Microsoft Dynamics CRM – New naming conventions for Microsoft Dynamics CRM updates

There are naming convention changes happening now with the latest releases and updates to Microsoft Dynamics CRM for both Online and On-Premises. What does this all mean you might ask? Well if you are use to hearing lines like Update Rollups, Service Packs, Spring Release, Fall Release – then keep reading.

The Microsoft Dynamics Community and Customers have requested a description of what do all these terms mean (i.e. Update Rollups, Service Packs) and how do they differentiate between Online and On-Premise and the relating version numbers.

As of today, Microsoft has release an official blog post outlining the naming conventions for Dynamics CRM to clarify it all for you. If you are a Partner with Microsoft, I suggest you share this information with your customers so they are also clear about what version they have and the naming that relates to it.

Below is a snippet from the blog post. I suggest you head to the link below to read the details about the new naming conventions.

CRM Naming Conventions 15-04-2015 - FIXED

Greg Olsen

Windows 10 Technical Preview – Step-By-Step Install

This blog post will give you a step-by-step look into the installation of Windows 10. This installation I have used the Windows 10 Technical Preview release. At the time of this blog post, v10049 is the latest build version available.

Step 1 – Select Language and other preferences.


Step 2 – Accept license terms


Step 3 – Select installation type


From the screen above, I selected Custom: Install Windows only (advanced) option.

Step 4 – Select where to install Windows


Step 5 – Windows now starts installation


Step 6 – Customise settings


From the screenshot above, I simply selected Use express settings

Step 7 – Windows checks connections and other settings


Step 8 – Setup the first logon account


Step 9 – Setup the first logon account


From the screenshot above I decided I didn’t want to use my Microsoft Account (formally known as a Windows Live account) . Therefore I clicked Sign up (don’t worry about signing up, I have a process to pass the sign up stage on the next screen).

Step 10 – Create a Microsoft account


From the screenshot above, I didn’t create a new account, therefore you can click the text at the bottom Connect my account later.

Step 11 – Create an account for this PC


Since I didn’t use a Microsoft Account, I will need to create a local account on the Windows 10 installation. I filled in the required details on the screenshot above and clicked Next.

Step 11 – Windows is completing the install ..


From the screenshot above, windows installation is underway.


Step 12 – Windows install is completed!


Finished! – That was easy right?

More about Windows 10 can be found here:

Greg Olsen

Office 365 – Office 365 and CRM now available from Australia Data Center

Today (March 31st for NZ, 30th for USA), Microsoft has announced that Office 365 and Dynamics CRM are available from the Microsoft Australian data centers.


I recently created a blog post outlining the up and coming data center for Australia and the questions you might have. You can read this blog post at the link below.

Overall this is great news for New Zealand and Australian customers. This will provide businesses faster performance (through the drop in latency), geo-redundant backup and reduce concerns some may have around data sovereignty.

Microsoft Dynamics CRM 2015 – You can now add a Theme to your CRM

There are times customers are wanting to change the User Interface (UI) look n feel of CRM. They wanted to change the colours, logos etc to blend CRM into their existing systems. Well as of the Spring ‘15 release of Dynamics CRM this will all be possible, but limited. This will initially be released to CRM Online.

Themes are used in CRM primarily for branding. Branding includes adding a logo and altering the main navigation – but not drastically. At the moment themes are limited and you can adjust the hover colours, selection colours, logos. There has to be a bit of control by CRM so that you don’t make a mess of your UI.

Creating a new Theme

To create a new theme, navigate to Settings > Customization > Themes


Once you have clicked on Themes you will be displayed a list of Themes as shown below.

CRM Default Theme

The list above (from the screenshot) displays two important columns, Type and Default Theme. The Type column indicates whether the Theme is a System theme (built by CRM), or your Custom Theme. The second column is the Default Theme. This column will indicate which Theme has been applied to the CRM system i.e. Published.

If you were to open the default theme shipped with CRM, the settings would be as shown below.

