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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,...Read more

How to Manage Auto Save for individual forms of entity 

In our previous blog we had discussed about how to manage auto save. We learned about the auto save capabilities and also discussed few scenarios where you might want to disable it. We discussed about how to control this at the organization level as well.  The organization level setting turns off auto save for all...Read more

Make sure you get everything when you upgrade 

When you upgrade to Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online we have taken care to not change customizations you have made to how people navigate to areas in the application. Even though the navigation pane is now the navigation bar, you should see the same navigation options you had before. However, if...Read more

Template support in Form Editor 

In order to allow system customizers to take advantage of the new forms introduced in CRM 2013, corresponding enhancements have been made to the form editor too.This will allow customizers to use these features while designing new forms as well as modifying existing ones. To define the exact reflow behavior for our forms, we are...Read more

Team Selling 

In CRM 2013, the Opportunity Sales Team supports access control and collaboration right out of the box. Members of the Opportunity Sales Team have access rights to the opportunity record type, and the access rights can be configured by the administrator. Members of the sales team are also automatically subscribed to the activity feeds for...Read more

Microsoft Dynamics CRM 2013 Updated Form Performance 

In the CRM 2013 release, significant improvements are made in the way forms are loaded in the browser. The new forms load more smoothly and perform better compared to previous releases. This blog post provides insight into the loading of forms for updated entities. To make the user interaction with the updated entity forms smooth,...Read more

New Customization capabilities of Social Pane 

Applies to: Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13 In the CRM Online December 2012 release, you may have noticed the social pane which was introduced to enhance business interactions. The social pane is where you can see all business interactions related to that a specific record (account, contact, lead, and...Read more

Simplified Notes Experience in Microsoft Dynamics CRM 2013 

Applies to: CRM 2013 and CRM Online Fall ’13. With the latest release of Microsoft Dynamics CRM, we’ve revamped Notes to offer commands right inline for creating, editing, and deleting notes or adding attachments. Everything you want to do with Notes can now be done a lot easier! Here are the features of the improved...Read more

Upgrading to the CRM 2013 User Experience 

Goals This document covers the User Experience (UX) enhancements delivered with the CRM 2013 and CRM Online Fall ‘13 release of Microsoft Dynamics CRM. A limited set of these experiences were delivered with the Microsoft Dynamics CRM December 2012 Service update for the CRM Online customers and this fall 2013 release is a milestone in...Read more

License types in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online 

With the release of Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online Fall ’13 Update, Microsoft has introduced a new multi-tiered licensing model that extends the licensing flexibility that is currently offered to on-premises customers and introduces the same level of flexibility for online customers. Key benefits that customers can expect from the...Read more

Announcing the CRM 2013 Customer Center, Implementation Guide and SDK! 

Check out all the great new documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 releases! Information for end-users  Go to All new Customer Center! Getting Ready page to help prepare people for the release! eBook:What’s Changed in CRM 2013 eBook: Bring in...Read more