New naming conventions for Microsoft Dynamics CRM updates

We’re changing the way we name product updates to make things simpler and to unify our approach for Microsoft Dynamics CRM Online and Microsoft Dynamics CRM (on-premises). Finding and understanding version numbers To understand the new naming conventions, let’s first take a look at version numbers in CRM. To find your version number, in the…


Learn a few new tricks in Quick tips for CRM for tablets video

Applies to: CRM for tablets (Windows 8) Even if you’ve been using CRM for tablets for a while, you might learn something new from the tips in this short video (1:04). For more information on installing, configuring, and using CRM for tablets, see CRM for tablets and phones.   Andrea Bichsel Technical Writer Microsoft Dynamics…


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…


New eBook: Create or customize dashboards

Are your teams tired of swimming in spreadsheets? Are reports gathering dust on their desks? Does management know what’s happening with sales opportunities or service cases at this very minute so they can react quickly to your company’s highest priorities? In just a few minutes, you can create dashboards that make the data that matters…


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…


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…


Microsoft CRM 2013 Update Rollup 2 released

The Microsoft Dynamics CRM 2013 Update Rollup 2 is now available on the download center.  UR 2:  Information on CRM 2013 Update Rollup 2 The KB is located at UR 2 is scheduled to be published via Microsoft Update on April 8. UR 2 is fully deployed to all CRM 2013 Online customers.


Process Enablement with Microsoft Dynamics CRM 2013

I am pleased to announce the release of the white paper, Process Enablement with Microsoft Dynamics CRM 2013, which is available for download from the Microsoft Download Center. We live in a world of change and it seems that regardless of the industry or size of customer there is always a new dynamic on the…


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…


Check Out These Handy Links to Help for CRM 2013

Whether you’re an administrator, a developer or a daily user, here’s a collection of links to help for CRM Online Fall ‘13 and CRM 2013 on-premises! BEFORE THE SALE CRM Overview website – Learn about the benefits and features of Microsoft Dynamics CRM, see what’s new and on the horizon, watch videos about customer success…