Category Archives: Customization

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

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

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

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

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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Training Session Management- a Dynamics CRM – xRM example

An example of using Microsoft Dynamics CRM 4.0 to develop an XRM application to manage the details of putting on training sessions Continue reading

Posted in CRM 4.0, Customization | Tagged | 2 Comments

Analytics R2 Accelerator for CRM 4.0 Available

The latest update (R2) to Analytics Accelerator for Microsoft Dynamics CRM 4.0 is available for download on codeplex. Continue reading

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