Microsoft Dynamics CRM Online Team Blog https://docs.microsoft.com/archive/blogs/dynamicscrmonline/feed.xml (crm.dynamics.com) Wed, 17 Apr 2019 03:21:19 GMT en-US hourly 1 Our Blog Site Is Moving to blogs.msdn.com/b/crm/ *PLEASE READ* https://docs.microsoft.com/archive/blogs/dynamicscrmonline/our-blog-site-is-moving-to-httpblogs-msdn-combcrm-please-read Wed, 25 Apr 2012 08:42:00 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2012/04/25/our-blog-site-is-moving-to-httpblogs-msdn-combcrm-please-read/ We want to let everyone know our blog site will be combined with the overall Microsoft Dynamics Team Blog: blogs.msdn.com/b/crm/  We will keep our past blogs up for existing linked resources for a while, however for upcoming news and updates please go to blogs.msdn.com/b/crm/. 

 

We greatly appreciate your interest in our blogs and comments!

]]> Do you have time to be more productive? https://docs.microsoft.com/archive/blogs/dynamicscrmonline/do-you-have-time-to-be-more-productive Tue, 27 Mar 2012 12:42:00 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2012/03/27/do-you-have-time-to-be-more-productive/ If you’re a salesperson like me, you get a number of email newsletters, webcast invites, etc. all about the business of being a more productive salesperson.  Create more leads!  Close more deals!  Forecast better! And if you’re like me, you scan these announcements, think “Yep, I sure would like to close more deals!” and move on to the next glib email.  Unless there is a nugget of immediate value the message is lost to the inbox monsters.

The great thing about selling Microsoft Dynamics CRM and representing such a solid CRM for SFA product is that we use it daily, and so do our partners.  Our partners have literally built their businesses using CRM as a fundamental component of their sales process, and they’ve lived to tell the tale of what works, what doesn’t work, and everything in between.

Starting this month, Zero2Ten and Microsoft Dynamics CRM (US) have partnered to deliver a weekly repeating webcast series focusing on corporate sales productivity.  Using best practices, testimonials, and demonstrations of CRM, Zero2Ten will deliver the Corporate Sales Productivity Series which will outline the Top 10 Ways that Customers Get Value from CRM.

Throughout the demonstrations there will be an opportunity for Q&A, so bring your questions. 

The sessions are 60 minutes in length starting at 10:00AM EDT every Wednesday and are appropriate for sales managers and reps who may already be using CRM or evaluating CRM, Microsoft or our competitors’ products.  Register here.

We look forward to demonstrating and discussing how to help you be more productive with Microsoft Dynamics CRM.

Hope to see you there!  ~Laura

]]> CRM 2011 Industry Templates Solutions https://docs.microsoft.com/archive/blogs/dynamicscrmonline/crm-2011-industry-templates-solutions Fri, 09 Mar 2012 13:02:00 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2012/03/09/crm-2011-industry-templates-solutions/ Many organizations may view CRM 2011 and notice that their business does not fit into CRM 2011 how it is out of the box.  We understand that this may be a challenge during your time of evaluation of CRM 2011, but o make it easier for our customers Microsoft has created some industry templates to import into your trial or production environment.  Created with industry expertise, these solutions can help evaluating CRM 2011 for how you would use it in your business today.  You will see that you can evaluate the product closer to your unique vertical requirements along with experiencing the flexibility of the application not only as a solution, but as a platform as well.  To access the Dynamics Marketplace click here, but we made it easier for you to get to the templates with the list below:

Currently there are industry template solutions for the following verticals (click on each and download the solution, from there import the solution to your trial environment and publish all).  Click here for instructions on how to import a solution.

 

 

Stay tuned for more industry templates to come!

]]> Q2 2012 R8 Preview: "CRM Anywhere" Video https://docs.microsoft.com/archive/blogs/dynamicscrmonline/q2-2012-r8-preview-crm-anywhere-video Fri, 09 Mar 2012 09:23:00 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2012/03/09/q2-2012-r8-preview-crm-anywhere-video/ There are some exciting new features coming down the road for CRM 2011 in the upcoming release.  Preview some upcoming features in Q2 "R8" such as mobility, BI and Analytics enhancements from Reuben Krippner a MSFT Technical Product Management Lead in this video.  Click the link below to start the video.

 

Q2 2012 R8 Preview: CRM Anywhere (42:05)

]]> CRM 2011 R8 Release Preview Guide https://docs.microsoft.com/archive/blogs/dynamicscrmonline/crm-2011-r8-release-preview-guide Tue, 14 Feb 2012 08:04:14 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2012/02/14/crm-2011-r8-release-preview-guide/ These are exciting times for CRM 2011 Online, in Q2 we will release some great new features for our customers.  You have spoken and we have responded, take a look at the release preview guide to see some of the new exciting R8 features to be released in Q2. 

ReleasePreviewGuide.pdf

]]> Microsoft Dynamics CRM Q4 2011 Service Update - "Ask the Experts" Webcasts https://docs.microsoft.com/archive/blogs/dynamicscrmonline/microsoft-dynamics-crm-q4-2011-service-update-ask-the-experts-webcasts Mon, 12 Dec 2011 14:14:04 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2011/12/12/microsoft-dynamics-crm-q4-2011-service-update-ask-the-experts-webcasts/ Attend one of the upcoming sessions to learn more about the Microsoft Dynamics CRM Q4 2011 Service Update!  We are offering 2 sessions for this. 

