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 in the side-bar.

Our next meeting is set for Thursday, 2/26, from 6:00 to 8:30 PM CST. The featured topic should be an interesting one to many of our members: Internet Marketing with Dynamics CRM. I hope you can attend, and feel free to tell your colleagues. For details on what we’ll discuss, click here.

As always, registration is free but we need a headcount, so please go here if you want to attend in person. Based on the popularity of our online attendance option, we’ll continue to offer it, so please register here if you’d like to attend via Live Meeting and conference call.

Who’s Linkedin?

Here’s an article I posted about using an IFRAME to display all the Linkedin contacts for one of your Account records. It uses a different integration approach (code that runs on your server rather than form script) than we discussed at the January meeting; we’ll talk about this at the February meeting.

Dynamics CRM Essentials Roadshow

I’ve had an idea in my head for a long time about the perfect 5-day training event for Dynamics CRM, and I’m happy to announce that we’ve got the right content (you’ll see), the right delivery vehicle (United Training), and the right instructor (me!). Starting March 30 in Seattle, and continuing through April and May in L.A., Atlanta, Chicago, Tampa, and New York, I’ll teach you the essential things you need to know to successfully use, customize, and build workflows on the platform. Here’s the United Training schedule page — I hope to see you in one of these events!

Regards,

Richard Knudson

President, IMG — www.IMGinc.com

Proud founder of www.DynamicsCRMUserGroup.com

CRM Miscellany

Getting in Gtrouble!
I mentioned at the January meeting that I’d added Google AdSense to the bottom of the DCRMUG site. I even joked that I might be in violation of SEO rules by encouraging you to click through on the ads. As it turns out, the Google Police take these things pretty seriously, and the $13 (that’s thirteen dollars) your page views and click throughs generated got us shut down. Here’s the rest of the story.

“Audit Trails” for CRM Records
Recently I posted a fairly detailed article on how to create an “audit trail” for CRM Lead records. It’s a general technique that you can use for any record you need a history of. I also recorded the Office Hours session where I reviewed it.