Processes are to workflows what quarterbacks are to football: they get all the glory. And in Dynamics CRM, it’s often entities like Opportunities and Cases that will have complex multi-stage business processes implemented as a workflow.
 
But workflows can provide yeomanlike, behind the scenes functionality as well, such as bulk data updates where you need to [...]

If you tried to attend our last meeting and got mad at me when I had to cancel at the last minute, I’ll offer up another apology here! But our next meeting — April 30 at 6:00 PM CDT — is virtually guaranteed to happen, since we’re holding it at the Microsoft Downers Grove office, [...]

Web2CRM from CRM Innovation is an excellent add-on tool for capturing information on a web form and importing it directly into Dynamics CRM. Microsoft Dynamics CRM Online has a similar capability “out of the box”. This article contains a detailed look at Web2CRM, and a summary comparison of the Microsoft and CRM Innovation approaches.

This is an important topic if you need to integrate Internet marketing efforts into your overall marketing programs…and if you’re using Dynamics CRM for your marketing!
I’ll start with links to videos I recorded on these topics:
Dynamics CRM Marketing Fundamentals and Internet Marketing
This is a narrated slide deck on Dynamics CRM Marketing, campaigns and campaign responses…and how we might extend [...]

Apart from one of my own, that is
I’ve written elsewhere that Dynamics CRM 4.0 Applications is the hardest of the three core Microsoft Certification exams. Here’s a detailed article I wrote about that particular exam, which I liked so much I took it twice, one week right after the next!
 Anyway, here’s my favorite non-Richard blog [...]