March 22, 2010 – Every business has a different sales process. But in a Dynamics CRM sense, you can think of two broad categories: sales processes that can make use of “System Calculated” pricing…and ones that don’t. In this video I demonstrate some common (and common-sense) customizations that work well for a broad segment of businesses in the latter category: ones that use, in Dynamics CRM terms, “User Provided” pricing. Enjoy.

March 17, 2010 – Block off your calendar for Thursday, April 29 2010 3:00 PM to 5:00 PM CST: the Dynamics CRM User Group’s got CoreMotives (www.CoreMotives.com) scheduled to present on its suite of integrated Internet marketing tools. Here’s a quick peak at the add-on, and a registration form if you’d like to attend the meeting.

March 14, 2010 – I get asked about round-robin lead assignment in Dynamics CRM a lot. It almost qualifies as a meme, at least my own little personal meme. Here’s a short video about a technique first described by Ben Vollmer on the MS Dynamics CRM team blog.

March 13, 2010 – Even I can’t come up with a Dynamics CRM tie-in for this article…but I wanted my Mom to have a reason to go to my blog apart from the fact that I’m her son. So, Mom: I hope you enjoy these pictures I took during Bridget’s and my walk on Second Beach last summer.

March 7, 2009 – Here are the add-on vendors we’ve featured at DCRMUG. Links to articles on their presentations are included in the sidebar, and many of those articles include links to the recorded session. Also: most of them will be at Convergence 2010, so block off your schedule now and join us in Atlanta!