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!

November 20, 2011 – Unlike workflows, dialog processes have a form-based UI, and like other forms in Dynamics CRM, they can be accessed directly by a URL. Sometimes the best way to expose these to users is from a link on a dashboard. This article explains how to do that dynamically, so a click on the link will always run the dialog as the current user. Enjoy, and Happy Thanksgiving!

November 13, 2011 – Activity Feeds are the most important new feature in the November 2011 service update for Dynamics CRM. Here’s my first detailed take on why they matter, and how to configure and use them.

October 28, 2011 – Here’s the second in my series of detailed articles about the new features in the November 2011 service update for Dynamics CRM 2011. This one’s on the new improvements to business processes. Next up: Activity Feeds (Part 1).

October 27, 2011 – I’ve written a couple of previews on the surprisingly feature-packed November 2011 service update (a.k.a. R7). Now that the update has “shipped”, here’s the first in a series of detailed articles on how to use the new features, starting with the enhancements to the chart designer. Enjoy!

October 22, 2011 – In the cloud, new features sometimes just … appear, and in the case of Dynamics CRM 2011 R7, sometimes they appear ahead of schedule!

October 18, 2011 – Here’s a brief glossary of Dynamics CRM terms and concepts. I find it useful in many situations to have something like this, and I thought you might also. Enjoy.

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.

October 10, 2011 – Um…I’ve been kinda busy lately so I didn’t quite finish my book (Building Business Processes in Dynamics CRM 2011) over the summer. I will before winter, though. Anyway, here’s installment 12, which extends installment 5, and shows how to build a dashboard that calls a user dialog with a dynamically-generated URL.

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.