Browse by Tags

Related Posts
  • 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: New home page for the Dynamics CRM Resource Center

    The Dynamics CRM web team has updated the home page for the Resource Center help and support site. Through user research and other sources, we listened to what you needed, and built a page based on that. You’ll notice the design is much simpler, much less busy. Business users should now be able...
  • Blog Post: The Power of the Microsoft Knowledge Base (KB)

    I felt compelled to write a few words about a resource that often gets overlooked in lieu of the valuable medium that it truly is. Although there is a plethora of CRM information sources out there, such as TechNet, MSDN, Resource Center , Microsoft Downloads...( read more )
  • Blog Post: Power User Tip: Microsoft Dynamics CRM ~ Answers Online

    If you have questions about Microsoft Dynamics CRM we have answers online (as well as in the product). Here is a guide that should be bookmarked by every power user: http://rc.crm.dynamics.com/help/# It looks like this: Tell me that isn’t loverly. :O...( read more )
  • Blog Post: Microsoft Dynamics CRM: How much do we love diagrams?

    You want wire and flow diagrams for Microsoft Dynamics CRM ? We have diagrams galore. Here is a wealth of diagrams we released as part of R4 in November, starting with the overview diagram here: http://rc.crm.dynamics.com/rc/regcont/en_us/live/articles...( read more )
  • Blog Post: Cascading entity relationship behavior and the Customer virtual entity

    In Microsoft Dynamics CRM the behaviors assigned within entity relationships describe what actions should cascade down to related records. For example, if you re-assign a contact record, what should happen to any opportunities where that contact represents ...read more
  • Blog Post: Sharing Data across Microsoft Dynamics CRM Deployments

    The CRM E 2 team is pleased to announce the release of two complementary documents, a white paper and a build guide, related to Sharing Data across Microsoft Dynamics CRM Deployments . The white paper provides an overview of the levels of integration ...read more
  • Blog Post: Using Data Pre-Filtering in Microsoft Dynamics CRM Reports

    Have you been looking for a way to retrieve and view query results faster?  Pre-filter the data! Data pre-filtering in Microsoft Dynamics CRM reports lets you retrieve and display result sets quickly, makes reports context-sensitive, and allows reports ...read more
  • Blog Post: A Plethora of Phone Attributes

    Jerry Weinstock is the Business Development Manager at CRM Innovation a Microsoft Gold Certified Partner. CRM Innovation builds functional enhancements and codeless solutions for Dynamics CRM 4.0. Jerry has been doing implementations since version 1.2 ...read more
  • Blog Post: The Microsoft Dynamics CRM Developer Toolkit

    For CRM developers, aligning the engineering delivery and process quality of their CRM projects can substantially increase overall productivity. In addition, by documenting, communicating, and following a consistent process for implementing CRM in Enterprise ...read more
  • Blog Post: Microsoft Dynamics Certification (FAQ)

    Periodically I get pinged about the process for getting training and certified for Microsoft Dynamics CRM. Certifications help show the expertise in the solutions you provide to your customers. Your customers can feel confident that your employees have ...read more
  • Blog Post: SDK for CRM Online vs. CRM 4.0 (on-premise)

    Have you wondered why there is so little in the SDK specific to CRM Online? That’s because a large part of the developer scenarios for CRM are identical for both CRM Online and CRM 4.0 (on-premise). There are two features, plug-ins and custom workflow ...read more
  • Blog Post: Performance counters for Microsoft Dynamics CRM 4.0

    Microsoft Windows operating systems include a tool named Reliability and Performance Monitor (or Performance Monitor in some versions of the operating system). You can configure this tool to obtain and display performance data as system components run ...read more
  • Blog Post: Community: Top 10 Microsoft Dynamics CRM sites (aka CRM 101)

    Whether you’re interested in an online or on-premises solution, Microsoft Dynamics CRM has you covered. Check out the most popular content and community areas available to help you create the perfect experience for your business. Microsoft Dynamics ...read more
  • Blog Post: White Paper: Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL

    The MS CRM Engineering and Excellence team is pleased to announce the release of the white paper Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL Server 2008 , which is available for download at: http://www.microsoft.com ...read more