Sunday, May 20, 2012
The Microsoft Dynamics CRM 2011 Administration Bible

Learn Microsoft Dynamics CRM 2011

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The Microsoft Dynamics CRM 2011 Bible is the first and only Dynamics CRM 2011 book targeted exclusively to CRM Administrators. Order your copy today.

"I got it already and it's mean well done! This is a must add to any MSCRM VAR library"
     - @NzCRMguy
  

Welcome ...

Welcome to the support site for the Microsoft Dynamics CRM 2011 Administration Bible. The book is now available and we are steadily adding new content to the site.  All of the electronic resources referenced in the book are now available on this site including tools, templates, script, code examples, and much more.

GET YOUR FREE RESOURCES: Once you have received your book, click the Register button in the upper left-hand corner of the site to register for access to supporting materials for the book.  Once you are registered and verified, you will be able to access exclusive content in the Online Resources area.

Need More Help?  Fill out the contact us form if you would like to discuss training or implementation services for your CRM or SharePoint projects.

Thanks for joining us, and we hope that the book and the website are powerful tools to make your Microsoft Dynamics CRM 2011 project a success.

Dynamics CRM 2011 News and Knowledge

Microsoft Collaboration and Virtualization: A Real World Deminar
Tuesday, May 29, 2012

Who: C5 Insight What: Live Event When: Wednesday, May 30, 2012 10:00 AM - 1:00 PM EST How Much: $0.00 Event Type: Live Event Register

Quick Tip: Finding the Activity Feed Solution
Wednesday, May 16, 2012

It has come to our attention that the Activity Feed solution is temporarily unavailable for download from the Microsoft Marketplace (the link for the download had been: http://pinpoint.microsoft.com/...

Using Connections for Team Selling
Monday, April 30, 2012

With so many great capabilities delivered in CRM 2011, as a customer, it can be challenging to know what capabilities can be best combined to address the user’s needs. I came across one such situatio...

Help yourself to fixing CRM Outlook Client configuration issues
Friday, April 27, 2012

We’ve released a troubleshooting wizard to help you help yourself resolve errors configuring the Dynamics CRM Outlook Client. Give it a whirl: http://rc.crm.dynamics.com/rc/2011/en-us/online/5.0/outl...

Tell us what you think! Invite for CRM user research participants
Thursday, April 19, 2012

The Microsoft Dynamics CRM User Research group is looking for people who would be interested in providing us with information about your experiences with Dynamics CRM, including the Resource Center. ...

The Microsoft Dynamics CRM Swiss Army Knife
Tuesday, April 17, 2012

For this month’s column, I would like to stay away from a technical subject and discuss the most important fact regarding Microsoft Dynamics CRM Users who I had the opportunity to meet at Microsoft C...

Deep queries for subgrids
Monday, April 16, 2012

In This Post: • Problem statement • Sample definition • Adding the customizations • Modifications of the Customizations.xml • Conclusion • Further reading Problem statement Currently, Microsoft Dynam...

Application Data Integration – Part Three, Timing and the Rules
Tuesday, April 03, 2012

T his is my third blog in a series concerning data integration. In my first two blog entries we overviewed some of the data integration hurdles as well as some of the common methods used to discover ...

Application Data Integration – Part Two, Net-Change
Wednesday, March 28, 2012

I n my previous blog focusing on the hurdles of real-time, two-way data integration, I highlighted the hurdle of how to discover the data you need translated. In most cases, discovering the net-chang...

Convergence Report 2: The Future of Dynamics CRM from #CONV12
Monday, March 26, 2012

I am back home from Convergence and still trying to digest the wealth of information that was shared! Of course one of the most anticipated parts of the Microsoft Convergence 2012 event in Houston wa...

Convergence Report 1: The Future is Collaborative at #CONV12
Tuesday, March 20, 2012

After concluding the first day at the Microsoft Convergence 2012 event here in Houston, TX, I can summarize my feelings in one sentence, “It is a great time to be alive and working on collaboration!”...

Application Data Integration – Part One, Overview
Tuesday, March 20, 2012

I n some cases, if not all too some extent, integration between Dynamics ™ CRM , Salesforce ® or/and SharePoint ® with your back-office system is the key to user adoption. Real-time, two-way data int...

Get a CRM Bible at Convergence 2012!
Friday, March 16, 2012

This weekend I’ll be packing my bags and heading off to Houston, TX to attend Microsoft Convergence 2012 to experience all of the Microsoft Dynamics CRM goodness I can get. I’ll plan to publish at le...

How to Avoid Orphan Contacts in Dynamics CRM 2011
Thursday, March 15, 2012

Have you finally gotten users to start creating contacts in CRM only to find out that they are often forgetting to associate them with an account? For B2B organizations, this can become a significant...

Game-Changing Dashboards Combining SharePoint and CRM
Monday, February 27, 2012

SharePoint has had excellent dashboard presentation capabilities for a long time now. Dynamics CRM formally rolled out dashboard reporting with CRM 2011 (although using SharePoint and/or SSRS enabled...

CRM 2011 Activity Feeds: Gaining User Adoption
Monday, February 20, 2012

Activity feeds, also known as a “wall” or “what’s new,” are a great feature in Dynamics CRM 2011 introduced with the November 2011 update rollup. Activity feeds create a social “wall”, similar to Fac...

Role Based Business Logic Strategy for CRM 2011
Thursday, February 09, 2012

Security roles are inherited by child business units in Microsoft Dynamics. As I mentioned in a previous blog Sneaky Cylon Copies of Your CRM Security Roles , security roles have linked copies that h...

Dynamics CRM Security Role Harvey Balls
Wednesday, February 08, 2012

I was on a conference call the other week when Jack Bender, a Senior Consultant from Microsoft, mentioned Harvey Balls in reference to security role privileges. Later on I asked him what the heck he ...

The Hush Hush Way to Implement a Custom CRM 2011 Web Application
Tuesday, February 07, 2012

There is something to be said for simplicity. When writing custom web application for CRM you can get fancy with Infragistics or Telerik controls and do all kinds of interesting and fun things. There...

Quick Tip: Track Meetings and Calls in CRM Without Typing
Thursday, February 02, 2012

Do you see the person in the picture to the left? She is a salesperson. Why is she so happy? Because she is using her CRM system right now, while she’s talking on the phone. And it’s taking her less ...
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