November Service Update – Import Multiple Files with Import Data Wizard

The new and improved Import Data Wizard allows you to import multiple files at the same time and relate the data quickly and easily. Let’s take a basic example: Importing Accounts and Contacts. Step 1: Create your files Create one .csv file for accounts where each row contains one account with account data.  Create another…

0

Adding Additional Users and/or Storage to your subscription

For customers wanting to add users and/or storage to their CRM Online subscription, here is the process to do so. NOTE: This process can only be initiated by the Billing Administrator of your subscription. Navigate to the Subscription Management area: Settings->Administration->Subscription Management Click on “Add Licenses” or “Add Storage” and follow the wizard   Adding…

0

Activating your Microsoft Dynamics CRM Online Subscription

For prospects/customers wanting to activate their subscription from one offer to another here is the process to do so.  Example scenarios where this would apply: 30-day trial to Professional or other offers you were made eligible for R3 subscription terms to R4 subscriptions terms NOTE: This process can only be initiated by the Billing Administrator…

1

Import Customizations to Leads, Accounts, Contacts

When importing customizations you may encounter an error: The attribute map is invalid. To fix this error and move on with your import: Look at the following attributes in Lead, Account and Contact: address1_line1 address1_line2 address1_line3 address2_line1 address2_line2 address2_line3 In your source attributes for Leads, the field size may not match the field size in…

1

CRM Online Email Router updated to support Exchange Online

Microsoft has recently (11/17) released an update to the CRM Online Email Router.  This update adds support for connectivity between CRM Online and Exchange Online.  The CRM Online Email Router Installation Guide has also been update to reflect these changes. Microsoft Exchange Online support With the November 2009 Service Update, the Email Router supports Microsoft…

0

Installing the CRM Online Outlook Client via SMS

The purpose of this post is to provide some guidance and resources for creating a SMS-based installation routine for the CRM Outlook client. First and foremost, make sure you are downloading the CRM Outlook client that is specific to CRM Online.  The link is: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=e8e6c81a-b7b2-4e57-8599-604967617396.  Next, review the CRM Implementation Guide sections on deploying the…

0

A World Without Choice, Part 2

“Technology must be able to adapt to unique business processes and changing strategies. Organizations that invest in flexible, proven CRM solutions will position themselves for success both today and tomorrow.”  – Rebecca Wetteman, vice president, Nucleus Research As the saying goes, the only constant is change.  Fundamentally, Microsoft believes that as business conditions change, software…

0

A World Without Choice, Part 1

A world without choice, for some organizations, would be more reality than fiction.    While many organizations have made CRM investments with other vendors because they were led to believe that they were “cheaper,” these same organizations are learning first-hand about the tradeoffs with those purchases.  Interface restrictions.  Deployment restrictions.  Integration restrictions.  And extreme pricing or…

0

XRM Web Cast Series Recordings – Update

Microsoft XRM is a model of using the Microsoft CRM platform as tool to build additional business applications. XRM allows you to build relational business applications directly into the Microsoft CRM Platform/Application. Developers can save time building applications leveraging the application and platform services. In addition, business users can participate as well via the point…

0