Its here – Office 365 Groups in CRM Online

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done. Below you see an Office 365 Group created and opened in Outlook Fig. 1: Office 365 Group You can use Office 365 Groups to collaborate with people across your company – even if they … Continue reading Its here – Office 365 Groups in CRM Online

Tracking Set Free – New CRM App for Outlook Coming

Update August 2016 The Preview program for Dynamics CRM App for Outlook has ended. Please see this article for more: https://technet.microsoft.com/en-us/library/dn946901.aspx Update July 2015 The App is now in Preview. Please see "The new Microsoft Dynamics CRM App for Outlook now available as a Preview feature" - link ***   ***   ***   ***   ***   ***   ***   … Continue reading Tracking Set Free – New CRM App for Outlook Coming

Issues solved in Update Rollup 1 for Microsoft Dynamics CRM 2015

*** Update April 14, 2015 *** Podcast and Overview: Microsoft Dynamics CRM 2015 Update 0.1 (Update Rollup 1) - link Download Microsoft Dynamics CRM 2015 Update 0.1 - aka UR1 (KB 3010990) - link New naming conventions for Microsoft Dynamics CRM updates - link *** end update *** Update Rollup 1 (UR1) for Microsoft Dynamics CRM … Continue reading Issues solved in Update Rollup 1 for Microsoft Dynamics CRM 2015

Understanding Dynamics CRM Licensing 2015

The Dynamics CRM family just gets better and better. You have so many options to increase your productivity, return on marketing investments, customer loyalty and more. We provide you with a wealth of licensing options to help you put together just the right package to suit your needs. In this blog post I'll cover some … Continue reading Understanding Dynamics CRM Licensing 2015

Calculated Fields – New in CRM 2015

In previous versions of Dynamics CRM, calculations required developer support.  It required additional code to be written and deployed through plug-ins, javascript, etc.  This additional code required developers to maintain and update them which causes additional costs. As more records are is created in Dynamics CRM and as the business logic in these calculations evolves, there … Continue reading Calculated Fields – New in CRM 2015

How to Enable Hierarchy to Contacts in Dynamics CRM 2015

In a previous blog post "Visualize hierarchical data in CRM 2015" I showed you how to visualize the out-of-the-box hierarchy for Accounts. To enable a hierarchy, you need to have at least one self referential 1:N relationship. After creating the relationship, you can select one 1:N relationship as hierarchy relationship. In this blog post I'll … Continue reading How to Enable Hierarchy to Contacts in Dynamics CRM 2015

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

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

Digital Asset Management in Dynamics Marketing

Part of Microsoft Dynamics Marketings (MDM) Digital Asset Management system includes the ability for you to work with files, file folders, and file libraries. In this blog post I'll talk about File and Folder structure and security How to add files via drag and drop or upload How to move or copy files between folders How … Continue reading Digital Asset Management in Dynamics Marketing

Prepare for your CRM 2013 certifications – New MOC material

In case you missed it - four new draft courses now published to Microsoft Dynamics Readiness and Training (PartnerSource) Customization and Configuration in Microsoft Dynamics CRM 2013 - linkThis course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of … Continue reading Prepare for your CRM 2013 certifications – New MOC material