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Enable CRM Online 2011 e-mail tools

Published on January 18, 2012 By The xRM.com Writing Team

Many subscribers of Microsoft Dynamics CRM Online 2011 enjoy the integration offered by the CRM Online 2011 for Microsoft Office Outlook client, which gives them the ability to access CRM Online 2011 through the Outlook interface. When using the client, you gain access to a few additional features included with CRM Online 2011 at no [...]

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 [...]

Add Filters to Saved Views

Published on October 10, 2011 By The xRM Writing Team

Personal views in Microsoft Dynamics CRM Online 2011 deliver access to records most important to you. Over time, you may need to refine these views with filters in order to support your changing needs. These filters help provide a more focused view of your data. When you create personal views in Microsoft Dynamics CRM, you [...]

See Rapid Results with Quick Campaigns

Published on October 3, 2011 By The xRM Writing Team

In Microsoft Dynamics CRM Online 2011, campaigns allow you to track the activities, costs, lists, planning, responses, and schedules of your marketing and outreach efforts. xRM.com has also created a Constant Contact integration for Microsoft Dynamics CRM in order to extend this campaign functionality. There are some cases however, that simply require you to distribute [...]

Attach a File in Microsoft Dynamics CRM Online 2011

Published on September 5, 2011 By The xRM Writing Team

In Microsoft Dynamics CRM Online 2011, users can attach files to records. For example, this function allows you to attach a PowerPoint presentation to an account, or an Excel spreadsheet to a contact. Whatever your needs are, attaching a file to a record is a simple process. This feature improved in version 2011 over version [...]

Microsoft Dynamics CRM 4.0 Update Rollup 18

Published on July 7, 2011 By The xRM Writing Team

Microsoft has released Update Rollup 18 for Microsoft Dynamics CRM 4.0. This update is available for all languages supported by Microsoft Dynamics CRM 4.0. It includes hotfixes and updates for the following components: Microsoft Dynamics CRM 4.0 Server Microsoft Dynamics CRM 4.0 E-mail Router Microsoft Dynamics CRM Data Migration Manager Microsoft Dynamics CRM for Microsoft [...]

Connections in Microsoft Dynamics CRM 2011

Published on June 13, 2011 By The xRM Writing Team

In Microsoft Dynamics CRM 2011, a new feature called Connections adds a layer to records organization, allowing users to connect records in an intuitive manner. Connections gives users insight into their company’s records in Dynamics CRM 2011 at a glance. A user can open any record and quickly identify relationships or a hierarchy by looking [...]

Microsoft Dynamics CRM Online Tutorials

Published on May 30, 2011 By The xRM Writing Team

There is a plethora of features and tools in Microsoft Dynamics CRM Online. All are designed to create an intuitive, productive experience for the end user. In order to provide users with a guide to some of these features, Microsoft has added a new type of content to the Microsoft Dynamics CRM Online Resource Center—tutorials. [...]

Free eBooks for Microsoft SQL Server 2008 R2 and Visual Studio 2010

Published on May 9, 2011 By The xRM Writing Team

If you are a Dynamics CRM developer, you most likely utilize Microsoft SQL Server and Microsoft Visual Studio. Reading about the numerous enhancements and additions made to Microsoft SQL Server 2008 R2 and Visual Studio 2010 Professional will have a positive impact on the applications you design. If you would like to expand your knowledge [...]

Free EBook for Microsoft Office 2010

Published on May 2, 2011 By The xRM Writing Team

If you are a Microsoft Dynamics CRM user, you probably already know that Microsoft Dynamics CRM integrates with Outlook and certain other Microsoft Office 2010 applications such as Excel, and Word. By reading about these applications’ strengths and capabilities, you can extract as much productivity from their integration as possible. Would you like to do [...]

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