Session Agenda for Microsoft Dynamics CRM Q4 2011 Service Update - "Ask the Experts" webcast will include:

• Presentation and Q&A via chat with Microsoft team.  Team members can include Sales, Support and Product Team expertise
• Enhancements for CRM Outlook Client, Dialogs, Charts, Auditing, Duplication Detection, Activity Feeds and updates to the service.

 

We will offer 2 sessions:

12/15 @ 9am PST

12/20 @ 1pm PST

You can register here: Microsoft Dynamics CRM Q4 2011 Service Update Webcast Registration

 

Enjoy!

Patrick

]]> Video: Connector for Microsoft Dynamics AX https://docs.microsoft.com/archive/blogs/dynamicscrmonline/video-connector-for-microsoft-dynamics-ax Mon, 12 Dec 2011 09:52:13 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2011/12/12/video-connector-for-microsoft-dynamics-ax/

 

Ray Schloss did a great job with this PartnerSource/CustomerSource posted video. The video gives a look at the features and mechanics of the Connector for Microsoft Dynamics AX, demonstrates the ease of transferring data between Dynamics AX and Dynamics CRM, and outlines value messaging regarding the Connector.

Discover how combining relational data from Dynamics CRM/xRM solutions and transactional data from Dynamics ERP can empower our customers to get more value from their business applications.

Now available
on Partnersource
and Customersource!

]]> CRM Online Activity Feeds https://docs.microsoft.com/archive/blogs/dynamicscrmonline/crm-online-activity-feeds Wed, 26 Oct 2011 14:37:00 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2011/10/26/crm-online-activity-feeds/ The latest R7 release for CRM  2011 was deployed on Oct. 25th, 2011.  One of the features available from this release is Activity Feeds.   The new feature will allow you to start building your internal Social CRM which can help increase user collaboration and communication.  If you are in existing CRM Online customer or created a trial instance prior to the release date, you can import the solution from the Dynamics Marketplace: dynamics.pinpoint.microsoft.com/en-US/applications/microsoft-dynamics-crm-activity-feeds-12884926310.  All new instances post Oct. 25th will have the new feature out of the box.

Microsoft Dynamics CRM Activity Feeds provide real time notifications and quick sharing of information that the team cares about via quick and short updates. Activity Feeds enable a user to follow and listen in on important activities that take place around the people, accounts, contacts, leads, opportunities or anything else that they care about.

Feed status updates can be posted manually by users or automatically based on pre-defined system rules through workflow. Activity Feeds can also be posted to by external applications through the Microsoft Dynamics CRM web services API. Activity Feeds expose Microsoft Office Lync real-time presence functionality so that users can initiate communication activities such as IM, phone calls and emails.

Microsoft Dynamics CRM Activity Feeds will work with all deployment models for Microsoft Dynamics CRM including on-premise, Microsoft Dynamics CRM Online and partner-hosted.

How to setup and configure Activity Feeds
https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/help/source_sf_setup_activity_feeds.htm

How to use Activity Feeds
https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/help/source_sf_use_activity_Feeds.htm

How to follow colleagues and records with Activity Feeds
https://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/help/source_sf_follow_with_activity_Feeds.htm

*Activity Feeds are also available for CRM On Premise as well.

]]> Dynamics CRM webcasts https://docs.microsoft.com/archive/blogs/dynamicscrmonline/dynamics-crm-webcasts Fri, 21 Oct 2011 14:08:14 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2011/10/21/dynamics-crm-webcasts/ Be sure to check the new “Ask the Experts” webcasts coming to  www.democrmonline.com

Session format will include a presentation and Q&A via Chat with Microsoft team.  Team will include resources from various groups including: Sales, Support and Product Team.

Next session for “Ask the Experts” session will cover:  new features in Update Rollup 5.

]]> The Connector for Microsoft Dynamics ERP - Features & Functions https://docs.microsoft.com/archive/blogs/dynamicscrmonline/the-connector-for-microsoft-dynamics-erp-features-functions Wed, 21 Sep 2011 10:12:35 GMT https://blogs.msdn.microsoft.com/dynamicscrmonline/2011/09/21/the-connector-for-microsoft-dynamics-erp-features-functions/ Combining relational and transactional data in a meaningful way has long been one of the most daunting challenges companies face in providing relevant data to their users and customers alike. Now the Dynamics CRM Connector for AX, NAV and GP is opening new doors for combing relational and transactional information in a simple, effective way.

The attached product paper describes the features, functions and technical requirements for the Dynamics CRM Connector for AX, GP & NAV.

Technical Highlights Include:

  • Microsoft Dynamics CRM Online & On-Premises Support
  • Alerts & Notifications
  • Data Transformation
  • Exception Logging
  • Multi-Currency support for Microsoft Dynamics AX & NAV
  • Custom Map Creation

The Dynamics CRM Connector - Features and Functions.pdf

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