Category Archives: CRM

Dynamics CRM 2015 / 2013 New Feature Summary

I did a compilation of the new features if CRM 2013 and 2015 to update the training materials and to recertify. If you are making the upgrade from CRM 2011or upgrading your certifications, here is the summary of new stuff … Continue reading

Posted in CRM 2013, CRM 2015 | 1 Comment

Dynamics CRM Customization Course available on YouTube

In the process of updating my Dynamics CRM customization course, I reviewed all this video and realized (most of) it was still relevant to CRM 2015. In general, most everything you knew about CRM 2011 works just the same in … Continue reading

Posted in Configure, CRM 2011, CRM 2013, CRM 2015, Customization, Training | Tagged | Leave a comment

Why it’s good to upgrade to Dynamics CRM 2013/2015 despite the interface changes

AKA: The (Recent) Evolution of Microsoft Dynamics CRM I’ve been noticing a lot of customers have elected not to upgrade Dynamics CRM beyond the 2011 version.  Most of them have seen the new interface and have concerns on the impact … Continue reading

Posted in CRM 2015 | Leave a comment

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

Posted in CRM, Training | Leave a comment

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

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

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