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About stephenvnoe

Dynamics CRM consultant, trainer & project manager. I provide CRM design, services, mentoring & support to all manner of Dynamics CRM projects. Contact me at http://www.bizitpro.com.

Using Advanced Find & Creating Personal Views in CRM 2011

I recently recorded and posted a 17 minute video on YouTube on how to use the advanced find tool and to save personal views in Microsoft Dynamics CRM 2011. This is part of the Using CRM 2011 Common Features (Introduction … Continue reading

Posted in CRM 2011, How to, Intermediate, Training | Tagged | 1 Comment

Filtering Views in the CRM 2011 Outlook Client

I recently recorded and posted a 10 minute video on YouTube on how to use the new filtering capabilities in Microsoft Dynamics CRM 2011 Outlook client. This is part of the Using CRM 2011 Common Features (Introduction for All Users) … Continue reading

Posted in CRM 2011, How to, Intermediate, Training | Tagged | 1 Comment

CRM 2011 Rollup 6 and SDK 5.0.9 Released

Rollup 6 for CRM was released on Jan 12, 2012 Note that it was pulled back over the weekend but should be available again soon.  Re-released on Jan 20, 2012 “PLEASE NOTE: A Microsoft CRM 2011 Client for Microsoft Outlook … Continue reading

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Dynamics CRM 2011 Boot Camp scheduled for April, 2012

Our next training event for Microsoft dynamics CRM 2011 will be held in Raleigh from April 23rd through May 3, 2012. This event offers the fall schedule of Microsoft Dynamics CRM 2011 training for end-users, IT and technical staff, and … Continue reading

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CRM 2011 Rollup 6 and SDK 5.0.9 Released but on ‘Hold’

Rollup 6 for CRM was released on Jan 12, 2012 Note that it was pulled back over the weekend but should be available again soon.  “PLEASE NOTE: A Microsoft CRM 2011 Client for Microsoft Outlook issue has surfaced, and the … Continue reading

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CRM 2011 Quote Mail Merge Template Spacing Tricks

A number of times I’ve received questions from users about how I got the spacing to work on my quote templates that were posted back in CRM 4.0. Shannon asked today if I do a quick video one and since … Continue reading

Posted in CRM 2011, CRM 4.0, Training, Workarounds & fixes | Tagged | 3 Comments

Happy New Year!

Now that the sunset of 2011 is here, I want to take a moment to thank everyone for their business, support, comments, and above all – help. 2011 has been a fantastic year for us and we are looking forward … Continue reading

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CRM 2011 SDK 5.0.8 Available

I meant to get to this sooner, but the latest SDK update 5.0.8 is available for download here. I used the drivers to rebuild a CRM 2011 Customer Service portal recently and found them helpful. I found other drivers I … Continue reading

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CRM 2011 Service Management Course Now Available

While I was on vacation, the APSE Using Microsoft Dynamics CRM 2011 Service Management Features finished it’s edit and review process. It is now available for online access on our learning portal, training an entire team, and partnering with Dynamics … Continue reading

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CRM 2011 User Training Video Courses Now Available

It’s been a busy month trying to take care of wrapping up the year and finishing up our goals for 2011. One of my biggest goals for this year is finally a reality. Our newest Video Training Series, Using Microsoft … Continue reading

Posted in CRM 2011, Training | Tagged | 1 Comment