Huzzah! I passed my CRM 4.0 Applications exam today with flying colors this time! I’m feeling as elated as Spain winning the Euro 2008 Cup yesterday… minus the jubilation of the whole country, but I’m working on it.
Thanks to ‘Second Shot’, I was able to try my luck again without consequences. I was [...]
As I mentioned in a previous post, bummer on my first CRM exam. Luckily I had registered for the Second Shot promotion, which allows me to take it again for free.
However, time is running out. It appears I need to register and take my second exam before June 30th, when the Second Shot voucher expires. [...]
This ICU MSCRM blog article reminded me of the little known SDK website called the CRM Metadata Browser, where you can access a nicely summarized view of your CRM metadata.
This is perfect for data migration planning, when you’ll need to see the list of attributes (aka fields) per each entity, along with their existing relationships. [...]
One of the most frequent questions I’ve come across from new clients is: “What’s the difference between Leads, Contacts and Opportunities in Dynamics CRM?”
This topic comes up because older contact management systems typically don’t have separate repositories for Leads, Contacts and Opportunities. These clients are used to having all that information lumped together [...]
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