Category Archives: Customization

February CRM Boot Camp Registration is closing

Posted on January 29, 2013 by

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 →

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Deleting ‘Two Option’ or ‘Bit’ fields from CRM 2011/4.0

Posted on July 14, 2012 by

One of the challenges that I faced over time with both CRM 4.0 as well as CRM 2011, is eliminating "bit" or "two option" attributes from an entity in CRM once there are workflows in place that create records for … Continue reading →

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

CRM 2011 Video Series Courses now available

Posted on November 21, 2011 by

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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Atlanta CRM Boot Camp Week 1

Posted on October 21, 2011 by

Tim Becker concluded his section of the CRM 2011 Bot Camp in Atlanta yesterday after delivering a compressed version of the four CRM 2011 Applications courses (80290, 80291, 80292, & 80293) followed by the CRM 2011 Installation and Deployment class … Continue reading →

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October CRM 2011 Boot Camp in Atlanta

Posted on August 29, 2011 by

We have finalize the schedule for October 2011 Dynamics CRM 2011 Boot Camp. It will be held in the Microsoft office in Alpharetta Georgia from October 17 through October 27. All of the new CRM 2011 courseware will be taught … Continue reading →

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CRM 2011 Customization Course 80294 and Exam MB2-866

Posted on June 6, 2011 by

Good morning! Over the last week I continued my reviews of the new Dynamics CRM 2011 courseware in preparation for our July 2011 CRM boot camp in Raleigh, North Carolina. The customization courses always been my favorite to teach, and … Continue reading →

Posted in CRM 2011, Customization, Training | Tagged , | 9 Comments

Adventures with the new CRM customer portal accelerator

Posted on July 12, 2010 by

I have spent some time in the last 2 weeks evaluating the customer portal accelerator that was announced at Convergence 2010. In short – It rocks! Continue reading →

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CRM 4.0 Workflow tip

Posted on March 24, 2010 by

I read this content from Mitch Milam’s blog today and thought I would share it with you! Mitch is a master at workflows and was even one of the SMEs for the 80003 Workflows in Dynamics CRM 4.0 courseware. Continue reading →

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1 to 1 Relationships in Microsoft Dynamics CRM 4.0

Posted on December 19, 2009 by

In this blog I create an example of the 1 to 1 relationship between the Facilities and Equipment system entity and the Contact system entity. Continue reading →

Posted in CRM, CRM 4.0, Customization, Intermediate, Training | 2 Comments

Handling ‘leads’ from your web site in Dynamics CRM

Posted on October 31, 2009 by

A different approach to processing responses from your website with Microsoft dynamics CRM. Continue reading →

Posted in CRM, CRM 4.0, Customization, Intermediate | Tagged | Leave a comment