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Jim Glass Jr

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Our guest blogger today is CRM MVP Rhett Clinton, an expert Microsoft CRM Technical Consultant, with extensive experience in leading CRM projects and developing Microsoft CRM solutions since 2004. He is a Microsoft Certified Business Management Solutions Professional (Developer for MS CRM), a Microsoft Certified Professional Developer (MCPD) and a Microsoft Certified Solution Developer (MCSD)....

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The Duplicate detection feature in Microsoft Dynamics CRM makes sure that your business data is accurate and clean by identifying potential duplicate records and letting you decide how you want to resolve these. We’ve recently published a new video that explains how duplicate detection works and shows how you can define criteria based on which...

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The following is a guest blog post by Dynamics CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation. Jerry has been working with CRM since the 1.2 release in 2003. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. Twitter: @crminnovation. In Microsoft Dynamics CRM there are...

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Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his wildly popular blog, Leon’s CRM Musings. 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...

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CRMUG Summit is designed with one thing in mind: to connect you, the Dynamics CRM User, with the right resources to address your specific CRM challenges, issues and priorities.  We create ample networking opportunities, both formal and informal, to make it easy for you to connect with other Users, partners, or Microsoft staff members who...

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If you and your colleagues use CRM to collaborate on the records you keep, you should watch our new video about Sharing and Assigning Records (CRM users) and Sharing and Assigning Records (CRM Online users), which explains how to enable teams to work together on individual records in the system. I welcome your comments and...

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We’ve explained how to set up CRM to match the way you want to use it—configure the views you use regularly, and adjust how information is displayed to you. We cover this in our new video, Personalize Microsoft Dynamics CRM for yourself (CRM users) and Personalize Microsoft Dynamics CRM for yourself (CRM Online users). I...

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Microsoft Dynamics CRM SDK Version 5.0.6 is now live on MSDN library. It is also available at MSDN downloads. This release is primarily to update the tools and documentation for the upcoming release of Windows Azure AppFabric Access Control Services (ACS) 2.0: Updated the Plug-in Registration Tool to work with Windows Azure AppFabric Access Control...

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Throughout this month, we revealed some of the pain points we’ve heard about Salesforce.com from their current and former customers, many of which have already switched to Microsoft Dynamics CRM. As we shared these facts, we have regularly heard from Microsoft Dynamics CRM customers that continue to express how the familiar, intelligent and connected experiences...

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The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 19 on Thursday, August 25, 2011. The links below will take you to the necessary information about Update Rollup 19. Microsoft Download Center: http://www.microsoft.com/download/en/details.aspx?id=27202 Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2550097 General details about Update Rollup 19 Update Rollup 19 is cumulative....

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If you manage a sales team or any other organization with readily quantifiable productivity goals, you should learn more about the Microsoft Dynamics CRM goal management feature by viewing our new Use Goal Management (CRM users) and Use Goal Management (CRM Online users) video. I welcome your comments and queries about our videos. Cheers, Tom...

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