CRM 4.0 Customization & Configuration – Drawing the border

February 26, 2009

When I was a novice in the Microsoft Dynamics CRM world I didn’t think much about professional frontal courses as I felt they did not bring real life experience and there for didn’t give me useful tools. Nowadays, as I am training CRM 4.0 courses I put much emphasis on actual implementation scenarios drawn from the various  projects I was involved in. I also encourage my students to bring their clients or their own implementation issues to the discussion. This always makes the lecture come alive and the students fill they gain real knowledge and got good value for...

How to create a repeating schedule workflow rule

February 10, 2009

I am often asked by my clients if Microsoft Dynamics CRM 4.0 can automatically schedule and perform a repeating task, such as sending an email notification to a Contact every year or adding a Note to a Contact record every day. One trivial solution to this problem is developing a custom module that will be repeatedly launched by Windows Scheduled Tasks feature or Windows Service and perform the required task. Another solution, one that does not require writing code, can be implemented using the Work Flow engine. Let’s take, for example, a...

Huh? Ice cream, yay!

February 6, 2009

I have been using the term Vanilla for quite some time now to describe Microsoft Dynamics CRM application when referring to the state in which it comes right out of the box. What I meant to say was “Plain and without any extras or adornments”. But why Vanilla? Only recently I have discovered the origin of this term in the ice cream flavors analogy crudely illustrated here:                           ...

Hello world

February 5, 2009

Here it is, my first blog post. Although a professional blog regarding my work as Microsoft Dynamics CRM professional, implementation problems and solutions, I probably won’t resist the temptation to babble about more important stuff like Spongebob Squarepants, philosophy, and various nonsense. Ciao world, have a great weekend.
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