New simplified experience to view and associate activities

In Polaris and UR12 (opted-in) build Microsoft Dynamics CRM have enhanced experience around business interaction in a novel way. It enhances capability to get details of all customer interactions associated with abusiness record as a unified experience. In the CRM system, customer interactions are represented in the form of Activities i.e. Email, Phone Call, Fax,…


CRM for Outlook Configuration Troubleshooting Wizard updated with new solutions

In April we introduced the Outlook Configuration Troubleshooting Wizard. Since then we have incorporated several changes to increase the number of issues it can help you resolve.  We highly recommend using this resource if you encounter an error configuring the Dynamics CRM Outlook Client. Please also continue providing feedback if you find a solution that…


Announcing Microsoft Dynamics CRM SDK Update V5.0.4

Microsoft Dynamics CRM SDK Version 5.0.4 is now live on MSDN downloads and MSDN library. This update includes the following: Updated assemblies to match Update Rollup 2. For Microsoft Dynamics CRM Online, updates are installed for you. For other deployment types, you can get Update Rollups from the Microsoft Download Center or from Microsoft Update….


CRM Online E-mail Router – Yes We Do That!

Today’s guest blogger is CRM MVP and CRM Forum admin Donna Edwards. She blogs regularly at Today, I was researching CRM E-mail router implementation in reference to Microsoft Exchange and CRM 2011 Online.  As I was clicking through links and reviewing the available information, I quickly realized that this was great stuff and I…


Adding attachments to Templates and Bulk email

A frequent request from the customers of Microsoft Dynamics CRM 4.0 was the ability to add attachments to bulk email. Some users were also looking for a mechanism to use email templates when distributing Campaign Activities and Quick Campaign. There were also requests to allow usage of attachments in email templates so that whenever some…


Microsoft Dynamics CRM 2011 ~ Rich CRM Email and Appointments

Ok, let’s be real. When you think about the Microsoft Dynamics CRM Outlook Client, “Track in CRM” is usually the first thing that comes to mind. The reason so many of you use Microsoft Dynamics CRM is because of Microsoft Outlook integration, and when you think about Outlook integration, you think about Track in CRM….


Microsoft Dynamics CRM: Bulk Email with Merge Fields and Pics

Today’s guest blogger, CRM MVP Frank Lee,  provides tips and tricks for bulk emailing with pictures that he found to be very useful. A common CRM task during Holiday Seasons is to send out personalized Email greetings with images to customers.  With features like Bulk email Blast and Field Merge "Mail Merge", emailing with Microsoft…


How to Configure Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise) with Microsoft Exchange Server 2010

Update Rollup 8 for Microsoft Dynamics CRM E-mail Router (On-Premise) includes support for Microsoft Exchange Server 2010. In continuation to the blog titled “Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online”, this one explains the detailed steps required to setup Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise) with Microsoft Dynamics CRM 4.0 On-Premise…


Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online

Microsoft has released the November 2009 update for the Microsoft Dynamics CRM Online E-mail Router which includes the support for Microsoft Exchange Online. This blog covers step by step instructions to setup the Microsoft Dynamics CRM E-mail Router with the Exchange Online system to process incoming and outgoing e-mails from the Microsoft CRM system. Introduction…


Provisioning ‘unique names’ changes in Microsoft Dynamics CRM

The Microsoft Dynamics CRM Online November 2009 Service Update will change how we provision unique names. If ISV code makes a certain incorrect assumption about how to talk to CRM Online organizations, it will break for some orgs.  Also, customers setting up an email router will have a minor change to the way they acquire…