Archive for June, 2009

Using Hyperlinks in Dynamics CRM 4

Hyperlinks come up in a lot of different contexts: included in emails, text links on a web page, and clickable graphics are just a few of the more common. In Dynamics CRM you can take advantage of them too, although sometimes it might not be so obvious how to do it.
I’ll give you two examples [...]

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DCRMUG June Meeting Recordings Posted

Data Migration Manager and Internet Marketing
At the June meeting of the Dynamics CRM User Group, I presented on two topics: Internet Marketing in Dynamics CRM, and the Data Migration Manager.
Here are links to the summary pages for the respective topics:

Data Migration Manager, Demystified
Internet Marketing in Dynamics CRM

I hope you find the information useful — and [...]

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Internet Marketing in Dynamics CRM Online

I’ve written a few pieces on the general topic of Internet Marketing; you can see them all by selecting the “Internet” category for my blog. A good general introduction to the topic with a couple of videos is covered in this article.
At the June meeting of the Dynamics CRM User Group I’m going to [...]

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Integrating Dynamics CRM 4 and SharePoint 2007

Excellent new Microsoft training class available now, Integrating Dynamics CRM and SharePoint
Full disclosure: I recently wrote this class for Microsoft. So I suppose I’m not exactly disinterested…but I actually do think it’s an excellent class and I suspect readers of this blog will be interested in it. So here’s the official landing page on the Microsoft Learning [...]

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Data Migration Manager and Configuration Workflows…

Go together like cold Negra Modelo and fresh Guacamole!
I recently visited Mexico City, and had the good fortune to stay in a hotel (the Fiesta Inn, in case you ever visit the Santa Fe district) that served the best guacamole I’ve ever tasted. It was even better if consumed with a couple cold Negra Modelos. [...]

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Quote-centric Sales Process

It’s not always Opportunities that Drive the Sales Process
Business processes come in as many varieties as there are businesses, and in Dynamics CRM this is amply illustrated by the rich variety of workflows organizations implement to drive the sales process. Many of these sales process workflows are created for the Opportunity entity. This is appropriate, [...]

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Who Needs Rosetta Stone?

April 12, 2010 – Thanks to CoreMotives (more on that in a separate article) I recently realized what a large percentage of Trick Bag visitors come from outside the US. Here’s a Trick Bag article with an “international” theme, about Dynamics CRM 4.0 (On-Premise) multi-lingual support. la bienvenida a las trickbag!

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