Microsoft Dynamics CRM 2016 Task Flow

A task flow is a new business flow process available in CRM 2016 Online.  It is currently in preview so you have to enable the preview option for your organization.  A task flow allows you to guide users through a certain task or set of tasks that have a particular objective.  In the example I’m…

Microsoft MVP Virtual Conference

I was pleased to have the opportunity to participate in the first ever Microsoft MVP Virtual Conference.  For those of you not able to attend, we had a panel of four Microsoft MVP’s to include Alex Fagundes, Chris Cognetta, Shan McArthur and me.  Of course, the topic was the latest release of Microsoft Dynamics CRM.…

Microsoft Dynamics CRM 2015 Record Update Enhancement

After watching a video or two about the Dynamics CRM Record Update enhancements, I decided to try out the new features.  The enhancements make updating records in CRM much easier and more seamless so I wanted to share the information with you.  I wrote an article that was posted on the Microsoft Dynamics CRM Team…

Microsoft MVP Virtual Conference 2015

In case you haven’t heard, Microsoft is hosting the first US MVP Virtual Conference on May 14th and 15th.  The really excellent news is that we will have a Microsoft Dynamics CRM session.  That’s right, I will be hosting an Ask the Experts session and we will be talking about your favorite subject this time…