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Archive for February, 2013

Getting the Most Out of Your CRM Online Trial – Converting Your Trial Account to Paid Subscription

February 27, 2013

This is the final entry in a series intended to help you effectively evaluate your free 30-day trial of Microsoft Dynamics CRM Online. The four previous entries are CRM Online Getting Started Security Roles Sample Data as a Training Tool CRM for Outlook If you have already registered for a free 30-day trial of Microsoft [...]

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Getting the Most Out of Your CRM Online Trial – Sample Data as a Training Tool

February 25, 2013

It’s our third entry in this series and we are well on our way to effectively evaluating our free 30-day trail of Microsoft Dynamics CRM Online. We got started by understanding that CRM Online is a framework that we can use to build an environment that suits our business’ needs. We also explored the application [...]

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Developer Alert: Microsoft Dynamics CRM 2011 SDK v5.0.13 released

February 22, 2013

Microsoft has updated the Software Development Kit (SDK) for Microsoft Dynamics CRM 2011 to version 5.0.13. This update addresses Polaris and UR 12 and is now available for download from MSDN downloads as well as from the MSDN library. The updated SDK makes Yammer Integration, extended browser support, enhanced Activity Feeds, and the updated user [...]

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New User Interface, Still a Classic

February 20, 2013

One of the many great things about the Polaris update to CRM Online is the amount of information provided to users in a single window. This allows you to view data in one central location. Of course, if you prefer the classic view that’s perfectly fine as well. Simply click the ellipsis at the top [...]

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Posted in CRM Online, Microsoft Dynamics CRM 1 Comment »

Hey Microsoft. Where Is My Toolbox?

February 18, 2013

The recent Polaris update (Update Rollup 12) made a number of changes to the user interface of Microsoft Dynamics CRM 2011 and CRM Online. As part of the new Polaris interface, the sitemap and navigation pane have been cleaned and simplified. However, humans are notoriously change-adverse, and as humans, we may find it difficult to [...]

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Internet Lead Capture ends today

February 15, 2013

Microsoft announced a while ago that it planned to discontinue Internet Lead Capture (ILC) Friday, February 15, 2013. That date has arrived. ILC provided a way to collect data submitted by potential customers on the web and save the data in new records in CRM Online, but it had some limits. ILC was only available [...]

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Getting your sales team interested in CRM Online 2011

February 11, 2013

At this point in its lifecycle, there’s no doubting that Microsoft Dynamics CRM 2011 is a powerful and flexible product, or that it’s here to stay. When you combine the feature set of the application with its low cost and familiar interface, subscribing becomes a no-brainer for most businesses. Most newcomers to Microsoft Dynamics CRM [...]

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Posted in CRM Online, Microsoft Dynamics CRM 1 Comment »

Getting the Most Out of Your CRM Online Trial – CRM for Outlook

February 7, 2013

At this point in our evaluation of our free 30-day trial of Microsoft Dynamics CRM Online, we have conducted most of our analysis from an internet browser. However, we heard that Microsoft CRM will work within Outlook as well, allowing us to utilize virtually all CRM Online functionality from the familiar Outlook client that we [...]

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Quick tip: Using Excel with Microsoft Dynamics CRM

February 4, 2013

Have you ever had issues opening exported Microsoft Dynamics CRM data in Microsoft Excel 2010? This can be a frustrating occurrence, but one that may be easily resolved. The issue:  opening a Data Import template or XML Spreadsheet 2003 file for reimport fails with Microsoft Excel 2010. Basically, Data Import templates and files configured for [...]

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