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.

Over the last 4 years, I have been involved as a consultant in a legacy software replacement project using Microsoft CRM as the ‘XRM’ (anything relationship management) platform. We started by providing Dynamics CRM subject matter expertise, business analysis and database design, added a senior developer, then assumed a project architect role over time. Over the project I worked to help train & mentor the team with CRM skills necessary to implement and support. 

This project was different from many implementation projects as our job was to help build the skills of the internal team and involve them in the entire process rather than do all the work and give them a complete system. The fact that it was legacy systems replacement meant that the existing data needed to be converted – it was critical to get buy in from all the team as in some cases, the data conversion to the new database was the most arduous part of the project.

There are many lessons learned, which I will share with you over time via my new blog,  Expect to see articles there soon.

Steve Noe


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eXtremeCRM 2013 in Anaheim

In early November, I had the pleasure of attending the eXtremeCRM 2013 conference in Anaheim, California, where I got to hob knob with some of the most impressive CRM visionaries and partners in the industry.

As part of the conference, I spent the first 2 days participating in the workshop-style “Executive Summit” which was designed to address key issues facing business owners and leaders today. It was enlightening to say the least.

After my 4 days in sunny California, I came back to Cary, NC with a new perspective and some fresh ideas on marketing (“neural selling” anyone?) and keeping my customers onboard, happy, and engaged. I would highly recommend looking for Mark Stuyt (Neural Selling) on the conference circuit – he brings a whole new way of thinking to the marketing table. Another great catch would be JC Quintana, author of the “call to arms” manifesto, CRM To The People. Both are very dynamic thinkers and speakers.

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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 the day! There are classes for users, customizers, and developers, so check it out here.

Contact Mary Bradley at 919-459-5803 or now to get your seat!

Steve Noe


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CRM 2011 Training event registration closes Friday

If you are considering attending our winter training in Raleigh next month, be aware that you are running out of time. Early registration closes Friday, and the rates go up after that.

Contact Mary at / 919-459-5803 or register here to claim your seat!

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Dynamics CRM 2011 UR12 partially released

Update Rollup 12 has been partially released, but not the server parts at this time. While many of us have been waiting for the functionality provided in UR12, I recommend that you hold off or at the very least, perform thorough testing before applying this rollup into production enviroments, even after the release of the missing bits.

In addition to the issues with CRM 4.0 jscript on new browsers, this is a major update to CRM and I would tread carefully and slowly to protect your users form potential issues.  Read all of the notices carefully before proceeding.

We are currently recommending that our clients install UR11 and hold for now unless there is a major need to move forward.


Steve Noe

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Dynamics CRM 2011 Polaris SDK now available

The latest release of the Microsoft Dynamics CRM Software Development Kit (5.0.13) is now available for download here. It is also available in the MSDN library here. It applies to the  upcoming CRM 2011 RU12 for On-Premise, as well as the CRM Online Microsoft Dynamics CRM December 2012 Service Update.

There is a lot included in this update and some reorganization of topics to make life easier. More details can be found on the CRM Team blog here.

Check it out!

Steve Noe
Dynamics CRM Solution Architect and Trainer

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Dates for Dynamics CRM Training Event Finalized

Our winter 2013 Dynamics CRM training event has been rescheduled to the two week period from Monday February 25th through Thursday March 7th. It will still be held in Research Triangle Park (Raleigh, NC), near Raleigh-Durham International airport (RDU).

You may sign up for individual classes, a competency track for consultants or even the developer’s track.  There is no faster way to build Dynamics CRM skills and/or certify than this event.

Contact Mary Bradley ( or go to our web site for more information.  Our web site includes syllabus, venue and accommodation information if you need more details. 

Mary can help guide you as to the best classes to take for your goals. Package, early-bird multi student discounts apply, so be sure to check with us for your best deal.

We look forward to seeing you there!

Steve Noe, CRM Architect & Trainer


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