May 28, 2011 – Dynamics CRM 2011 Solution Packages (”solutions”, for short) are packages of customizations that allow you to build and maintain Dynamics CRM/xRM applications, and to move them from one organization to another. This is the first article in a multi-part series on the topic.

May 26, 2011 – The style of JScript we need to write for Dynamics CRM 2011 has changed significantly in the upgrade from CRM 4.0. If you learn best from examples, here are a few you may find helpful: Hide or show account tabs; create a URL for an opportunity record, construct a SharePoint search or a Bing map URL from an account form and display in an IFrame.

May 24, 2011 – I gave a presentation today in Springfield, IL on integrating Dynamics CRM 2011 and SharePoint 2010. Here’s a summary, and the recording I made of the demo part of the session.

May 20, 2011 — From Springfield (IL), on a week of milestones, both personal and professional.

May 15, 2011 – With the Dynamics CRM 2011 upgrade cycle in high gear, one of the questions we get asked the most is, “What are the requirements to run Dynamics CRM 2011?”. For convenience, I’ve extracted the most important sections from the CRM 2011 Implementation Guide and include them here in a summary format.

May 12, 2011 — With Dynamics CRM 2011, feature-parity between online and on-premise is closer than ever! With custom SSRS reports supported now for CRM 2011 Online, we can check another feature-gap off the list. Here’s a short article and a longer video about setting up and authoring custom SSRS reports for Dynamics CRM Online 2011.

May 8, 2011 – When it comes to customizing Dynamics CRM, I get more questions about many-to-many relationships than almost any other topic. This article is my attempt to summarize the three main approaches you can use to create “N:N” relationships in Dynamics CRM 2011, and to provide guidance on when to use them.

May 1, 2011 – Even though workflows haven’t changed a lot in Dynamics CRM 2011 compared to the previous version, they’re more useful than ever. A big reason is that there are a lot more record types to work with. In this article I review Connection Roles and Connections, and show how you can use a workflow to automate customer referral tracking.