“URL Addressable Forms” just a fancy way of saying you can navigate directly to almost any form or window in Dynamics CRM directly — without drilling down through the UI to get there. This trick can save you time, save screen real estate, and in extreme situations might even save your job (if you break your site map and have an unforgiving boss, for example).

I’ve posted articles previously on the Dynamics CRM 4.0 Applications exam, and the Customization and Configuration exam, and it was recently pointed out to me that I’d never posted one on the Installation and
Deployment exam.
Sorry! I didn’t mean to disrespect this exam (even though I didn’t like it as much as the Customization and Configuration [...]

If you’re reading this, it’s probably obvious that my blog platform is WordPress. WordPress is the leading platform for independent bloggers, and it’s open source. And if you’ve been reading my blog for more than a couple months, you might know I recently changed platforms. My company’s public web site is on the MOSS 2007 platform, and [...]

At least, if their parents are CRM uber-geeks
My daughter Bridget always makes good use of the white boards at my office. Here’s her latest contribution to our marketing efforts:

I was quite impressed with this, especially since she didn’t even ask me to pay her for pitching my services. Gotta love these family businesses! In case her handwriting doesn’t [...]

If you’ve never seen the sun rise in downtown Chicago on or near the vernal equinox (autumnal will do just as well), it’s worth scheduling a trip for. I’m from Seattle originally, so I was always impressed with how Chicago’s street grid is laid out: unlike a city with actual geography getting in the way, [...]

Many of the entities in Dynamics CRM are hard to miss: Account, Contact, Opportunity, Case and so forth are all front and center, exposed in the Site Map and Advanced Find and other places. Some are harder to find but still important to know about. “Activity Parties” are in the latter category: a little too [...]

Question: When I convert a Lead record into an Opportunity, I’ve noticed that CRM associates the Opportunity with the Lead with the ‘Regarding’ field, so I can access the information about the Account or Contact (customer) by clicking the link. But what if I want quicker access to information about the customer? Is there some [...]

Here’s a trick you can use to make a “redirect” page — that is, a page whose only purpose is to send somebody to another page. This is a handy trick in many situations. I recently ran into a requirement for it when I wanted to push out a Twitter tweet with a link to [...]

It’s been a while since I posted an “all-up CRM 4 training and certification” article, so without further ado, here it is, starting with the core skills areas:
Applications

Course: Applications in Dynamics CRM 4.0
Link to MS course page: http://www.microsoft.com/learning/en/us/syllabi/8913b.aspx
Certification exam: http://www.microsoft.com/learning/en/us/exams/dynamics/632.mspx
Editorial comments:  The Applications class is quite good (if you get a good instructor!), but it [...]

Learn how to do dynamic searches of Twitter Tweets based on information from a Dynamics CRM record.