It's here – the Dynamics CRM for phones app (updated)

In case you missed it, the brand new Dynamics CRM for phones app is now available for you for favorite phone. With the new phone app users on Dynamics CRM Online 2015 Update 1 will be able to have the same advanced experience from the tablet (CRM for Tablets app) adapted to the phone. Features Access…

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The new Microsoft Dynamics CRM App for Outlook now available as a Preview feature

We're excited to offer the new Microsoft Dynamics CRM App for Outlook as a Preview feature for Microsoft Dynamics CRM 2015 Update 1! Combine the power of Microsoft Dynamics CRM with the flexibility and convenience of Outlook and Office 365 with the new Microsoft Dynamics CRM App for Outlook! With the CRM App for Outlook,…

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Web API preview documentation released

In case you haven’t heard, we’re introducing a new API that will make it easier to create applications across a wide variety of platforms, devices, and programming languages. This new Web API is available as a preview feature to Microsoft Dynamics CRM Online organizations that use Dynamics CRM Online 2015 Update 1. To support this…

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Reduce potential data loss using optimistic concurrency

On a multi-threaded and multi-user system like Microsoft Dynamics CRM, operations and data changes often happen in parallel. A problem arises when two or more update or delete operations on the same piece of data happen at the same time. This situation could potentially result in data loss. Provided in the CRM Online 2015 Update…

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Its here – Office 365 Groups in CRM Online

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done. Below you see an Office 365 Group created and opened in Outlook Fig. 1: Office 365 Group You can use Office 365 Groups to collaborate with people across your company – even if they…

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Form Load Time drastically reduced with the new form rendering engine

In the upcoming CRM Online 2015 Update 1 we have made changes to the form rendering engine – focusing on how the form load process can be optimized. There are two main changes that have been made: 1. Loading process of the form Form load used to be a very linear process. We have parallelized as many operations…

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What-If Analysis in CRM Online with Excel Online (Immersive Excel)

Microsoft Excel is the king of business intelligence (BI) tools. Millions of Excel users use it for reporting and analysis of corporate data. Users of CRM migrate data to Excel just to perform analyses or entity management. Examples include pipeline analysis, pipeline management, territory planning, leads filtering and generation, etc. With CRM Online 2015 Update 1…

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Enhancements to the RollUp field in CRM Online 2015 Update 1

In CRM 2015 we introduced rollup fields to help you obtain insights into data by monitoring key business metrics. In CRM Online 2015 Update 1 we are further enriching your experience with the rollup fields by adding new capabilities, eg. Aggregating data over the base Activity entity across all related activity records, such as phone calls, mails,…

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Make a Note of This – OneNote is coming to CRM

Fig. 1 – CRM Online – OneNote Online integration The leading note taking application on the planet OneNote is coming to CRM. With OneNote integrated in CRM you can do so much more in terms of rich note taking, compared to the native notes in CRM. How about scanning a business card and utilize OneNotes…

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Tracking Set Free – New CRM App for Outlook Coming

Update August 2016 The Preview program for Dynamics CRM App for Outlook has ended. Please see this article for more: https://technet.microsoft.com/en-us/library/dn946901.aspx Update July 2015 The App is now in Preview. Please see “The new Microsoft Dynamics CRM App for Outlook now available as a Preview feature” – link ***   ***   ***   ***   ***   ***   ***  …

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