Category Archives: CRM

Sharpening the Saw (Certification 2015 style)

OK, I had a gig that lasted 4 1/2 years with a great team.  I got caught up in designing with Microsoft Dynamics CRM 2011 due to project constraints until this year.  Learned a lot, worked with truly great people, … Continue reading

Posted in Configure, CRM 2015, Customization, Installation, Training | Tagged | Leave a comment

Registration is now open for Microsoft Convergence 2015

Registration is now open for Convergence 2015, in Atlanta from March 16-19, 2015 at the Georgia World Congress Center in Atlanta, Georgia. I am hoping to see a lot of new material about CRM 2015. I just registered. If you … Continue reading

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Tracking Certification Activities using a Rules Engine

In our last project for a medical certifying board, one of the challenges was to design a replacement for the legacy code that tracked the activities candidates were required to successfully perform to become certified. Certification related activities included many … Continue reading

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Lessons learned: Legacy Software Replacement using Dynamics CRM

Background: For the last four or so years, I have been involved in a legacy (existing) systems replacement project for a certifying board. The legacy  software managed a database of information collected about constituent training, examinations, certification, re-certification and licensure. … Continue reading

Posted in CRM 2011, CRM 4.0 | Leave a comment

Career Changes – Long time between posts

It’s been a while since I posted anything, so I thought I would share what I’ve been up to.  I have been functioning full time as a consultant which has impacted my training gigs, but is satisfying none the less. … Continue reading

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eXtremeCRM 2013 in Anaheim

In early November, I had the pleasure of attending the eXtremeCRM 2013 conference in Anaheim, California, where I got to hob knob with some of the most impressive CRM visionaries and partners in the industry. As part of the conference, … Continue reading

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February CRM Boot Camp Registration is closing

You still have a little time to register for the Dynamics CRM 2011 training event in Raleigh. Registration discounts end today, so if you wanted to get some of the best CRM training available on the east coast, today is … Continue reading

Posted in CRM 2011, Customization, Extending, Training | Tagged | Leave a comment