March 7, 2011 – Goal Management is one of the great new features in CRM 2011, but like a lot of great new features…it’s got a bit of a learning curve! One question I get a lot is how do goal criteria work, and in particular, when do you need to use a rollup query. That’s the topic of this article and the accompanying video. Enjoy!

March 1, 2011 — From time to time I do a “Trick Bag Most Wanted” article, and if our recent spike in visitors means we have a few newcomers on the site, now seemed like a good time. Here are the top ten most-viewed Trick Bag pages for the last thirty days, plus one of my favorites that didn’t make the top ten. (I excluded my views.)