Working in CRM 2011 and earlier you'll eventually encounter quite a few new windows and popups that potentially can tab you away from what you are working with. In the December 2012 Update, we introduced the concept of the “Quick Form” that can Show a customized mini form to create a new record of an entity without leaving … Continue reading CRM 2013 – Quick Forms
CRM 2013 – Multiple Processes per Entity
Business Procecesses can make you more effective. If you adopt eg a solution selling process you'll must likely see higher win rates compared to not having a process. In the the December 2012 Update we introduced business processes for a couple of entities in CRM Online - one process for the lead entity and one for the case entity. In … Continue reading CRM 2013 – Multiple Processes per Entity
Microsoft Dynamics CRM 2013 – first look
i'm excited about our upcoming release of Microsoft Dynamics CRM 2013. We have completely reimagined our user experience, streamlining it so you can easily see what you need to do, accomplishing your tasks quickly and easily. And this experience extends to iPads and Windows 8 tablets, so salespeople have a seamless experience as they move through their … Continue reading Microsoft Dynamics CRM 2013 – first look
SkyDrive Pro apps for Windows 8 and iOS – sync your SharePoint Online documents to your favorite device
Microsoft just announced that the SkyDrive Pro apps for Windows 8 and iOS are now available in the Windows Store ... and Apple Store respectively ... ... for SharePoint Online users in Office 365 (please note that On-Premises SharePoint Server is not supported). After signing in to your Office 365 account, you … Continue reading SkyDrive Pro apps for Windows 8 and iOS – sync your SharePoint Online documents to your favorite device
Quick Guide to Creating a Trial on CRM Online
IMPORTANT - If you have an Office 365 tenant already you should NOT create a CRM Online trial the way its outlined in this guide. Instead you should start the trial directly from within your existing Office 365 tenant using the Purchase Services section (see #8 below for the location of this section). … Continue reading Quick Guide to Creating a Trial on CRM Online
Chosing between CRM Online Multiple Instances and Multiple Tenants
In larger CRM Online deployments with complex structures of departments, regions, development/test environments etc you'll often want to consider seperate instances. But should these seperate instances go in the same tenant or in multiple tenants? Whats a "tenant"? A Microsoft Online Services tenant is an instance of Online Services created in Microsoft data centers that contains uniquely … Continue reading Chosing between CRM Online Multiple Instances and Multiple Tenants
CRM – Why Would You Need It?
Customer Relationship Management - or CRM - is on top of everybodys wishlist, they say, the analysts. But what is CRM and why would anybody need it? Well - CRM from Microsoft is Less Talking, More Awesome. Read on and learn about eight Microsoft CRM capabilies - and why they might be just what you … Continue reading CRM – Why Would You Need It?
Automatically Assign Licenses to your Office 365 Users
Depending on business needs, technical requirements, or both, directory synchronization (aka DirSync) is the most common provisioning choice for enterprise customers who are moving to Office 365. DirSync allows identities to be mastered on-premises and all updates to that identity are synchronized to the Office 365 AD. Currently DirSync syncs identities with Office 365 but … Continue reading Automatically Assign Licenses to your Office 365 Users
Want to learn about Marketing Pilot – here is your chance
According to Gartner, “By 2017, the CMO will spend more on IT than the CIO.” CMOs, take a moment to think about all you might accomplish with the extra funds! CIOs, get ready for the CMO to come to you for help with systems that increase marketing’s effectiveness and productivity. Microsoft is ready with … Continue reading Want to learn about Marketing Pilot – here is your chance
The ins-and-outs of checking SharePoint Online documents in and out
SharePoint Online has an abundance of document management capabilities. You can share documents with people inside and outside your organisation, for you and your (extended) teams to collaborate on and co-author. You can invoke document versioning to enable restoring of earlier editions and log changes. You can control the process of document editing by invoking … Continue reading The ins-and-outs of checking SharePoint Online documents in and out
