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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.

  1. Sign into Office 365 Admin Portal with an administrator account, go to “domains” and add the domain you own to the list.  Follow the instruction that follows.
  2. After that you will need to follow up with your DNS hosting provider and provide them with TXT or MX record information and ask them to create either a TXT or an MX record in your domain.  It may take some time for the record information to be propagated.  If you have access to the DNS settings, you can do it yourself.
  3. After TXT or MX record is created, sign back into your Office 365 Admin Portal and confirm ownership of your domain name is now available in Office 365.
  4. Then go to “users and groups” and update each username extensions with the correct domain name.
  5. After that, notify all of the users of the changes in their username and have them sign in using the new username.  Normally this would be the same username that they used before, if it was their email address.

Note that user passwords are not impacted by this change; however, if users are using CRM Outlook client, they will need to sign-in again using the updated username as old username (with .onmicrosoft.com) is no longer valid.  Hope this is helps.

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 using Microsoft Dynamics CRM 2011 and recently upgraded to Microsoft Dynamics CRM 2013, here’s a link to an ebook from Microsoft that quickly walks you through and highlights major areas that have changed from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013.
  • Navigation Tips and Explanation Here’s an ebook containing some useful tips on common tasks to start using the Microsoft Dynamics CRM 2013.   It describes navigating and working with Microsoft Dynamics CRM 2013 to quickly get you up and running:
  • Business Processes In addition to User Interface changes, Microsoft has also introduced Business Process functionality in 2013.  Using easily configurable business processes in Microsoft Dynamics CRM 2013, organizations can now institute consistent business processes for their teams to follow standards and establish best practices.  This ebook highlights key elements of Business Process.

There are many more organic enhancements and functionalities added to Microsoft Dynamics CRM 2013 and they are being added in every 6 months cycle.  In addition, Microsoft has also acquired number of companies to accelerate its CRM product breath and depth in the social space.  These acquisition areas include in the areas of Marketing (Marketing Pilot), Social CRM (NetBreeze and Social Insights powered by InsideView), and Social Customer Care (Parature).  They are all great additions to Microsoft Dynamics CRM solutions.


SMB CRM: Implementing Successful CRM Project (Part 3 of 3)

To implement a successful CRM project, for a start, you need to have a good project manager that can manage the project (communications, scope, cost, time/schedule, etc.) and a competent technical team to implement the CRM solution.  That’s a basic starting point.

An experienced/knowledgeable project manager will utilize their knowledge/resource from one of the project methodologies whether it’s SureStep Methodology . . . → Read More: SMB CRM: Implementing Successful CRM Project (Part 3 of 3)

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, . . . → Read More: Next Service Update: CRM Anywhere in Q2 2012

SMB CRM: Which CRM Solution is right for your organization? (Part 2 of 3)

There are many factors that can influence a CRM solution scope for an organization.  Factors may include meeting specific timeline, budget, business requirements, user/department preferences, available resources and technologies, and others.  Thus there’s always going to be some tradeoffs and negotiations in scope/feature, cost, and/or timeline in successfully implementing a CRM solution.

In the previous article, I bundled CRM Solutions . . . → Read More: SMB CRM: Which CRM Solution is right for your organization? (Part 2 of 3)

SMB CRM: Basic, Standalone, or Integrated CRM Solution? (Part 1 of 3)

So, you’ve finally decided on Microsoft Dynamics CRM solution for your Small and Medium-sized Business (SMB) organization and now you need to implement it.

Before you get yourself into knee deep in implementation, you need to ask yourself “What type of CRM solution is right for my organization from budget and scope standpoint?” This is non-vertical specific question thus it . . . → Read More: SMB CRM: Basic, Standalone, or Integrated CRM Solution? (Part 1 of 3)

CRM 2011: Dashboards

Administrator can create System Dashboards for organization wide availability or users can create their own personal Dashboards for their consumption and also share them with others in the organization. It is easy to configure and use yet delivers powerful reporting capabilities to executives, management, and staff. . . . → Read More: CRM 2011: Dashboards

Maximum number of Picklist Option Set

CRM 2011 picklist attribute can hold up to 400 entries of Option Set.

Exporting Data out of CRM 2011

In CRM 2011, you can now export data out of CRM in xml, edit and or add new records, and upload the file back into CRM.  Newly added records in the file will be created in the CRM. However, there is a limit of 10,000 (10K) on the number of records that can be exported out of Microsoft Dynamics CRM 2011.

Importing Data into CRM 2011

In Microsoft Dynamics CRM 2011 you can add new records in bulk into CRM using Import Data Wizard. If you want to save time in mapping the source data to target fields in CRM, you can download import templates in xml “Download Template for Import”.  Microsoft Dynamics CRM importing  feature accepts csv or xml file types and you can also compress . . . → Read More: Importing Data into CRM 2011