Security for CRM 2011 On-Demand Processes

December 6, 2012 – Here’s article 2 of my 2-part mini-series on security for CRM 2011 processes. Article 1 was on security for automatic processes; this one – on-demand processes – applies to both on-demand workflow processes and to dialog processes. This article addresses questions like these: “If I create a dialog process and activate [...]

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Security for CRM 2011 Automatic Processes

December 6, 2012 – I just finished a presentation at the December meeting of the CRMUG Midwest chapter, and I was asked a couple questions about security for CRM 2011 workflow and dialog processes. I knew I’d written about that in my book ( ), so I assumed I’d posted articles here (in the CRMBizBook [...]

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My Favorite New CRM Add-Ons

Nov. 17, 2012 — I’ve written plenty of articles about add-ons for Dynamics CRM…but it occurred to me recently that most of them have been in the marketing automation category. Over the last couple of months a happy coincidence of client requirements and CRM-centric tradeshows provided both the need and the opportunity to do some [...]

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December 2012 Service Update

November 4, 2012 — Last week’s big news for Dynamics CRM was the official announcement of the December 2012 Service Update. The most substantive official document is the Release Preview Guide, available here: This article’s my take on what you can expect and the relative importance of the new features. I used the organizational [...]

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Spooky CRM 2011 Currency Gotcha

November 1, 2012 – Suppose you’re in charge of the Dynamics CRM deployment for the Federal Oligarchy of Ontologia. And suppose further that your currency is pegged to the dollar at the exchange rate of 1 to 1. Since your currency isn’t officially recognized by anybody, you have two options if you want to reflect [...]

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CRMUG Summit 2012 Wrap-Up

October 24, 2012, Chevy Chase MD – A week ago, as I was leaving the Washington State Convention Center and CRMUG Summit 2012, I started on my CRMUG Summit 2012 Wrap-Up. I didn’t quite finish it before I got home, and then I had to spend most of the weekend catching up to Bridget in [...]

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Goal Criteria and Dynamic Goals

October 14, 2012 – Recently I’ve given presentations at Extreme CRM 2012 and the CRMUG Summit on various aspects of goal management. Judging by the questions I’m asked, the concept of goal criteria is one of the most confusing things about goals, so I thought I’d write a reasonably comprehensive summary on the topic. One [...]

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Greetings from Las Vegas

Extreme CRM 2012 Wrapup October 3, 2012 – Another October, another Extreme CRM. This was my third Extreme, and their best attended conference yet with nearly 500 attendees. John Verdon, Bryan Tuttle et al: thanks for the best Extreme yet! I presented on two topics: Goal-Oriented CRM, and Advanced Topics in Business Processes. There was [...]

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Upcoming Conference Sessions, Fall 2012

August 11, 2012 – I’m happy to be presenting some sessions at the upcoming Extreme CRM 2012 and CRMUG Summit conferences, and I invite you to join me in Las Vegas or Seattle. I didn’t want to forget what I was presenting on, so I set the session descriptions down here.

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Dynamics CRM Sales Process Customizations

July 31, 2012 – The second in a three-part series on building out your sales processes in Dynamics CRM. Enjoy.

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