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Make sure you get everything when you upgrade
When you upgrade to Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online we have taken care to not change customizations you have made to how people navigate to areas in the application. Even...
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With CRM 2013, you can create or filter activities right in the activity feed...
The activity feed is the first thing you see when you view records in CRM, whether it’s an opportunity, lead, account, contact, or service case.With this latest release of CRM, you can create or filter...
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How to Manage Auto Save for individual forms of entity
In our previous blog we had discussed about how to manage auto save. We learned about the auto save capabilities and also discussed few scenarios where you might want to disable it. We discussed about...
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What’s new in Lookup with CRM 2013: Inline Multi Party Lookup
OVERVIEW:As I mentioned in another post (see “Lookup”), now with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13, multi-party lookup (To/CC/BCC fields on the Activities form) is...
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Microsoft Dynamics CRM for Phones
Microsoft Dynamics CRM for PhonesWe have recently released Dynamics CRM applications for Windows Phone, iPhone and Android phones. Microsoft has also introduced a browser application for Dynamics CRM...
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What’s new in the Lookup control with Microsoft Dynamics CRM 2013
OVERVIEW:In Microsoft Dynamics CRM 2011 Update Rollup 12 and Microsoft Dynamics CRM December 2012 Service Update, we provided a glimpse of the new user interface. Inline lookup was also part of this...
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Use OAuth to Authenticate with the CRM Service
Scenario - Client app talking to CRM cloud service which needs to authenticate the user behind the app. OAuth 2.0 will serve as the authentication protocol for this scenario.The client app will...
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Restore a hidden button on the CRM 2013 Command Bar
The CRM 2011 ribbon had many commands as part of the Out of the box ribbon and most customers had to edit the ribbon to remove a bunch of commands to make it work for their system. Our user feedback...
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CRM for tablets browser and app support
Applies to: CRM 2013 and CRM Online Fall ’13.Our updated CRM for tablets apps are now live in both the Windows Store (app version 1.0.0.98) and the Apple App Store (app version 1.0.51). They provide...
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Changes and improvements to dashboards
Applies to: Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 (on-premises)You’ve probably noticed that the new user interface has led to some changes and improvements to...
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December Updates for CRM Customer Center, Implementation Guide and Software...
Here’s a summary of all the new and updated content published this month!New and revised content at www.CRMcustomercenter.com TopicDescription of changesVideos & eBooks rollup pageAll videos and...
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Microsoft Dynamics CRM Quick Reference for customer service reps
Applies to: CRM 2013 and CRM Online Fall ’13.Learn how to create, edit, and resolve service cases quickly! To help your customer service team get started with CRM, we’ve created a visual, easy-to-read,...
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New eBook: How to customize a CRM business process
If you’re looking for easy-to-read guidance on how to customize one of the many business process solutions available for download from the Microsoft Dynamics Marketplace, check out the new eBook:...
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Free non-production instances and free storage in Dynamics CRM Online 2013
As some of you have already noticed, with Dynamics CRM Online2013, we offer a free non-production instance and free storage. Exciting, isn’t it? If you are not aware of this offering, please read on...
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Just updated to CRM 2013? Here’s what you need to get rolling!
Applies to: CRM Online Fall ’13 and CRM 2013If you recently updated to CRM Online Fall ’13 or CRM 2013 (on-premises), you might be wondering what to do next to get rolling with the new features. You...
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Form Activation\Deactivation state
Microsoft Dynamics CRM 2013 brings capability to Activate\Deactivate forms of type Main. In this blog we are going to discuss more about this.How to Activate\Deactivate from Solution ExplorerUser can...
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Check Out These Handy Links to Help for CRM 2013
Whether you’re an administrator, a developer or a daily user, here’s a collection of links to help for CRM Online Fall ‘13 and CRM 2013 on-premises!BEFORE THE SALECRM Overview website– Learn about the...
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White paper refresh: Configure IFD for CRM Server
Applies to: CRM Server 2013, CRM Server 2011Providing external access to your company’s CRM server (on-premises) data is now especially important given the new mobile features in CRM 2013. CRM for...
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Process Enablement with Microsoft Dynamics CRM 2013
I am pleased to announce the release of the white paper, Process Enablement with Microsoft Dynamics CRM 2013, which is available for download from the Microsoft Download Center.We live in a world of...
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Integration Guide: Microsoft Dynamics CRM Online and Office 365
Applies to: Microsoft Dynamics CRM OnlineCombining the online services of Office 365 with Microsoft Dynamics CRM Online empowers your teams to work where and when they want with best-of-class cloud...
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