CRM Default Theme Settings

To start creating a new blank theme, click NEW from the command bar. However I would recommend you open the CRM Default Theme first and click on Clone from the command bar. This will create you a new Theme record already populated as a good starting point.

The screenshot below shows a Theme I have created. Adjusted the Logo Tooltip and the Navigation Bar Color.

Gregs Theme Settings

The colours are shown in their hexidecimal colour codes. If you want the codes for other colours, then head to the link below which can generate these for you. You can then paste the hexidecimal result into CRM.

To test your Theme, click on PREVIEW from the command bar to get a feel what your changes would look like. Once you are happy with your Theme, click PUBLISH THEME to activate your Theme.

After the screenshot above, I added my profile picture as a logo and published. The end result is shown below for those who need to know what it would look like.


Enjoy the Themes!

Greg Olsen

Categories: Dynamics CRM 2015

Microsoft Dynamics CRM 2015 – Global Navigation UI Changes

Microsoft Convergence 2015 in Atlanta allowed us to take a look at the new Spring ‘15 release of Microsoft Dynamics CRM. This release includes another round of feature changes.

This blog post will outline what has changed with the User Interface relating to the Global Navigation of Dynamics CRM. Themes are also new, but I will cover them in another blog post.


Global Navigation Changes


If you are using CRM 2015 Online, you will be able to take advantage of the new Global Navigation changes. If you are familiar with Microsoft Dynamics Marketing (MDM), then you notice the similarities between MDM and CRM.



Currently CRM 2015 has a Global Navigation structure that looks like this:

CRM 2015 Old NavigationEdited

The navigation component descriptors are explained below.

CRM 2015 Old NavigationStructureEdited


New (What we are us to in MDM)

The Spring ‘15 release brings a new change to how we will operate with Global Navigation. Personally, when I used MDM for the first time I thought “we need this for CRM!”. So Microsoft has made a good choice here and run with the same navigation as MDM. Again, in this section I will display the navigation component descriptors in the second image. Third image illustrates the navigation for the Most Recently Used (MRU) areas.

 CRM 2015 New NavigationStructureEdited

CRM 2015 New MRU Edited

In order to use the MRU, CRM has a new navigation image in the Global Navigation bar. This is shown by a clock looking image.

CRM 2015 New MRU button

Form Navigation

Navigating the sections/tabs of the forms can easily be done via the new form navigator. The screenshot below illustrates the positioning of the form navigator and what it looks like.

Form Navigator Edited

Greg Olsen

Categories: Dynamics CRM 2015

Microsoft Convergence 2015 – Opening Keynote

Today over 12,000 packed into the Phillips Arena to hear the opening keynote delivered by Microsoft CEO Satya Nadella and Microsoft Executive Vice President of Business Solutions Kirill Tatarinov.



The takeaway them of the keynotes was:

Empowering people and organizations





There were some key announcements or demos from today’s keynote. These were:

  • Office Delve
  • Microsoft Social Engagement
  • Azure IoT Suite
  • InsideSales for Dynamics CRM
  • Dynamics CRM Spring ‘15 Preview (‘Carina’)
  • OneNote integration with Dynamics CRM
  • Skype for Business Preview
  • Office 2016 Preview
  • Surface Hub
  • Power BI

Full details of the announcements can be found by reading the formal press release from Microsoft here:

You can listen to the keynote video via this link:

I captured some slides of these announcements or demos. These are shown below.



Office Delve


Microsoft Social Engagement (formally known as Microsoft Social Listening)

Microsoft Social Engagement

Azure IoT Suite

Azure IoT

Inside Sales


Dynamics CRM Spring ‘15 Preview (‘Carina’)

Dynamics CRM

OneNote Integration with Dynamics CRM


Skype for Business (Formally known as Lync)

Skype for Business

Skype for Business2

Office 2016 Preview


Surface Hub

Surface Hub

Greg Olsen


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