New Mobile app SDK samples for iOS, Android, and Windows

We’re happy to release a collection of mobile app SDK samples to help deliver mobile-first solutions with Dynamics CRM. These starter apps for iOS, Android, and Windows platforms are for mobile developers looking to get started with Dynamics CRM as well as for seasoned Dynamics CRM developers exploring mobile development. The sample apps leverage the…


Set your default dashboard in Microsoft Dynamics CRM

In Microsoft Dynamics CRM, each time you sign in to the system you’ll see the dashboard, which gives you easy-to-read charts and graphs that help you see how you and your team are doing with key metrics (also known as key performance indicators, or KPIs). The system comes with several different dashboard layouts to help…


4 timely tips to track your notes and activities in Microsoft Dynamics CRM

In Microsoft Dynamics CRM, you use activities to keep track of all your customer communications. For example, you can take notes, send email, make phone calls, set up appointments, and assign yourself tasks as you work a sale or resolve a service case. These actions are all considered types of activities in Microsoft Dynamics CRM….


CRM basic training for people who don’t have a lot of time to read (new eBook for sales pros and service reps!)

The Microsoft Dynamics CRM Basics eBook contains a quick run-down of the basics anyone needs to know to move customers through the sales cycle or resolve a service issue successfully. You learn how to: Navigate with tiles Work with customer data Pick dashboard layouts Set preferences like font size and your home screen …and other…


Microsoft Dynamics Marketing 2015 Update content is here!

Here’s where to find all the new documentation available for the Microsoft Dynamics Marketing 2015 Update. This update introduces new features such as Sales and marketing collaboration: Strengthen your marketing and sales synergies with the new Sales Collaboration Panel, which allows sellers to provide input into campaigns and targeting. Manage multi-channel campaigns: Streamline campaign creation…


SSL v3.0 & Microsoft Dynamics

The SSL 3.0 vulnerability referenced in the Security Advisory 3009008 , also known as “Poodle”, has received a significant amount of attention. While the discovered issue is specific to SSL 3.0, many customers are wondering whether this affects Microsoft’s offerings, specifically Microsoft Dynamics online services. Microsoft Dynamics Online Services Status Microsoft Dynamics has completed some…


CRM 2015 prerelease content is here!

Here’s where to find all the new preview documentation available for the Microsoft Dynamics CRM Online 2015 Update and CRM 2015 (on-premises). Start here CRM Help Center This central information hub gives you access to 6 key CRM content sources: CRM Setup & Administration – The all-new portal for CRM administrators! CRM Developer Center -…


Looking for help for the CRM product family

Whether you’re an administrator, a developer or a daily user, here’s a collection of links to help for Dynamics CRM, Dynamics Marketing and Social Listening! Microsoft Dynamics CRM Visit the CRM Help Center for easy access to CRM product information.   PRODUCT TOURS, PRICING, AND TEST-DRIVES CRM Overview website – Learn about the benefits and…


New feature coming in 2015! Create custom Help for your users

Applies to: Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online 2015 Update Have you ever wanted to customize the default CRM Help content and extend it to cover all the custom developments you’ve added for your business? With the 2015 versions of Microsoft Dynamics CRM (coming soon), you can do just that. What’s more, you…


Get ready to catch the CRM 2015 wave!

Applies to: CRM 2015, CRM Online 2015 Update, Microsoft Dynamics Marketing 2015 Update, Microsoft Social Listening 2014 R2 The next major update to the Microsoft Dynamics CRM family of products and services is just around the corner. We’re excited to give you a preview ‒ through our Get ready page ‒ of the 2015 wave…