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Microsoft Dynamics CRM

Track your Brand Easily with Social Engagement in Microsoft Dynamics CRM Online

Posted by The xRM Writing Team on March 23, 2016 at 1:26 pm

As part of xRM’s effort to help clients “get social” with Dynamics CRM, we are providing a series of blogs around the social features available to you. Our last post centered on a free CRM tool, Insights, that allows you to look up key contact, revenue and social profile information about your clients and prospects. [...]

Query Relational Operator “Gotcha”

Posted by The xRM Writing Team on January 19, 2016 at 12:24 pm

As a robust relational-database platform, Microsoft Dynamics CRM Online offers numerous tools to sift through data. The Advanced Find tool is arguably the most robust as it allows users to create ad-hoc queries that can be saved and shared with other users. At xRM (www.xrm.com), Advanced Find is often one of the first things we [...]

Editing Multiple Records in CRM Online with Excel Online

Posted by The xRM Writing Team on October 23, 2015 at 2:35 pm

Editing multiple records in Microsoft Dynamics CRM at once hasn’t always been the easiest of tasks. It’s a common request of our developers at xRM (www.xrm.com) to find ways to update existing data without third-party solutions. Bulk editing has always been supported, but every included record had to take the same new value. If you [...]

xRM Joins the 2015 Inner Circle for Microsoft Dynamics

Posted by The xRM Writing Team on July 16, 2015 at 9:04 am

We are most excited to announce that xRM (www.xrm.com) has earned membership to the 2015 Inner Circle for Microsoft Dynamics. The Microsoft Dynamics Inner Circle represents an elite group of Microsoft Partners from around the globe, with sales achievements that rank them in the highest echelon of the Microsoft Dynamics global network of partners. These [...]

CRM Minute – Outlook Filters

Posted by The xRM Writing Team on July 2, 2015 at 3:03 pm

We at xRM (www.xrm.com) want to remind our customers of a feature that is easy to overlook in the CRM for Outlook plugin—user filters. Filters allow users to control what exactly gets synchronized between Microsoft Dynamics CRM and Outlook. Below is a “CRM Minute” video to show you where you can control these filters. Here [...]

More CRM Online 2015 Update 1 Videos

Posted by The xRM Writing Team on June 5, 2015 at 2:12 pm

Microsoft regularly posts videos pertaining to its Dynamics solutions on the Microsoft Dynamics YouTube channel. Back in March, xRM (www.xrm.com) published a post that bundled some CRM Online Update 1 videos from Microsoft on YouTube since there was no such playlist on the channel. Since then, Microsoft has released 11 new videos that cover Update [...]

Content Delivery Network for Microsoft Dynamics CRM

Posted by The xRM Writing Team on May 29, 2015 at 12:20 pm

Great news for xRM (www.xrm.com) partner hosted customers—you can leverage a content delivery network (CDN) to help improve the performance of Microsoft Dynamics CRM for your end users. This is especially useful for organizations with users based out of international locations, or even users on the East Coast of the United States. For those unfamiliar [...]

Creating Multi-entity Views in Microsoft Dynamics CRM

Posted by The xRM Writing Team on April 14, 2015 at 2:39 pm

Data is more abundant than ever today, but what good is all that data if you have no means of sorting through the influx? One of the goals of xRM (www.xrm.com) when helping clients deploy Microsoft Dynamics CRM is to ensure that they can easily understand their data by displaying it in ways that make [...]

Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1)

Posted by The xRM Writing Team on February 16, 2015 at 1:22 pm

xRM (www.xrm.com) hosts many versions of Microsoft Dynamics CRM to meet its customers’ various needs, including Microsoft Dynamics CRM 2013 with Service Pack 1 (SP1). We will soon be applying Update Rollup 2 to those instances. Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) was originally announced in a pre-release article [...]

How to Format Field Labels

Posted by The xRM Writing Team on February 5, 2015 at 3:20 pm

The Form Editor in Microsoft Dynamics CRM offers a plethora of configuration options to administrators. One of the easier configurations to achieve is creating a custom field. A common question clients of ours at xRM (www.xrm.com) ask us is, “How do I get the whole label to display?” Take a look at this screenshot Microsoft [...]

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