Archive for July, 2011

Building Business Processes in Dynamics CRM 2011: Installment 6

July 27, 2011 – Here’s Installment 6 of my upcoming book, “Building Business Processes in Dynamics CRM 2011″. This one is from a chapter I call “Business Processes in the Real World”, which builds on the previous chapters and basically consists of lots of examples of useful workflows and dialogs. This one’s about using dialogs to create, convert and close records, and while it’s probably too long for a blog post, I wanted to cover the entire topic. Enjoy!

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Dynamics CRM 2011 Security Roles

July 20, 2011 – Security roles are an (obviously!) important part of the security model in Dynamics CRM. This article explains security roles, how they fit into the overall security model, and covers some of the trickier concepts and most frequent questions I get on the topic.

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Dynamics CRM 2011 Charts and Dashboards: Who can see what?

July 15, 2011 – Recently I’ve had several questions on the general topic of “locking down” charts and dashboards. By default, all CRM 2011 users can see all system dashboards, and they can all create personal charts and dashboards. If you need to customize these settings, you will probably find this article interesting!

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Dynamics CRM 2011 Certifications

7/11/11 – The CRM 2011 core certification exams are out, and this article will become my repository for information about them. Starting with the basics, here are links to the Microsoft exam pages, a little commentary, and some related content.

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The Microsoft® Most Valuable Professional (MVP) Award

July 4, 2011 – I’m honored to receive the 2011 Microsoft® MVP Award! Here’s a little about the award and the MVP program.

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