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  • Blog Post: Using Power View in Excel 2013 to Analyze CRM Data

    Now that Power View is built into Excel 2013, business users can easily perform advanced analytics of their real time CRM data in either an online or on-premise deployment. You can use the Export to Excel feature in Microsoft Dynamics CRM to export CRM data, and then you can create a matrix, bar chart...
  • Blog Post: Creating and Publishing a Web Portal to an Azure Cloud Service

    Hello all: At Convergence a few weeks ago I presented some CRM demos and this article will be the first in detailing how those demos were created and how you can mirror the functionality in your CRM Online deployment. This first article will cover the creation and publishing of a Web Portal published...
  • Blog Post: Where Did the CRM Resource Center Go?

    Hi everyone, I manage the Dynamics CRM Resource Center (recently renamed the Customer Center ), and I've noticed some questions about how users should get to the site and access help from within the CRM application. While the product's site map no longer includes a direct link to the Customer...
  • Blog Post: Customizations in the December 2012 Service Update

    With the December 2012 Service Update, we introduced a modern application experience focusing on a clean user experience and great visual appeal. Highlights: New forms focused on the data that matters Seamless inline edits Integrated business processes to guide end users to get their job...
  • Blog Post: CRM for iPad

    Some years ago, CRM entered the mobile world with the release of Mobile Express. We’ve heard from customers about the limitations of this experience, and we’ve worked hard to address their concerns. In our current release, we’ve made a serious commitment to our mobile customers by offering...
  • Blog Post: New simplified experience to view and associate activities

    In Polaris and UR12 (opted-in) build Microsoft Dynamics CRM have enhanced experience around business interaction in a novel way. It enhances capability to get details of all customer interactions associated with a business record as a unified experience. In the CRM system, customer interactions are represented...
  • Blog Post: Microsoft Dynamics CRM 2011 Custom Code Validation Tool Released

    Download: Microsoft Dynamics CRM 2011 Custom Code Validation Tool The purpose of this tool is to assist customers and partners of Microsoft Dynamics CRM identify potential issues with their custom JavaScript in JavaScript libraries and HTML web resources. The Microsoft Dynamics CRM Q2 2012 Service...
  • Blog Post: Questions or problems with Dynamics CRM Online billing?

    Do you want to convert your trial to paid subscription? Change the credit card you’re using to pay for your subscription? Questions about your bill? Help yourself to answers about your Dynamics CRM Online billing—we’re here to make it easy. Visit Frequently asked questions about Microsoft...
  • Blog Post: CRM Anywhere

    Over the last few months I have spent a lot of time meeting with customers, partners and industry leaders around the world on the current trends effecting businesses. The discussions have been fascinating! An interesting theme emerged around technology. The most common questions put to me were what are...
  • Blog Post: Microsoft Dynamics CRM SiteMap Editor Walkthrough

    It has always been a very tedious process to update the SiteMap. The conventional way is to have the sitemap exported as part of a solution, extracting the customizations.xml from the solution zip, hunt for the sitemap portion in the same xml file, update what needs to be updated, zip the file back into...
  • Blog Post: Web Sales with the Microsoft Dynamics Marketplace- Case Studies

    PowerObjects PowerObjects is a Microsoft partner with deep expertise in Microsoft Dynamics CRM. Although the company focuses on providing consulting and implementation services, its add-on solutions for Microsoft Dynamics CRM remain attractive to customers and partners alike. When Microsoft launched...
  • Blog Post: Fast, Efficient Growth for Project Management Solution - Case Studies

    itara When presented with the opportunity to feature CRM-Project, the fourth module for project management in Microsoft Dynamics CRM, in the Microsoft Dynamics Marketplace, itara acted immediately. The company built a consistent marketing strategy to ensure the optimal visibility and effectiveness...
  • Blog Post: Activity Feeds Solution & Development Environment

    This article focuses on the engineering behind the Activity Feeds solution and explains how to use it safely in your Development environment where you plan to build and export your solutions. If you are new to the term Activity Feeds and would like to learn about it and install it, then follow this...
  • Blog Post: "Thank You" to my Customers, Partners and Friends by Brad Wilson

    What a journey it's been over the past six years! ... from the ground-breaking CRM 3.0 release, to full multi-tenancy with CRM 4.0, and the amazing user experience of CRM 2011... with the launch of CRM Online in 2008, a global roll-out in 2011, and six more Online service updates along the way ....
  • Blog Post: What’s new with Dialogs in Microsoft Dynamics CRM 2011 UR5

    Introduction Dialogs are the synchronous/interactive processes in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online that collect and process information by using step-by-step scripts to direct users through a process. Dialogs have been enhanced in Microsoft Dynamics CRM Online R7...
  • Blog Post: Resource Center article: Go live with Microsoft Dynamics CRM Online

    We have recently published the article Go live with Microsoft Dynamics CRM Online that aims at improving your experience with Microsoft Dynamics CRM Online. This article describes some common settings to optimize the performance of Microsoft Dynamics CRM Online, and also lists some resources that...
  • Blog Post: Resources for customer service

    Customer service is an important part of any business. To keep your customers happy and to retain them, it is very important that you provide excellent services to your customers. We’ve created an article that includes links to various resources that help you get started with managing cases...
  • Blog Post: Help get your Case Solved Faster using Diagnostics

    Microsoft Support is using Diagnostics to help automate data collection and data analysis when troubleshooting support incidents. Diagnostics allow our support teams to capture certain pieces of data about an environment to more efficiently resolve a customer case. Diagnostics can do basic data collection...
  • Blog Post: Introduction to the Activity Feeds Solution

    With Activity Feeds in the marketplace for several weeks now, we’re learning more about what customers need in terms of documentation supporting the feature. We’ve seen lots of interest in information about how to determine whether Activity Feeds could be useful feature for a given customer...
  • Blog Post: Video: introduction to Activity Feeds

    We’ve been hearing from customers who would like to know more about Activity Feeds, the new social-based communication tool offered in our fall release. People have told use they’d like to know more about everything from how to customize it down to just getting a basic sense of what we’re...
  • Blog Post: Getting started for Microsoft Dynamics CRM Online administrators

    After you've purchased Microsoft Dynamics CRM, but before the business users in your organization start using it, there are some basic tasks that you, as the Microsoft Dynamics CRM administrator, should complete. They’re summarized for you in this article, which details the very basic things...
  • Blog Post: Amplify your selling power with Microsoft Dynamics CRM

    A great salesperson is priceless. You deserve a tool where the art of selling meets the science of winning. In this new video we focus on productivity from the perspective of the salesperson and what they need in a CRM application. Great salespeople… Understand the value of insight ...
  • Blog Post: Data…. The New Marketing Creative

    Data. You've got a LOT of it. You use it every day for reporting and analysis to determine effective campaign management to your clients and prospects. But with 600 Tweets , 20,000 Bing searches, and 700 Facebook posts per second, marketers are no longer in control of their brands, thanks to the...
  • Blog Post: Create Sample Data for your Solution

    In This Post: Problem statement How to create and export CRM Data How to create DataMap and save it How to import sample data using SDK APIs Conclusion Further reading Problem statement You have created a solution using the Microsoft Dynamics CRM 2011 Solutions framework...
  • Blog Post: Data management for Activity Feeds entities

    We just released Activity Feeds for Microsoft Dynamics CRM. With most new features come the additional amount of data introduced with it and this is also true for Activity Feeds. Every time a user creates a post or a comment, a record is created. Every time an auto post is generated, another record...