Extending CRM 2011: Fellowship of the Plugin

Our story continues with our diminutive hero exploring the world of Plugins and their place in extending CRM 2011.  As mentioned in my previous post, I am not a developer…but am pursuing the Extending CRM 2011 (MB2-786) certification to improve my abilities to consult, write design documents and in general be a greater asset to my team.  In this post, I will discuss my review of concepts related to CRM Plugin development, the tools that I used and my thoughts on the topic. Continue reading “Extending CRM 2011: Fellowship of the Plugin”


Windows 8 & CRM 2011 – Great Resources From Across the CRM Community

In honor of the Windows 8 launch, I wanted to share some of my favorite resources to be found in regards to Dynamics CRM 2011 and Windows 8. These articles are written by some of the best and brightest in the CRM Community. I sincerely appreciate the time and effort which was taken to test, retest and understand the nuances of this new OS and its impact on Dynamics CRM 2011. Continue reading “Windows 8 & CRM 2011 – Great Resources From Across the CRM Community”

Planning and Executing an Effective CRM Solution Review

When a client facing review of the CRM solution is scheduled, there are a number of best practices which greatly improve the chances of giving the customer that “WOW” moment.  There are a number of practices that I have employed which resulted in great success in achieving client satisfaction during implementations. Continue reading “Planning and Executing an Effective CRM Solution Review”

eXtreme CRM Recap – Day 1

I had the opportunity to attend the eXtreme CRM conference this week in Las Vegas, NV.  The first of a series of blog posts, I will recap my activities and observations during the conference.  You can also take a look at my quasi-live tweeting of my conference experience at http://twitter.com/crmhobbit. Continue reading “eXtreme CRM Recap – Day 1”