Category Archives: Customization

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

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

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

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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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Atlanta CRM Boot Camp Week 1

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

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

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

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Adventures with the new CRM customer portal accelerator

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

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

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

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Handling ‘leads’ from your web site in Dynamics CRM

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

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