Mapping the Basic User to Security Role Settings – Suggestions

In Dynamics CRM we have three types of User Subscription Licenses (USLs); Professional, Basic, and Essential Professional users has full rights to 'everything' in CRM Essential users has rights to custom entities primarily Basic users sits sort of in-between, in terms of use rights Note - A fourth USL (Enterprise) is available. Its equivalent to … Continue reading Mapping the Basic User to Security Role Settings – Suggestions

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How to Configure Social Listening in CRM Online

Microsoft Dynamics CRM Online (CRMOL) and Microsoft Social Listening (MSL) are Better Together – you can add MSL data into CRMOL Dashboards and record forms for convenient and proactive social insights In this blog post I'll take you through the steps needed to setup the integration between the two services. Pre-requisites In CRMOL you must … Continue reading How to Configure Social Listening in CRM Online

Optimizing Network Connectivity Tips

My collegue Paul Collinge has performed numerous Office 365 Network assessments and reactive visits to resolve issues for customers and to him its apparent that the vast majority of issues are seen time and time again. Hence he has compiled his top 10 tips for you to optimize your O365 network performance and prevent issues from … Continue reading Optimizing Network Connectivity Tips

Free Updated CRM Online Trial Experience and eBooks

Trialing CRM Online has never been easier. Just click http://go.microsoft.com/fwlink/?LinkId=252780 and your are only minutes away from a great trial experience If you do have an Office 365 tenant already please use the "Sign in" button at the top right corner to ensure your CRM Online trial is added to your existing tenant. That way … Continue reading Free Updated CRM Online Trial Experience and eBooks

Connecting Dynamics Marketing to Dynamics CRM – Let the Sync Begin

**** Update Log Since writing this blog post various new pieces of content has been published: June 2015 - Christian Abeln from our product group published a video "How to connect Microsoft Dynamics CRM to Microsoft Dynamics Marketing" - link May 2015 - Jon Birnbaum from our support team published the video "Installation and Configuration for Microsoft … Continue reading Connecting Dynamics Marketing to Dynamics CRM – Let the Sync Begin