January 26, 2012 – Today I had the pleasure of co-presenting a webinar with John Gravely and Matt Wittemann of ClickDimensions, with the snazzy title, “CRM MVPs Reveal Best Practices: What Works in Marketing Automation”. Not only was the title good, but I thought the session was as well. Here’s a a summary of my part of the webinar, and a link to the recorded session.

December 3, 2011 – I recently began using ClickDimensions for my crm-centric marketing automation solution, and it’s been working great. This article summarizes the primary benefits of marketing automation add-ons for Dynamics CRM, and uses ClickDimenions examples to illustrate. Enjoy!

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.

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.

April 1, 2011 – The Dynamics CRM 2011 upgrade is a juggernaut, partly because it’s a great product at a significantly lower price point than its competitors, and partly because of solid, aggressive marketing. Apparently the marketing’s going to get cranked up another notch or two: I’ve learned recently of ongoing discussions to release branded client versions of Dynamics CRM on two of Microsoft’s hottest devices: the Windows Phone 7 and the KinectXBOX add-on.

August 22, 2010 – Lauren Carlson wrote an article recently that I liked a lot and recommend, “Dynamics CRM Industry Solutions: Our 20 Favorites”. Check it out and let me know what you think. What’s your favorite vertical?

May 19, 2010 – In part 1 of this 2-part series on digital marketing integrated in Dynamics CRM, I focused on CoreMotives’ e-mail marketing features. This article covers the web analytics piece, and why I like it in my CRM.

May 8, 2010 – This short article mainly contains a link to the recording of Rhett Thompson’s presentation at the April meeting of the Dynamics CRM User Group, on CoreMotives integrated digital marketing features.

April 17, 2010 – My search for CRM digital marketing perfection has taken so long, I’d settle for CRM digital marketing adequacy. CoreMotives is a lot more than adequate, and if it’s not perfect, it’s the best I’ve used so far. In part 1 of a 2-part series, I provide background information and drill down on its sweet e-mail marketing features.

March 17, 2010 – Block off your calendar for Thursday, April 29 2010 3:00 PM to 5:00 PM CST: the Dynamics CRM User Group’s got CoreMotives (www.CoreMotives.com) scheduled to present on its suite of integrated Internet marketing tools. Here’s a quick peak at the add-on, and a registration form if you’d like to attend the meeting.