December Updates for CRM Customer Center, Implementation Guide and Software Development Kit (SDK)

Here’s a summary of all the new and updated content published this month! New and revised content at www.CRMcustomercenter.com     Topic Description of changes Videos & eBooks rollup page All videos and eBooks listed 4 new minute-or-less videos Videos added Business process solutions available for download Content updates Training & Adoption Kit New! Editable…

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Changes and improvements to dashboards

Applies to: Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 (on-premises) You’ve probably noticed that the new user interface has led to some changes and improvements to dashboards. Now, the core modules for Sales, Service, and Marketing can have their own dashboards, which are tailored for the needs of the role. For…

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CRM for tablets browser and app support

Applies to: CRM 2013 and CRM Online Fall ’13. Our updated CRM for tablets apps are now live in both the Windows Store (app version 1.0.0.98) and the

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Restore a hidden button on the CRM 2013 Command Bar

The CRM 2011 ribbon had many commands as part of the Out of the box ribbon and most customers had to edit the ribbon to remove a bunch of commands to make it work for their system. Our user feedback suggested that the ribbon felt mostly crowded and the participants in our user studies identified…

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Use OAuth to Authenticate with the CRM Service

Scenario –  Client app talking to CRM cloud service which needs to authenticate the user behind the app. OAuth 2.0 will serve as the authentication protocol for this scenario. The client app will acquire authentication token from Security Token Service (STS) which will be passed to the CRM Server as proof of authentication. Actors and…

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What’s new in the Lookup control with Microsoft Dynamics CRM 2013

OVERVIEW: In Microsoft Dynamics CRM 2011 Update Rollup 12 and Microsoft Dynamics CRM December 2012 Service Update, we provided a glimpse of the new user interface. Inline lookup was also part of this new user experience. Earlier, it was constrained to only contact, opportunity, lead, account, and contact entities. Now in Microsoft Dynamics CRM 2013…

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Microsoft Dynamics CRM for Phones

Microsoft Dynamics CRM for Phones We have recently released Dynamics CRM applications for Windows Phone, iPhone and Android phones. Microsoft has also introduced a browser application for Dynamics CRM for users of Blackberry devices. This post provides an overview of the applications and capabilities available.   Application availability Apps are available in the respective stores…

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What’s new in Lookup with CRM 2013: Inline Multi Party Lookup

OVERVIEW: As I mentioned in another post (see “Lookup”), now with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13, multi-party lookup (To/CC/BCC fields on the Activities form) is also updated to provide awesome capabilities of selecting multiple records in the lookup field. In this blog, we will talk about Inline multi-party lookup…

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How to Manage Auto Save for individual forms of entity

In our previous blog we had discussed about how to manage auto save. We learned about the auto save capabilities and also discussed few scenarios where you might want to disable it. We discussed about how to control this at the organization level as well.  The organization level setting turns off auto save for all…

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