@CRMUG  I will be delivering a session on Integration and Migration strategies and methods with help from Scribe and some of the other solutions.  Additionally, we will be assisting with a few interactive sessions. More details to come.  Please reserve this date.  This is a fantastic opportunity to meet with Dynamics CRM experts, and customers from around the country.   Very inexpensive considering the content.  The CRMUG Summit occurs September 14 - 18 near Chicago, Illinois. Have you registered yet? Early Bird Pricing Ends June 30th! ...<< MORE >>

  Hey folks I will be speaking at the CRM Evolution 2009 Conference, which will be August 24-26, 2009 at the Marriott Marquis in New York City. I am are scheduled to speak in the following session.   I hope to see you there, looking forward to eating BBQ at Virgil’s. The link to register is https://secure.infotoday.com/forms/default.aspx?form=crm2009speakers The link for more information about CRM Evolution 2009 is: http://www.CRMevolution2009.com Save up to $600 off your conference pass ...<< MORE >>

This came up today during our SL user group meeting.  How can we simply build a marketing list based on total orders?   This is a good question as the advance find is unable to do any math functions.  I can pick a specific set of customers based on what specifically they have ordered, but if I want to group or sort customers based on the total invoiced, that is going to be a problem.   A simple workflow and a single custom field can do the trick.   Mitch Milam addressed this issue on the CRM team blog a year ...<< MORE >>

Here is a quick 9 minute video on how to create an e-mail message in a CRM Quick campaign with an imbedded image.       To use this method you will need to download Windows Live writer => http://windowslivewriter.spaces.live.com/default.aspx?sa=976584514 ...<< MORE >>

    This is an uphill journey with many stops and starts.  However I am determined to “Just Keep Swimming” I got to give a big thanks to #Tweakly and @GTDCoachKelly  I stat thru her tweakly review #tweekly: http://tinyurl.com/pl8y7a  A training class delivered over twitter.   Is this the shape of things to come?  Twitter is an amazing tool that I am getting to know even better.   I just need to use it a bit more,  get over all of the acronyms.  ...<< MORE >>

Congrats to Jill Dyche (http://twitter.com/jilldyche)  on the fantastic article on Destination CRM blog.   => http://www.destinationcrmblog.com/2009/05/19/guest-blog-the-mdm-forum-tom-siebel-sends-his-regrets/ Jill wrote the CRM handbook.   She has laid out a consistent message of CRM as a data federation tool, pushing and pulling data into various systems. Which is what I am passionate about. Integrating ERP systems into Microsoft CRM, our work every day.    Thanks Jill for the reminder that we are on the right track.  Also kudos to Josh Weinberger editor of CRM Magazine for reminding us why staying in the lead is so hard.  Because according to Tom Seibel Cloud ...<< MORE >>

Another method that I use is to save complex parts of the formula as user variables.  so in this formula I am trying to figure out the default Ship VIA method on an customer.  So my rule is going to be to look up the specific value in the the pick list mapping table, and if you can’t find it there use a default value we have in another table .   Basically if A=Null use B, else use A.    I found that Scribe and the CRM API does not deal with a NULL value well.  So ...<< MORE >>

From the Scribe Idea Form: Likely the steepest learning curve with Scribe is in using formulas and most development work and troubleshooting is often focused around formulas as well.  If the UI for the formula entry could be enhanced to make the structure of the formula more transparent it would greatly help in these areas. Even introducing support for Carriage Return and Tab in the formula text that would allow you to build the formula text split into lines and tabbed to reflect the structure of the logical operators would help quite a bit.   Answer: ...<< MORE >>

I am trying to fix my personal copy of CRM and Microsoft Office 2007.  I was missing the tool bar so I reinstalled.   Bad move now it doesn’t work at all.  So support directed me, after other attempts, to run the Microsoft Office Diagnostics.  A very nifty tool that checks and repairs most common Office issues.   One thing it did though was to try to connect to my other MSO apps and it had some issues.  It was Unable to Access a Required File.      So I got this message: Wait ...<< MORE >>

The Right Information in the Right Hands Dynamics SL has won awards for its project management and accounting capabilities and industry experts continue to talk about why Dynamics CRM is becoming the industry leader for customer relationship management. They are valuable tools operating alone, but they really shine when they are working together. For a project-driven company, think of the possibilities if you could initiate a project in Dynamics SL when you complete a sale in Dynamics CRM. What if you could track all the communication activities related to a project, as they happen, in Dynamics ...<< MORE >>