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  • Blog Post: CRMUG Alive, Well & Growing at Convergence 2013

    In the event you were not aware, CRMUG was crazy busy at Convergence this year.  They were involved in everything from sessions and roundtables to helping people at the booth, answering questions, breaking bread and more.  Fortunately for me, Tony Stein, CRMUG’s Program Director, was able to...
  • Blog Post: Microsoft Dynamics CRM 2011 Application Design

    I recently had the opportunity to review Microsoft Dynamics CRM 2011 Application Design, written by Mahender Pal, a very talented developer and who also happens to be a Microsoft Dynamics CRM MVP. Although the book does start off with a nice introduction to Dynamics CRM, that is useful for anyone who...
  • Blog Post: Dynamics CRM Update Rollup 12

    I came across an interesting read on Update Rollup 12 yesterday that had some information that I was not aware of.  You can find the article on MSDynamicsWorld.com .  Of course, we’ve all heard about some of the more ‘high profile’ changes like cross browser support, CRM Online will have...
  • Blog Post: CRM Productivity Tip – Lookup Fields

    The Microsoft Product Team has done a good job of giving us various ways to find the right record when populating a lookup field in Dynamics CRM.  They include: Select the Lookup Icon This is the ‘standard’ way that many use the lookup feature.  It requires several clicks so I generally...
  • Blog Post: Wow, a non-CRM / work related post

    Just thought I would have a little fun today and post a non work related article.  It’s been a challenging 3 months.  Well, more like 6 months Yep, I think posting a non-work related article is a side effect of decompressing. The good news is that my decompressing takes the form of enjoying myself...
  • Blog Post: Helping Users with Lookup Options

    It is obvious to me that CRM 2011 was designed to help users get to relevant data quickly.  Features like Recently Visited Records, Navigating Grid Records from within Forms, the ability to quickly create Custom Views and Pin those Views are a few of the methods that ensure meaningful data is only a...
  • Blog Post: Need a Quick Distraction

    Today I was looking up some information on the Internet and discovered something that made me smile so I thought I would share.  I entered my name in a search engine with MVP as I was trying to get to my MVP profile quickly and when I came to the search engine site, I decided to select the “image...