Powershell and Microsoft Dynamics CRM (#msdyncrm)

So you think you are the ultimate master of Microsoft Dynamics CRM! This is totally awesome, because now you can empower your entire team with new PowerShell Awesomeness for Microsoft Dynamics CRM Organization Data!

AND don't forget to send some feedback and love to the developer!

Read More and Download Here


Thinking of an Upgrade to Microsoft Dynamics CRM?

Are you thinking about moving your Microsoft Dynamics CRM instance to Azure? Or perhaps you want to move to CRM Online? Maybe you just want to upgrade from a much earlier version to the most current version?

Microsoft Consulting Services has a set of services that will provide you with an upgrade assessment.

Now is a great time to get that assessment done and to start thinking about polishing up the heart beat technology of your company. The products every one of your staff use : Microsoft Office (or O365) and Microsoft Dynamics CRM!

Learn More

Customer are So Cool, Azure In Sports (one story of many)

"Next Generation Sports Network (NGSN) wanted to make international soccer matches available live and on-demand to a global viewer base. It required a wide array of solutions to create the next step in in the evolution of the online sports viewing experience. With Microsoft Azure and support from Microsoft Services, NGSN was able to build a global broadcasting network in just six months – just a fraction of the time required for an on-premises solution."



Lithium and Microsoft : Community, Social and Dynamics CRM

Interesting Press Release:  Lithium and Microsoft

"SAN FRANCISCO – June 2, 2015 – Lithium Technologies and Microsoft Corporation (NASDAQ:MSFT) have signed a strategic alliance agreement to integrate Lithium social interactions and community data into Microsoft Dynamics CRM"


Read More



So many great resources for Dynamics CRM v7.x.x (#msdyncrm)

Dynamics CRM 2015 Update 1 Content (Spring 2015)

YouTube Videos

Subscribe to the Dynamics channel to stay up to date:


CRM Team Blog

  • Microsoft Dynamics CRM Online 2015 Update 1 (7.1.0) Product Documentation is Available!
  • Microsoft Dynamics Marketing 2015 Update 1 Product Documentation is Available!
  • Microsoft Social Engagement 2015 Update 1Product Documentation is Available!
  • Parature, from Microsoft 15.2 Product Documentation is Available!
  • AND SEVERAL MORE excellent blog posts by our field and PMs - check it out!

Security: Microsoft Dynamics CRM gets even more security options

Dynamics CRM 2015 Hierarchical Security

There is so much depth to Microsoft Dynamics CRM Security that it is amazing that they can add more and yet, more has been added. A great post is available on all the new options which you can reach using the link above.

27018: Cloud Trust - Learn More about this Differentiator at Microsoft

Microsoft Dynamics CRM Online conforms to ISO/IEC 27018, the only international set of privacy controls in the cloud

Microsoft is the first major cloud provider to be independently verified as having  adopted ISO/IEC 27018, the world's first international cloud privacy standard. The adoption of ISO/IEC 27018 by Dynamics CRM Online is part of a broader commitment from Microsoft to protecting the privacy of our customers, as described in a Microsoft on the Issues post from Brad Smith, General Counsel and Executive Vice President. In addition to Microsoft Azure, Office 365 and Microsoft Intune have adopted ISO/IEC 27018."

CRM Online in the world of Enterprise : Patterns & Principles for Solution Builders White Paper

"In the world of Microsoft Dynamics CRM, the shift to the cloud is well underway. Microsoft Dynamics CRM Online is growing by leaps and bounds, including sales to massive customers with huge user counts. If you’re a partner in the Microsoft Dynamics CRM channel, it’s important that you understand what this means for the solutions you build for customers who want Microsoft Dynamics CRM Online."


Microsoft Dynamics CRM Online vs. CRM On-Premise

A number of people have asked, what is the difference between Microsoft Dynamics CRM Online and Microsoft Dynamics CRM On-Premise other than where the actual software lives.

This has generated a few articles and resources that answer this question.

