Jim Glass Jr articles

Jim Glass Jr
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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. Microsoft
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2 min read

Disable All Fields in a Section Based on the Value of Another Field (CRM 2011) 

Today’s guest blogger is Matt Wittemann, author of the Microsoft Dynamics CRM 2011 Administration Bible (Wiley, 2011), a six-time recipient of the Microsoft Most Valuable Professional (MVP) award for Dynamics CRM, and is the Director of Solution Architecture for US-based C5 Insight. There are SDK and web examples of how to disable or hide an
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1 min read

MSDN Highlight’s new book, Working with Microsoft Dynamics CRM 2011 

Sonoma Partners have provided a chapter from their best selling book, Working with Microsoft Dynamics CRM 2011 on the MSDN site. The chapter we selected is Chapter 5: Solutions Overview and Concepts. You can download it or read it on the MSDN site. The book is written by Mike Snyder and Jim Steger who are
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1 min read

It’s official, new Microsoft Dynamics CRM and Silverlight book is OUT! 

Guest blogger and CRM MVP Julie Yack has a one_line bio; Mom.Wife.Nerd.MVP nerd. You can catch up with her many CRM activities on her blog The never boring life of Me. Both Dave and I have worked for the “BIG” publishers and while there’s nothing wrong with that, one day we decided that we could
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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. My example will be an
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5 min read

Microsoft Dynamics CRM 2011 ~ Online Test Drive Guide 

This post is the Microsoft Dynamics CRM 2011 Online Test Drive Guide, a high level guided tour of the application to help you get the most out of your 30-day trial experience. The guide will take you through key steps to a successful experience starting from the initial setup to using Microsoft Dynamics CRM 2011
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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. Given that some of the information could be sensitive, Goal Management feature ensures that only specific set of people who need to have
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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. There were also requests to allow usage of attachments in email templates so that whenever some
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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.
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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?  Are you a curious nerd