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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Calculations Using Workflow

  I’d never thought about using Workflows for doing calculations until a friend of mine in the CRM community, Shilpa Sinha, mentioned it.  Shilpa is in our Partner Technical Consultancy group.  Here’s here post on this topic. http://blogs.msdn.com/b/shilpascrm/archive/2010/09/13/calculations-using-workflow.aspx  While many already use jscript to perform calculations on a form, there are advantages to using workflow. …


Administrator’s Guide

Really quick post here folks.  I just figured out the externally addressable URL for the CRM Administrator’s Guide.  It’s a good one to bookmark. http://rc.crm.dynamics.com/help/# Cheers! Kevin


Optimizing Performance in CRM Online

There are a number of things you can do to improve the performance of your CRM Online deployment.  Most of this will happen at the client level.  Microsoft, of course, handles (nearly) all of the performance optimization at the server level.  The “nearly” part really applies to things you can do to with respect to…


White Paper: Outlook Synchronization in Microsoft Dynamics CRM

Great white paper developed by the CRM E2 team.  Outlook synchronization enables Outlook users to view Dynamics CRM information, including contacts, tasks, phone calls, letters, faxes, appointments, and e-mails, within the Outlook interface. This document describes the client synchronization process that is associated with Update Rollup 7 for Microsoft Dynamics CRM 4.0 or later (for…

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Flexibility in purchasing CRM Online – Now available thru Volume Licensing (Enterprise Agreements)

  In addition to purchasing Microsoft Dynamics CRM Online via Credit Card or Invoicing, Microsoft Dynamics CRM Online is also now available through Volume Licensing — Enterprise Agreement and Campus / School Agreement only to customers in North America (USA and Canada only). The following licenses are available for purchase through volume licensing: · Dynamics…

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Importing Data from Salesforce.com to Microsoft CRM Online – Part 1

I am cross posting this blog from the CRM blog site as it is specific to CRM Online. -eBoo I am hoping you are already following the series of blogs describing on how to use the new Import Data Wizard in the Microsoft Dynamics CRM Online Service Update for Nov 2009. Here I will cover…

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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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Adding Additional Users and/or Storage to your subscription

For customers wanting to add users and/or storage to their CRM Online subscription, here is the process to do so. NOTE: This process can only be initiated by the Billing Administrator of your subscription. Navigate to the Subscription Management area: Settings->Administration->Subscription Management Click on “Add Licenses” or “Add Storage” and follow the wizard   Adding…

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