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Dynamics 365 Blog

Video: Sharing and assigning records 

If you and your colleagues use CRM to collaborate on the records you keep, you should watch our new video about Sharing and Assigning Records (CRM users) and Sharing and Assigning Records (CRM Online users), which explains how to enable teams to work together on individual records in the system. I welcome your comments and...Read more

Video: Personalize Microsoft Dynamics CRM for yourself 

We’ve explained how to set up CRM to match the way you want to use it—configure the views you use regularly, and adjust how information is displayed to you. We cover this in our new video, Personalize Microsoft Dynamics CRM for yourself (CRM users) and Personalize Microsoft Dynamics CRM for yourself (CRM Online users). I...Read more

Announcing the Microsoft Dynamics SDK Update V5.0.6 

Microsoft Dynamics CRM SDK Version 5.0.6 is now live on MSDN library. It is also available at MSDN downloads. This release is primarily to update the tools and documentation for the upcoming release of Windows Azure AppFabric Access Control Services (ACS) 2.0: Updated the Plug-in Registration Tool to work with Windows Azure AppFabric Access Control...Read more

Video: CRM Use of Goal Management 

If you manage a sales team or any other organization with readily quantifiable productivity goals, you should learn more about the Microsoft Dynamics CRM goal management feature by viewing our new Use Goal Management (CRM users) and Use Goal Management (CRM Online users) video. I welcome your comments and queries about our videos. Cheers, Tom...Read more

Video: Create a simple workflow 

We’ve recently published a fairly in-depth how-to video on one of the Microsoft Dynamics CRM more powerful features: Creating a simple workflow (CRM users) and Creating a simple workflow (CRM Online users). . Workflows allow you to automate repetitive tasks that you perform regularly in CRM. You can set up your system to do a...Read more

Introduction to Programming Models for Microsoft Dynamics CRM 

Microsoft Dynamics CRM 2011 offers several programming paradigms designed to give you the flexibility to decide what works best for your needs. An early-bound entity data model has been added that includes an "object services" layer that integrates with the stack and exposes entity values as .NET Framework objects. You can also use the late-bound...Read more

Microsoft Dynamics CRM 2011 ~ Online Test Drive Guide 

Manual Install: • Manually download the client here and install Note: both 32-bit and 64-bit versions of Outlook are supported with its own unique client. This is also referenced in the Installation Guide for Outlook Client for CRM 2011 pgs. 6 – 10 amd64 for 64-bit i386 for 32-bit Helpful Links: Video: Installing the CRM...Read more

Update Rollup 3 for Microsoft Dynamics CRM 2011 

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 2011 Update Rollup 3 on Thursday, July 28, 2011. The links below will take you to the necessary information about Update Rollup 3. If a link does not work, please refer to the Release Channel Schedule below to make sure it is past...Read more

Training Resources for Microsoft Dynamics 2011 

If you want to learn more about Microsoft Dynamics CRM 2011, there are a number of training resources available to you.  The table below provides a list of training resources available to both partners and customers.  Many of these resources are available for free, others are available to partners and customers on a service plan,...Read more