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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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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eService Accelerator for CRM Online – Video

The Accelerators for Microsoft Dynamics CRM provided additional functionality for your CRM application. Please see the below links if you are not already familiar with them. I’m did some research into modifications to the eService Accelerator to work with CRM Online. The eService Accelerator provides a sample portal that you can customize. The portal supports…

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CRMUG Workshop – Working with the Outlook Client – May 14th, 3:00-4:00 pm EDT (FREE!)

Shameless plug for the CRM User Group and sessions they host. http://crmug.com/default.aspx?pageid=1231 Are you using the Outlook client at your organization?  Have you had any questions or issues that you’ve been looking to resolve?  Don’t miss this opportunity to get answers direct from the Microsoft experts.  Join Shawn Dieken and Jon Strand from the Microsoft…


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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CRM Outlook Client update

An optional software update is now available for Microsoft Dynamics CRM Online for Microsoft Office Outlook. This optional software download includes an update that can increase the performance and reliability for everyday system use. From Microsoft Office Outlook, users can automatically download this update by navigating to the CRM menu found at the top of…


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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