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Archive for July, 2012

Microsoft Dynamics CRM Online Training Videos on YouTube

July 31, 2012

Recently, xRM.com made a few of its Microsoft Dynamics CRM Online training videos available on YouTube. The videos are full-length examples of the CRM Online tutorials that the company offers in the Success Portal by xRM.com, which is a free Microsoft CRM Online training resource for companies that have declared xRM.com their Microsoft Dynamics CRM [...]

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Posted in CRM Online, Microsoft Dynamics CRM, Success Portal 2 Comments »

Introducing the Success Portal by xRM.com

July 25, 2012

Regular readers of our blog have heard us discuss the virtues of CRM 2011 and CRM Online before and have come to see our blog as a valuable source of information about Microsoft Dynamics CRM products. Now, we would like to introduce you to the Success Portal by xRM.com for CRM Online users, our ongoing [...]

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Posted in CRM Online, Microsoft Dynamics CRM, Success Portal 3 Comments »

Quick tip: Assign a record

July 23, 2012

If you’re a regular reader of our xRM.com blog for Microsoft Dynamics CRM, then you probably know that Microsoft Dynamics CRM Online databases are made up of Accounts, Contacts, Users, and other various system objects which are stored as records. You’ve also probably noticed that every record in CRM Online has an owner. Whenever a [...]

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Posted in CRM Online, Microsoft Dynamics CRM No Comments »

Upcoming changes to CRM Online 2011 Q2 2012 Service Update / Release

July 16, 2012

We’ve been waiting patiently for the next major update to Microsoft Dynamics CRM Online 2011, the Q2 2012 Service Update, since Microsoft nick-named it “CRM Anywhere” in February of this year. You might have also heard it referred to as the Q2 2012 Service Release, or R8.  If you’ve been following our xRM Blog on [...]

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Posted in CRM Online, Microsoft Dynamics CRM 2 Comments »

Quick Tip: Save a Microsoft Dynamics CRM Report

July 9, 2012

Today, we’re going to share a tip with you on Reports, one of the quicker ways to analyze data in Microsoft Dynamics CRM Online. While you’re probably aware that you can run Reports on demand, or schedule Reports to run automatically using Workflows, you might not know that you can export a Report while viewing [...]

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Posted in CRM Online, Microsoft Dynamics CRM 1 Comment »

Quick tip: Granting privileges using a Security Role in CRM Online 2011

July 2, 2012

In today’s post, we’ll discuss Security Roles in Microsoft Dynamics CRM Online 2011 and explain how to manage them using an example. xRM Guy, a Salesperson at xRM.com, will soon be promoted to a Microsoft Dynamics CRM sales manager. With his new title comes new responsibilities, and he will require elevated privileges in CRM Online [...]

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Posted in CRM Online, Microsoft Dynamics CRM 1 Comment »

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