June 28, 2011 – In Installment 5 of my upcoming book, Building Business Processes in Dynamics CRM 2011, I cover an important topic for customizers: calling dialog processes with a URL.

June 27, 2011 – In Installment 4, I cover the important topic of how to query CRM data in CRM 2011 dialog processes. Cheers!

June 25, 2011 – Installment #3 from my upcoming book on business processes in CRM 2011. This one covers a couple of foundation topics: working with actions and conditions. Enjoy!

June 24, 2011 – I realize these numbers are modest, but like Einstein said, it’s all relative.

400 followers on Twitter. Whee! (And thank you.)

And, courtesy of CoreMotives web analytics, I can see that Trick Bag total page views for this 26th week of 2011 have hit an all-time high, and the week isn’t even over [...]

June 21, 2011 – Here’s the second installment of the serialized version of my upcoming book, Building Business Processes in Dynamics CRM 2011. In installment 1, I compared dialogs and workflows, discussed dialog properties, and introduced the most fundamental components of dialogs: Pages, and Prompt and Response pairs. In today’s excerpt I drill down and provide some more detail on how to construct Prompts and Responses. Talk about great beach books — just wait til you get to the part on using hyperlinks in Tip Text!

Unlike “A Tale of Two Cities”, my upcoming book, “Building Business Processes in Dynamics CRM 2011″, will be serialized on the author’s blog rather than his literary journal. Plus it won’t take 31 weeks. Here’s Installment 1, on Introducing Dialog Processes.

June 20, 2011 – Configure the CRM 2011 Client for Outlook 2010 to use the CRM form for synchronized records, and then add shortcuts for CRM records to the Outlook Quick Access Toolbar.

This topic accounts for about 20% of the total score on the Dynamics CRM 2011 Customization and Configuration exam. Overall, users, teams, business units and security are significantly different in CRM 2011 compared to 4.0. Some of the issues highlighted here have come up a couple of times recently on customer engagements I’ve been working [...]

June 9 – The day after the White Sox finished a 3-game series against the Mariners, I discovered something I have in common with Ichiro. As far as words go, this article’s pretty short, but the numbers speak volumes.

June 7, 2011, D-Day + 24,091 – You can give reports more prominence by exposing them on Dynamics CRM 2011 dashboards. Here’s an article that explains how to do it for a very useful and often under-appreciated out of the box report, “Activities”, that includes information about activities, grouped by user, activity type and a few other things.