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Microsoft Dynamics CRM Mobile & Browser Options

Workers today depend more and more on their mobile devices. Microsoft Dynamics CRM includes a mobile CRM module that works with any web-enabled phone or device. This allows Microsoft Dynamics users...

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Developer Alert: Microsoft Dynamics CRM 2011 SDK v5.0.13 released

Microsoft has updated the Software Development Kit (SDK) for Microsoft Dynamics CRM 2011 to version 5.0.13. This update addresses Polaris and UR 12 and is now available for download from MSDN downloads...

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RegEx Builder

Do you need to use regular expression on an occasional basis, but don’t use them enough to become a regular expressions expert. If you answered “yes”, then I have a great solution for you.  RegEx...

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Convergence: It is that time of year again! #CONV2013

"Know the level of the session: They can range from 100 to 400 and have a lot to do with presenter and audience. Convergence has both sales sessions to show what is new and deep technical sessions to...

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Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online - Script...

Microsoft Dynamics CRM 2011 has revolutionised the way we write JScripts in the framework. Normal 0 false false false EN-AU X-NONE X-NONE In this blog I will create a JScript web resource. This web...

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Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online - Benefits of...

When I create a new JScript web resource, there are 2 ways to add code to it. One way is to upload the JScript file to the web resource. This will embed the "JScript file" code inside the web resource....

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Upcoming webinar: Dynamics CRM 2011 Management and Troubleshooting (On Premise)

This week I'll be hosting a webinar for administrators of Dynamics CRM On Premise which will cover the following topics: Reviewing CRM 2011 System Maintenance Jobs to locate errors and other issues...

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CRM 2011 – Case Management Phone Support

As we’ve seen with the recent release of Microsoft Dynamics CRM 2011 Rollup 12, the process-driven user interface and new integrations make everyday use quick and easy. One of the added features of the...

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Dynamics CRM Testing: UI Tools

Are you diving into the world of automation testing for extended Microsoft Dynamics CRM projects? Take a look at Visual Studio 2012! There is a whole set of UI Automation testing just waiting to be...

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Dynamics CRM Report Development CRM Field Guide Chapter 14

It is week 14 in the review of the CRM Field Guide chapters from the book – The CRM Field Guide – How to CRM Like an MVP with Microsoft Dynamics CRM. This week it is the 43 page Dynamics CRM Report...

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Microsoft MVP Summit 2013

Last week I spent Sunday through Wednesday at the MVP Summit with 40 or so other CRM MVPs and the Microsoft Dynamics CRM Product Team. We are under a very strict NDA so there isn’t anything I can share...

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Blogging Naturally (make it a part of your day)

To blog or not to blog, that is the question... If you’re anything like me, as an IT professional I excelled in math and science in school but English Lit and Composition was not my strong suit. As a...

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Identify Untapped Opportunities, Hidden Risks, and Shady Characters with...

As the leading innovator in CRM solutions for financial institutions, Customer Effective offers the Customer Effective: Banking CRM platform, which is built on Microsoft Dynamics CRM and caters to the...

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What is an Update Rollup? Is it merely a service pack or is it more?

Well, let’s begin by going to the “horse’s mouth”: Microsoft. According to KB824684 ( http://support.microsoft.com/kb/824684 ) there is enough of a difference to provide a formal explanation: Service...

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Great Books for Software and Product Development

Product Development The PDMA Handbook of New Product Development (Kenneth B. Kahn) Link This was one of the first product management books I read. I still think its one of the best. It was this book...

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Update Rollup 12 for Microsoft Dynamics CRM 2011 (KB 2795627)

Overview Microsoft has released Update Rollup 12 for Microsoft Dynamics CRM 2011 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, Microsoft Dynamics CRM 2011 Language Packs, and Microsoft...

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Head, Heart and Hands: Setting Up Your Team For Success

Apologies for the slow posting this month. I do have a blog post written answering all questions sent for Summit which is with Microsoft for the green light (I do not want to lose my MVP status due to...

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What is the difference between a Business Analyst and a Functional Consultant?

I was recently asked “What is the difference between a Business Analyst (BA) and a Functional Consultant?” and I had to think about how to answer…..because I was sure they were different but I wasn’t...

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Update Rollup 12 and Polaris Favorites

By now there is a lot of good information available for CRM 2011 UR12 and the December 2012 Service Update.  Here are links to some of my favorites: 10 things I love about Dynamics CRM December 2012...

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CRM Deep Dive Series: A Lean Approach to Creating Value During Implementation

We’d like to introduce you to a different approach for thinking about Customer Relationship Management (CRM) software implementations in a series of blog posts over the next several weeks. Our company...

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