Category Archives: CRM 2011

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

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

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

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CRM 2011 Video Series Courses now available

Our new video based courses include: Dynamics CRM 2011 Applications Training for Sales, Marketing and Service (User ) Available Dec 2011 Dynamics CRM 2011 Installation & Customization Topics (Technical) Dynamics CRM 2011 Processes: Workflows and Dialogs (Technical) Extending Dynamics CRM … Continue reading

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CRM 2011 Processes: Workflows and Dialogs Video Series

This morning, I finished recording the last one hour segment in our new CRM 2011 Processes: Workflows and Dialogs Video Training Series.  It took a lot of work, but I think it was worth it. This marks the fourth series … Continue reading

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CRM 2011 E-Mails–How to Insert / Add Graphics

This is the topic of an article I published back in the CRM 3.0 days, but as I was writing some of the decks for the soon-to-be released CRM 2011 processes video series, I realized I should publish this on … Continue reading

Posted in CRM, CRM 2011, CRM 4.0, How to | Tagged , | 1 Comment

Dynamics CRM 2011 Rollup 5 includes enhancements to initial CRM 2011 Release

As of yesterday, Microsoft has released the next update to Dynamics CRM. For information on the updates, see the KB article http://support.microsoft.com/kb/2567454. To download, click here. This is the 2011 Q4 service update that adds new features, including: Outlook Client … Continue reading

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