Hosk’s Top CRM 2013 articles of the week 27th June 2014

I have had some interesting Milestones happen this week

I have published over 800 blog posts, yep that’s a lot

Highest weekly views of my blog 9624

Highest monthly views this month 36745 and I still have a few days to go!

The video below  has had over 1000 views

CRM 2013 – Create a simple plugin in CRM 2013 using the CRM Development Toolkit 


Anyway enough about the Hosk, lets move onto the great articles written this week, it’s a mighty fine crop I have for you but first

Extend those thumbs

point them Eastwards

Tilt and wobble



Article of the Week

Great blog post from CRM MVP Leon Tribe on his first steps with Azure, I must confess I have not dabbled with Azure myself yet so found this very interesting, who know it was so easy.
Are You Azure-Curious?


The Best of the Rest

Taking a look at the Nigel Frank’s Salary survey to see what wages people are on and other interesting facts from the salary survey

CRM Wages in the UK 2013 – Find out How Much You are Worth in 2014


The CRM community is really getting grips with the Timer control and are now adding it to other entities at a rate of one per week based on my CRM articles of the week.

Adding Timer Control to Lead Entity in Dynamics CRM 2013 Spring release


Hosk’s CRM questions answered by the writer of the CRM 2011 Administrators Bible – Matt Wittemann, 9 times CRM MVP Award!

CRM MVP Question and Answer – Matt Wittemann


A great collection of CRM 2013/2011 videos, grouped and ordered to make it easy to find what you want from SlowXRM

CRM 2013 – Great Video resource knowledge base


Good blog post from CRM MVP Gustaf Westerlund
Some aspects of the composite address fields in CRM 2013


Hosk reviews the Microsoft Dynamics CRM 2013 Marketing Automation book

CRM 2013 Book Review – Microsoft Dynamics CRM 2013 Marketing Automation


Entitlements are one of the new CRM 2013 SP1 features, read this blogs to see how they work and it shows you a good example

Entitlements in Dynamics CRM 2013 Spring release


I have updated one of my favourite lists – Hosk’s CRM 2013 Tools list, adding my own simple tool to the list

Hosk’s CRM 2013 Tools List


Going into a bit more depth with Business rules, nice tidy article

Creating If Then Else Logic in CRM 2013 Business Rules


Great post, showing you not only how to use the SLA timer but also change the colour of it.  Customers are licking their lips in anticipation of such wonders

How do I make the SLA timers change colour?


Clever way of creating a 1:1 relationship in CRM 2013

Tip #163: Create a 1:1 relationship


A list of 50 CRM blogs and Hosk’s blog is featured, whooohoo

50 Great Blogs CRM Professionals Will Love


Very detailed blog post on lead scoring and landing pages

Putting Lead Scoring Models and Landing Pages to work in Dynamics Marketing


CRM 2013 field notifications are one of the great enhancements and they easy to use and work well.  If you haven’t used them check them out in this article

CRM 2013 Field Notifications


Spring ’14 Wave Update: How to Create Holiday Scheduling in Dynamics CRM

Sonoma Partners highlight the potential problems you can hit when you upgrade your CRM 2011 code to CRM 2013 and odd things can happen, well the UI did change completely chaps.

Is your CRM 2013 Activities Tab disabled? It might be your fault!


CRM MVP Scott Durow shows you how to change business process stage using code, very useful

How to change process and stage programmatically


nice article on integrating CRM 2013 and Sharepoint
Dynamics CRM 2013 and SharePoint Server Based Integration


A new tool on codeplex to help you test you CRM 2013 JavaScript

Fake Xrm Page


A quick interview with CRM MVP Carsten Groth

Carsten Groth – Programmer, Script expert, Modern UI Tiler

Last Weeks Hosk’s Top CRM 2013 articles of the week 20th June 2014

Last Weeks Top picks


Hosk Stuff – Not CRM!

Networking will find you your next job

How to make things happen at work

Who do you work for?


Ted Talk

Malcolm Gladwell – Choice, happiness and spaghetti sauce



CRM 2013 Book Review – Microsoft Dynamics CRM 2013 Marketing Automation

This blog will review the book Microsoft Dynamics CRM 2013 Marketing Automation from packt publishing from the authors Alok Kumar Singh Sandeep Chanda 

It’s 128 pages and as you can guess from the title it’s about Marketing in CRM 2013.

