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Blog Post: CRM 2011 1:N Relationships and Filtered Lookups

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(Please visit the site to view this video) if you customize Dynamics CRM the upgrade from 4 to 2011 will definitely end up saving you time. This little day-in-the-life video illustrates four features each of which is so far in my "top ten timesaving new customization features". Let me know...

on 8 May 2012
Blog Post: SSRS Reports in CRM 2011 Online

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(Please visit the site to view this video) Dynamics CRM 2011 Online now supports custom SSRS reports. There's a bit of setup required, though, including the installation of BIDS (part of SQL 2008) and a (free) add-on for CRM known as the Report Authoring Extension. In this video I go through the...

on 19 Apr 2012
Blog Post: SharePoint 2010 and CRM 2011 Integration - List Component and Contextual Search.mp4

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(Please visit the site to view this video) Here's the demo portion of a presentation I gave at Erin's Pavillion in Springfield, IL, on May 24 2011. It's about two ways of integrating CRM and SharePoint: 1. using the CRM 2011 List Component for SharePoint 2010 to get automatic library and...

on 19 Apr 2012
Blog Post: Conditional Formatting in the Outlook CRM Client

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(Please visit the site to view this video)

on 20 May 2011