In some of my past blogs, I showed that I had created the Dynamics CRM 2011 Account form and Main Window using only Expression Blend 4 SketchFlow and the stencils I developed for performing customizations. But I didn’t really show how you can use the stencils. So in this post I’m going to be showing
Read the full article hereIf you have read my other 3 blogs you will know that I am currently building a CRM 2011 Visio Stencil Set you will also know all about the features and controls that I have added to all the different field types and side navigation items that I have already built. In this blog I am going to go over
Read the full article hereI have spoken to many Dynamics CRM users who wish to utilize some kind of dashboarding feature within their CRM implementation. With CRM 4.0, this can be achieved using the charting capabilities of SQL reporting. Although this this is a nice way for a business to display a graphical representation o
Read the full article hereIn my last week’s blog about the Dynamics CRM 2011 Sketchflow Stencils, I had created a working Account form in Expression Blend Sketchflow, so this week I thought I would show the main CRM 2011 window I had been working on, showing Accounts under Workplace. This is what I wanted to create: Since I
Read the full article hereIf you have read my other 2 blogs you will know that I am currently building a Dynamics CRM 2011 Visio Stencil Set. You will also know all about the features and controls that I have added to all the different field types that I have already built. In this blog I am going to explain what else I have
Read the full article hereMicrosoft Dynamics CRM 4.0 allows you to create custom drop-down list attributes known as Picklists. These are great for capturing data in a single attribute that can take one of many possible values. However, the disadvantage of Picklist attributes in Dynamics CRM 4.0 is that they can only be used
Read the full article hereLast week I finished the account form ribbon, and this week I’ve been working on the rest of the account form. In case you haven’t read my last 2 blogs on my stencils, over the last few weeks I’ve been working on creating Dynamics CRM 2011 Stencils inside of Expression Blend 4 Sketchflow, to be use
Read the full article hereAs you read in my first blog I am in the process of creating a Visio stencil set for the new Dynamics CRM 2011. So far, all I have showed you what the fields will look like. In this post I am going to show you a more in-depth look into how they will function. I have added in the ability to adjust an
Read the full article hereIn my last post I re-evaluated the Quick Campaign tool in Microsoft Dynamics CRM 2011 and discovered a few new handy functions now available. This week I will move on to investigate the Marketing Campaigns tool to see what CRM 2011 has up its sleeve here. I wrote a post about Marketing Campaigns in
Read the full article hereIn my last post on the All New Dynamics CRM 2011 Stencils I mentioned that I would be working on created a set of Microsoft Dynamics CRM 2011 stencils, to be used inside of Microsoft Expression Blend 4 Sketchflow so that you can create your entities and customization in Blend, before performing them
Read the full article hereHow would you like to be able to go to a customer with what all the forms in CRM 2011 will look like after it is all completed without even going onto CRM 2011 itself? Sounds too good to be true you think - well it’s not. I bet you all remember the CRM 4.0 Visio Stencil set. Well now that CRM 2011 h
Read the full article hereIn my last post I talked about my change in hardware in my quest to build the ultimate Demo Machine for showcasing Microsoft Dynamics CRM 2011. So I now have most of the hardware. And this is what I have had to do to get it to the current state: 1. Remove Windows 7 and all the HP pre-installed
Read the full article hereA couple of months back I wrote a post on Using Quick Campaigns in Dynamics CRM 4.0. In keeping with my theme of Microsoft Dynamics CRM 2011 discovery I thought I would re-evaluate this tool in to see what exciting new things have been brought to the table. Let’s take a look… Firstly, just to re-cap
Read the full article hereIt’s time to talk about new feature in CRM 2011. Today it’s assigning records to a team – a small but very useful ability – it allows you to share records not just among individual users like before, and have trouble every time when somebody gets a sick and is off for two days, but create teams of e
Read the full article hereOver the next couple of weeks I will be creating a set of Dynamics CRM 2011 stencils to be used inside of Microsoft Expression Blend 4 Sketchflow, so that you can design your customizations with the stencils before actually performing the customizations inside of CRM. Microsoft Expression Blend 4
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