May 20, 2010 – Here’s a short (8-minute) video I just made to describe what you’ll learn in my one-day live online class, Customizing Dynamics CRM and the XRM Platform.

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.

March 7, 2009 – Here are the add-on vendors we’ve featured at DCRMUG. Links to articles on their presentations are included in the sidebar, and many of those articles include links to the recorded session. Also: most of them will be at Convergence 2010, so block off your schedule now and join us in Atlanta!

February 7, 2010 – How do you take the information submitted on a web form and pop it into Dynamics CRM? This feature – sometimes referred to generically as “web-to-CRM”, or “lead-to-CRM” – is not included in Dynamics CRM 4.0 on-premise, but has been added to Dynamics CRM Online. The built-in approach in the cloud version is better than nothing, but there’s a better solution, Web2CRM from CRMInnovation, if you’re willing to spend $495.

February 7, 2010 – Dynamics CRM is the best place to store your customer information, and track all of your sales, marketing and service interactions with them. Unfortunately, it’s not the best place to perform some of those interactions, such as e-mail. Yes, it’s fine for tracking one-off e-mails (especially if you’re using the Outlook client), but when it comes to e-mail marketing, the out-of-the-box features of Dynamics CRM leave plenty to be desired. What we need is e-mail marketing integrated with Dynamics CRM. There are more options all for this all the time, and here’s an article where I discuss integrations for both Exact Target and Constant Contact, and my recent experience with the Constant Contact integration

Jan. 15, 2010 — In the month after our December meeting, we received 23 reponses to our first annual membership survey of the Dynamics CRM User Group. I don’t know what the threshold is for statistical reliability, but what the heck: surveys are fun! Plus, this one was done right in Dynamics CRM (I’ll write a separate article on the how-to of surveys in CRM). Forthwith, the results…

Jan. 11, 2010 — I send out a (more or less) monthly e-mail newsletter — here’s the January 2010 edition. In the spirit of the month, it’s a New Year’s Resolution. And speaking of New Year’s Resolutions, I’ve GOT to phone and e-mail my Mom more often this year!

December 19, 2009 — The Dynamics CRM User Group closed out its first year with an excellent meeting on December 17. Here’s a recap, plus links to the recorded sessions. Enjoy!

Dec. 7, 2009 — Here’s my short list of “essential” links, downloads and various resources for Dynamics CRM 4.0 and Dynamics CRM Online. I hope you find it useful, and let me know if I missed any of your essentials. And by the way, happy Pearl Harbor Day!

Dec. 3, 2009: Announcing the Dynamics CRM Essentials series: training so good you’ll forget how efficient it is!