MS Dynamics CRM Usability

Our primary focus is on Microsoft Dynamics CRM usability & training issues, but other issues will appear from time to time.

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Dynamics CRM rollup 5 available for download

July 02, 2009

Microsoft Dynamics CRM 4.0 Rollup 5 was published for download today.

Posted by Steve Noe on 07/02 at 03:17 PM
CRM Implementation • Advanced • (0) View/Post Comments • Permalink

CRM 4.0 Rollup 3 AsyncRemoveCompletedWorkflows side effect caution

June 26, 2009

Microsoft's fix to control the sizes of async operation base and workflow log base tables can have unexpected results...

Posted by Steve Noe on 06/26 at 07:40 AM
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Analytics R2 Accelerator for CRM 4.0 Available

June 24, 2009

The latest update (R2) to Analytics Accelerator for Microsoft Dynamics CRM 4.0 is available for download on codeplex.

Posted by Steve Noe on 06/24 at 03:00 PM
CRM Implementation • (0) View/Post Comments • Permalink

First Florida CRM Training Camp is a success!

May 22, 2009

Our first belated 'winter' Dynamics CRM training camp in Tampa was held in May, 2009 at New Horizons of Tampa. We delivered all of the Dynamics CRM 4.0 training curriculum over a 2 week period using three CRM instructors. It seem the students enjoyed it too, as we got all 9's on the evaluation from all attendees.Fortunately, even during a down year for training, companies still had budget to participate.

Posted by Steve Noe on 05/22 at 01:11 PM
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Nurture Marketing with Microsoft Dynamics CRM 4.0

April 15, 2009

Posted by Steve Noe on 04/15 at 06:14 AM
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Links to CRM 4.0 Training & Certification Exam Resources

April 01, 2009

I got a request today for further information on resources to prepare for CRM 4.0 certification. I spent a little time putting together a summary page that should help.

Posted by Steve Noe on 04/01 at 08:17 AM
Training • Newbie • Intermediate • Advanced • (0) View/Post Comments • Permalink

Dynamics CRM 4.0 Competency Boot camp in Tampa FL on May 11, 2009!

March 25, 2009

Check out our CRM training boot camp that we're offering in Tampa Florida starting on May 11th.

In addition to the normal boot camp classes that are offered (CRM 4.0 Applications 8913, CRM 4.0 Installation and Deployment 8911, and CRM 4.0 Customization and Configuration 8912) that build CRM skills for planning, installing and customizing Microsoft CRM 4.0, we've also added some advanced classes not usually seen,

Posted by Steve Noe on 03/25 at 11:55 AM
Training • Newbie • Intermediate • Advanced • (0) View/Post Comments • Permalink

Understanding the Microsoft Dynamics CRM 4.0 paradigm shift

January 11, 2009

Microsoft Dynamics CRM 4.0 (CRM) is, without question, one of the most efficient development environments I have worked with in 30 years of providing business solutions. It's sort of like combining contact management software with the ability to store any additional information you need and customize forms (screens or reports)using a relational database server (Microsoft SQL Server).

Posted by Steve Noe on 01/11 at 01:36 PM
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Microsoft CRM 4.0 Internet Facing Deployment

September 27, 2008

This morning I got the pleasure of using the Microsoft IFD tool to create an Internet facing deployment for one of our clients with a pre-existing CRM 4.0 deployment. After all the hype when CRM 4.0 first came out, I was expecting more trouble than it really took. The IFD tool made it simple.

Posted by Steve Noe on 09/27 at 12:08 PM
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Exam MB2-634 CRM 4.0 Extending Microsoft Dynamics released

September 24, 2008

Finally! The last of the major Microsoft Dynamics CRM 4.0 exams is available. I found this today:

Posted by Steve Noe on 09/24 at 01:41 PM
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CRM Implementation Success Psychology

September 11, 2008

Customer management relationship (CRM) software implementations are an inherently complex process involving multiple stakeholders with different goals. There are a number of factors that have an impact on the success of a CRM implementation. These factors include:

Customer Relationship Management is a process not software
Management commitment
Project goal setting & scope
Balance between usability and data collection
Stakeholder motivation
End-user training

Posted by Steve Noe on 09/11 at 10:44 AM
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New CRM 4.0 Workflow Courseware now available!

September 09, 2008

The long-awaited CRM 4.0 workflow course is now available! 80003A: Workflow in Microsoft Dynamics CRM 4.0 is designed to give a non-technical one-day introduction to using the new CRM 4.0 workflow engine. We've been waiting for this course with anticipation since both Mitch Milam and I had the privilege of contributing to the courseware as subject matter experts. This one-day course is the perfect way to jumpstart using CRM 4.0 workflow to automate manual processes within your organization.

Posted by Steve Noe on 09/09 at 01:26 PM
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