While Microsoft Dynamics Marketing can run independently of Microsoft Dynamics CRM, they’re simply better together.

Why? Because keeping your data in-sync is important for both accuracy and preventing staleness of data.
So first things first, the two applications need to be connected. Unfortunately, at this time there isn’t yet server-based integration. I expect in the next few release waves we will see this feature (as we have already for SharePoint and Exchange).

That means using a ‘connector’.

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Understanding Dynamics CRM Licensing 2015


You open up CRM one day (or CRM for Outlook) and you get a dialog box that says ‘Pending Email Warning’.

“You have email messages more than 24 hours old that haven’t been sent. To send these messages, sign in to Microsoft Dynamics CRM Online for Outlook, or verify with your system administrator that server-side synchronization or the Email Router is set up to send messages for you. For more information about email configuration, see online Help.”

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Parature Resources

January 13, 2015 — Leave a comment

With 2015 comes Parature – which is now accessible and offered for purchase through the Office 365 Portal.

Below are some key new resources:

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Microsoft Dynamics Marketing 2015 – Resources for download


Microsoft Dynamics CRM Software Development Kit (SDK) for CRM Online and on-premises CRM 2015


If you’ve recently upgraded your CRM environment from 2013 to 2015, users may experience the following error:
“object doesn’t support property or method ‘getServerUrl'”
This is because the getServerUrl method has been deprecated. Instead, use the getClientUrl method.

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If you’ve ever received the message “Storage Limit Reached” in Dynamics CRM, there is a good chance it’s due to email attachments (especially if you’re an organization that tracks a lot of email).

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You can run the Plug-In Registration Tool on it’s own by unzipping the SDK, and navigating SDK > Bin > PluginRegistration.exe

Alternatively you can integrate the tool into Visual Studio. Is this absolutely necessary? No. Is it nice to have? Yes.

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A typical task in getting a CRM organization up and running is importing Excel data. Bulk importing records may also be a frequent task after a CRM organization is mature.

You want your Excel data to be ‘pretty’ prior to import, because any ugliness in your Excel data will persist in CRM.

Here are some common problems and solutions for massaging data in Excel prior to import into CRM.

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