Skip to content
Microsoft Dynamics 365 Blog


CRM 2015 prerelease content is here! 

Here’s where to find all the new preview documentation available for the Microsoft Dynamics CRM Online 2015 Update and CRM 2015 (on-premises). Start here CRM Help Center This central information hub gives you access to 6 key CRM content sources: CRM Setup & Administration – The all-new portal for CRM administrators! CRM Developer Center –...Read more

New Help Center for Dynamics CRM Online Spring ’14 and Microsoft Dynamics CRM 2013 SP1 

Check out the all new Help Center for Microsoft Dynamics CRM! This site is the gateway to all the documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Spring ’14 and Microsoft Dynamics CRM 2013 SP1 releases! Start here! Information for end-users Information for developers Information for IT professionals Start...Read more

Visit the New Developer Center! 

Hopefully by now you have come across the redesigned developer center on MSDN that we launched for Convergence. If not, please visit! This redesign fits into our overall documentation strategy providing three distinct web sites for our key audiences: For Developers: Developer Center – new and improved! For Customers: Customer Center – formerly the Resource...Read more

Where Did the CRM Resource Center Go? 

Hi everyone, I manage the Dynamics CRM Resource Center (recently renamed the Customer Center), and I’ve noticed some questions about how users should get to the site and access help from within the CRM application.  While the product’s site map no longer includes a direct link to the Customer Center, there are still two easy ways...Read more

CRM Documentation Strategy 

Convergence begins this weekend and we would like to take this opportunity to help you find the information you need for Microsoft Dynamics CRM. Amy Lanfear and Amy Langlois will be offering an interactive session called “Finding Help When & Where You Need It: Microsoft Dynamics CRM Documentation, Resources & Communities”. This session will be...Read more

New home page for the Dynamics CRM Resource Center 

The Dynamics CRM web team has updated the home page for the Resource Center help and support site. Through user research and other sources, we listened to what you needed, and built a page based on that. You’ll notice the design is much simpler, much less busy. Business users should now be able to find...Read more

Resource Center article: Go live with Microsoft Dynamics CRM Online 

We have recently published the article Go live with Microsoft Dynamics CRM Online that aims at improving your experience with Microsoft Dynamics CRM Online. This article describes some common settings to optimize the performance of Microsoft Dynamics CRM Online, and also lists some resources that you could benefit from. It is intended for administrators and...Read more

Resources for customer service 

Customer service is an important part of any business. To keep your customers happy and to retain them, it is very important that you provide excellent services to your customers.  We’ve created an article that includes links to various resources that help you get started with managing cases, contracts, and services, and organizing and tracking...Read more

Tailor Microsoft Dynamics CRM Online for your business 

As your business needs change, you might want your Microsoft Dynamics CRM implementation to do more. Solutions are add-in software that helps you fine-tune Microsoft Dynamics CRM Online for your unique needs. You can create your own solutions for Microsoft Dynamics CRM Online. If you do not have a technical person or business analyst available...Read more

Video: Create a dialog in CRM 

Thinking about having a defined set of steps that you could use as a script while communicating with your customers? The Dialogs feature in Microsoft Dynamics CRM 2011 helps you do this and much more. Watch our new video that shows how you can create a dialog that can automate a business process in your...Read more

Video: Create and run duplicate detection rules 

The Duplicate detection feature in Microsoft Dynamics CRM makes sure that your business data is accurate and clean by identifying potential duplicate records and letting you decide how you want to resolve these. We’ve recently published a new video that explains how duplicate detection works and shows how you can define criteria based on which...Read more

Show Your Users How to Customize Their Microsoft Dynamics CRM 

The users in your organization don’t need to wait for the administrator to customize Microsoft Dynamics CRM in a way that might or might not benefit them. Point them to the article “Personal Customizations” (On-Premise, Online), which has details for how to personalize CRM. Users can change the personal options such as the following: Create...Read more