Early Access II Sign-Up Process

To help our customers and partners visualize the Early Access II Sign-Up process prior to starting, below is a walk-thru guide for what you can expect the Sign-Up experience to look like. Step 1a (Sign In – WLID): When you receive your Early Access invitation from your Solution Sales Professional, you will receive a specific…

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Backing up your Customizations

It’s a good idea to back up (Export) your Customizations on a fairly regular basis – after you create or alter any of your Entities, Workflows, etc.  This is a very simple process that can make your live easier in the future.  If you are just getting started with CRM Live, go ahead and create…


Convergence 2008 – CRM Live Specific Sessions

For those attending Convergence 2008, March 11 – 14 in Orlando, FL, there are 4 sessions dedicated to CRM Live.  For anyone interested in learning more, the CRM Live sales team would encourage you to stop by our booth and/or attend these very informative sessions. CRM108 Getting Started with Microsoft Dynamics CRM Live Businesses today…

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Quickly Accessing User-Created Views Through IE Favorites

Here’s a way to more quickly access information in Dynamics CRM Live that is relevant to you.  This will help your users get to Views they create more rapidly than standard methods.   Navigate to Sales -> Accounts. The system default view is My Active Accounts, which has City column represented but not the State. …


Working with Product Catalog & Price List

If you don’t set up your product catalog properly, yon’t be able to add products to the opportunity.  Product catalogs and product list are dependant data entities. You should first create your price list. Then your products. When creating a product list or a product they each need to reference a price list item.The catalog also needs to…

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CRM 4.0 Launch Events in the United States

The CRM Live sales team will be supporting the Microsoft-hosted launch events in various US cities starting Tuesday, March 4th in Nashville and Tampa.  This will be a great learning experience for hearing and seeing Microsoft CRM but also the opportunity to view CRM Live and talk with the representatives from the CRM Live sales…

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How to add a new user to a CRM Live Org

How to add a new user to a CRM Live Org: You need to have the Windows Live ID of the new user.   To add a new user to a CRM Live Org Goto Settings->Administration->Users Select New User Enter in information In the Primary Email ID enter the Windows Live ID account of the…

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Useful Download Links for CRM Live Early Access 2

Flickr Tags: CRM Live Note: This post will be periodically updated with additional download links for CRM Live Early Access 2. The official downloads for CRM Live Early Access 2 are now available from the CRM section of download.microsoft.com (Keywords: CRM Live & Product/Technology: Microsoft Dynamics CRM) *Please be aware that these downloads are only…

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CRM Live Early Access 2 is here!

The Microsoft Dynamics CRM Live Early Access program is a limited-access program available to organizations located in the United States and Canada who are looking to accelerate their adoption of Microsoft Dynamics CRM Live. To be considered for the CRM Live Early Access 2 program, follow these 3 easy steps: Step 1 To get started…

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