Archive for January, 2011

Web Analytics in Dynamics CRM 2011, Part 1

Jan. 28, 2011 — I’ve written about CoreMotives before, but always in the Email Marketing context. The more I use it, however, the more I appreciate having Web Analytics integrated in Dynamics CRM. And with 2011-style charts and dashboards, you really CAN gain better insight into your data. This is part 1 of a series on web analytics and the value of it being integrated in Dynamics CRM 2011.

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Dynamics CRM 2011 Goal Management Charts

Jan 23, 2010 – Goal Management is one of the most important new feature areas in Dynamics CRM 2011, and it leverages another of the most important — inline visualization — with a set of charts defined specifically for tracking progress against goals. But these goal management charts are quite different from the other out of the box charts, and my guess is they’ll be the cause of more than a little head-scratching in the months ahead. (I hope it’s not just me, anyway!) This article explains how to understand and use the goal management charts in Dynamics CRM 2011.

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Dynamics CRM 2011 Charts, Views and Data Grids

Jan. 19, 2011 — I can’t think of a better way to celebrate the release of Dynamics CRM 2011 than with an article about charts, views and data grids. So here you go. Enjoy!

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Here Comes Dynamics CRM 2011

Jan. 18, 2011 — If you’re a Dynamics CRM Online customer, be on the lookout for an email in the next few weeks containing your pre-scheduled upgrade date for the new version! The new version’s great, but it’s also different enough that a successful upgrade will require some planning. This article summarizes the CRM Online upgrade process and some of the most important things to consider in your upgrade process.

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Ten New Year’s Resolutions for (Dynamics CRM) 2011

Jan 4. 2011 – Better late than never, right? At least “stop procrastinating” made my top ten list! Forthwith: I, Richard Knudson, being of sound mind and reasonably sound body, do this day of January 4, 2011, hereby highly resolve to…

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Dynamics CRM 2011 UI Tips & Tricks

Jan. 2, 2011 – In this article I’ll review a few of my favorite Dynamics CRM 2011 UI tips & tricks. Some of them – such as navigating directly to a page or form within Dynamics CRM – aren’t new, actually, but because there are so many interesting new pages to navigate to, I find myself using them more! Others are brand new: keyboard shortcuts to show or hide the ribbon, or useful buttons that appear on a chart ONLY when it’s exposed on a dashboard, for example. Enjoy, and Happy 2011!

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