CRM 2011 Data Import Wizard: Importing Related Accounts and Contacts

If you’re new to CRM 2011 you may have imported a sample set of your organization’s data, only to run into the following gray areas: 1. When importing Accounts, how do you map and populate the Primary Contact lookup? 2. When importing Contacts, how do you map and populate the Parent Customer lookup? The Primary…

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CRM Online Discussion Group now live on Microsoft Forums

The CRM Online team now has a way to communicate with YOU – our Customers, Prospects and Partners.  The CRM Online Community Forum is now live. In order to access the CRM Online Community Forum you must first set up a Community Platform Display Name.  This is the name you choose on the profile page…

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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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Adding Activities to the Contact form in an iFrame

I came across the details on how to do this when reading a blog posting from Matt Wittemann a couple years back.  I still use it and thought you might be interested.  Another capability to demonstrate the flexibility of the configuration options of Microsoft Dynamics CRM Online.   1. Create an iFrame on the Contact…

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Mass Email Options in Microsoft Dynamics CRM 4.0

The following post is a guest blog written by CRM MVP Jim Steger of Sonoma Partners. He is also the co-author of the books, Working with Microsoft Dynamics CRM 4.0, Programming Microsoft Dynamics CRM 4.0, and Microsoft Dynamics CRM 4.0 Step by Step. Mass E-Mail Message Options in Dynamics CRM 4.0 Dynamics CRM 4.0 provides…

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Accessing Dynamics CRM from a Mac

Technorati Tags: Mac,CRM,Tips While requests to use Microsoft Dynamics CRM and CRM Online from a Mac are not terribly frequent, it comes up every once in a while so it is definitely worth addressing. Supported clients for Dynamics CRM include Internet Explorer 6 (SP2) and later, and Outlook 2003 (SP2) and later.  Unfortunately, Entourage is…


Microsoft Dynamics CRM Sales Process

A sales process is a standardized series of activities that occur during a sales cycle.  As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater.  In Microsoft CRM v 3.0 the sales process functionality was displayed graphically on the Opportunity form (as shown below) with the ability to…

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Optimizing Performance for CRM Online 2011

CRM 2011 Online was released January 17th, 2011.  The new release delivers a number of new features and has changed the way much of the application data is displayed.  In some cases, the new user interface customization capabilities can lead to an increase in the time it takes to load screens while the data is…

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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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