Automatic Document Library creation with CRM 2011 Online and SharePoint 2010

Here are some notes to describe setting up automatic document library creation with CRM 2011 Online and SharePoint 2010 on premise.  This allows you to automatically create document libraries associated with CRM entities such as Account, Contact, Opportunity etc. Some good basic notes to do this are located here –  http://www.microsoft.com/downloads/en/details.aspx?FamilyID=23c0f351-8694-4d92-9ddf-34a949aec6a7&displayLang=en   The setup issues…

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Going to Convergence 2011 Atlanta? Sign Up for Concept Box Sessions to Impact Future Versions of CRM

The Microsoft Dynamics CRM Team are enthusiastically looking forward to meeting you at Convergence 2011, sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences, your needs, and your insights during our Concept Box Sessions. Concept Box Sessions: Influence, Insight, Shape…


Configure Mobile Express in CRM 2011

If you’ve worked with Mobile Express in CRM 4.0, then you’re probably used to navigating to Settings –> Customization –> Customize Mobile Express.  In CRM 2011 the navigation has changed so that Mobile Express configuration exists within each entity. For example, if you want to enable Accounts for Mobile Express, go to Settings –> Customization…

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Install guidance for the CRM Online Outlook Plug-In for CRM Online 2011

Setup method #1 §  Download the Outlook plug in from within your CRM Online subscription website.   (If you don’t see the option to “download the Outlook Client” available in a yellow bar of your browser move to setup method #2 below.) o   This will look at what version of OS and Office you are running…

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