Category Archives: CRM

Dynamics CRM 2011 Rollup 8 Released to the wild

Microsoft has released the long awaited Rollup 8 for CRM 2011  for download from the download center here. It will be available for installation via Windows Update on May 22, 2012 There should be an SDK announcement out shortly. Steve … Continue reading

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Microsoft Dynamics CRM 2011 Rollup 7 and SDK 5.0.10

On March 28, 2012 Microsoft released Rollup 7 and the matching SDK for Microsoft Dynamics 2011. Here are the links: Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?id=29221 Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2600643 Microsoft Update: http://catalog.update.microsoft.com/v7/site/Search.aspx?q=2600643 Microsoft CRM 2011 SDK: http://www.microsoft.com/download/en/details.aspx?id=24004 This rollup requires … Continue reading

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Dynamics CRM 2011 Boot Camps – DC and Raleigh

Our Raleigh North Carolina CRM 2011 Boot Camp is in less than two weeks and the classes are almost full. There’s just a few seats left in most classes except for the CRM developers class (80295) which has only one … Continue reading

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CRM 2011 Processes and Reporting Courses now available

Microsoft released new CRM 2011 courseware last month. The long awaited “Workflows and Dialogs Processes in CRM 2011 – 80444A” as well as a new topic, “Reporting in Microsoft Dynamics CRM 2011 – 80445a” have been released. Workflows and Dialogs … Continue reading

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Building a Sales Process Workflow in Dynamics CRM 2011

Here is a video from our CRM 2011 Video Series. This one, from the CRM 2011 Workflow & Dialog Processes Series, walks thru the process of building a ‘smart’ sales process using CRM workflows. This video is also applicable to … Continue reading

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Elements of Scheduling in Microsoft Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Service Scheduling, describes all of the entities (files) used in the Service Scheduling module of Microsoft Dynamics CRM. This video is also … Continue reading

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How to use the Workplace in Microsoft Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Common Features course, focuses on the workplace area of the dynamics CRM menus in both the Outlook client as well as the … Continue reading

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Using Campaign Responses in Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the CRM 2011 Marketing Management course, is on how to use Campaign Responses in Microsoft Dynamics CRM 2011. Campaign responses are one of the most flexible … Continue reading

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CRM 2011 Service Scheduling Video Series Course Recorded

Today, I finished recording the second module in the long overdue Service Scheduling course (APSS) of our Microsoft Dynamics CRM 2011 Applications video series.  I know I had promised it sooner, so for those of you who have been waiting, … Continue reading

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Sales Processes & the Pipeline Report in Dynamics CRM 2011

Today I posted another video excerpt from our CRM 2011 Applications Video Series. This one, from the sales course, is on how sales processes work with the pipeline chart and report in Microsoft Dynamics CRM 2011.  This one is also … Continue reading

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