Oct. 30, 2010 – Here are the recordings from a recent “What’s New in CRM 2011″ webinar I did on the topic of Goals. Let me know what you think. Have you thought about how your organization might express its most important goals in terms of Dynamics CRM record types and fields?

Sunday, 10/24 2010 – The Dynamics CRM 2011 implementation of Goals gets my early vote as the “new business applications feature with the biggest potential impact”. It provides a very general way of tracking progress against targets for any Dynamics CRM record type…so provided you can define your most important goals in terms of CRM entities and fields, you’ve got the tools now to build a goal-oriented CRM. This article presents the basics, and you can expect plenty more coverage of this topic in future posts!

Oct. 20, 2010 – Session abstracts for my two sessions at the Extreme CRM 2010 show coming up in Vegas. Hope to see you there! (sign up here: http://extremecrm.com/default.aspx )

October 12, 2010 – Now that I’m confirmed as a presenter, I’m looking forward to extreme 2010 more than ever! I have to share authoring credit for this post with John Verdon, Executive Director of The Association of Microsoft Dynamics Resellers (TAMDR) and the organizer of this conference, since it’s a lightly edited version of text he wrote. See if you can guess what my edits were!

Oct. 12, 2010 – Never thought I’d be ditching my iPhone, least of all for something running on a Google OS. Then there’s the new phone number with the 666 prefix. Not that I’d sell my soul just to have my calls not drop, but it will definitely take some of the sting out of the switch.

October 11, 2010 — Charts and Dashboards are the most visually obvious of the new features, and the way they’re implemented makes them a lot more than eye-candy. From a business standpoint, Goal Metrics and Goals may be the single most important new feature area. These topics are worth more than a single article…but you gotta start somewhere, so here’s installment #1.

Oct. 8, 2010 – Here’s a summary article on and recordings of Session 2 of the What’s New in CRM 2011 series. SFA was the overall topic; in particular I started with some “foundation” features (using CRM queues for sales-ish record types, assigning records to Teams, sales literature, and role-tailored forms), then discussed two big new areas: Charts and Dashboards; and Goal Metrics and Goals.