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Security for CRM 2011 On-Demand Processes 7 Dec 2012 | 06:49 am
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-...
Security for CRM 2011 Automatic Processes 6 Dec 2012 | 11:16 pm
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 ...
My Favorite New CRM Add-Ons 18 Nov 2012 | 02:50 am
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 ...
December 2012 Service Update 5 Nov 2012 | 03:23 am
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, availab...
Spooky CRM 2011 Currency Gotcha 2 Nov 2012 | 03:21 am
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 o...
CRMUG Summit 2012 Wrap-Up 25 Oct 2012 | 06:53 am
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...
Goal Criteria and Dynamic Goals 15 Oct 2012 | 04:49 am
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...
... 8 Oct 2012 | 02:52 am
Mohammed Amine BENABDALLAH Professeur de droit public, Université Mohammed V, Agdal-Rabat - Doctorat d'Etat en Droit public, Universite de Paris II; - Diplôme des Etudes supérieures en sciences admin...
Greetings from Las Vegas 3 Oct 2012 | 10:41 pm
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 e...
Upcoming Conference Sessions, Fall 2012 12 Aug 2012 | 04:48 am
August 11, 2012 - I'm happy to be presenting some sessions at the upcoming Extreme CRM 2012 and CRMUG Summit conferences, and I invite you to join me in Las Vegas or Seattle. I didn't want to forget w...
