Select Page

The CRM Field Guide – How to CRM like an MVP with Dynamics CRM

The latest book, for which I am a contributing author, is now available for Online, Digital only purchase.

Get The CRM Field Guide now at

The CRM Field Guide is an essential guide to Microsoft Dynamics CRM that everyone should have on their (digital) bookshelf. This book offers you details not only on CRM fundamentals and extensibility points but also the tried and true best practices and strategies of the combined experience of some of the most recognizable global experts in the CRM industry. The field guide contains insights from many CRM MVP contributors and is intended to be a book you pick up over and over again as you use CRM.

Having the CRM Field Guide by your side is like having the “hotline” to the industry experts. When you hear the term Field Guide you likely think of nature; identifying key plants or animals in a new and exciting place. Obviously this book is not that type of a guide. This book is what you pick up when it’s Friday night and you are stuck with one last CRM problem between you and the weekend.

The CRM Field Guide is not a reference repeating all the contents of the CRM documentation, but it is designed to complement what Microsoft provides offering insights from real world deployments of Microsoft Dynamics CRM. There’s so much content in the CRM Field Guide, one of the MVPs joked it could probably have enough weight to hold down your desk if a tornado passes through your office!

In the CRM Field Guide you will find details that can help administrators, customizers and developers; not to mention power business users wanting to know all the details the admin never tells them. If you run CRM in the cloud or sitting in a server room at your office the information is useful

… If we have a problem and we need to solve it, until we do, we feel (inside us) a kind of internal agitation, a tension, or an uncertainty that makes us just plain uncomfortable. And we want to get rid of that discomfort. So, in order to do so, we take a decision. Not because we’re sure it’s the best decision, but because taking it will make us feel better.

Well, the most creative people have learned to tolerate that discomfort for much longer. And so, just because they put in more pondering time, their solutions are more creative.

– John Cleese on Creativity

Read more
CRM 2013 QuickStart Book now available!

CRM 2013 QuickStart Book now available!

CRM 2013 QuickStart

CRM QuickStartBrought to you by the same team you’ve already learned from in The CRM Field Guide, Building Business with CRM and more.  As always we bring you internationally recognized CRM experts, all of the authors are current Dynamics CRM MVPs. (Myself,  David Yack, Joel Lindstrom, David Berry, Richard Knudson and Jukka Niiranen)

Go to the site and purchase your copy today.


Microsoft Dynamics CRM for Outlook and Proxy Servers

Microsoft Dynamics CRM for Outlook and Proxy Servers

The latest update to the Outlook Client for Microsoft Dynamics CRM 2011 (Update Rollup 15 and Update Rollup 11 CU) as well as the Outlook Client for Microsoft Dynamics CRM 2013, includes a number of enhancements for the Outlook Client, mostly around performance improvements.

One of the major changes is the separation of some of the core CRM components from the Outlook processes.

While this separation is a great result for the improvement of performance, it also introduces some “hidden” and unexpected behaviour in environments that have proxy servers for internet access and are using either CRM Online or a Partner Hosted CRM.

Historically CRM ran within the Outlook process and the Outlook client is Proxy aware, (more…)