An Exposé on the differences between Microsoft Dynamics CRM Online and On-Premise

Demystifying business value of CRM in the cloud

The US Dynamics Partner Team And the Dynamics Academic Alliance have teamed up to create some new offerings

The US Dynamics Partner team has joined forces with The Microsoft Dynamics Alliance Team ( (DynAA)) to train students and recent graduates on Microsoft Dynamics CRM 2015, interest them in Dynamics careers, and connect our Partners with this pool of quality candidates who are new to the CRM channel.   

This Microsoft Dynamics CRM Career Connect Boot camp is comprised of:

  • Five days of in-person technical training led by a Microsoft Certified Trainer on Microsoft Dynamics CRM 2015
  • Microsoft Sponsored Career Fair for Partners to engage with Students
  • Certification in Microsoft Dynamics CRM
  • Virtual Learning sessions with MCTs, Partners, and Microsoft Dynamics experts focused on product functional skills (i.e. consulting, project management and soft-skills training).

Currently they are hosting this in 3 locations, inviting, juniors, graduating seniors, MBAs, graduate students, and recent graduates from local universities:

  • Chicago, IL – at the Chicago Microsoft office
  • Seattle, WA – hosted by the University of Washington
  • Boston, MA – hosted by Northeastern University

All of the boot camps will take place different weeks in June.

Please contact the Microsoft Dynamics CRM Career Connect Bootcamp Team if interested by sending mail to  usdyns2b at with questions.  Please note that space is limited and applications are only accepted for another couple weeks.  Space is filling quickly!

Microsoft Social Listening has MORPHED into Microsoft Social Engagement

They started with Microsoft Social Listening (MSL), empowering one user at a time to embrace and filter through all the social noise using technology! Empowering users to leverage more data to get their individual goals met and offering more depth of functionality both with and without Microsoft Dynamics CRM.

NOW there is MORE! Now MSL has morphed into Microsoft Social Engagement where you can do more than just listen.  MSL Matured into more features, more interaction and more user power.

So if you have been waiting for the bleeding edge to stop bleeding and you are ready to empower your users with more than just an e-mail system and more than a robust customer relationship system then start dipping your toes into the water with the Microsoft Social Engagement tool (MSE).

You can take a GUIDED Tour Here!  

Dynamics CRM 7.x.x Certification Exams

Some good news about exams - You now have some Online Proctored Options so for those of us in more rural areas, we don't have to drive a couple of hours to an exam center!! Hurray!

  • MB2-704            Application
  • MB2-704OP               Online Proctored
  • MB2-706            Online Deployment
  • MB2-706OP
  • MB2-707            Customization and Configuration
  • MB2-707OP
  • MB2-708            Installation
  • MB2-708OP

MB2-720    Microsoft Dynamics Marketing

and there are so many more !     

Incredibly Wonderful News! Clarity on Versioning

New Naming Conventions for Microsoft Dynamics CRM

One of the senior developers who I use to work with had a great quote that I often think about when stepping into some of the more complex enterprise projects or when trying to explain Microsoft Dynamics CRM or the projects built from the platform and branded using xRM (relationship Management at it's best).

"Simplicity is often on the other side of Complexity" ~Chris Condron  but perhaps Oliver Wendell Holmes deserves the credit. Either way I was thrilled to find out that the internal teams at Microsoft have announced this realignment of numbering for Dynamics CRM!  

"I would not give a fig for the simplicity this side of complexity, but I would give my life for the simplicity on the other side of complexity. " Oliver Wendell Holmes

It shows the deep maturity of the product. It easily communicates the growth and the upward trend of the development efforts and it is straight forward for people to understand.

So KUDOs to the team! Keep up the incredible as you pull together all the new power to the Microsoft Dynamics CRM customers and the CRM Community!


Even More Dynamics Love on Youtube and Facebook! #MSDYNCRM

The new CRM page is live on YouTube and Facebook.

You can access the YouTube page here:

The Facebook App can be accessed directly at:

    CRMUG has not been sleeping! GREAT Connects, GREAT Content

    If you have not visited the CRMUG website lately, you might want to go take a look. They have been using new community software and have continued to organize and host local, national and webinar enabled meetings for users of Microsoft Dynamics CRM.

