Category Archives: Microsoft CRM

Polaris Update Notes

Posted on March 26, 2013 by

The Microsoft Dynamics CRM December 2012 Service Update “Polaris” for CRM Online offers a number of exciting enhancements. If you have an existing Microsoft CRM Online organization, here is how to apply the Polaris Update.  Note: I’d highly recommend creating … Continue reading →

Posted in CRM Online, Microsoft CRM, Polaris, Upgrade | Tagged | Leave a comment

How to enable CRM 4.0 API support in Microsoft CRM Online – HTML component HTC support – resolve errors after the December 2012 Service Update “Polaris”

Posted on January 14, 2013 by

Our Microsoft Dynamics CRM Online organization was updated to December 2012 Service Update “Polaris” Release last week.  One thing we immediately performed was to enable CRM 4.0 API support since our CRM customizations contain both Microsoft CRM 2011 and CRM … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Service Update, Software Development Kit (SDK), Update, Update Rollup | Tagged , , | Leave a comment

Microsoft Office 365 and CRM Online Trial Setup

Posted on October 1, 2012 by

A common question I get asked is how to setup an Office 365 and CRM Online Trial together under the same account.  Microsoft Dynamics CRM Online shares the same administration, billing and provisioning platform used by Microsoft Office 365 vs. … Continue reading →

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Office 365 | Tagged , , | 1 Comment

Microsoft CRM 2011 and Windows 8 Support

Posted on September 21, 2012 by

Windows 8 with the new Metro UI is a major change – I’m still getting use to it.  In terms of Microsoft CRM 2011 support – Microsoft Dynamics CRM 2011 with Update Rollup 10 is compatible with Windows 8 per … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Update Rollup | Tagged , , , , | 1 Comment

Microsoft CRM Mobile Express on iPad / iPhone Setting

Posted on June 11, 2012 by

A common Microsoft CRM mobile question I’d often come across – does Microsoft CRM supports iPad or iPhone? As of June 11, 2012, the Microsoft Dynamics CRM Mobile Express client runs on iPad/iPhone.  Be sure to check the setting to … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Mobile, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0 | Tagged , , | Leave a comment

Activity Feed – Auto Follow based on CRM Conditions via Workflow

Posted on May 28, 2012 by

The Microsoft Dynamics CRM 2011 Activity Feed offers a very practical internal facing social communication tool.  Since it is produced by Microsoft and is available as a FREE solution – I’d recommend everyone to check it out and take advantage … Continue reading →

Posted in Activity Feed, Advanced Find, CRM 2011, CRM Design, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM | Tagged , , , | 1 Comment

How to Enable Queues to support Contacts and Use Workflow to add Contacts to a Queue in Microsoft CRM 2011

Posted on May 6, 2012 by

Recently, I have been involved with how Microsoft Dynamics CRM could help with the education sector.  One interesting scenario is how to reach out to each student at least once a month by a pool of different department representatives (Teachers, … Continue reading →

Posted in Best Practice, CRM 2011, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Queue | Tagged , , | Leave a comment

Microsoft CRM Demos, Pricing and Why Microsoft CRM

Posted on April 7, 2012 by

For good online demonstrations of Microsoft Dynamics CRM, I would recommend checking out these online demos, they are among the best that I’d seen: Driving Sales Productivity Maximizing Marketing Impact Optimize Customer Experience Another good site is the Weekly Webcasts … Continue reading →

Posted in CRM 2011, CRM Online, Demo, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Pricing | Tagged , , | Leave a comment

MSCRM 2011 Outlook Client Offline Setup Notes

Posted on March 11, 2012 by

Here are some good setup notes when preparing a Microsoft Dynamics CRM 2011 Outlook Client for Offline usage:   Fast PC, RAM and Hard Drive When Microsoft CRM Outlook Client is operating in Offline mode – all the processing is … Continue reading →

Posted in Best Practice, CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, ms crm 5.0, Offline, Outlook Client | Tagged , , , | Leave a comment

How to Bring Back Synched MS CRM 2011 Outlook Contacts

Posted on March 11, 2012 by

A common question for Microsoft Dynamics CRM 2011 Outlook users is how to bring back their CRM synchronized contacts (based on their Outlook Filter data groups) to Outlook when they had deleted those contacts from Outlook.  Note: When a CRM … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Synchronization Filter | Tagged , , | 3 Comments