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Dynamics 365 Blog

CRM for Outlook Configuration Troubleshooting Wizard updated with new solutions 

In April we introduced the Outlook Configuration Troubleshooting Wizard. Since then we have incorporated several changes to increase the number of issues it can help you resolve.  We highly recommend using this resource if you encounter an error configuring the Dynamics CRM Outlook Client. Please also continue providing feedback if you find a solution that...Read more

Getting CRM Data into Outlook 

One of the first questions people ask when they begin using the Microsoft Dynamics CRM 2011 Outlook Client is “how can I control what CRM data appears in Outlook”? Syncing too much data can reduce performance, but you also want to have information at your fingertips when you need it. In Microsoft Dynamics CRM 2011,...Read more

Importing two or more entities from a Single File 

This post talks about a feature in Microsoft Dynamics CRM 2011 through which you can Import data from a single source file into multiple entities. For example, if you have a single CSV file that has data that you want to split across the Contact and Account entities. You can now do so in a...Read more

The Dynamic Duo: Outlook 2010 beta & CRM for Outlook Client 

Guest blogger and CRM MVP Donna Edwards talks about her experience using Microsoft Dynamics CRM with the Microsoft Office 2010 Beta. I think the look is much cleaner, more concise, smooth transitions from one area of the application to another, easier on the eye and best of all, It Works!! Ok, and although this is...Read more

CRM Customization ROI Calculator 

CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog. When implementing Dynamics CRM or designing a customized solution within Dynamics CRM you will often find yourself asked by the powers-that-be what their Return on Investment (ROI) will be. Since I consult for a living, I get...Read more

Synchronizing and the Offline Client 

One of the great features provided by Microsoft Dynamics CRM Online is the ability to take the application offline (i.e. work on a plane).  This capability is made possible by our S+S (software+services) vision of leveraging the best of services (CRM Online) coupled with the best of software (Outlook).  This is not possible in a...Read more

Solving the Dashboard Dilemma – Choosing the Right BI Tools for your Job 

There’s a funny thing about business intelligence: people are baffled by the technologies involved in building insights but the most challenging things about the discipline have little to do with technology. I’ll grant that using PIVOT and GROUPING SET queries is not trivial but any developer can figure those out in an afternoon. Where I...Read more

“Poor man’s” Business Intelligence for Microsoft Dynamics CRM 

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, blogs about BI solutions. Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like Microsoft Dynamics CRM to make better decisions, be more effective and impact the bottom line. Technologies...Read more

Announcing List Web Part for Microsoft Dynamics CRM 4.0 

I am happy to announce that the Microsoft Dynamics CRM team has released the List Web Part for Microsoft Dynamics CRM 4.0. List Web Part can be installed on Windows SharePoint Services 3.0 SP1+ and Microsoft Office SharePoint Server 2007 SP1+ . The List Web Part is free for download and use. The List Web...Read more

Microsoft Dynamics CRM, Email correlation and smart matching 

What is correlation and why is it required. One of the important scenarios in email management within CRM is to have the incoming email get associated with the correct object it’s regarding to. Consider the scenario where you have created an email related to a case and sent to a customer. The customer responds to...Read more