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Archive for March, 2013

Microsoft Dynamics CRM Update Rollup 13

March 29, 2013

On Tuesday, March 26, 2013, Microsoft released Update Rollup 13 for on-premises and partner-hosted Microsoft Dynamics CRM 2011 customers. Unlike Update Rollup 12, this update does not include any major new functionality. The update includes hotfixes for a number of issues that the Microsoft Engineering Team or CRM 2011 customers have uncovered. You can read [...]

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Posted in CRM Online, Microsoft Dynamics CRM No Comments »

Microsoft Dynamics CRM Gets Social Analytics Boost with Netbreeze Acquisition

March 27, 2013

Microsoft recently announced the acquisition of Netbreeze, a Swiss social media analytics and monitoring solutions provider, which specializes in social consumer relationship management. Microsoft plans to integrate Netbreeze’s strength in multi-lingual, social monitoring analysis with Dynamics CRM. Microsoft executives acknowledge that the organization has become more active in seeking out new technology, but that the [...]

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Posted in CRM Online, Microsoft Dynamics CRM No Comments »

The Microsoft Big Easy Offer Has Returned for a Limited Time

March 18, 2013

If you need additional Microsoft server or end-user application licenses, there is no better time to buy than during the Big Easy Offer 10. For the next few weeks (until May 31, 2013), Microsoft is offering rebates on the vast majority of server and application licenses for small to mid-sized business (SMBs). A portion of [...]

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Posted in CRM Online, Microsoft Dynamics CRM No Comments »

DocuSign and xRM Take the Stage at Convergence 2013

March 14, 2013

Come for the excitement of Bourbon Street; Stay to hear how DocuSign is making businesses around the world more efficient and how partners like xRM are building innovative solutions using the DocuSign API. Convergence, Microsoft’s annual conference for the Dynamics Community, is heading to New Orleans March 18-21. Each year, Convergence provides partners and customers [...]

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Posted in CRM Online, Microsoft Dynamics CRM No Comments »

The Simplicity of Polaris

March 12, 2013

As a CRM Online customer, or even a person who might be interested in CRM Online, you have to appreciate the current thinking from Microsoft – that their CRM solution is a bit … complex.  In fact, it’s not just Microsoft that believes this, but it’s something we hear a lot as we work with [...]

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Posted in CRM Online, XRM Strategy 2 Comments »

xRM Teams with Akvelon to Provide Hosted Global Search

March 12, 2013

xRM has teamed up with Akvelon to provide the company’s Global Search application to Microsoft Dynamics CRM customers that have partner-hosted deployments. Global Search was previously available only to CRM Online customers and as an on-premises application. There are currently two hosted versions of Global Search available from xRM: Global Search Standard and Global Search [...]

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Posted in CRM Online, Microsoft Dynamics CRM 2 Comments »

Sales, Marketing, Service: What Else Can CRM Online Do?

March 12, 2013

If you have signed in to your Microsoft Dynamics CRM Online account already, you have likely noticed that it contains modules that correspond to the three main functions of CRM: sales, marketing, and service. Each of the three main modules can help you transform your operations in one area, improving the efficiency and effectiveness of your [...]

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Posted in CRM Online 1 Comment »

Quick tip: Sub-Grid Formatting

March 11, 2013

Here’s a quick formatting tip for adding sub-grids to a form. A common obstacle I’ve encountered personally, and others have as well, is an inability to insert multiple, adjacent sub-grids, as seen in the picture below.   Let’s work with this specific example of inserting four adjacent sub-grids, but the same rules apply when inserting [...]

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Posted in CRM Online, Microsoft Dynamics CRM No Comments »

Handy System Settings for a System Administrator

March 8, 2013

Let’s step into the shoes of our humble system administrator, Butch Burnquist once again. This time he’s making some changes to the System Settings in Microsoft Dynamics CRM Online, including some that improve the user experience for other people. You will need to have a Security Role of System Administrator or System Customizer, or equivalent [...]

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Posted in CRM Online, Microsoft Dynamics CRM No Comments »

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