Manage your subscription

Manage your subscription Add user licenses to your subscription Add storage Remove storage from your subscription Add License Wizard and Add Storage Wizard errors There are a number of tasks associated with managing your Microsoft Dynamics CRM Online subscription.  To learn how to manage licenses, create users, assign security roles, grant user access, manage storage, […]

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Add a report

Add a report If you’ve created a custom report outside of Microsoft Dynamics CRM, you can easily add it to CRM. Go to Reports. (How do I get there?) Choose New. Add a file created in another application a.  In the Source section, in the Report Type box, select Existing File. b.  In the File […]

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Work with cases

Work with cases Create and manage a case Keep track of your customer requests and issues by creating support cases in Microsoft Dynamics CRM. When a customer contacts support with a question or problem, you can quickly check if there is an existing case or open a new case and start tracking the issue. You […]

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