CRM for Outlook User’s Guide page is THE source for Outlook Help and training

Looking for info on Microsoft Dynamics CRM for Outlook? Check out our new CRM for Outlook User’s Guide page, your starting point for Help and training on CRM for Outlook. On the User’s Guide page, you’ll find setup and configuration videos, detailed how-tos, troubleshooting and FAQ info, and the new CRM for Outlook Basics eBook:…

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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 -…

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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 to find…

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Quick Start Guides for Microsoft Dynamics CRM

The Dynamics CRM User Assistance team is pleased to announcethe release of two new pieces of user documentation:  QuickStart guide for Microsoft Dynamics CRM business users (directdownload) QuickStart guide for Microsoft Dynamics CRM for Outlook users (directdownload)   Based on frequent requests from customers and partners,these one-page documents help end users get up to speed…

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Microsoft Certification Exam Development

“At Microsoft, we strive to ensure that our certifications are relevant, respected, and highly valued within the IT community and that they objectively prove the expertise of technology practitioners. Earning a Microsoft Certification helps demonstrate an individual’s comprehension of the latest IT developments and mastery of skills in a specific technology. Microsoft Certifications command great…

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MSDN Highlight’s new book, Working with Microsoft Dynamics CRM 2011

Sonoma Partners have provided a chapter from their best selling book, Working with Microsoft Dynamics CRM 2011 on the MSDN site. The chapter we selected is Chapter 5: Solutions Overview and Concepts. You can download it or read it on the MSDN site. The book is written by Mike Snyder and Jim Steger who are…

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Tailor Microsoft Dynamics CRM Online for your business

As your business needs change, you might want your Microsoft Dynamics CRM implementation to do more. Solutions are add-in software that helps you fine-tune Microsoft Dynamics CRM Online for your unique needs. You can create your own solutions for Microsoft Dynamics CRM Online. If you do not have a technical person or business analyst available…

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A Codeless Address Finder Using Filtered Lookups

Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his wildly popular blog, Leon’s CRM Musings. A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using…

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Top Reasons to Attend the Summit

CRMUG director Janet Lampert encourages us to come together with Microsoft Dynamics CRM users from across the country to hash out the latest CRM trends and learn firsthand how others are realizing success with Dynamics CRM. Bring your most pressing Dynamics CRM issues to the Summit, and be prepared to share your knowledge, enthusiasm and…

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Video: Personalize Microsoft Dynamics CRM for yourself

We’ve explained how to set up CRM to match the way you want to use it—configure the views you use regularly, and adjust how information is displayed to you. We cover this in our new video, Personalize Microsoft Dynamics CRM for yourself (CRM users) and Personalize Microsoft Dynamics CRM for yourself (CRM Online users). I…

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