November 30, 2011 – Now that we’ve got two ways of looking up records in dialog processes, how do you know which approach is better? Here’s a short article with some guidance on that topic, as well as some reflections on why your choice of record type is not as important for dialogs as for workflows. Enjoy!

November 30, 2011 – When you’re using the out of the box data import wizard to import 100,000+ records into Dynamics CRM, you have some spare time on your hands as the import status goes from parsing to transforming to importing, and then all of the records get imported, hopefully all in the Sucesses column. So…I thought I’d catch up on some overdue posting. Here’s a drill-down piece on the new dialog Lookup response type. It’s a followup to an earlier article; this one has more detail and some intuition. Cheers!

November 20, 2011 – Unlike workflows, dialog processes have a form-based UI, and like other forms in Dynamics CRM, they can be accessed directly by a URL. Sometimes the best way to expose these to users is from a link on a dashboard. This article explains how to do that dynamically, so a click on the link will always run the dialog as the current user. Enjoy, and Happy Thanksgiving!

November 13, 2011 – Activity Feeds are the most important new feature in the November 2011 service update for Dynamics CRM. Here’s my first detailed take on why they matter, and how to configure and use them.