Tag "CRM Online"

Time Zones with the Scribe Insight CRM Adapter

With the Scribe Adapter for Dynamics CRM, there is a feature that allows you to customize the time zone that should be used when migrating and integrating date/time fields.

Read More

Using Workflow to Create a New Activity Feed Post

As you know, Activity Feeds can post certain activities to record walls, so users can have a greater visibility into all the interaction with that record. And as I explained in a previous blog, you can configure the Activity Feeds to post what is most relevant to you.

Read More

CRM Online and Office 365—The Global Admin

Now that CRM Online is under the Office 365 umbrella, you must maintain your CRM licenses, users, and user information via Office 365 and not in CRM itself. You can no longer even disable a user or update a name. All of that is handled in O365.

Read More

Activity Feeds—“An Error Occurred.”

I ran into an interesting error recently on the Activity Feeds. It kicked out an error but would still work fine if you clicked through the error.

Read More

How to Configure Activity Feeds

Activity Feeds are not an entirely new concept for CRM 2011, but they are often underused or misunderstood. The main questions I receive are “What actions are posted?” and “Can other actions be included?” To answer these questions let’s take a deeper look at the Activity Feeds beyond simply following records and users.

Read More

Update Rollup 12 Also Brings Changes to Notes

Update Rollup 12 for Microsoft Dynamics CRM 2011 brought a lot of new enhancements to the application with a few of those updates sliding under the radar. One such change was the addition of the new online CAL option. Another quiet change was the updated Notes section, which changed the overall look and one piece of functionality.

Read More

CRM Online New CAL Options

Along with all of the trumpeted updates of Update Rollup 12 for Microsoft Dynamics CRM 2011 (such as cross browser support), there was one that quietly appeared on the User form.

Read More