June 27, 2010 – I’ve had web analytics integrated in my Dynamics CRM for almost four months. For me, “web analytics” means “web analytics applied to www.DynamicsCRMTrickBag.com”, so I thought it would be interesting to do some “Top X” pivots on article categories, articles and the like. Forthwith: Trick Bag Most Wanted.

June 22, 2010 – This is a more complete treatment of two closely related topics: in Dynamics CRM 4.0, how to use Wait/Timeout conditions in recursive workflows. I use a common business process to illustrate: if a sales opportunity gets stale, how can you send a series of reminders, and eventually close out the opportunity record if nothing gets done?

1,276,607,270,204.00 – That’s JavaScript for a little after 8:00 AM GMT -6, June 15, 2010. A recent question from a reader prompted this article #4 in the Useful Form Scripts series, which drills down on form scripting with date fields. Enjoy!

Sometimes Dynamics CRM form scripts are pretty simple little snippets of code. But just because they CAN be simple doesn’t mean they’re ALWAYS simple. Here’s an example of form script that is very useful (updating a contact record with information from its parent account)…but complex enough that it will make you appreciate using Visual Studio to figure it out.

June 8, 2010 – Advanced Find is a foundation skill in Dynamics CRM, and it comes in handy in pretty much every aspect of using, configuring and customizing the platform. Locating records, maintaining marketing lists, creating reports, customizing views, exporting to Excel, sharing records, creating duplicate detection rules, doing mail merges…and lots of other things all benefit from a solid working knowledge of Advanced Find. One of those other things is workflows, another of my favorite topics, and here are a few examples of how you can use Advanced Find to figure out what’s going on with your workflows.

June 7, 2010 – CRM implementations can fail — or be perceived to fail — for lots of reasons. This article discusses some of the most common ones, drills down on one in particular, and describes how a “role-tailored” user experience snatch success from the jaws of failure. Or at least help a little bit.

June 3, 2010 – Three more examples of JavaScript snippets I use a lot and always find myself scratching my head and saying, “darn, where did I put that useful JavaScript snippet?!”, so now all I need to do is go to the Trick Bag and search on the Form Scripting category!

June 2, 2010 – 1. Dynamics CRM workflows have built-in functionality to wait…but in order to loop you must recurse. 2. Dynamics CRM workflows have built-in functionality to wait…but in order to loop you must recurse. A little recursion humor for you. And if you appreciate that, you may also like this article on the topic!