• About the Trick Bag
• Consulting and Training Services
• 2011 Upgrade
• TB Video
• Extreme CRM 2011

TB Video

Dynamics CRM Trick Bag Video

 Most of these are on my YouTube channel, so if you want to browse through all (68!) of them, visit here… On the other hand, if you prefer a little editorial guidance, here are some of my favorites.

Highlight: Round-Robin Record Assignment using CRM 2011 Dialog Processes

Other Recent Favorites

• Give a Report More Prominence by Placing on a CRM 2011 Dashboard (link to accompanying article: Placing Reports on CRM 2011 Dashboards)
• Integrate SharePoint 2010 and CRM 2011 Using the List Component

Customization Videos

• Field Security in Dynamics CRM 2011
• Custom SSRS Reports in Dynamics CRM 2011 Online
• What’s New in Dynamics CRM 2011 Customization
• Web Resources in Dynamics CRM 2011 
• E-Mail Marketing, Worklfows and Queues in Dynamics CRM 2011
• Dynamics CRM 2011 1:N Relationships and Filtered Lookups
• What’s New in Dynamics CRM 2011 Workflows 
• Dynamic Queries in Dynamics CRM 2011 Dialog Processes
• Recursive Dialogs in Dynamics CRM 2011

 Application Videos

• Dynamics CRM 2011 Grids, Views and Charts
• Goal Management: Understanding Goal Criteria

 CRM 4.0 Certification Videos

CRM 4.0 Applications (Exam #632)

• Applications, Core Concepts
•  Sales Process
• Service Management, Working with Cases
• Service Management, Working with Contracts 
• Service Scheduling
• Ready? Try the Practice Test for the CRM 4.0 Applications Exam

CRM 4.0 Customization and Configuration (Exam #631)

• Core Customization Concepts (approx 30 minutes) 
• Configuration Topics — Users, Business Units, Security
• Exam 631 practice-test walkthrough

CRM 4.0 Installation and Deployment (Exam #633)

• Pre-installation Planning and Requirements
• Installing Dynamics CRM 4.0
• Practice Test for the CRM 4.0 Installation and Deployment Exam