July 30, 2012

Think you know Windows Azure? Think again!

On August 21, 2012, I and several of my RBA colleagues will be presenting at the Denver Azure User Group. We’ll be covering the new features available in Windows Azure. Below is short description of the session: In June Microsoft changed the game in cloud computing by releasing previews of… Read More


July 30, 2012

CRM Duplicate Detection Part 2: Create & Run Duplicate Detection Jobs

The first installment of this two part series on duplicate detection in CRM 2011 addressed enabling duplicate detection as well as creating and editing rules.  This installment will include the steps to run a rule on a list of records as well as creating and scheduling duplicate detection jobs. Run… Read More


July 30, 2012

CRM Duplicate Detection Part 2: Create & Run Duplicate Detection Jobs

The first installment of this two part series on duplicate detection in CRM 2011 addressed enabling duplicate detection as well as creating and editing rules.  This installment will include the steps to run a rule on a list of records as well as creating and scheduling duplicate detection jobs. Run… Read More


July 23, 2012

CRM Duplicate Detection Part 1: Configure Settings and Create Rules

In this first installment of a two part series on duplicate detection in CRM 2011, we will look at duplicate detection settings and rules.  Let’s start with some basic information on duplicate detection.  CRM 2011 allows you to set policies and configure rules aimed at detecting duplicate records.  Based on… Read More


July 18, 2012

Leverage Dialogs to Guide Customer Interactions

Dialogs in CRM 2011 guide users through a business process in a wizard like fashion.  You may configure dialogs to present questions and store the responses, dynamically deliver prompts based on the information gathered and update existing records or create new ones. In this article I provide an overview of… Read More