Category Archives: Microsoft Dynamics CRM

SQL Server error – safe to ignore?


I’ve came across a few random cases of the SQL Server error while using Microsoft Dynamics CRM Online the past few weeks.  I’d seen this type of error in the past.  It seems to occur more often during major updates … Continue reading

Posted in CRM 2011, CRM Online, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Service Update, Troubleshooting, Update | Tagged , , | 1 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”


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

Dynamics CRM Roadmap: What’s Next for Microsoft CRM


Here are two excellent documents that provide details on the future roadmap for Microsoft Dynamics CRM (Statement of Direction) and on the upcoming service update “Polaris”.  Wow!!!  I love the new updated user experience!   Microsoft CRM Statement of Direction … Continue reading

Posted in Microsoft Dynamics CRM, Update Rollup | Tagged , , , , | 1 Comment

Microsoft CRM 2011 and Office 2013 Support


There are new versions of popular Microsoft products released recently such as SQL Server 2012, Windows Server 2012 and Windows 8, and finally this week – Office 2013!  Since the Microsoft Dynamics CRM 2011 for Outlook is a very popular … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft Dynamics CRM, ms crm 5.0, Outlook Client, Update Rollup | Tagged , | 2 Comments

Microsoft Office 365 and CRM Online Trial Setup


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


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


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


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


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