BusinessNone

The workflow engine in Microsoft Dynamics CRM is an area I personally spend a ton of time playing with. It is like Jscript was in Version 1.x and 3.0 for me. It has A TON of potential that many people have barely scratched the surface of. So in working with a customer over the past month, they wanted...

Continue reading "Creating a Summary with Microsoft CRM Workflow"

One of the biggest missing links to me in Scribe was it’s ability to connect to a full Web Service back end service. Well, with the release of Scribe 6.5, they have the ability do this. For partners ONLY this even is a little later this week and is one I would not miss. Webcast : Scribe 6.5 Product Launch...

Continue reading "Partner ISV Event: Web Services in Scribe"

  Since I changed jobs last year, I was still able to do some Demo2Win Training classes, which if you haven’t attend yet, you really should. One of my favorite parts of the Demo2Win methodology is the creatign of a repeatable process so your customer see exactly where you are going. (And goes there...

Continue reading "Process Diagrams for Demos – Finding Weebles"

It has been 3 and a half years since I started blogging here on MSDN. It has been a fun ride, and one that I will never forget. This blog went from last place to the Top 100 of all blogs on MSDN. (Second only to the CRM Team’s blog.) I did however, make some major mistakes early on. Key amongst...

Continue reading "I have moved on…"

I am very tardy in publishing this. :) Last month I was invited by the fine folks over at Scribe Software to attend their Level 2 Scribe Insight Training program. I have been using Scribe since dirt was formed, but since joining Microsoft 4 years have not used to it for anything other than demo’s...

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Some of my customers over the years have used a Round Robin way. So the first lead that comes in goes to Sales Rep A, second lead goes to Sales Rep B, etc. It works well with smaller sales teams that occupy the same geographic territory.  I haven’t encountered one of these customers in quite some...

Continue reading "Round Robin Lead Assignment using Workflow"

In every CRM application I have ever played with there have been areas I have never been proud to show off to customers or prospects. And adding products to CRM's Sales Orders has been one of those areas for me in CRM since the products inception. While it works well in high dollar low transaction environments...

Continue reading "Inline Grids for Sales Orders in Microsoft Dynamics CRM"

This contains sample code that demonstrates how to implement dynamic picklists on a custom entity. It creates a custom entity named “Dynamic Picklist Test” that contains Industry and Sub-Industry picklist fields. When a value for Industry is selected, the values in the Sub-Industry picklist...

Continue reading "Dynamic Picklist - Sub Industry based on Industry aka Cascading Picklists in Microsoft CRM"

We’re excited for our 10th annual Convergence event! Convergence 2006 will take place in Dallas, Texas, USA, Saturday, March 25th through Tuesday, March 28th, 2006. Convergence provides an exceptional agenda of various speakers, detailed product demonstrations, and in-depth learning sessions. At the...

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The GA release of the Microsoft CRM 3.0 SDK is now available for download here: http://www.microsoft.com/downloads/details.aspx?familyid=9c178b68-3a06-4898-bc83-bd14b74308c5&displaylang=en The live version has been submitted to MSDN and will be working its way through their processes over the next...

Continue reading "CRM 3.0 SDK - Release Version"