CRM for Tablets and CRM for Phones are great apps and I encourage you to try them out now. To help you understand supported devices, potential configuration and authentication issues, customization topics and more we've published a new and updated list of Known Issues - link
Social Insights for CRM
To help businesses and organizations build social insights muscle, Microsoft has entered into a strategic partnership with InsideView, one of the leading social intelligence providers in the market. The first phase of this co-development partnership is the introduction of Social Insights capabilities directly within Microsoft Dynamics CRM Online Fall ’13 Professional. Built on the InsideView … Continue reading Social Insights for CRM
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
“Introduction to Microsoft Dynamics CRM 2013” – New eLearning Course
Want to learn about the new CRM 2013? Now is your chance. This 4 module 1.5 hour self-paced e-learning course will take you through all the features and even let you practice some of them. Take the course here. You will need credentials for Microsoft Learning to access this free course. Module 1 Microsoft Dynamics CRM Functionality Deployment and Clients … Continue reading “Introduction to Microsoft Dynamics CRM 2013” – New eLearning Course
Get a 40% discount on Microsoft Dynamics CRM Online
As a limited time offer (expiring March 31, 2014) subscribed customers to Office 365 E3 and E4 plans in the 42 markets where Microsoft Dynamics CRM Online service is available are eligible for a 40% discount on Microsoft Dynamics CRM Online Professional User licenses. These additional requirements apply: Minimum purchase of 50 Microsoft Dynamics CRM … Continue reading Get a 40% discount on Microsoft Dynamics CRM Online
Ready-to-Use Business Process Flows
To help you ensure that you follow consistent steps every time you work with customers CRM 2013 includes several ready-to-use business processes for common sales, service, and marketing scenarios Contact to orderTarget sales by using a consistent method to interact with customers Email sales campaign Email prospects, create and qualify leads, develop opportunities, and then close … Continue reading Ready-to-Use Business Process Flows
New and updated topics to the CRM 2013 Implementation Guide
New and updated topics to the CRM 2013 Implementation Guide Create and edit business rulesAdded two items to the list of Limitations for business rules about how business rules are cached for Microsoft Dynamics CRM for tablets and how lookup values are set. Create and edit processesAdded the "Are processes active when they are imported?" … Continue reading New and updated topics to the CRM 2013 Implementation Guide
CRM 2013: Custom Tool Tips
In CRM 2011, tool tips are minimal and typically repeat the display name attribute of the field. These type of tool tips are useful for unlabeled UI, however most form fields have labels assigned to them and users need more information when entering or selecting data. Explanatory tooltips provide helpful text to address known user … Continue reading CRM 2013: Custom Tool Tips
CRM 2013: Using Multiple Business Rules
In my previous post I built a Business Rule to do simple calculations. For the sake of simplicity I purposedly left out the simple housekeeping that most people will want to do i situations like the one I used in the example. In this post I'll show you how the logic in the above example can be extended a bit, … Continue reading CRM 2013: Using Multiple Business Rules
CRM 2013: Understanding Portable Business Logic
In CRM 2013 you can do client side scripting without knowing anything about JavaScript! We are introducing a simple declarative interface to help you implement and maintain your fast changing, commonly used business rules. The rules will be applied to Main and Quick Create forms for the web application, Outlook and CRM for Tablets.Thats why we call them Portable. … Continue reading CRM 2013: Understanding Portable Business Logic
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