Microsoft Dynamics CRM Online Debuts

Microsoft Corp. today announced the general availability of Microsoft Dynamics CRM Online, an on-demand customer relationship management service hosted and managed by Microsoft.  The new Internet service delivers a full suite of marketing, sales and service capabilities through a Web browser or directly into Microsoft Office and Outlook. Microsoft Dynamics CRM Online provides "instant-on" access…


How to get to the entity schema’s in CRM Online

If you plan and doing integration using the web services, you may find it useful to have access to the entity schema’s. https://<org name> The entity schemas will give the definition of all the entities in the system. You can use them to help you integrate CRM data into other systems. I’m working on an…


Customer Testimonial from the recent Small Business Summit

Microsoft Dynamics CRM Online customer testimonials (although we still call it “Live” in this segment) featured in the recent Small Business Summit. Lure Executive Services Testimonial at the Microsoft Small Business Summit 1-888-Trash It Testimonial at the Microsoft Small Business Summit


URL changing to reflect CRM Online

With the change to CRM Online, this blog URL will change to from  This change will probably take effect this week so if you receive an error with the original URL please update your RSS feeds, links, etc. accordingly to


Opportunity Links in an Email

Here’s a nice customization you can easily add. Scenario: Sales rep would like to have an email sent whenever a new opportunity is assigned to them. Using workflow, you create a rule that sends them an email whenever an opportunity is assigned to them. In the email, you can include any attribute information that is…


References to Microsoft Dynamics CRM Live

For those who received/purchased the "Working with Microsoft Dynamics CRM 4.0" book, there are several great references specific to Microsoft Dynamics CRM Live. Page 13 (Chapter 1) – Nice overview of the differences between the Microsoft CRM deployment options (On-Premise, Partner Hosted and Microsoft Dynamics CRM Live) Page 575 (Chapter 10) – Nice overview of…


Logging Windows Live ID support requests

It has come to our attention that in a few instances users have had problems creating a Windows Live ID.  This is an issue for us as it is the means of authentications for Microsoft Dynamics CRM Live.  If you experience problems signing up for a Windows Live ID, please access support via this online…


Convergence 2008 is in the books.

Getting the booth ready. Our annual customer/partner conference was last week in Orlando FL. We had a great time and meet with lots of customers and partners. Our team managed the CRM Live stations at the Expo Hall and we had a couple sessions. Eric Boocock presented on Implementing Dynamics CRM Live in 60 Minutes…


CRM Live Team Blog available from Resource Center

The team responsible for managing the Dynamics CRM Resource Center has been kind enough to add a link to the CRM Live team blog. The Resource Center also provides access to the following CRM Live content: Quick Tips Support information and channels Training and Events Downloads Product Suggestions This is a great new addition to…