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  • Blog Post: Security for CRM 2011 On-Demand Processes

    Richard Knudson
    December 6, 2012 – Here’s article 2 of my 2-part mini-series on security for CRM 2011 processes. Article 1 was on security for automatic processes; this one – on-demand processes – applies to both on-demand workflow processes and to dialog processes. This article addresses questions like these...
    on 6 Dec 2012

  • Blog Post: Security for CRM 2011 Automatic Processes

    Richard Knudson
    December 6, 2012 – I just finished a presentation at the December meeting of the CRMUG Midwest chapter, and I was asked a couple questions about security for CRM 2011 workflow and dialog processes. I knew I’d written about that in my book (www.CRMBizBook.com ), so I assumed I’d posted articles...
    on 6 Dec 2012

  • Blog Post: December 2012 Service Update

    Richard Knudson
    November 4, 2012 — Last week’s big news for Dynamics CRM was the official announcement of the December 2012 Service Update. The most substantive official document is the Release Preview Guide, available here: http://crmpublish.blob.core.windows.net/docs/Release_Preview_Guide_December_2012_FINAL...
    on 4 Nov 2012

  • Blog Post: Spooky CRM 2011 Currency Gotcha

    Richard Knudson
    November 1, 2012 – Suppose you’re in charge of the Dynamics CRM deployment for the Federal Oligarchy of Ontologia. And suppose further that your currency is pegged to the dollar at the exchange rate of 1 to 1. Since your currency isn’t officially recognized by anybody, you have two options...
    on 1 Nov 2012

  • Blog Post: Upcoming Conference Sessions, Fall 2012

    Richard Knudson
    August 11, 2012 – We’re all too busy, no doubt about that. I was invited a couple of months ago to present a couple of sessions at the Extreme CRM 2012 Las Vegas show, and just this week, thanks in part to people like Mitch Milam and Shan MacArthur (thanks guys!), I was asked to present at the...
    on 11 Aug 2012

  • Blog Post: Designing Sales Processes in Dynamics CRM

    Richard Knudson
    By default, Dynamics CRM does not implement any particular sales process. It’s a customizable platform on which you can build a sales process, but it doesn’t contain one out of the box. This can be a little confusing for new users, for a couple of reasons: First , suppose you start up...
    on 18 Jul 2012

  • Blog Post: Top Fave Business Process Tips & Tricks

    Richard Knudson
    June 4, 2012 – On May 31 I presented a webinar cleverly titled My Top X Fave Business Process Tips & Tricks , about some of my favorite Dynamics CRM workflow and dialog process tips & tricks. If you attended, sorry about the audio “issues” we experienced. I’ll do better next...
    on 4 Jun 2012

  • Blog Post: Engage Users with Scheduled Reports

    Richard Knudson
    Of my top Six Rules for CRM User Adoption , #4 is Engage . By this I mean taking action to proactively engage your user community, rather than waiting for users to go to CRM. One way of doing this is to push information from CRM to users’ corporate email inboxes, rather than relying on them to...
    on 17 May 2012

  • Blog Post: The History of Rome

    Richard Knudson
    Warning: This article has little to do with customer relationship management. It won’t hurt my feelings if you skip to the end of the article for the gratuitous xRM History of Rome application. May 6, 2012 – Today’s episode wraps up the remarkable five-year run of the best podcast ever...
    on 6 May 2012

  • Blog Post: Convergence 2012: It’s a Wrap

    Richard Knudson
    This year I planned ahead, so even as Convergence 2012 goes down the home stretch, I wrote up my CRM-centric summary of the proceedings before I forgot everything. And just in case you really wanted to be there but couldn’t, you can attend my Convergence 2012 Highlights webinar on Wednesday April...
    on 21 Mar 2012

  • Blog Post: Convergence 2012 Highlights

    Richard Knudson
    Just in case you wondered what Colin Powell, Daughtry, Rodney and I have in common, it’s that we’re all going to be in Houston for Microsoft Convergence 2012 conference next week! It’s going to be a great show, with a stimulating mix of customers and partners, a big tradeshow, tons...
    on 13 Mar 2012

  • Blog Post: Product Unit Sales Goals, Part 3

    Richard Knudson
    Creating a Custom Chart for Product Unit Goals In the previous two articles in the series, I showed how to create goals in terms of product units, and I also pointed out that there are no default goal management charts that can display them. What we need, with reference to the following figure of the...
    on 28 Feb 2012