To get an idea of what the books about Here are the chapters titles

Chapter 1: Getting Started with CRM Marketing

Chapter 2: Segmentation with Marketing Lists

Chapter 3: Marketing Campaigns

Chapter 4: Campaign Response and Performance

Chapter 5: Marketing Metrics, Analysis, and Goals

Chapter 6: Enhance CRM Marketing with Marketplace Solutions


Who is the book for

This book is targeted at people who want learn how to create successful market strategies using out of the box CRM marketing functionality and some Marketing Automation solutions such as CoreMotives and ClickDimensions. The book offers a step by step guide to using the marketing functionality inside CRM, it also covers some of the basic marketing concepts and ideas. The book would be useful for beginners to the world of marketing and those who are experienced in marketing but haven’t used CRM before. The book says Who this book is for This book demonstrates the capabilities of Microsoft Dynamics CRM 2013 and the associated marketplace products for practical marketing. It is an excellent guide for marketing managers, business analysts, and CRM functional experts. As such, there are no specific skills needed; however, a prior understanding of the marketing domain and CRM concepts would be useful, along with the ability to use the basics of Microsoft Office.

Chapter 1

This covers a lot of the basic marketing concepts in theory and doesn’t mention CRM at all.  This would suggest it’s a beginners marketing book because most marketer would know these concepts.   In a book so small I’m not really sure you should spend so many pages on theory Close looping Close loop marketing is a practice of capturing and relating the responses to marketing messages in order to measure the effectiveness, constantly optimize the process, and refine your message to improve its relevancy. This, in turn, increases the rate of conversion and ROI. This also involves an inherent close looping between the marketing and sales teams who collaborate to provide a single view of progression from prospect to sale

Chapter 2 – Marketing Lists

We fire up CRM and head straight into one of the most well used parts of the marketing functionality, Marketing lists

  • creating marking lists
  • populating marketing lists
  • managing marketing lists

It goes through all the functionality with screen shots and descriptions, straight forward stuff.

Chapter 3 – Marketing Campaigns

Marketing campaigns has a lot more functionality, so this chapter is quite a bit bigger We will cover the following subtopics in this chapter:

  • Quick campaigns
  • Marketing campaigns
  • Creating campaigns
  • Planning campaigns
  • Campaign activities
  • Target lists
  • Sales literature, products, and price lists
  • Executing campaigns
  • Campaign templates
  • Related campaigns
  • Tracking campaign costs

Once again this basic Marketing functionality in CRM and there are lots of blogs on this subject, so far the book is ok but fairly basic in marketing terms. A plus side for the book is it has a lot of screen shots so you won’t find yourself getting lost in CRM  Chapter 4 – Campaign response and performance This chapter covers

  • Capturing a campaign response
  • Managing a campaign response
  • Converting a campaign response to a lead or an opportunity
  • Measuring a campaign response and ROI

Reading this book reminds me of the MOC for application exam because it covers all these areas and once again we are going through the basic CRM marketing functionality. The chapter is well done with lots of screen shots and it’s very functional without much theory.

Chapter 5 – Marketing Metrics, Analysis, and Goals

We will cover the following topics in this chapter:

  • Key marketing metrics
  • Marketing charts
  • Marketing reports
  • Marketing dashboards
  • Goals and Goal Metrics

I found this chapter interesting because I wasn’t sure what kind of things you should be reporting for marketing. The book covers the Lead Funnel, which I found intriguing because I’m not sure I would have associated it with marketing but when you think about it marketing can be responsible for generating leads It covers the out of the box marketing reports, charts and showing these in a dashboards.  It goes into using Goals and setting those up which I thought I was an interesting use of goals.

Chapter 6 – Enhance CRM Marketing with Marketplace Solutions

This chapter covers

  • Marketing automation with ClickDimensions
  • Marketing automation with CoreMotives

This is where things got really interesting because we were stepping outside of the default CRM functionality and into some third party solutions.  I think this is the best chapter and shows some information that is not easily found on the internet or other sources.  This chapter also show the user how to fill in the gaps of the out of the box functionality.


This is really quite a short book and it cost £9.34 for the ebook and £16.99 for the paperback.  I’m not sure it’s great value for money considering the first chapter starts at page 21 and last page (excluding the index) ends at page 122 (out of 128).  The first chapter is also theory. The book was easy to follow and with lots of screen shots it was easy to understand and follow along using CRM.   It does cover some marketing theory but mostly it goes through the out of the box CRM marketing functionality. I would say this book is aimed at people who don’t know much about marketing and what to use CRM for their company’s marketing needs and it does a decent job of covering all the aspects.  My one critiscm would be you could get this information for free on the internet there are many blogs going through the basic CRM marketing functionality. The last chapter shows a bit of something extra going through the Market solutions of CoreMotives and ClickDimensions

Video Review