Topic: ‘CRM Online’

 
 

Microsoft CRM Team Releases Dynamics CRM 2011 Online Go-Live Checklist

By in Best Practices, CRM 2011, CRM Online, Dynamics CRM on Thursday, May 26th, 2011

This simplifies things – the MSCRM Team Blog has released a Microsoft Dynamics CRM 2011 Online Check-List (compliments of the Microsoft Dynamics CRM Technical Support Team) that you can review prior to going live, allowing you to ensure that your settings in both Internet Explorer and Outlook are set up properly.

It includes information on settings in Outlook 2010, 2007, and 2003. It also includes information those settings required inside of your Internet Explorer browser.

On the final few pages, there are some very useful links to Dynamics CRM 2011 Online resources, such as eTraining and the MSCRM Community, as well as links to support websites, such as the CRM Knowledge Base.

Click here to review the post and download the Check-List.

 

CRM 2011: Outlook

By in CRM 2011, CRM Online, Dynamics CRM, Dynamics CRM Webinars, Outlook Client, Webinars on Wednesday, May 4th, 2011

Explore the new Outlook client for CRM 2011 and how to use it most efficiently.

Title: Microsoft Dynamics® CRM 2011: Outlook

Speaker: Kristen O’Connor, I.B.I.S. Consultant

 

CRM 2011: Document Sharing

By in CRM 2011, CRM Online, Dynamics CRM, Dynamics CRM Webinars, Webinars on Wednesday, May 4th, 2011

Take a closer look at the wizard driven SharePoint integration tool built into CRM, allowing you to share documents easier.

Title: Microsoft Dynamics® CRM 2011: Document Sharing

Speaker: Steve Ivie, I.B.I.S. Senior Consultant

 

May 2010 Service Update & Next Gen MS Dynamics Online

By in CRM Online, Dynamics CRM on Monday, May 3rd, 2010

A recent post on the Microsoft Dynamics CRM Team Blog has some great links to information regarding the May 2010 Service Update for Microsoft Dynamics CRM Online, as well as the expected international availability of CRM Online to 32 markets around the world. Click here to go to the post.

 

More CRM Online Functionality: New Record Type & Field Creation with Import Data Wizard

By in CRM Online, Data Import Utility, Dynamics CRM on Monday, December 21st, 2009

Are you interested in learning how to create new record types or new fields in CRM Online? Check out this post on the MSCRM Team Blog by Veera Bansal – it describes how to utilize the Import Data Wizard inside of CRM Online to create new record type and new fields in the system. This enhanced feature of the Import Utility is explained in more detail in the November 2009 Service Update for CRM Online. Click here to view a previous post on this information.

 

Want to know more about importing information into Dynamics CRM Online?

By in CRM Online, Data Import Utility, Dynamics CRM on Friday, December 11th, 2009

Microsoft has a blog post on their MSCRM Team Blog that provides information towards importing more than one entity type (in this case, both Accounts and Contacts). The post contains numerous screenshots, which allows for a higher level of understanding towards the process flow to follow.

 

Benefits of the New Microsoft Dynamics CRM Online

By in Business Intelligence CRM, CRM Online, Dynamics CRM on Tuesday, November 24th, 2009

Microsoft Dynamics CRM Online has recently come out with some unbelievable new features and functionality. Click here to view the following information on the Microsoft team blog.

The blog illustrates the benefits that are provided through this new update:

1. Get Instant Online Access: Start a free trial of Microsoft Dynamics CRM Online in less than five minutes. Because sample data is loaded automatically with every trial, you can start modeling real-world scenarios immediately—and you can add or remove sample data at any time.

2. Increase User Adoption: Help reduce the learning curve and speed user adoption with a familiar Outlook interface. Installation and setup for this option is simple, so users can launch Microsoft Dynamics CRM Online for Outlook at sign-up.

3. Get Started Faster: The new Get Started Panes put context-based tools, tips, and guidance in your users’ hands. Located at the top of each view, these panes contain links to articles, videos, and helpful wizards to walk users through common tasks. Users may choose to hide or show individual panes—and the system will remember their preferences.

4. Start Working with Your Data: Administrators who manage customer data in other systems can easily import that data into Microsoft Dynamics CRM Online with the Data Import Wizard. Now, the step-by-step wizard allows you to import multiple files, save your import as a template for future use, and create new attributes and entities on the fly.

5. Track Your Outlook Data: The Microsoft Dynamics CRM Online November 2009 Service Update makes it easy for users to import their Outlook contacts in bulk. The Add Contacts Wizard helps you to quickly identify contacts to import by grouping them by company name, e-mail address, or user-defined categories. Users also have the option to import related e-mail messages and appointments.

6. Stay Connected: In addition to connecting through a web browser or the Outlook client, users can now access Microsoft Dynamics CRM Online through their mobile phone. Mobile Express is hosted in Microsoft Datacenters and is included with your subscription, at no additional cost.

7. Gain Valuable Insights: Take advantage of the new Home Page dashboard to start your day with an overview of your daily tasks and the business metrics that are important to you. Choose from more than 30 charts to help you visualize the health of your business. Administrators can also create custom charts for users.

CRMOnlinePhoto

8. Get More For Less: Gain more value from Microsoft Dynamics CRM Online, with a low subscription price of only $44 (U.S.) per user, per month. Each organization’s subscription includes:

  • 5 GB of storage space
  • 200 custom workflows
  • 200 custom entities
  • Offline capabilities
  • Mobile Express

Additional storage can be purchased in increments of 1 GB for just $9.99 per month per organization.

The November 2009 Service Update contains more in depth information – view it here on the Microsoft Dynamics CRM website.

 
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