  • Blog Post: Product Unit Sales Goals, Part 2

    Richard Knudson
    Using Rollup Queries to Create Goals for Specific Products In a previous article I examined how to create a goal in terms of product units. The first version of the goal I created there has these characteristics: Whenever the goal is recalculated, the rolled up records will include all opportunity...
    on 14 Feb 2012

  • Blog Post: CRM 2011 Product Unit Sales Goals

    Richard Knudson
    A revenue goal is probably the most common example of a sales goal, but it’s certainly not the only way you might define a goal. Another option is to define a goal for the number of product units. There is a default goal metric you can use in Dynamics CRM goal management to define product unit...
    on 13 Feb 2012

  • Blog Post: Advanced Processes in CRM 2011

    Richard Knudson
    February 7, 2012 – Today I had the pleasure of presenting a session at the February meeting of the XRM Virtual User Group , on Advanced Processes in CRM 2011. The irrepressible and indefatigable Julie Yack kicked off the session with an overview of upcoming CRM/XRM events, a summary of what we can look...
    on 8 Feb 2012

  • Blog Post: Microsoft Dynamics CRM Anywhere Coming in Q2 2012

    Richard Knudson
    February 6, 2012 – Microsoft announced today the Q2 2012 Service Update for Dynamics CRM , and the fact that it’s branded as the Microsoft Dynamics CRM Anywhere release should give you a good idea of what to look forward to. Here are some of the highlights, starting with two things I get asked...
    on 6 Feb 2012

  • Blog Post: Tracking and Scoring User Activity

    Richard Knudson
    Everybody agrees that user adoption is a good thing, and that high user adoption is a key measure of the overall success of a CRM implementation. But there’s less agreement on how to measure user adoption. One way is to use a dashboard to directly display measures of “what users are doing”...
    on 13 Dec 2011

  • Blog Post: Round-Robin Record Assignment with CRM 2011 Dialog Processes

    Richard Knudson
    Round-Robin Processes There are many flavors of round-robin record assignment processes, but they all share some fundamental properties. The most important is that they all implement what you might refer to as an “egalitarian” record assignment process. For example, records are assigned...
    on 11 Dec 2011

  • Blog Post: Customizing One-to-Many Relationships

    Richard Knudson
    I recently received a question from Trick Bag reader Sara Hall, who asked the following question: In my company’s structure we have both business units and security roles. I am not sure if the question I am going to ask pertains to either of these but I thought I should give it a shot. When...
    on 3 Dec 2011

  • Blog Post: Dialog Power Tips: Run a Dialog from a Dashboard

    Richard Knudson
    Allow Users to run a Dialog from a Dashboard Link Dialog processes, unlike workflows, must be started and run through to completion by a user. The standard way to kick them off is to select a record on a grid, click the Start Dialog button on the ribbon, and then select the dialog you want to run...
    on 20 Nov 2011

  • Blog Post: Introduction to CRM 2011 Activity Feeds

    Richard Knudson
    Introduction Activity Feeds are the most important new feature in the November 2011 service update for Dynamics CRM 2011. They’re also relatively poorly documented so far, and are different enough from traditional Dynamics CRM features that good documentation is important. Besides the built...
    on 13 Nov 2011

  • Blog Post: What’s New in Dynamics CRM 2011 R7? What’s New’s New!

    Richard Knudson
    October 22, 2011 – I’ve said it before and I’ll say it again: gotta love the cloud, where important new features just kind of … show up, from time to time. Today, for example, I just got that pleasant surprise tip-of-the-iceberg feeling after provisioning a brand new 30-day free...
    on 22 Oct 2011

  • Blog Post: Targeting Custom Forms to Business Units in Dynamics CRM 2011

    Richard Knudson
    I recently received this question from a reader: I’m working with an on premise 2011 client. I’ve created one parent and three child BU’s. I have created three different forms for 4 entities and want the forms to be shown based on the security roles from the child BU’s, but...
    on 22 Aug 2011

  • Blog Post: Building Business Processes in Dynamics CRM 2011: Installment 8

    Richard Knudson
    Calling Child Processes with Link Child Dialog : Reusable Dialog Processes Previously we discussed calling a child dialog process to implement a recursive process. The other reason to use child dialogs is when you have several dialog steps in common across different dialog processes: if you break them...
    on 2 Aug 2011

  • Blog Post: Dynamics CRM 2011 Security Roles

    Richard Knudson
    Security Roles , when assigned to a user or a team, determine what users can and cannot do in a Dynamics CRM organization. Security roles are probably the most complex concept in the Dynamics CRM security model. I wrote an article an earlier article about the related concepts of business units, users...
    on 20 Jul 2011
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