So you heard Microsoft acquired Marketing Pilot, and rebranded the service Microsoft Dynamics Marketing. Now you'd like to test out the service in a free 30 day trial, with an easy-to-follow companion guide that will take you quickly through the basics to get you started. Look no further - here is the brand new "Microsoft Dynamics … Continue reading Get your brand new “Microsoft Dynamics Marketing Trial Guide”
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Web API preview documentation released
In case you haven’t heard, we’re introducing a new API that will make it easier to create applications across a wide variety of platforms, devices, and programming languages. This new Web API is available as a preview feature to Microsoft Dynamics CRM Online organizations that use Dynamics CRM Online 2015 Update 1. To support this … Continue reading Web API preview documentation released
Reduce potential data loss using optimistic concurrency
On a multi-threaded and multi-user system like Microsoft Dynamics CRM, operations and data changes often happen in parallel. A problem arises when two or more update or delete operations on the same piece of data happen at the same time. This situation could potentially result in data loss. Provided in the CRM Online 2015 Update … Continue reading Reduce potential data loss using optimistic concurrency
Form Load Time drastically reduced with the new form rendering engine
In the upcoming CRM Online 2015 Update 1 we have made changes to the form rendering engine - focusing on how the form load process can be optimized. There are two main changes that have been made: 1. Loading process of the form Form load used to be a very linear process. We have parallelized as many operations … Continue reading Form Load Time drastically reduced with the new form rendering engine
What-If Analysis in CRM Online with Excel Online (Immersive Excel)
Microsoft Excel is the king of business intelligence (BI) tools. Millions of Excel users use it for reporting and analysis of corporate data. Users of CRM migrate data to Excel just to perform analyses or entity management. Examples include pipeline analysis, pipeline management, territory planning, leads filtering and generation, etc. With CRM Online 2015 Update 1 … Continue reading What-If Analysis in CRM Online with Excel Online (Immersive Excel)
Deployment Options
The spectrum of deployment options is widening with On-Premises, IaaS, PaaS and SaaS. With Dynamics CRM, the current deployment choices is On-Premises and Online (SaaS). To evaluate which deployment option is best for you, you could a look at both Who is responsible for managing the solution x The total cost of managing the solution. This … Continue reading Deployment Options
Understanding the new UI in Microsoft Social Engagement
Microsoft Social Listening is changing its name to Microsoft Social Engagement (MSE), and with the name change comes amongst other things a significant change to the UI too (a redesigned layout). Disclaimer: By the time of writing this blog post MSE is in Preview, so please consider the below as 'what's to be expected' When you … Continue reading Understanding the new UI in Microsoft Social Engagement
Enhancements to the RollUp field in CRM Online 2015 Update 1
In CRM 2015 we introduced rollup fields to help you obtain insights into data by monitoring key business metrics. In CRM Online 2015 Update 1 we are further enriching your experience with the rollup fields by adding new capabilities, eg. Aggregating data over the base Activity entity across all related activity records, such as phone calls, mails, … Continue reading Enhancements to the RollUp field in CRM Online 2015 Update 1
New Office Delve People Experiences in Office 365
A company’s most important assets are its people—YOU. The knowledge and experience of you and your colleagues collectively brings great value to your company. And as you communicate and work out loud together within Office 365, the value of your work can be surfaced and discovered by others in Delve. Today, we are announcing enhancements … Continue reading New Office Delve People Experiences in Office 365
Make a Note of This – OneNote is coming to CRM
Fig. 1 - CRM Online - OneNote Online integration The leading note taking application on the planet OneNote is coming to CRM. With OneNote integrated in CRM you can do so much more in terms of rich note taking, compared to the native notes in CRM. How about scanning a business card and utilize OneNotes … Continue reading Make a Note of This – OneNote is coming to CRM
