Understanding Microsoft Dynamics CRM 2013 Opportunity relationship to Account and Contact records

Microsoft Dynamics CRM 2013 Opportunity record association to parent record (Account or Contact) is based on “Potential Customer” field.   In the past, by default, Microsoft Dynamics CRM opportunity record only had “Potential Customer” field to map the opportunity record to the parent record whether that was an account or a contact.  The “Potential Customer” field was a unique lookup field that allowed the user to select either an account or a contact record. In the enhanced Microsoft Dynamics CRM 2013 UI, the “Potential Customer” field has been removed by default from the “Opportunity” form (still available in the entity) and instead Microsoft explicitly […]

Relationship between Opp to acct or contact2

Removing “.onmicrosoft” extension from username

By now most of the Microsoft Dynamics CRM Online organizations should have been transitioned over from CTP platform to the new Office 365 billing system.  When this transition occurred, existing Microsoft Dynamics CRM Online users logins were appended with “.onmicrosoft.com” extension after their original login credentials.  For example, if your Microsoft Dynamics CRM Online username was john.doe@riics.com then after transition to Office 365, it would be represented as john.doe@riics.onmicrosoft.com. I noticed that some customers do not realize that they can remove “.onmicrosoft” in their username.  In order to remove the “.onmicrosoft” extension, here what you need to do. Sign into Office 365 Admin Portal with an administrator account, […]

Improved Microsoft Dynamics CRM Experience with 2013

With a reimagined user experience and newly added functionalities, Microsoft Dynamics CRM 2013 provides simple and intuitive CRM solution that allows users to become more effective on their job and have access to actionable intelligence at their fingertips. Microsoft Dynamics CRM 2013 is a significant update release. Here’s are some ebooks from Microsoft that effectively describes the Microsoft Dynamics CRM 2013 using pictures, highlights, and few words.  I really like the format of these ebooks because it’s simple and to the point, especially for customers that wants to get a quick overview. What’s Changed in this version? If you were […]

Next Service Update: CRM Anywhere in Q2 2012

Earlier this month, Microsoft released information on what will be included in the next CRM Online Service Update (Q2 2012) and I was excited to find out about the following 10 new features/enhancements.  I am especially looking forward to Mobile and Cross Browser Support. 1. “Microsoft Dynamics CRM Mobile” (New Cloud Based Mobile CRM Service Subscription) 2. Cross Browser Support (IE, Safari, Firefox, and Chrome) 3. Rapid View Forms (Load forms quickly) 4. Enhanced Activity Feed (“like”, “unlike”, improved filtering) 5. Industry Solution Templates (Vertical solutions) 6. Microsoft SQL Server 2012 (Improved Performance) 7. Business Intelligence (BI) Insights with Power View (Excel […]