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Microsoft Dynamics 365

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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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...

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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