Richard Knudson’s Microsoft Dynamics CRM Trick Bag

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Security for CRM 2011 On-Demand Processes

Posted 5 months ago

by 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...
Security for CRM 2011 Automatic Processes

Posted 5 months ago

by 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...
My Favorite New CRM Add-Ons

Posted 6 months ago

by Richard Knudson

Nov. 17, 2012 — I’ve written plenty of articles about add-ons for Dynamics CRM…but it occurred to me recently that most of them have been in the marketing automation category. Over the last couple of months a happy coincidence of client requirements...
December 2012 Service Update

Posted 6 months ago

by 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...
Spooky CRM 2011 Currency Gotcha

Posted 6 months ago

by 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...
CRMUG Summit 2012 Wrap-Up

Posted 6 months ago

by Richard Knudson

October 24, 2012, Chevy Chase MD – A week ago, as I was leaving the Washington State Convention Center and CRMUG Summit 2012, I started on my CRMUG Summit 2012 Wrap-Up. I didn’t quite finish it before I got home, and then I had to spend most of...
Goal Criteria and Dynamic Goals

Posted 7 months ago

by Richard Knudson

October 14, 2012 – Recently I’ve given presentations at Extreme CRM 2012 and the CRMUG Summit on various aspects of goal management. Judging by the questions I’m asked, the concept of goal criteria is one of the most confusing things...
Greetings from Las Vegas

Posted 7 months ago

by Richard Knudson

Extreme CRM 2012 Wrapup October 3, 2012 – Another October, another Extreme CRM. This was my third Extreme, and their best attended conference yet with nearly 500 attendees. John Verdon, Bryan Tuttle et al: thanks for the best Extreme yet! I presented...
Upcoming Conference Sessions, Fall 2012

Posted 9 months ago

by 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...
Dynamics CRM Sales Process Customizations

Posted 9 months ago

by Richard Knudson

July 30, 2012 — In a recent article , I explained that Dynamics CRM does not implement any particular sales process out of the box, and discussed some of the most important concepts to consider when building your own sales process mojo on the CRM...
Designing Sales Processes in Dynamics CRM

Posted 10 months ago

by 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...
Dynamics CRM Activity Parties

Posted 10 months ago

by Richard Knudson

July 13, 2012 – It’s probably not coincidental that the longest ever gap between Trick Bag articles also featured a noticeable drop in page views. For example, courtesy of ClickDimension s in-CRM analytics, one of my favorite dashboard charts looks...
Dynamics CRM and the Trouble with Time Zones

Posted 11 months ago

by Richard Knudson

Beware of Time Zone Differences with “Date Only” Date Fields June 19, 2012 – On vacation at the Jersey shore, so just as soon as I got done hanging out with Snookie & the crew, what else would a diligent CRM consultant do besides update...
It’s 3:00 AM. Do you know what your Sales Pipeline Velocity is?

Posted 11 months ago

by Richard Knudson

June 14, 2012 — Of all the things sales managers lose sleep over, pipeline velocity may be one of the least well defined. Out of the box, most CRM applications are pretty good at pipeline snapshots : what’s expected to close this month,...
Top Fave Business Process Tips & Tricks

Posted 11 months ago

by 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”...
Engage Users with Scheduled Reports

Posted over 1 year ago

by 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...
The History of Rome

Posted over 1 year ago

by 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...
Trick Bag Browser Watch

Posted over 1 year ago

by Richard Knudson

May 2, 2012 – Besides being an all-around swell guy, Mitch Milam also has a great blog. As of May 2, his recent poll on which browser his readers expect to use with CRM 2011 had Chrome with 50%, IE with 49%, Firefox with 22% and Safari with 19% (you can...
User-Configurable Service Level Agreements

Posted over 1 year ago

by Richard Knudson

April 24, 2012 – Agreements between customers and service providers regarding things such as what must happen to resolve a case, or what happens when a case isn’t resolved within some agreed-upon timeframe are often referred to as service...
Dynamics CRM 2011 Security Roles Revisited

Posted over 1 year ago

by Richard Knudson

April 23, 2012 – Week in, week out, an article I wrote some time ago on Dynamics CRM security roles is the most popular article on the Trick Bag. For example, courtesy of the ClickDimensions analytics features, here are page views for the last 30 days...
Webinar: My Top X Fave Business Process Tips & Tricks

Posted over 1 year ago

by Richard Knudson

April 17 2012 – I surveyed attendees at a recent webinar to find out which topics they’d like to see in future webinars, and the most preferred by a longshot was also the one with the longest name by a longshot: My Top X Fave Business Process...
Convergence 2012 Highlights Links

Posted over 1 year ago

by Richard Knudson

The Q2 2012/CRM Anywhere/R8 Release http://crmpublish.blob.core.windows.net/docs/ReleasePreviewGuide.pdf Dynamics CRM and SQL 2012: Better Together http://blogs.msdn.com/b/crm/archive/2012/03/07/microsoft-dynamics-crm-and-sql-server-2012-better...
Convergence 2012 Highlights Recordings and Resources

Posted over 1 year ago

by Richard Knudson

April 5, 2012 – This is a companion piece to my April 4 webinar, Convergence 2012 Highlights. I posted links to the recordings on the Trick Bag Video page, or you can visit my YouTube channel and watch them there. In the webinar I referred to...
The Importance of Analytics

Posted over 1 year ago

by Richard Knudson

March 23, 2012 – When I first started doing marketing automation integrated within Dynamics CRM, the only thing I cared about was email tracking . That is, after sending a marketing email, knowing which emails were delivered or bounced, which ones were...
Convergence 2012: It’s a Wrap

Posted over 1 year ago

by 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...

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