Using Office 365 Security Groups to Control Microsoft Dynamics CRM Online Access
March 13, 2014

If you are a Microsoft Dynamics CRM Online system administrator, you probably know that initial CRM user setup is performed in the Office 365 portal and then configured within CRM.

Assigning Records to Inactive Users in Dynamics CRM
September 25, 2013

Good day, CRM users! Assigning records in Dynamics CRM has always been fairly straightforward. You have a record owned by your own user, and you want someone else to own

Out of the Box Report: Dynamics CRM User Summary
May 16, 2013

One of the important tasks for Microsoft Dynamics CRM 2011 administrators is ensuring users have appropriate access to the system. One of the challenges of doing an efficient user audit

Options for Storing Employees in CRM 2011
April 3, 2013

There are many reasons why an organization would desire to store employees in a customer-focused implementation of Microsoft Dynamics CRM. The most common reason is that employees (some being non-users)

Change CRM Security Roles to Limit Information Getting Out of Your CRM
March 27, 2013

I recently posted a great blog called “A Tip for Dynamics CRM 2011 Security Roles.” It covers how to keep your sales force in the “know” while locking down the

How to Reassign Account Records in CRM 2011
November 30, 2012

If you have employee or business changes, you may need to reassign Account records in CRM 2011 to another Owner. When you reassign an Account, all activities are also re-assigned.

How to Add a User for CRM 2011 Online Using the Microsoft Online Services Administration Portal
August 29, 2012

If you have implemented CRM Online since it and Office 365 have joined forces, you will use the Microsoft Online Services Administration Portal to manage Dynamics CRM users. This blog

How to “Delete” a User in CRM 2011
August 28, 2012

For most businesses and organizations, there will be a need to remove user accounts from the system. When deactivating User accounts there are some important considerations and best practices to

3 Common Sense Tips for Microsoft Dynamics CRM User Adoption
June 4, 2012

Microsoft Dynamics CRM User adoption is on everyone’s mind at the start of a new implementation. It’s a concern at every organization and the topic of countless meetings. But the