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How to Update to Microsoft Dynamics CRM Online 2015

If you are a Microsoft Dynamics CRM Online subscriber, you may have noticed a curious new message appearing when you logged into your CRM organization recently: “Update scheduled Your update to...

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Changes Coming to Microsoft Dynamics CRM Online 2015

If you are a current Microsoft Dynamics CRM Online subscriber, you have undoubtedly noticed the Update scheduled message appearing immediately under the navigation bar when you log into Microsoft...

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Troubleshooting Data Import Errors

Microsoft Dynamics CRM provides some useful tools for importing your data, such as templates, the Import Data Wizard, and data maps. These features are designed to make the import process as pain free...

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Microsoft Dynamics CRM 2015 and Google Chrome 39 Compatibility

Microsoft introduced cross-browser support for Microsoft Dynamics CRM way back with Update Rollup 12 for Microsoft Dynamics CRM 2011, including support for Google Chrome. However, we at xRM...

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How to Format Field Labels

The Form Editor in Microsoft Dynamics CRM offers a plethora of configuration options to administrators. One of the easier configurations to achieve is creating a custom field. A common question clients...

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Update Rollup 2 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1)

xRM (www.xrm.com) hosts many versions of Microsoft Dynamics CRM to meet its customers’ various needs, including Microsoft Dynamics CRM 2013 with Service Pack 1 (SP1). We will soon be applying Update...

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Microsoft Social Engagement replaces Microsoft Social Listening

As a Microsoft Partner, xRM (www.xrm.com) received a prerelease copy of an email Microsoft will soon send to existing Microsoft Social Listening (MSL) customers announcing upcoming changes as part of...

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CRM Online 2015 Update 1 Videos

Microsoft recently released some new YouTube videos on its Microsoft Dynamics channel in anticipation of Microsoft Dynamics CRM Online 2015 Update 1. Unfortunately, the videos aren’t collected in a...

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Power BI Dynamics CRM Online Connector

In February, Microsoft released a new version of the Power BI Designer Preview. If you haven’t heard of Power BI, it’s a business intelligence platform that helps make sense of your data through robust...

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Creating Multi-entity Views in Microsoft Dynamics CRM

Data is more abundant than ever today, but what good is all that data if you have no means of sorting through the influx? One of the goals of xRM (www.xrm.com) when helping clients deploy Microsoft...

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Update Rollup 3 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1)

xRM (www.xrm.com) hosts many versions of Microsoft Dynamics CRM to meet its customers’ various needs, including Microsoft Dynamics CRM 2013 with Service Pack 1 (SP1). We are excited to announce that we...

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Content Delivery Network for Microsoft Dynamics CRM

Great news for xRM (www.xrm.com) partner hosted customers—you can leverage a content delivery network (CDN) to help improve the performance of Microsoft Dynamics CRM for your end users. This is...

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More CRM Online 2015 Update 1 Videos

Microsoft regularly posts videos pertaining to its Dynamics solutions on the Microsoft Dynamics YouTube channel. Back in March, xRM (www.xrm.com) published a post that bundled some CRM Online Update 1...

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CRM Minute – Additional Languages

Is your Microsoft Dynamics CRM user base multi-lingual? Our team at xRM (www.xrm.com) certainly falls into this group. At the time of this posting, CRM Online supports 44 languages, all of which can be...

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CRM Minute – Outlook Filters

We at xRM (www.xrm.com) want to remind our customers of a feature that is easy to overlook in the CRM for Outlook plugin—user filters. Filters allow users to control what exactly gets synchronized...

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xRM Joins the 2015 Inner Circle for Microsoft Dynamics

We are most excited to announce that xRM (www.xrm.com) has earned membership to the 2015 Inner Circle for Microsoft Dynamics. The Microsoft Dynamics Inner Circle represents an elite group of Microsoft...

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Editing Multiple Records in CRM Online with Excel Online

Editing multiple records in Microsoft Dynamics CRM at once hasn’t always been the easiest of tasks. It’s a common request of our developers at xRM (www.xrm.com) to find ways to update existing data...

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Option Set vs. Two Options in CRM Online

When creating custom fields in Microsoft Dynamics CRM Online, the most important step isn’t the field name, nor the placement on the form. The most important part of creating a custom field is...

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Measuring Repeat Business in CRM Online

As CRM Online consultants at xRM (www.xrm.com), we listen to the needs of our clients and then make their vision a reality. This goes beyond implementing requests verbatim. It is important to take in...

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Modifying Global Search in CRM Online

A Microsoft Dynamics CRM Online instance can amass quite a complex database over time as users continue to input data. It’s important for users to be able to find their data quickly later. CRM Online...

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