Microsoft Dynamics 365 Blog

The Convergence of Microsoft Dynamics CRM and Outlook 

3 min read

Our guest blogger today is CRM MVP Aaron Elder who is the Chief Technology Officer for Ascentium provides us with a post from one of his co-workers David Kohar. I have been running the latest release of Microsoft Dynamics CRM Client for Microsoft Outlook (Rollup 7) for over a month now (I also had the opportunity Read more

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Update Rollup 7 for Microsoft Dynamics CRM 4.0  

5 min read

The Microsoft Dynamics CRM Sustained Engineering team will release Microsoft Dynamics CRM 4.0 Update Rollup 7 on Thursday, October 22, 2009. Once the release is available the links below will take you to the necessary information about Update Rollup 7. Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=a4893988-7804-4e23-ab58-740441cc696e Microsoft Knowledge Base Article: http://support.microsoft.com/?kbid=971782 General Details about Update Rollup 7 Read more

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Synchronizing CRM Contacts I do NOT own to my Outlook 

1 min read

I was challenged with this task back in the 3.0 days.  It is great that CRM automatically syncs my CRM contacts to Outlook.  “What happens when multiple users have the same Outlook contact and try to track in CRM?”  Well if the Contact has already been tracked in CRM, the second user will receive a Read more

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Using the Microsoft Dynamics CRM Online Import Wizard 

3 min read

I regularly get requests for assistance with data migration challenges.  Data migrations are never easy due to the differences in data values and formats that exist between systems.  The easiest way to import data into Microsoft Dynamics CRM is using the Track in CRM capabilities available within the Outlook client.  But assuming your needs are Read more

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FAQ: Using both BCM and CRM Add-ins with Outlook 

1 min read

Recently it has come to our attention that some customers are installing both CRM and BCM add-ins in Outlook. This will cause Outlook to crash. The error you will see in the Event Viewer: .NET Runtime version 2.0.50727.3082 – Fatal Execution Engine Error (7A035FC0) (80131506) Error seen when you open Outlook in WinDBG: CLR:(C:\WINDOWS\assembly\GAC_32\BCMRes\3.0.0.0__31bf3856ad364e35\BCMRes.dll) Rejecting Read more

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Microsoft Dynamics CRM Online Traveling Demo 

1 min read

Not so long ago I had the UNIQUE opportunity of presenting Microsoft Dynamics CRM Online to a large audience where the presentation tool could not facilitate a live demo.  In order to conduct this demo I had to create a PowerPoint presentation containing screen shots to demonstrate each aspect of the CRM application (Outlook integration, Read more

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Workflow E-mail Utilities 

6 min read

Today we welcome guest blogger Jim Steger, developer, blogger, and writer for Sonoma Partners with this guest post. The new workflow functionality of Microsoft Dynamics CRM 4.0 opens new and exciting opportunities for developers and end users to easily create sophisticated business logic. However, sending alert-type e-mails is still one of the most common uses Read more

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Microsoft Word Proposal for Microsoft Dynamics CRM Online 

1 min read

I’ve created a video of the solution demonstration which is also available from the home page of the site. This demo is a nice example of the value of software + software as service.  The solution demonstrates Microsoft Dynamics CRM Online data both being hosted in Microsoft Word and inserted into a Word document. Microsoft Read more

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CRM4 Outlook Client – Issues and Fixes 

3 min read

The picture above is the first “computer bug” found in 1945. As a piece of techno-folklore, this was a literal bug! In the past several months since the release of the CRM 4.0, we’ve had the usual stream of customer issues come in through our support channel. No software is bug free and even with Read more

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Known Outlook Client Issues 

<1 min read

The picture above is the first “computer bug” found in 1945. As a piece of techno-folklore, this was a literal bug! We have pulled this post because of a potential problem that could inconvience our customers. We will test for the cases reported and put this back up as soon as possible. Thanks for your Read more

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Quick Tip: Send a shortcut link to a record in an e-mail 

1 min read

Sometimes rather than send instructions how to find a record, it’s easier just to e-mail it. The Outlook e-mail may not be automatically tracked in CRM (depends on your settings), and the link only works for other CRM users with at least Read permissions, but to ask a quick question or answer one, it works Read more

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