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Quick tip: Sub-Grid Formatting

Published on March 11, 2013 By The xRM.com Writing Team

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 [...]

Handy System Settings for a System Administrator

Published on March 8, 2013 By The xRM.com Writing Team

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 [...]

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

Published on February 27, 2013 By The xRM.com Writing Team

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 [...]

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

Published on February 22, 2013 By The xRM.com Writing Team

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 [...]

New User Interface, Still a Classic

Published on February 20, 2013 By The xRM.com Writing Team

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 [...]

Hey Microsoft. Where Is My Toolbox?

Published on February 18, 2013 By The xRM Writing Team

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 [...]

Internet Lead Capture ends today

Published on February 15, 2013 By The xRM.com Writing Team

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 [...]

Getting your sales team interested in CRM Online 2011

Published on February 11, 2013 By The xRM.com Writing Team

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 [...]

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

Published on February 7, 2013 By The xRM.com Writing Team

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 [...]

Quick tip: Using Excel with Microsoft Dynamics CRM

Published on February 4, 2013 By The xRM.com Writing Team

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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