Microsoft Dynamics 365 Blog

Hello Everyone,

It’s been several months since the last rollup of the CRM articles. Since then, the Community and Content Strategy team has created many new articles in response to customer questions and issues gleaned from support calls. We have several firsts in this newest installment – the first series (11 things to know about customization) and the first diagrams (see list below).

What Customers Are Saying

Customers viewed articles on the Using site thousands of times in the month of March alone. Luckily, some customers used the Yes/No feedback buttons at the bottom of each article to tell us what they think. We do read the comments you send, and we use the specific ones to improve articles and republish them. Here are some comments we’ve received:

  • these articles are very good. keep them coming!
  • Anytime I have written, printable, clear, concise, step-x-step instructions, my life is easier.
  • The instructions were easy to follow. Matched with what I currently know, it was effortless to do and I learned something new.
  • Visiting Microsoft web site has always been very informative and i personally learn a lot. keep the good work going Microsoft.

Here are just some of the articles published in the past several months:

New Diagrams (Marketing and Service)

A case from call to closure – An at-a-glance diagram of how you can take a simple case from the initial customer contact through its resolution.

What’s the difference between campaigns and quick campaigns? — With similar names, it’s sometimes difficult to understand the difference between campaigns and quick campaigns. This article highlights the key differences between these two ways of communicating with potential customers.

Follow a campaign response through the marketing process — What can you do with a campaign response? This article describes how you can convert campaign responses to various record types and use them to grow your business.

Follow a lead from creation through closure — How do you use leads to track potential sales? This article describes how you can convert leads to new records, such as opportunities, and then how to close the opportunity.

Configuration, Customization, and Deployment

Design considerations for business units — Use business units to design an organizational structure that enforces security within Microsoft Dynamics CRM 3.0.

11 things to know about customization — Learn the core customization features that you can use with Microsoft Dynamics CRM 3.0. Includes tips to take full advantage of the features and avoid common mistakes.

Failover is not supported in a Microsoft SQL Server Reporting Services cluster environment — Read this before you install Microsoft Dynamics CRM Server by using a clustered Microsoft SQL Server Reporting Services environment.

Command-line parameters to specify for the Microsoft Dynamics CRM-Exchange E-mail Router — Specify the Microsoft Dynamics CRM-Exchange E-mail Router incoming and outgoing e-mail server for a command-line installation of Microsoft Dynamics CRM Server.

Sales and Service

Send birthday greetings to your customers – Create a list of birthdays of your contacts and wish them happy birthday in e-mail messages.

Work while you wait: Create a printable report of phone calls – Create a printable list of phone call activities to make while you are away from your computer.



We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!