RELEASED WHITEPAPER: Microsoft Dynamics CRM Online: Security Features

The CRM Engineering for Enterprise team has just announced the release of a new white paper, Microsoft Dynamics CRM Online: Security Features, which is available for download from the Microsoft Download Center via: https://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=eb07464e-ef76-4785-af13-9c5617e14644 Microsoft takes a holistic approach to providing a highly secure environment for Microsoft Dynamics CRM Online. After an overview of the…


CRM Online E-mail Router and Exchange Online

Check out this post for specific instructions on how to configure the CRM Online E-mail Router to work with Microsoft Exchange Online.  For additional deployment scenarios, download the document titled “Microsoft Dynamics CRM: How to configure the On-premise and Online E-mail Router in different deployment scenarios”. In this post I will document how to configure…

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How to Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online.

The following article demonstrates how to configure the CRM Online E-mail Router to use Microsoft Exchange Online.  I will be posting another blog on how to support “E-mail to Case” using the Router configuration below. -Eric Microsoft has released the November 2009 update for the Microsoft Dynamics CRM Online E-mail Router which includes the support for…

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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…

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Microsoft Dynamics CRM – Top Sites and Downloads

The following is a great post from CRM Team blog “poster” JaaG. – Eric B. ——————————————————————————————————————————- Microsoft Dynamics CRM – Top Sites and Downloads Whether you’re interested in an online or on-premise solution, Microsoft Dynamics CRM has you covered. Check out just a few of the content and community areas available to help you create…

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CRM Sample Data – Product Fix

Have you imported the CRM Sample Data (YES, it works with CRM Online) and tried to add products to an opportunity?  Nothing there!  You look and see the products have been imported but notice the warning: There are 295 products added as a part of the sample data.  You cannot set the default price list…

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Microsoft Dynamics CRM Online Screenshot Demonstration(s)

I prepared this PowerPoint presentation of CRM Online consisting of screenshots for a webinar that only supported the upload of documents, not a live demonstration.  In this presentation I walk through each aspect of the Microsoft CRM application.  The headers link to downloads for just the specific function, not the entire overview provided in the…

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Want to demo your Windows Mobile device on your PC?

Download the Windows Mobile Developer Power Tools and perform the following manual steps*: Install Windows Mobile Developer Power Toys. Copy C:\Program Files\Windows Mobile Developer Power Toys\ActiveSync_Remote_Display\devices\wce400\armv4t\cerdisp2.exe and C:\Program Files\Windows Mobile Developer Power Toys\ActiveSync_Remote_Display\devices\wce400\armv4t\KillProc.exe to \Windows on the mobile device. Run ActiveSync Remote Display on the PC and click OK to the error. Choose Yes when…

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CRM 4.0 User’s Guide

Somehow I think it went largely unnoticed that the printable version of the Help that comes with Dynamics CRM 4.0, was published on Microsoft Downloads a couple of weeks ago.  Weighing in at a hefty 499 pages, this guide is specific to the On-Premise version of Dynamics CRM 4.0, but I think you will find…


Moving from CRM Online to CRM Onpremise

This whitepaper lists the steps needed to migrate from a Microsoft CRM Online deployment to a Microsoft Dynamics CRM 4.0 on-premise deployment.  This process will move all the CRM data as well as the customizations and configurations to an Onpremise deployment. Microsoft CRM Online Data Migration to Microsoft Dynamics CRM 4.0 On-Premise

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