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Microsoft Dynamics 365

New naming conventions for Microsoft Dynamics CRM updates 

We’re changing the way we name product updates to make things simpler and to unify our approach for Microsoft Dynamics CRM Online and Microsoft Dynamics CRM (on-premises). Finding and understanding version numbers To understand the new naming conventions, let’s first take a look at version numbers in CRM. To find your version number, in the...

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Learn a few new tricks in Quick tips for CRM for tablets video 

Applies to: CRM for tablets (Windows 8) Even if you’ve been using CRM for tablets for a while, you might learn something new from the tips in this short video (1:04). For more information on installing, configuring, and using CRM for tablets, see CRM for tablets and phones.   Andrea Bichsel Technical Writer Microsoft Dynamics...

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Is your CRM 2013 pointing to CRM 2011 help? 

If you customized your CRM 2011 sitemap and then upgraded to CRM 2013, you might be missing out on all the new content: eBooks, videos, Training and Adoption Kit, and more. By design, we take care not to change your sitemap customizations during upgrade. This means that only you can make the fix to point...

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New eBook: Create or customize dashboards 

Are your teams tired of swimming in spreadsheets? Are reports gathering dust on their desks? Does management know what’s happening with sales opportunities or service cases at this very minute so they can react quickly to your company’s highest priorities? In just a few minutes, you can create dashboards that make the data that matters...

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Identifying Your Microsoft Dynamics CRM Online Administrator(s) 

For CRM 2015 org: For CRM 2013 org: For CRM 2011 org: Microsoft Dynamics CRM Notification Requirements For CRM 2015 org: Step 1: Login to your CRM organization (as shown below) and click on the Advanced Find located on the top toolbar as shown below. Step 3: Select Security Roles from the list as what...

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Managing Email notifications in Microsoft Dynamics CRM Online 

For CRM 2015 org: For CRM 2013 org: For CRM 2011 org: Microsoft Dynamics CRM Notification Requirements For CRM 2015 org: Step 1:Login to your CRM organization (as shown below) Step 3: On the Settings page, click Settings drop down as shown below. From the given options, click Security Step 5: On the Users page,...

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