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Gold Nuggets for Microsoft Dynamics CRM Online Users

Microsoft offers so many choices that sometimes finding out about new choices is noise, noise, noise, but then there are the noises that are worth listening too. Take for instance that for CRM Online users there is a solution that is free and is tucked into your administration options and that makes users go "wow".

Start by going to your CRMOL Administration Portal (http://portal.office.com) and selecting Service Settings, Dynamics CRM

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Service Settings Dynamics CRM

You then want to select Dynamics CRM Administration which will  list your instances and solutions

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CRMOL Instances Management
NOW choose the PENCIL: The tiny pencil on the right hand side of the screen under solutions. This represents EDIT and will allow you to step into a very interesting world.

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Solutions

 

The world of CRM Online Offered Solutions

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Solutions for CRMOL

 

and I started this post with InsideView's Microsoft Dynamics CRM Insights on my mind. It offers some very interesting Account and Contact updates for users who want "web" data options for updating of account and contact details. READ the readme to fully enable for there is some need to update your forms to take advantage for the solution feature offerings. It also requires that you have configured your system administration account correctly.

In addition to the free offering the company also has more extensions and some international features. Take a peek at their website. and reach out to their team for more support and more awesome.

 

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