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.

With CoreMotives integrated digital marketing, I get a lot of data about customers and potential ones…and it’s right there in my Dynamics CRM. One of the things I learned was how many of my visitors come from outside the US. Whether you need to study for the Customization and Configuration exam, or deal with currences and exchange rates in the real world, I hope you find the video helpful!

Q&A: Configuring Home-Page Dashboards; Customizing Entity Relationships; Using Waits and Timeouts in Workflows

Feb. 25, 2010 – Recently I ranted a little about my experience in upgrading from Windows XP to Windows 7, specifically about how changes in browser settings impacted my Dynamics CRM experience. One thing I’ve learned about Microsoft program managers is they care enough about their programs to reach out to to ranters like me, and this episode was no exception: I got a call the next day from Matt Hooper, a program manager on the Dynamics CRM Online team, and he was patient enough to set me right. As soon as I got off my call with Matt, I thought I better write down what he told me, so I wouldn’t forget. Thanks Matt!

Feb. 22, 2010 – I’m the #1 Fan of Dynamics CRM Online. And I like Windows 7 a lot. But I do NOT like the way IE 8 on Windows 7 runs Dynamics CRM Online…and unfortunately that’s an important and hard to troubleshoot combination! Does it really work? Well…I guess it depends on what you mean by “work”…

Dec. 11, 2009 — I get asked a lot about assigning and sharing, users, teams and queues…so here’s an attempt at an all-up clarification article on some related and somewhat confusing topics.