Archive for February, 2009

Getting the Trick Bag Up and Running: How I Did It

 
For me, Saturday February 28, 2009 was a Big Bang of sorts. I’d spent the better part of the previous two weeks somewhere between the depths of despair and slight glimmers of hope. Mostly the former. My company was at the (long) tail-end of an office move, and the last to go was our collection [...]

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Welcome to the new Trick Bag

Hi –
If you’re a  reader of the posts I’ve been making on the Dynamics CRM Trick Bag — the old site is here: http://www.imginc.com/blogs/richardk/default.aspx – you might not be surprised that I’ve made a new home for it on a hosted (!) platform. So here it is. I’ll give you some details of the new platform in a forthcoming [...]

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Assigning CRM Leads on a Round-Robin Basis

I’ve been asked about this a few times and hadn’t yet found out how to do it. My strategy was to keep looking until I found a good solution, and it finally paid off. In Ben Vollmer’s blog post, he explains a sweet trick that will let you do this, with a custom “counter” entity you increment [...]

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Internet Marketing in Dynamics CRM Online, Backgrounder

The new (Feb. 2009) Internet Marketing features in Dynamics CRM Online are pretty cool and deserve a look.

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Essential Skills for Dynamics CRM

If you need to learn what you need to know about Dynamics CRM 4.0, don’t miss these hands-on training sessions!

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How I Sinned Against the Church of Google

And I know not how to repent
Full disclosure: I hesitate to write this. Maybe it’s paranoia or maybe it’s recession-induced crankiness, but I’m afraid as soon as I click “submit” Google will shut down my Analytics account, or my gmail account, or even my AdWords account (the horror!). Here’s why.
Almost a month ago I launched [...]

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Making Mashups with Dynamics CRM

Of Wikipedia’s five definitions of the term “mashup”, my favorite is for what they refer to as a web application hybrid: “a web application that combines data and/or functionality from more than one source”. Here’s the link: http://en.wikipedia.org/wiki/Mashup_(web_application_hybrid).
Dynamics CRM, with its relational database platform and easy customization features, is pretty good for mashups…if what you [...]

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Dynamics CRM News You Can Use, February 2009

CRM News You Can Use

From Richard Knudson and IMG
 

Dear colleague,
Meeting #2 of the Dynamics CRM User Group (DCRMUG) was well-attended on January 27, and this time both online and in person! We talked about why you might need to integrate Dynamics CRM and SharePoint, and how you can do it. Recorded session links are available [...]

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