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Quick tip: Connect to multiple Microsoft Dynamics CRM 2011 organizations

Published on December 27, 2011 By The xRM.com Writing Team

One particularly nifty feature included with Microsoft Dynamics CRM 2011 and CRM Online 2011 is the ability to connect to multiple organizations using a single Microsoft Dynamics CRM for Microsoft Office Outlook client. Only one organization can be configured as the “synchronizing organization”, the organization you’ll actively track Microsoft Exchange Server items in as CRM [...]

The 411 on Tracking in Microsoft Dynamics CRM 2011

Published on December 12, 2011 By The xRM Writing Team

One of the main advantages in using the Microsoft Dynamics CRM 2011 for Microsoft Office Outlook client is the ability to track items in Microsoft Dynamics CRM directly from within Outlook. What is tracking you ask? When an Outlook item is “tracked” using the client, an exact copy is created inside of the Microsoft Dynamics [...]

Quick Tip: Get Wild with Your Searches

Published on December 5, 2011 By The xRM Writing Team

Search is a handy tool in Microsoft Dynamics CRM Online 2011. You can find the record or records you’re looking for quickly by name. What if you aren’t sure of the whole name? Fortunately, Microsoft supports a “wildcard”, which allows you to search for unknown parts of names. As part of your Microsoft Dynamics CRM [...]

Quick Tip: Delete a Saved View

Published on November 28, 2011 By The xRM Writing Team

In a recent blog post, we here at xRM.com took a dive into the powerful and flexible Microsoft Dynamics CRM Online 2011 tool, Advanced Find. We showed you how to quickly find a list of all of your Accounts located in Los Angeles, and then we showed you how to replicate that query on demand [...]

Quick tip: Change your CRM Online 2011 password

Published on November 14, 2011 By The xRM Writing Team

One of the trends our Microsoft CRM Support team has noticed lately is a rise in the number of questions regarding passwords and Microsoft Dynamics CRM Online 2011. Although Microsoft has published a help article regarding changing passwords in the past, a quick blow-by-blow of the process couldn’t hurt. We’ll show you below how to [...]

Let’s take a look inside CRM Online 2011 with Advanced Find: Part 1

Published on November 8, 2011 By The xRM Writing Team

Advanced Find in Microsoft Dynamics CRM Online 2011 is a strong and flexible tool that functions similar to a magnifying glass, allowing you to focus on specific data in your database. Not only can you zoom in on particular data for examination, you can also filter out unnecessary data. An Advanced Find can also be [...]

Quick Tip: Set Personal Options in CRM Online 2011

Published on October 17, 2011 By The xRM Writing Team

Businesses are always looking to hire developers for Microsoft Dynamics CRM Customization and Configuration, but there are configurations that can be made on a more personal and cosmetic level that do not require assistance from a developer. Microsoft Dynamics CRM Online 2011 contains several personal options that are unique to every user and can be [...]

Microsoft Dynamics CRM 2011 Update Rollup 3

Published on July 29, 2011 By The xRM Writing Team

Update Rollup 3 for Microsoft Dynamics CRM 2011 will be available as of August 3, 2011. This update is available for all languages supported by Microsoft Dynamics CRM 2011. It includes hotfixes and updates for the following components: Microsoft Dynamics CRM Server Microsoft Dynamics CRM E-mail Router Microsoft Dynamics CRM Language Packs Microsoft Dynamics CRM [...]

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