Online

Microsoft Dynamics CRM Online — Mon, 16 Jun 2008 22:52:46 GMT

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)

SaaS: It’s Closer Than You Think

Microsoft Dynamics CRM Online — Thu, 12 Jun 2008 19:56:14 GMT

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)

Tech Ed 2008 in the bag...

Microsoft Dynamics CRM Online — Wed, 11 Jun 2008 18:16:44 GMT

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...(read more)

SDK Update

Microsoft Dynamics CRM Online — Tue, 03 Jun 2008 21:21:59 GMT

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)