License types in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online

With the release of Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online Fall ’13 Update, Microsoft has introduced a new multi-tiered licensing model that extends the licensing flexibility that is currently offered to on-premises customers and introduces the same level of flexibility for online customers. Key benefits that customers can expect from the…


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…


Creating and Publishing a Web Portal to an Azure Cloud Service

Hello all: At Convergence a few weeks ago I presented some CRM demos and this article will be the first in detailing how those demos were created and how you can mirror the functionality in your CRM Online deployment. This first article will cover the creation and publishing of a Web Portal published to an…


The MSDN/TechNet Profile Recognition System ~ Awarding Community Excellence

In April a new MSDN/TechNet recognition system was deployed across the entire Microsoft Technical Communities. This system incorporates points, achievements, leaderboards, statistics, areas of expertise, affiliations and badges/labels. I have gotten so many questions about the new program that I thought I would share my experience so far. First and foremost, the MSDN, TechNet and…


Microsoft Dynamics CRM 2011 Top 10 in 10

During last week, we hosted xRM Cloud Acceleration Lab in Redmond, WA. We had 14 on-site advisors to help 16 partners develop their industry solutions using Microsoft Dynamics CRM 2011 Online, Microsoft Windows Azure, and Microsoft Office 365. We were lucky to have 9 CRM MVPs as part of our on-site advisors, who came all…


How To: Configure Tracing for Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010

The Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 allows SharePoint site collection administrators to configure tracing (enable/disable tracing, configure trace levels and view traces) using a graphical user interface. In this blog I will walk you through the steps to accomplish above and will also share some facts about Microsoft Dynamics…


Introduction to Queues in Microsoft Dynamics CRM 2011

What is a queue? The analog predecessor to the CRM queue was the incoming and outgoing box on an employee’s desk. When someone has a work item for you to work on they filled out a form and set it in your “incoming” box. Employees often would have different boxes to manage different types of…


Microsoft Dynamics CRM 2011 Release Candidate (RC) Announcement

The Microsoft Dynamics CRM 2011 Release Candidate (RC) is now available for download in the Microsoft Download Center.  As with the Microsoft Dynamics CRM 2011 Beta, the Release Candidate is available for anyone to download, and will be available until the RTM release scheduled for Q1, 2011.   This release represents the combined efforts and feedback…


Testing your Microsoft Dynamics CRM 2011 Apps

You have a fantastic App for Microsoft Dynamics CRM 2011 and you want to list it on the Microsoft Dynamics Marketplace and/or achieve certification. Good news! The software test that you have to take is self-administered and is available now for you to give it a try. Do note that several of the sites mentioned…


It’s Veteran’s Day 2011

As a veteran of the U.S. Army in the Corps of Engineers, now a retired Major, here’s my favorite Veteran’s Day video this week: From all of us at Microsoft Cheers, JaAG