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.

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.

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

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

March 1, 2011 — From time to time I do a “Trick Bag Most Wanted” article, and if our recent spike in visitors means we have a few newcomers on the site, now seemed like a good time. Here are the top ten most-viewed Trick Bag pages for the last thirty days, plus one of my favorites that didn’t make the top ten. (I excluded my views.)

Feb. 26, 2011 – Here’s a bit of news that definitely belongs in my personal “good news on a dreary late February Chicago afternoon” category: the Trick Bag made the Top 5 Dynamics CRM Blogs list at www.MSDynamicsWorld.com.

Nov. 3, 2010 – Will Dynamics CRM 2011 take market share from salesforce.com? Is Nebraska a very flat state with lots of cows? CRM 2011 is packed with important new features, some of them game-changers. And starting in January, a $34/seat price for CRM Online? Bring it 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?

June 27, 2010 – I’ve had web analytics integrated in my Dynamics CRM for almost four months. For me, “web analytics” means “web analytics applied to www.DynamicsCRMTrickBag.com”, so I thought it would be interesting to do some “Top X” pivots on article categories, articles and the like. Forthwith: Trick Bag Most Wanted.

June 7, 2010 – CRM implementations can fail — or be perceived to fail — for lots of reasons. This article discusses some of the most common ones, drills down on one in particular, and describes how a “role-tailored” user experience snatch success from the jaws of failure. Or at least help a little bit.