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.

December 7, 2011 – A long time ago I wrote an article, My Dynamics CRM 5 Wish-List, on some of the features I most wanted to see in the next release of Dynamics CRM. I received plenty of comments and emails about that post, but these days if I really feel strongly about a feature I use the Microsoft Connect site: https://connect.microsoft.com.

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.

Oct. 6, 2011 – The second of my two sessions at the recent Extreme CRM 2011 show in Vegas (baby) was “Scalable Goal Management”. This article’s a quick summary of what I talked about, and some drill-down on a couple of good questions from the Q&A.

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.

June 7, 2011, D-Day + 24,091 – You can give reports more prominence by exposing them on Dynamics CRM 2011 dashboards. Here’s an article that explains how to do it for a very useful and often under-appreciated out of the box report, “Activities”, that includes information about activities, grouped by user, activity type and a few other things.

April 24, 2011 – If you ever wonder what the correct answer is to the question “Do you want to view only the webpage content that was delivered securely?”, it’s “No”. In this article, I describe how to make the question go away.

Jan. 2, 2011 – In this article I’ll review a few of my favorite Dynamics CRM 2011 UI tips & tricks. Some of them – such as navigating directly to a page or form within Dynamics CRM – aren’t new, actually, but because there are so many interesting new pages to navigate to, I find myself using them more! Others are brand new: keyboard shortcuts to show or hide the ribbon, or useful buttons that appear on a chart ONLY when it’s exposed on a dashboard, for example. Enjoy, and Happy 2011!

August 2, 2010 – When it comes to maxims, the pithier the better, I always say. Most of the CRM 4 maxims in this article fail the truly pithy test, but I hope they make up for it in usefulness. Let me know what you think.

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.