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. 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.

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!

Nov. 22, 2009 — In another article I discussed a commonly used trick that lets you navigate directly to certain Dynamics CRM windows, and showed how to combine that with IE tab sets to build an efficient, dashboard-style user experience for Dynamics CRM. In this article I show how to use Windows Scripting Host to open tab sets in their very own IE window.

Nov. 20, 2009 — Some Dynamics CRM windows can be navigated to outside of the underlying UI. This handy trick can be combined with IE “tab sets” to create an efficient, dashboard-like user experience.

Nov. 18, 2009 — I’ve had a library of Dynamics CRM certification practice tests for some time, but somehow never found time to write explanations for the answers. Here’s my first go at it, with a lot more coming soon to registered users!

Nov. 13, 2009 — In a previous article, I described how to use existing charts to configure your personal home page dashboard in Dynamics CRM Online. The November 2009 Service Update also added the Chart Designer, which you can use to create charts, and that’s what I describe in this article.

Nov. 10, 2009 — There are lots of enhancements and new features in the November 2009 Service Update for Dynamics CRM Online. One of the most obvious is the new-look home page, featuring customizable dashboards. Here’s a quick tutorial on how to set them up.

Nov. 7, 2009 — Dynamics CRM Online – the cloud version of Microsoft’s flagship customer relationship management application – is an excellent product. The “November 2009 Service Update” gets rolled out to current customers on November 9, and in my view the term “service update” doesn’t do it justice. This is the first of a series of articles on the new features, so I’ll start at the beginning: the new “up and running experience”.