Differences Between Using File Attachments and SharePoint Online Integration in CRM Online

If your organisation have more complex document management needs than merely being able to attach a document to a CRM Online record,  the integration between CRM Online and SharePoint Online offers great additional features and benefits. The following table compares the differences between using file attachments and the SharePoint Online integration for your document management needs in CRM Online….


The New Lead and Opportunity Form in CRM Online

The December 2012 Service Update Release of CRM Online will feature an optional brand new forms experience for the Lead, Account, Contact, Opportunity, and Case entities. If you opt-in you will see redesigned forms with a new set of controls added to the forms for these entities. In this example I’ll describe the controls of the…


New Feature: Multiple Instances in the upcoming release of CRM Online

Microsoft Dynamics CRM Online became available on the Microsoft Online Services portal as part of the Q4 2011 release.  This meant that CRM Online is managed on the same billing and provisioning platform as Office 365.  In the current release you can only have one CRM instance (aka organisation) associated with the same Microsoft Online…


Troubleshoot Remote Connectivity in Office 365

We have updated the Remote Connectivity Analyzer tool, a tool for troubleshooting an Outlook client having trouble connecting to the email server, verifying email configuration and much more. The available tests will help you validate ADFS configurations, Autodiscovery settings, EWS accessability and much more. Please find below a brief description of each of the tests in…


Understanding storage in CRM Online

Microsoft Dynamics CRM Online allocates an initial 5 GB of storage. This storage is pooled and shared by all service users. In addition, a company may purchase more Microsoft Dynamics CRM Online storage in gigabyte increments charged monthly, currently USD 9.99 per GB per month. Storage is shared across the organization and is not a…


Comparing CRM On-Premises to CRM Online

Dynamics CRM is at its heart an ASP.net web application built and deployed on Microsoft’s Internet Information Services (IIS) and SQL Server. Its available for you to run in your own datacenter (CRM On-Premises) or to consume out of Microsoft’s public cloud (CRM Online / multi-tenancy model). The two are pretty identical in features, but…


The New Office 365 Service Descriptions

In the current setup, to ensure you have the latest Service Description when you need it, you’ll actually need to download the Word document in question – and many of you have suggested to us that we provided at more userfriendly way to ensure an easier way of consulting the most recent Service Description. Along…


CRM – The essential links

Whether you are working with CRM from the deployment, implementation, configuration, administration, customization or optimization side – whether its on-premises or online – this list of useful links will hopefully save you some time and effort:   Installation and Deployment Microsoft Dynamics CRM 2011 Implementation GuideComprehensive information on installation, planning and maintenancePublished: 9/26/2012 Microsoft Dynamics CRM…


Performance Considerations for CRM Online

If you are experiencing performance issues in your CRM Online, a first step in identifying the source of a performance issue is to determine whether or not network factors (mainly bandwidth or latency) seem to be part of the problem. Low bandwidth and high latency will negatively impact the end-user experience in Microsoft Dynamics CRM Online,…


Winning combination – a shared mailbox in Exchange Online and a queue in CRM Online

A very popular feature in Exchange Online is shared mailboxes. A shared mailbox is a mailbox that multiple users can open to read and send e-mail message. It does not require a license if it doesn’t exceed 5 GB in size, and you are free to create as many shared mailboxes as you like. It can…