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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

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.


Issue Creating New Users in Upgraded CRM 4 / CRM 2011 Org

I have had an issue for a while with one of our CRM 4.0 Orgs (that was originally upgraded from CRM 3.0) and now recently had the same problem on a CRM 2011 Org (that was upgraded from CRM 4.0) where I received an InternalOperation error on a native CRM Plugin assembly when trying to add a new user.

I have seen various forum posts around this problem, unfortunately with no solutions.

My team and I spent quite a bit of time investigating this and finally found the solution to the problem (although unfortunately still don’t have the root cause bedded down, that will be the subject of a future post).

The major credit though, needs to go to my Development Manager, Sean Vowles (@seanvowles) who came up with the simple solution.

The Error message goes a little something like this :


What’s New in Microsoft Dynamics CRM 2011?– Part 7 of 7

In this seventh and final interview instalment from Software Advice, General Manager of Dynamics CRM, Brad Wilson talks about what is new in Microsoft Dynamics CRM 2011

With over 500 new features Dynamics CRM 2011 is a real game changer.

These new features are segmented into 3 key areas :

Familiar – This includes the Office Fluent UI which is visible both in the Web client and well as the new super enhanced Outlook MAPI Client

Intelligent – These enhancements are around the integrated Dash boarding and real-time visualisations capability (something CRM has previously been lacking), Goal Management and more.

Connected – with seamless integration with SharePoint 2011 and Linc and Microsoft Exchange to name a few.

I will of course let Brad Wilson tell you all about them, enjoy this final interview video. (more…)

Does Microsoft want a piece of the marketing automation pie? – Part 6 of 7

In this sixth interview instalment from Software Advice, General Manager of Dynamics CRM, Brad Wilson chats about what Microsoft’s strategy is around marketing automation in Dynamics CRM 2011.

Marketing capability in Dynamics CRM 2011 is a standard feature out of the box, with Marketing List automation, Mail merges and campaigns being among the available components.

The beauty of the Dynamics CRM platform however, is the ability for other Independent Software Vendors (ISV’s) to create their own software components that further enhance the native capability of Dynamics CRM.

So although the marketing components of Dynamics CRM are pretty capable there are some really world-class add-ons available from companies like CoreMotives that further enhance the marketing and web intelligence of Dynamics CRM.

Check out this interview for more details. (more…)