Welcome to big CRM stylin’!

Here you will find the latest information regarding Microsoft Dynamics CRM and occasionally other Dynamics solutions.

The focus is on general news and tips for the intrepid CRM Administrator, as well as something for even the newest CRM user.

Personal update, and the latest news roundup on Dynamics CRM 2011

I jumped like this guy, but I strained something bad.

To the Dynamics CRM community,

My apologies for not being as faithful to this blog as of late; there have been big changes!  After five awesome years at Emerging Solutions, I’ve decided to move on and sign up with Avanade.  I’m leaving not just [...]

Interview with Brad Wilson discussing Dynamics CRM 2011, the Cloud, and the current CRM market (videos)

Software Advice sat down with Dynamics CRM General Manager Brad Wilson and discussed a variety of topics in the videos below. It’s interesting to see the man behind the product, as well as discovering his thoughts on the current state and future of Dynamics CRM.

What’s new in Dynamics CRM 2011

More videos, continued. [...]

Disabling Users in Dynamics CRM can cause Workflow troubles

I recently got a call from a company that was having issues running their workflows on Dynamics CRM 4.0.  Despite being configured correctly, their workflows hadn’t processed for more than 4 months!  After a quick remote session, we quickly determined the source of the issue.

Earlier in the year, this company had restructured their staff.  During this process [...]

Video: Sales Lifecycle demonstration with Microsoft Dynamics CRM 4.0

Here’s my brief video walkthrough of the Microsoft Dynamics CRM Sales Lifecycle, from initial e-mail to closing the sale.

Hopefully there will be more to come soon. Let me know if you have a specific Dynamics CRM topic you’d like me to address, and I just might make a video walkthrough based on it. Meanwhile, [...]

How to add a button to an entity form that automatically creates a new related CRM record

You know your users want to push your buttons.

Microsoft Dynamics CRM 4.0 is already user friendly and intuitive.  However, there will be times where you want to nudge the CRM users along the road to productivity by providing a nice shiny button that does what they want.  In this case I want to add a button [...]

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