Migrate your Dynamics CRM 2011 Knowledge base articles to new Dynamics 365 Knowledge base articles

Knowledge Management has always been a core of any Customer Service organization in helping achieve better CSAT and consistency in solving customer issues. Dynamics 365 (formerly Dynamics CRM) had Knowledge Management capabilities starting with the first Knowledge Management module in Dynamics CRM 2011 to the latest Knowledge Management module launched in Dynamics CRM 2015 release….

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Is your CRM 2013 pointing to CRM 2011 help?

If you customized your CRM 2011 sitemap and then upgraded to CRM 2013, you might be missing out on all the new content: eBooks, videos, Training and Adoption Kit, and more. By design, we take care not to change your sitemap customizations during upgrade. This means that only you can make the fix to point…

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Identifying Your Microsoft Dynamics CRM Online Administrator(s)

For CRM 2015 org: For CRM 2013 org: For CRM 2011 org: Microsoft Dynamics CRM Notification Requirements For CRM 2015 org: Step 1: Login to your CRM organization (as shown below) and click on the Advanced Find located on the top toolbar as shown below. Step 2: On the Advanced Find page, click the Look…

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Managing Email notifications in Microsoft Dynamics CRM Online

For CRM 2015 org: For CRM 2013 org: For CRM 2011 org: Microsoft Dynamics CRM Notification Requirements For CRM 2015 org: Step 1:Login to your CRM organization (as shown below) Step 2: On the left hand top corner, click the drop down icon (next to the Microsoft Dynamics logo), then click Settings. Step 3: On…

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White paper refresh: Configure IFD for CRM Server

Applies to: CRM Server 2013, CRM Server 2011 Providing external access to your company’s CRM server (on-premises) data is now especially important given the new mobile features in CRM 2013.  CRM for tablets requires an Internet Facing Deployment (IFD) which can involve additional configuration. Fortunately, there’s a white paper that covers end-to-end the configuration of…

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Using Teams to Solve Complex Record-Sharing Scenarios

I had two enterprise customers this week who both had similar security requirements, and both sets of requirements were solved with a similar pattern that I thought you might find useful. Imagine your company organizes itself into different groups, and the work of each group needs to remain segregated from the work of the other groups….

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RELEASE: Scalable Security Modeling with Microsoft Dynamics CRM 2011

On behalf of CRM Content Publishing, I am pleased to announce the release of white paper, Scalable Security Modeling with Microsoft Dynamics CRM 2011, which is available for download from the Microsoft Download Center. Microsoft Dynamics CRM offers a wide range of security modeling features, and it is important to choose the most appropriate approach to…

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RELEASE: ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management

On behalf of CRM Content Publishing, I am pleased to announce the release of the white paper, ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management, which is available for download from the Microsoft Download Center. As Microsoft Dynamics CRM continues pushing towards the enterprise space, it becomes increasingly important to support the requirements…

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Dynamics CRM 2011 IG Update V5.9 May 2013

Microsoft Dynamics CRM 2011 Implementation Guide (IG) update 9 (5.9.0) is now live on TechNet and is also available on the Microsoft Download Center in Word, compiled Help file (CHM), and PDF (recommended for small screens and tablets) formats. Below are a few of the additions and updates you’ll find in this update. New and…

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Using Power View in Excel 2013 to Analyze CRM Data

Now that Power View is built into Excel 2013, business users can easily perform advanced analytics of their real time CRM data in either an online or on-premise deployment.  You can use the Export to Excel feature in Microsoft Dynamics CRM to export CRM data, and then you can create a matrix, bar chart, data…

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