CRMUG Summit 2012 Wrap-Up

October 24, 2012, Chevy Chase MD – A week ago, as I was leaving the Washington State Convention Center and CRMUG Summit 2012, I started on my CRMUG Summit 2012 Wrap-Up. I didn’t quite finish it before I got home, and then I had to spend most of the weekend catching up to Bridget in [...]

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Goal Criteria and Dynamic Goals

October 14, 2012 – Recently I’ve given presentations at Extreme CRM 2012 and the CRMUG Summit on various aspects of goal management. Judging by the questions I’m asked, the concept of goal criteria is one of the most confusing things about goals, so I thought I’d write a reasonably comprehensive summary on the topic. One [...]

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Greetings from Las Vegas

Extreme CRM 2012 Wrapup October 3, 2012 – Another October, another Extreme CRM. This was my third Extreme, and their best attended conference yet with nearly 500 attendees. John Verdon, Bryan Tuttle et al: thanks for the best Extreme yet! I presented on two topics: Goal-Oriented CRM, and Advanced Topics in Business Processes. There was [...]

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Dynamics CRM Sales Process Customizations

July 31, 2012 – The second in a three-part series on building out your sales processes in Dynamics CRM. Enjoy.

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Designing Sales Processes in Dynamics CRM

July 23, 2012 – This is the first of three articles on designing and implementing sales processes in Dynamics CRM. This one focuses on design considerations and recommended practices. The next two deal with implementation details. Enjoy!

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Product Unit Sales Goals, Part 2

February 14, 2012 – When do you need to use rollup queries? In part 2 of a series on building product unit sales goals in CRM 2011, I illustrate how rollup queries can be used in combination with other goal criteria, to both narrow and broaden the set of records that roll up to a goal.

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CRM 2011 Dashboard Examples

December 15, 2011 – The more I use dashboards, the more uses I find for them. Judging by the number of questions I get on the topic, other people are finding them useful as well. This article contains several examples of how Dynamics CRM 2011 dashboards can help you visualize your information and get things done, plus a few dashboard implementation tips.

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Customizing One-to-Many Relationships

December 3, 2011 – One-to-Many (or 1:N) relationships are ubiquitous in Dynamics CRM. A reader’s question prompted this article on how to customize the default behavior of 1:N relationships, such as what happens to child records when their parents are assigned, shared and the like.

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CRM 2011 Dialogs: Should you use Query CRM Data, or Lookup?

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!

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CRM 2011 Dialogs: Drilling Down on Lookups

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!

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