A customer asked me about sales literature this week and I thought I had an idea what it was. I thought maybe you can link to orders or leads or accounts but then when I went to one of these entities I couldn’t see anywhere I could attach it. You can attach files to these… [Read more…]
November 30, 2011
A customer didn’t want to use orders and invoices but also wanted to remove them from the navigation bar in sales and other navigation bars. I could remove the items from the navigation bar but this seemed to be a bit final and would involve a lot more work if I wanted to add it… [Read more…]
November 29, 2011
if you want to subscribe to some of the best blogs on Microsoft Dynamics CRM then I would recommend subscribing to the blogs written by the CRM MVP’s (and mine of course) The CRM MVP’s all make fantastic contributions to CRM community and their articles, tools, forum posts and books have helped me loads over… [Read more…]
November 29, 2011
Tanguy the CRM tool guy has been busy, busy justifying his well earnt CRM MVP status. Tanguy has created many CRM tools but the most useful tool for anyone supporting customer CRM systems or trying to resolve a problem then the CrmDialgTool2011 is the best. It is even useful for debugging plugins because you can… [Read more…]
November 28, 2011
Here is a list of the all KB articles released for CRM in the month of November 2011 Dynamics CRM KB Article Link Publish Date CRM Version Title 2620926 05/11/2011 Dynamics CRM 4.0 [SDP 3][61593d1b-21b0-43e3-9088-74e77dec12f4] Microsoft Dynamics CRM client for Microsoft Office Outlook diagnostic tool 2550098 10/11/2011 Dynamics CRM 4.0 Update Rollup 20 for… [Read more…]
November 28, 2011
I was asked about portals and CRM 2011 today. I have been googling information about it. In my mind this is fantastic functionality that clients want but setting it up and maintaining it can be difficult. The main problem I have is to use a portal you have to set up a seperate website and… [Read more…]
November 28, 2011
I found a video going through setting up the Customer portal for CRM 2011. It could do with having more videos, blogs and walkthrough on setting up the portals because they can be quite difficult. Interesting I noticed there is a whole section in the CRM 2011 SDK on portals
November 25, 2011
Yesterday MS CRM interview questions and CRM 2011 interview questions where the two top searches for people finding their way onto my blog, although they were only 8 searches. Interview featured in 5 different search terms. So that’s 13 searches out of 557 different search terms for yesterday. It got me thinking about interview questions,… [Read more…]
November 25, 2011
One of the new pieces of functionality added into CRM 2011 is the addition of Dynamic Marketing lists. These are a thing of beauty. Dynamic Marketing lists allow you to create lists which dynamically manage the members and add in new members who meet the query criteria. So if you want a list which has… [Read more…]
November 24, 2011
If like me you have installed the latest rollup for CRM 2011, installed the activity feeds solution, briefly had a look at activity feeds but then decided you haven’t got time to set it up. Luckily a lot of the CRM community have been getting to grips with activity feeds and a lot of excellent… [Read more…]
I'm a Dynamics CRM Developer - Consultant based in Birmingham, UK.
Certifications
CRM 4.0 Applications
CRM 4.0 Customization and Configuration
CRM 4.0 Installation and Deployment
CRM 4.0 Extending Microsoft Dynamics
November 30, 2011
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