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Aug 0
Aug 0

Finding your way around Microsoft Dynamics CRM topics on TechNet and MSDN or how to be a Dynamics CRM technical documentation Zen master in 5 minutes

Some topics that are published on TechNet and MSDN are versioned. This means that with a couple of clicks you can easily switch between similar topics that apply to a different version of Microsoft Dynamics CRM. Here’s how it works using the “Other Versions” picker. Go to a versioned topic, such as Deploying and administering […]

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Aug 0
Aug 0

Test and Enable Mailboxes in Microsoft Dynamics CRM 2015

One of the main reasons people use Microsoft Dynamics CRM is to track email, appointments, contacts, and tasks in one place so individuals and teams have a complete record of communications with customers. If your organization uses server-side synchronization to synchronize email, appointments, contacts, and tasks, you’ll need to test and enable your CRM mailbox […]

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Aug 0
Aug 0

Creating a Codeless Opportunity Payment Schedule in CRM

Today’s post is brought to you by guest blogger Leon Tribe, CRM MVP.  Leon’s musings about CRM and other tech can be found on his blog.  Thanks Leon! The new calculated fields provide a lot of opportunity for codeless configuration in Dynamics CRM. In this example I will walk through creating an automated payment schedule […]

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Aug 0
Aug 0

Dynamics CRM Outlook Synchronization: How it Works

Interested in learning more about Outlook synchronization?  Wondering with the difference is between Outlook sync and server-side sync? Download this whitepaper to learn how it works! Many thanks to key contributors Gordon Chang, Madan Natu, and Jeff Bernard, and technical reviewers Indrojit Deb, Danny Gao, and Louis Maresca. Thanks, Elad Ben-Yosef Source: New feed

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Aug 0
Aug 0

Office 365 Groups preview feature available for Dynamics CRM Online 2015 Update 1

A new project comes up where you need to work with colleagues outside your immediate team.  You have a kick-off meeting, and then comes the scramble.  Who took notes?  Who’s team site will you use to store documents?  Who needs to be in the loop on every communication?  Who’s going to send out the next […]

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Aug 0
Aug 0

Sign Up for Microsoft Dynamics CRM Fall 2015 Preview Programs

We’re pleased to announce that signups for the Microsoft Dynamics CRM Fall 2015 preview programs are now available, including Microsoft Dynamics CRM (code-named “Ara”), Microsoft Dynamics Marketing (code-named “Capella”), and Microsoft Social Engagement (code-named “Corvus”).   Signups are open to all org types and individuals and facilitated through the Microsoft Connect site.  The sign-up survey […]

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Jul 0
Jul 0

New CRM for phones app available for iPhone, Android, and Windows Phone

The highly-anticipated CRM for phones app is now live for Apple, Android, and Windows phones! The new app provides the same intuitive experience as CRM for tablets. If you want to try it out, download it from the app store for your phone: Want more information? Check out these helpful resources: Installation and how-to information: CRM […]

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Jul 0
Jul 0

Track incoming email from anywhere with the new CRM App for Outlook

Looking for a way to copy incoming email activities from Outlook Web App to Microsoft Dynamics CRM? Now if you’re using CRM Online and have installed CRM Online 2015 Update 1, you can use the new CRM App for Outlook to do just that.  CRM App for Outlook is a lightweight app for Office that […]

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Jul 0
Jul 0

Microsoft Dynamics CRM Mobile SDK Update and Azure Mobile Connector SDK

As announced in Bob Stutz’s blog post, we’re thrilled to announce several updates to the Microsoft Dynamics CRM Mobile SDK, to help you tailor your custom mobile CRM solutions. The release includes new Mobile SDK class libraries for Android and iOS to help create native mobile apps with Dynamics CRM. These class libraries build on […]

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Jul 0
Jul 0

Onboard successfully with the CRM Online Resource Guide

Get info on CRM Online self-help and support resources and get answers to your questions – fast! Are you looking for guidance on how to onboard your organization to Microsoft Dynamics CRM Online? Do you have a quick question or a sticky problem to solve? Do you want information on what’s coming up in the […]

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