Archive for October, 2011

November 2011 Service Update – Business Process Improvements

October 28, 2011 – Here’s the second in my series of detailed articles about the new features in the November 2011 service update for Dynamics CRM 2011. This one’s on the new improvements to business processes. Next up: Activity Feeds (Part 1).

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November 2011 Service Update – Enhanced Charting

October 27, 2011 – I’ve written a couple of previews on the surprisingly feature-packed November 2011 service update (a.k.a. R7). Now that the update has “shipped”, here’s the first in a series of detailed articles on how to use the new features, starting with the enhancements to the chart designer. Enjoy!

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What’s New in Dynamics CRM 2011 R7? What’s New’s What’s New!

October 22, 2011 – In the cloud, new features sometimes just … appear, and in the case of Dynamics CRM 2011 R7, sometimes they appear ahead of schedule!

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Dynamics CRM 101: Glossary of Terms and Concepts

October 18, 2011 – Here’s a brief glossary of Dynamics CRM terms and concepts. I find it useful in many situations to have something like this, and I thought you might also. Enjoy.

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Dynamics CRM 2011 R7, Part 2

October 15, 2011 – In an earlier article, I summarized the most important new features in the upcoming “R7 Service Update” to Microsoft Dynamics CRM. That article generated lots of comments and questions so I thought I’d address them all in one place rather than a bunch of separate threads. Plus, I cover the Activity Feeds feature here, wihch I left out of the first article.

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Business Processes Book Installment 12: Calling a CRM 2011 Dialog with a Dynamic URL

October 10, 2011 – Um…I’ve been kinda busy lately so I didn’t quite finish my book (Building Business Processes in Dynamics CRM 2011) over the summer. I will before winter, though. Anyway, here’s installment 12, which extends installment 5, and shows how to build a dashboard that calls a user dialog with a dynamically-generated URL.

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Extreme CRM Session: Scalable Goal Management

Oct. 6, 2011 – The second of my two sessions at the recent Extreme CRM 2011 show in Vegas (baby) was “Scalable Goal Management”. This article’s a quick summary of what I talked about, and some drill-down on a couple of good questions from the Q&A.

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Coming Soon: Dynamics CRM 2011 R7

Oct. 6, 2011 – R7: A little “service update” with plenty of important new features. Gotta love the cloud.

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