Jim Glass Jr articles

Jim Glass Jr
Published 
2 min read

Released: ‘Microsoft Dynamics CRM 2011 Unleashed’ 

CWR Mobility, the leading provider of mobility solutions for Microsoft Dynamics® CRM, announced today that a new book published by Pearson will prominently feature the advanced mobility solution from CWR Mobility. The announcement comes as the extreme 2011 Las Vegas conference for Microsoft Dynamics CRM partners gets under way in Las Vegas, Nevada, USA.
Published 
4 min read

A Codeless Address Finder Using Filtered Lookups 

A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using lookups, which can now be filtered, as a standard feature in Microsoft Dynamics CRM 2011.
Published 
6 min read

Goal Management Security model 

Goal Management in Microsoft Dynamics CRM 2011 is an incredibly powerful feature that allows you to set Goals or Targets for Sales/Service personnel and track & drive these targets to actual numbers.
Published 
2 min read

Adding attachments to Templates and Bulk email 

A frequent request from the customers of Microsoft Dynamics CRM 4.0 was the ability to add attachments to bulk email. Some users were also looking for a mechanism to use email templates when distributing Campaign Activities and Quick Campaign.
Published 
7 min read

Goal Management: Behind the scenes 

What is goal management? In today’s world, any competitive organization has well defined goals for its members – measurable, and time bound, and with a clear ownership. Goal management in Microsoft Dynamics CRM 2011 lets you set such goals for members in your organization, and also lets you track the progress being made against them.
Published 
1 min read

New Microsoft Dynamics CRM 2011 Whitepaper for ISVs and Developers 

CRM MVP Julie Yack announces the release of her current whitepaper for tech nerds. Julie blogs regularly at The never boring life of me. Looking for details on Microsoft Dynamics CRM 2011 and how it applies to you as an Independent Software Vendor (ISV), a technical decision-maker and/or a developer?