Bio – Brad Wilson

Brad Wilson is the general manager of Microsoft® CRM for the Microsoft Business Solutions Business Group at Microsoft Corp. Wilson leads global product management and marketing for Microsoft CRM and is responsible for driving awareness, demand and revenue for Microsoft CRM on a worldwide basis. His team is responsible for product positioning, pricing and packaging,…


CRM at Tech•Ed Australia and New Zealand

Two members of the CRM team will be attending the upcoming Tech•Ed conferences in Australia and New Zealand. I highly encourage any IT Pros or Developers who work with CRM or who are interested in CRM to check out these sessions.   Speaker City Session Bill Patterson Auckland Modeling and Automating Business Processes with Microsoft…


Workflow Ideas for Microsoft CRM

So you have MS CRM installed and you are feeling pretty good. Make this jump! Add a workflow rule or two? I like to position the idea of workflow rules from a very simply perspective – “Consider Outlook Rules”. You get e-mail and you tell Outlook to put it in a folder for you automagically….


Configurable Cascading Relationships

Relationships are a powerful concept in CRM letting users easily relate relevant records to each other. For example an Account may have related leads, cases, activities, opportunities, contacts etc… Relationships also define cascading behavior of related records when their parent record is shared, re-assigned, re-parented, deleted or merged with another record. For example if an…


CRM Sandbox Coding Contest Winners Announced

I’ve a short blog for you to consider today. The winner of the first annual CRM Sandbox coding contest have been announced in my blog and on the Sandbox site. This was an interesting experiment to see if we could get the CRM community interested in submitting some solutions because of this contest. And it…


Enabling Notes on Custom Entities after they have been created

Hello everyone, This is my first blog posting on this site, but many of you have probably been following my other blogs: Invoke Systems (Current), MSN, and MSDN).  The short version of the story is that I was a lead application developer on a .COM called “iCommunicate” that was a hosted Service Management web-based application…


Bio – Ed Martinez

Howdy, I’m Ed Martinez, a graduate of Texas A&M and thus the “Howdy” by my name.  I am currently a Development Manager on CRM responsible for the Titan schedule and providing guidance to several very competent leads in the space of Outlook, Application Infrastructure, Business Modules, and Reporting.  In V3 I was Dev Lead in…


Bio – Graham Sheldon

Graham Sheldon is the Technical Assistant to Satya Nadella, corporate vice president responsible for leading the Product Group within Microsoft Business Solutions.  Before abandoning the CRM team, Graham was a program manager and was responsible for Customer Service and Activities during the 3.0 release. Graham is probably a well-rounded individual with many interests, but no-one really…


WPC Photos

A bunch of us headed off to World-wide Partner Conference a week or two ago.  Obviously, it was a very exciting conference for us, as we made a big announcement or two (the biggest enabling us to talk about what we’ve been working on for a while now).  It was also a lot of fun because…


Multi-Currency and CRM 3.0

In my roles as a Microsoft CRM Pre-Sales Technology Specialist in our Enterprise team here in the UK, I am constantly trying to find partner solutions which meet customers’ business requirements. A couple of weeks ago I met some folk from K3 Business Technology, who have developed a comprehensive multi-currency solution for CRM 3.0. I…