May 6, 2012 – Today’s episode wraps up the remarkable five-year run of the best podcast ever, Mike Duncan’s The History of Rome. Here’s my tribute, in words and xRM.

May 2, 2012 – A recent tweet by Mitch Milam on his “what browser will you use with the CRM Anywhere release” poll got me thinking about … well, what browsers people will use with the CRM Anywhere release. This article compares Mitch’s results with a different kind of poll, as reflected in my Trick Bag Browser Watch dashboard. Enjoy!

April 24, 2012 – This article describes how to use a custom entity to store information regarding service level agreements, and how to use a workflow to populate a case with information for a specific SLA. This is an example of a more general technique, and I conclude with a brief discussion of how you could extend it to other scenarios.

April 23, 2012 – An article I wrote some time ago about CRM 2011 security roles is consistently the most popular on my blog. Judging by the questions I get, a few topics could stand more clarification, and they are the topics of this article and the accompanying video.

April 17 2012 – I surveyed attendees at a recent webinar to find out which topics they’d like to see in future webinars, and the most preferred by a longshot was also the one with the longest name by a longshot: My Top X Fave Business Process Tips & Tricks. Even though my posted survey [...]

April 4, 2012 – Links and Resources from Convergence Highlights Webinar

March 23, 2012 – When I first started doing marketing automation integrated within Dynamics CRM, the only thing I cared about was email tracking. That is, after sending a marketing email, knowing which emails were delivered or bounced, which ones were opened or clicked through, and so forth. But the more marketing I do, the more I appreciate the importance of other features as a complement to email tracking, and one of those – analytics – is the topic of this article.

This year I planned ahead, so even as Convergence 2012 goes down the home stretch, I wrote up my CRM-centric summary of the proceedings before I forgot everything. And just in case you really wanted to be there but couldn’t, you can attend my Convergence 2012 Highlights webinar on Wednesday April 4 and I’ll do [...]

March 16, 2012 – Part 1 of this series of this series showed how to use the goal management features of CRM 2011 to create click-through goals for a ClickDimensions email marketing campaign. Part 2 goes a step further and shows how to create conversion goals for email marketing.

March 13, 2012 — I recommend you attend Convergence 2012 in person, but just in case you can’t get to Houston next week, you can still attend my Convergence 2012 Highlights webinar on April 4.