Dec. 24, 2010 – You don’t have to write as much code in CRM 2011 as in CRM 4.0. And in situations when you do need to write code, you can do it more efficiently and re-use it better. JScript libraries are in CRM 2011 one of the many types of “web resources” you can create and which are stored in the CRM database. In this article I provide an introduction to JScript libraries in CRM 2011 and show an example of some useful code to format phone numbers.

Dec. 23, 2010 – Recently I was asked how to manage vendors in Dynamics CRM. I’m a big proponent of using the account record type for things other than just “customers”. But the simplest approaches to categorizing accounts are too restrictive for many organizations…which is where “many-to-many” relationships come in. These are both easier to create and easier to apply in CRM 2011 than in 4.0, and in this part 1 of 2 articles, I show you how to create them and use them to classify accounts.

December 13, 2010 – Both CRM 4.0 and CRM 2011 allow you to attach a file to most record types. But you don’t get versioning, check-in/check-out or other collaboration features. But Dynamics CRM 2011 has a simple and productive integration with SharePoint…that does have all of those features. Here’s a quick look at it.

December 13, 2010 — One of the best things about working with a company is being surrounded by people with different skill sets you can learn from. For example, some of my colleagues at Magenium can absolutely crush .NET code, and others can optimize and upgrade infrastructure like there’s no tomorrow. Tom LaMantia is a man of many skills…I’m just not 100% sure which of them are exhibited in his creation of my digital presence. Enjoy!

December 2, 2010 – If you ever had to manually synch up the values in a similar picklist on two different entity forms in CRM 4.0, you will like global option sets in CRM 2011. If you ever had to do it for three picklists on three entity forms in CRM 4.0 you will LOVE global option sets in CRM 2011.