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Issue regarding service activities resolved in UR 12

A while ago, we had requirement of sending an email to the users to whom service activity is scheduled. We had created a workflow which would send an email to the resources whenever they have be...

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December 2012 Service Update–iPad and Yammer

FYI, there is some new training and documentation available for the upcoming release which provides iPad support and integration of Yammer with CRM Online.  There are a few new articles in the December...

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Announcing iPad and Yammer Capabilities for Microsoft Dynamics CRM Online

I am pleased to announce the release of the Microsoft Dynamics CRM Online iPad experience for salespeople, as well as new enterprise social networking scenarios offered through Yammer. Now you can...

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Microsoft CRM Online – iPad Sales Experience Released!

Microsoft Dynamics CRM Online users can now use the Apple iPad to access their Microsoft Dynamics CRM Online system. CRM team member Lee-ann blogs on the functionality you can expect. If you'd like any...

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Agenda for CRM Partner Connections PreGAME at Convergence 2013

Join CRM Partner Connections (CRMPC) on Sunday, March 17th, for an exclusive Microsoft Dynamics CRM Partner event. CRMPC PreGAME is focused on bringing you the latest on Dynamics CRM, and is your...

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Basic vs. Advanced Workflows in Dynamics CRM

As part of daily CRM use, you'll probably need to set up some automated workflows. The question is, what is the best way to implement such workflows?Basic WorkflowsMicrosoft Dynamics CRM has some...

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Connect with Other Dynamics CRM Users at Convergence 2013

If you're heading to New Orleans in just a couple short weeks, make the most of your experience by participating in Convergence activities designed exclusively for the Dynamics CRM community. CRMUG...

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Aggregate and Grouping functions using LINQ in CRM

As you know, QueryExpression are built as an Object Model. They support all the features of FetchXML except for grouping & aggregates. FetchXML supports all the features of QueryExpression...

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The Online Customer Experience for competitive advantage

Online searches, online shopping, online information: customers today are increasingly Web-oriented both as purchasing behavior and tendency to turn to the internet to seek information and to choose....

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Announcing the Availability of Microsoft Dynamics CRM 2011 Update Rollup 12

I am pleased to announce that Microsoft Dynamics CRM 2011 Update Rollup 12 has been officially released. The updated UR12 Server bits are now available on the Microsoft Download Center here. This CRM...

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Supported ways of accessing URL addressable Forms/Reports Scripts.

While using CRM there may be conditions in which user wants to open forms and reports programmatically. For this we can write the scripts which will open the forms and reports. Open CRM forms using...

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How to defer database updates for Update Rollup 12

As I’m sure you have heard, Update Rollup 12 for CRM 2011 has been released.  For the server installation of this we are creating a number of new indexes in the CRM organization database(s).  These new...

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CRMUG February 2013 Events Calendar

February is a short month, but we've jam-packed it with CRMUG events and activities.  There are several Regional Chapters meeting face-to-face this month, along with a number of webinars - including...

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Use ExecuteMultipleRequest for performance improvement in bulk data load and...

A new request called ExecuteMultipleRequest has been added to the Update rollup 12 for the Bulk Data Load . Using this request, multiple request can be executed with the single server call. The main...

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Change the URL of Dynamics CRM provisioned under Office 365

One can now change the URL of Dynamics CRM provisioned under Office 365. This can be done from the login portal under “Admin” section where “manage” option was not previously available. As shown in the...

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iPad Sales Experience for Microsoft Dynamics CRM

Now we can access Dynamic CRM online on an iPad in a supported manner. This means that iPad experience only supports the new look & feel of the updated Polaris forms. Now existing CRM online user...

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Spring 2013 CRMUG Magazine Has Shipped!

Hot off the press! The Spring 2013 CRMUG Magazine has shipped to CRMUG members, and will also be available at the CRMUG kiosk (M70) at Convergence 2013 in New Orleans. This issue focuses on...

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How Social Tools Lead To Business Opportunities

Business success hinges on one or more of the following aspirations: increasing revenue, driving customer loyalty and identifying new business opportunities. These days everyone is looking for the...

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Social Tools At Work Can Help You Manage And Close Deals

Social media is often thought of as an external, customer-facing sales tool. But inside the organization, social technologies are powerful tools that you can use to engage your employees for real-time...

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Why Social Media Is One Of The Best Ways To Keep Your Customers Happy

Customer care professionals are challenged these days to identify and resolve customers’ issues through an ever-increasing array of communication channels. They want to know: How can I make my...

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