Microsoft Dynamics CRM 2011 ~ Videos on YouTube now

I’m luvin’ the series of Microsoft Dynamics CRM 2011 created by the team program managers. We’ve tied them to the posts once or twice a week on the CRM Team Blog too. So if you haven’t been to the CRM site on YouTube since I rolled it out this Summer, take a minute to check…


Your Time in the Microsoft Forums ~ An ongoing legacy

A lot of people spend a fair amount of time in the forums researching issues, answering questions, and getting to understand the issues around a particular product. These people are usually experts for the company they work for and part of the the solution set for the tools they use. As a person who has…

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FAQ: Are you using an old version of Microsoft Dynamics CRM Help?

We strive up update help with the newest and best info. But we end up sending this to a lot of people. I also noticed that you are referencing an older version of Microsoft Dynamics CRM 4.0 Help. We have updated Help based on answers to questions and feedback from customers like you. The latest…


Configuring drop-down (picklist) fields

Tip o’ the day pulled from the Resource Center: Picklists in Microsoft Dynamics CRM can be customized. No, really! That list can be customized to hold any values your organization chooses. The person who adds, deletes, or changes values in a drop-down list must have the system administrator or system customizer security role. The steps…


Michael Kaplan: There is a lingering size issue…

Another stellar post from Michael Kaplan’s Sorting it all Out blog regarding the size of the code solution: “For me the worst part is that some of the people who did the original work don’t even see an issue here — they feel quite good about all they have done and don’t see the irony…


Got questions? We have some great places to get answers.

If you have questions about Microsoft Dynamics CRM we have answers online (as well as in the product). Here is a guide that should be bookmarked by every power user: http://rc.crm.dynamics.com/help/# It looks like this: Tell me that isn’t loverly. :O)


Windows Live Hotmail: Email Tips and Tricks

If you send me an email with the subject line of “Hi” and your email is in my junk folder, I won’t read it. Would you? Nine out of nine times that email is really junk. Junk email is becoming a real problem for most people who use the Internet as their primary email service….


So you want to be a *successful* Blogger

I was once again reminded of this most excellent post Blog Interesting – 32 Ways to Keep Your Blog from Sucking from Scott Hanselman. It should be required reading for any blogger, neophyte or oldster. Here is a teaser: Stay relevant Know your audience Use analytic tools like FeedBurner or Google Analytics to figure out…


Microsoft Dynamics CRM: How much do we luv Diagrams?

You want wire and flow diagrams for Microsoft Dynamics CRM? We have diagrams galore. Here is a wealth of diagrams we released as part of R4 in November, starting with the overview diagram here: http://rc.crm.dynamics.com/rc/regcont/en_us/live/articles/homepageusersdiagram.aspx Here’s a search that returns all the diagrams on the Resource Center: http://rc.crm.dynamics.com/rc/search/results2.aspx?st=diagram&sku=Live&loc=en_us&sa=True&sh=False&sl=False&sf=False&ar=true Enjoy!

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Blog.com: CRM Lady’s 10 Best CRM Blogs

I’ve often said that I really only do blogs to keep track of projects and learnings for myself. But sometimes, other people find my blog helpful. Anne Stanton, aka the CRM Lady, lists this blog in her Top 10 Best CRM Blogs. I feel honored and know many of the other blog sites listed. Click…