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Archive for March, 2012

Personalizing CRM Online 2011: The Home Page

March 26, 2012

What’s the first thing you do after signing in to Microsoft Dynamics CRM Online 2011? Do you navigate away from the default dashboard to another area such as Sales? Personalization is greatly enhanced in CRM Online 2011 and one of the easiest yet most satisfying ways to personalize CRM Online 2011 is to set your [...]

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Posted in CRM Online, Microsoft Dynamics CRM 2 Comments »

Microsoft Dynamics CRM 2011 Update Rollup 7

March 23, 2012

Update Rollup 7 is available for Microsoft Dynamics CRM 2011. It can be downloaded from the Microsoft Download Center as of March 22, 2012 or updated through Windows Update as of April 10, 2012. This update is available for all languages supported by Microsoft Dynamics CRM 2011 and includes several improvements and critical fixes. This [...]

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Posted in Microsoft CRM Update Rollup, Microsoft Dynamics CRM No Comments »

Understanding the importance of CRM Anywhere

March 20, 2012

If you’ve been following the blogosphere, you’ve probably heard the recent buzz about “CRM Anywhere” for Microsoft Dynamics CRM Online 2011. In fact, we too posted recently about some of the features coming in CRM Anywhere, but we didn’t go into depth on why they are so important for CRM Online 2011. Mobility One of [...]

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Posted in CRM Online, Microsoft Dynamics CRM 3 Comments »

Reopening Closed Opportunities: If At First You Don’t Succeed, Try, Try Again

March 13, 2012

Did you know that you could reopen closed opportunities in Microsoft Dynamics CRM Online 2011? Say your business were to close an opportunity as lost, and you later find out that the customer would like to reopen discussions about the potential sale. You do not need to create a new opportunity record in this scenario. [...]

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Posted in CRM Online, Microsoft Dynamics CRM 1 Comment »

Document Management in CRM Online 2011 with SharePoint Online

March 5, 2012

Late last year we blogged about the possible connection between two different applications, Microsoft Dynamics CRM Online 2011 and Microsoft Office SharePoint Server. Due to recent changes made by Microsoft, you can now connect the cloud application, CRM Online 2011 with the cloud application, Microsoft SharePoint Online. Once they are connected, you can store documents [...]

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Posted in CRM Online, Microsoft Dynamics CRM 4 Comments »

Microsoft Dynamics CRM 4.0 Update Rollup 21

March 1, 2012

Update Rollup 21 is available for Microsoft Dynamics CRM 4.0. It can be downloaded from the Microsoft Download Center or Windows Update as of February 9, 2012. This update is available for all languages supported by Microsoft Dynamics CRM 4.0 and includes several improvements and critical fixes. The following components are affected Components: Microsoft Dynamics [...]

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Posted in Microsoft CRM Update Rollup, Microsoft Dynamics CRM 2 Comments »

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