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New Knowledge Management in Microsoft Dynamics CRM 2016 release
In Today’s world, the success of an organization is directly linked to the quality of customer service it provides. The only way to do customer-centricity right is to offer customers the right...
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Embedded Knowledge Article Search Widget in CRM
As Bob Stutz mentioned in his blog post, Microsoft Dynamics CRM 2016 introduces a new knowledge management solution. With this solution, you can embed the Knowledge Article Search on any entity in the...
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New Server-Side Sync Setup Guide
We are pleased to announce the release of a new setup guide: Server side synchronization for CRM Online with Exchange Server.This setup guide will take you step by step and guide you how to prepare...
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Exciting new features in Microsoft Social Engagement 2016 Update 1
Brace yourself – Microsoft Social Engagement 2016 Update 1 is just around the corner. We’re excited to share the news on the features and improvements we’re about to launch.Publish tweets and posts to...
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Dynamics CRM 2016 Knowledge Article Translations
Microsoft Dynamics CRM 2016's new knowledge management offering allows you to easily create, publish and manage knowledge articles for your organization. Often you might want to publish the same...
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Using Queues with Knowledge Management in Microsoft Dynamics CRM 2016 release
Microsoft Dynamics CRM 2016 brings a new Knowledge Management solution to help organizations in offering great customer service. It comes with rich content authoring and workflow capabilities to manage...
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CRM for phones express support going away
Microsoft Dynamics CRM currently has two phone apps available in the market:Microsoft Dynamics CRM for phonesMicrosoft Dynamics CRM for phones expressGoing forward, newer versions of CRM won’t support...
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Building xRM solutions: a three-part video series
We’re pleased to announce a three-part video series for building xRM solutions. In this series, you’ll get an end-to-end walk through of the key extensibility capabilities (xRM) of Microsoft Dynamics...
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Debugging custom JavaScript code in CRM using browser developer tools
You can use JavaScript in Microsoft Dynamics CRM to perform actions in form scripts, command bar (ribbon) commands, and web resources. More information: Use JavaScript with Microsoft Dynamics CRMEach...
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New documentation resources for Dynamics Marketing 2016 Update
SMS marketing is here!The big news for this release is the introduction of mobile (SMS) marketing, which enables you to deliver instant text messages directly to marketing contacts on the move,...
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Knowledge article lifecycle: An introduction
The introduction of the Knowledge Article entity in Microsoft Dynamics CRM 2016 comes with many new and exciting features designed to bring strong knowledge management capabilities into Dynamics CRM. I...
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Exciting new features in Microsoft Social Engagement 2016 Update 1.1
We’re excited to share the news for the features included in the upcoming release. Microsoft Social Engagement now includes a detailed view of an author’s Twitter profile. Posts you publish from within...
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Auto publish and expire knowledge articles
We’re really excited about the new Knowledge Management capabilities we shipped as part of Microsoft Dynamics CRM 2016. One of the common scenarios for Knowledge Managers is to schedule knowledge...
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Just released: Documentation for the Microsoft Dynamics CRM 2016 Products Wave
There are many exciting new features available in CRM 2016! Here’s where to find all the documentation for admins, developers, and end-users for Microsoft Dynamics CRM Online 2016 Update or Microsoft...
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The new light-weight CRM App for Outlook
What is it?With no installation, no configuration, and no additional log-in steps, you can now quickly track your important customer emails directly within Outlook, whether on your PC or Mac running...
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Creating and customizing task flows
In this post, I’ll show you how to create new task flows to enable your users to quickly accomplish key mobile business tasks.Enabling task flowsA quick disclaimer before we begin: task flows have been...
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What are task flows and how do they compare to other tools in Dynamics CRM?
What is a task flow?Task flows are a new way of interacting with Microsoft Dynamics CRM, allowing users to focus completely on the work at hand. With this new type of business process flow, you can...
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Collaborate across your organization with Office 365 Groups
Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done. You can use groups to collaborate with people across your...
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Preview feature: Voice of the Customer surveys
We’re making a new feature available as a preview feature that you install as a preferred solution. With Voice of the Customer surveys, you can create and send out surveys to get feedback from your...
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Sending WebHooks with Microsoft Dynamics CRM
Applies to: CRM Online 2016 Update, CRM 2016, and CRM Online 2015 Update 1.Microsoft Dynamics CRM has a robust customization framework for tailoring how it works to any business need. Here, we will...
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Exciting new features in Microsoft Social Engagement 2016 Update 1.2
We’re excited to share the news for the features included in the latest release. Microsoft Social Engagement now lets you add pictures to a post when you reply from within the application. For mobile...
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Preview feature: Set up Cortana integration
We’re introducing Cortana integration to help salespeople keep track of important CRM activities. CRM Online 2016 Update embeds sales activities, accounts, and opportunities into Cortana to surface...
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What’s New in Dynamics Marketing 2016 Update 0.1
At the start of February 2016, we will roll out Microsoft Dynamics Marketing 2016 Update 0.1. As usual, the update will be applied automatically, but your local administrator can control when your...
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3 easy ways to a better mobile experience with Dynamics CRM 2016
Level up your mobile experience with these new features in Microsoft Dynamics CRM 2016:Custom controls—like switches, input masks, and the pen control—to help you create a more intuitive interface for...
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Onboarding to Web API for Dynamics CRM 2016 from Web API Preview
Applies to: CRM 2016 and CRM Online 2016 Update.There are many exciting new platform features available in CRM 2016 for developers. One of the biggest platform features is the rollout of the Modern Web...
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