Category Archives: CRM

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

Career Changes – Long time between posts

It’s been a while since I posted anything, so I thought I would share what I’ve been up to.  I have been functioning full time as a consultant which has impacted my training gigs, but is satisfying none the less. … Continue reading

Posted in CRM | Leave a comment