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Dynamics 365 Blog

Telling Incredible Customer Stories 

A great post from David Pennington in our Product Marketing Group Working in marketing on the Microsoft Dynamics CRM team means I get to work with a lot of amazing and unique customers and find out ways that they are benefitting from using our solutions. I have the great fortune of learning about these companies...Read more

Microsoft Connect ~ Your Feedback Improving Microsoft Dynamics CRM 

Our guest blogger today is CRM MVP Rhett Clinton, an expert Microsoft CRM Technical Consultant, with extensive experience in leading CRM projects and developing Microsoft CRM solutions since 2004. He is a Microsoft Certified Business Management Solutions Professional (Developer for MS CRM), a Microsoft Certified Professional Developer (MCPD) and a Microsoft Certified Solution Developer (MCSD)....Read more

Microsoft Dynamics CRM – Building Consistency into Free Form Text Fields 

The following is a guest blog post by Dynamics CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation. Jerry has been working with CRM since the 1.2 release in 2003. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. Twitter: @crminnovation. In Microsoft Dynamics CRM there are...Read more

A Codeless Address Finder Using Filtered Lookups 

Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his wildly popular blog, Leon’s CRM Musings. A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using...Read more

The CRM Journey – What’s next? 

This guest post written by Ryan Toenies is presented by MVP Mike Snyder, co-founder of Sonoma Partners. Chances are if you are reading this blog post you already use a CRM system. The biggest change in CRM over the last couple of years has been the transformation to the Cloud. Even if you still run...Read more

Microsoft Dynamics Mobility and HTML5 ~ the future of Web Apps 

CRM MVP Jim Wang is an application architect at Computer Sciences Corp (CSC) talks about some of the changes and opportunities available though HTML5. For more see our supported browsers and devices. Microsoft Dynamics CRM Mobility enables workforces to have access to their Dynamics CRM/ERP data through mobile devices any time, any where. This program...Read more

From the CodePlex Toolbox: View Layout Replicator 

Guest blogger and CRM MVP Donna Edwards regales us with insight into a free tool she picked up on Codeplex. I was working on customizing a Microsoft Dynamics CRM Online system today. Part of the change was to adjust the various Views of several entities so I thought I would try out the View Replicator...Read more

Creating an Elegant Codeless Universal Search 

Guest blogger and CRM MVP Leon Tribe shares with us his one of his favorite customizations for the Microsoft Dynamics CRM product. Leon is a CRM consultant and trainer who also blogs prolifically at Leon’s CRM Musings. You type into the quick search the string you want to search on and the results come back....Read more

Solutions & Release Management 

Today’s guest blogger is CRM MVP Ayaz Ahmad who is a CRM Architect and Senior Consultant for CSG Services Pty Ltd, the largest Australian owned and leading publicly listed ICT provider in the country. He is also the owner of the MSCRM User Group in Pakistan. Microsoft Dynamics CRM 2011 comes with a brand new...Read more

Controlling User Synchronization Settings 

Today’s guest blogger is MVP Joel Lindstrom, a Solutions Consultant at Customer Effective. First thing you will notice is that in CRM 2011 for Outlook, there are no more checkboxes to enable/disable synchronization for tasks, contacts, or appointments. Now everything is controlled through the local data rules, which are now called Outlook Filters. Now for...Read more