    One of the best things you can do if you are using Microsoft Dynamics CRM is to get involved in the community.

    New Dynamics CRM YouTube Channel

    The new CRM page is live on YouTube and Facebook. This will enable better discovery of the video assets being created for the releases.

     You can access the YouTube page here:


    The Facebook App can be accessed directly at:

    Dynamics CRM 2015 SDK Hidden Treasure

    One of the great things about the release of Microsoft Dynamics CRM 2015 is all the great new that is packed in between all the great that already existed.  Sometimes there is so much great that a feature, tool or wow slips between the lines in the documentation or the noise of the BUZZ.

    One of these great little features is a feature of the plugin registration tool that was part of the CRM 2015 release of the SDK! Mark has a short video and blog about it here.

    Back in the CRM v2011 Days

    Back in the Microsoft CRM v2011 days there was an issue with the “Send an error report to Microsoft” configuration where the OOB features of Dynamics would cause generic errors to appear when in reality there were no errors or perhaps just a slight delay. The timing was over sensitive so although there was some debate about it is designed to do that, it was doing it way too often.

    In the field we turned off the alert.  The message was not helpful and also would block an occasional real error. Needless to say for a year or two we would need to turn off this feature both under Settings, Administration, PRIVACY settings and under a user’s personal options.  

    Does anyone remember these times?

    Does anyone still have a blog post on the issue?



    Thank you Deanna Sparks !

    I wanted to give a big shout out to Deanna Sparks, an associate consultant specializing in Microsoft Dynamics CRM. She is a guest blogger who wrote that great piece on Business Process Flows. As many of  you know Business Process Flows were released with Microsoft Dynamics CRM v2013 and with the release of Microsoft Dynamics CRM v2015 they are even more powerful!

    I can still remember last year at Convergence watching this incredible presentation by two powerful business users at one of the Microsoft Dynamics CRM client sites. They LOVE business process flows and it was amazing to see what they had used them for in v2013! Just wait until they see the newest release. Talk about getting the chain saw - who can keep up and yet users can always find ways to ask for more.

    Heads Back Up

    So I have been heads down for a number of months and it is time to pull my head back up into the community! Dynamics CRM v2013 and Dynamics CRM v2015 have a TON of new awesomeness and by sharing the incredible power of the functional configuration options we can increase customer happiness and Dynamics CRM success.



    ExtremeCRM : Dynamics CRM Awesomeness!

    There are some INCREDIBLE partners and clients doing incredible things in the world with Microsoft Dynamics CRM and a layering of conferences that show the incredible. The Agility, the flexibility and the services that surround the product all create a huge economic advantage to companies from Enterprise to SMB. ExtremeCRM is one of those great conferences.  

    A couple of the partners recently presented their solutions at ExtremeCRM and it was summarized so well in this picture.


    Get Ready for the Microsoft Dynamics CRM FALL release! #msdyncrm

    Press Release:      


    Bob Stutz’s Blog:


    Customer Center Get Ready Page:

    Keeping up with Dynamics CRM Versions

    Keeping up with the incredible Microsoft Dynamics CRM versions in the old days was hard enough, but now the team is  updating and releasing at an even faster pace. 


    • If you don't like something, enter a CONNECT request and you might be surprised sooner than you think or VOTE on one already submitted.


    • Competition: There information is probably outdated, ask multiple sources. Also make sure you include an experienced servcies provider in your conversations. The Field Service teams at Microsoft and at Partners configure and extend past most all objections.


    • You need to make sure to plan on staying current.
    • You need to interrupt the versioning.

    These Resources can help

     The Dynamics CRM in the Field Blog

    The Microsoft Dynamics CRM Team Blog


    Hold onto your Hats! Dynamics CRM 2013 is Deepening gaining depth and breadth

    Something amazing happens when you move to the Cloud. Updates Happen and for the millions of Microsoft Dynamics CRM Online users updates have been happening. Have you looked at some of the more recent released features such as  Microsoft Social Listening.

    This year I have counted at least four if not eight major feature enhancements to Microsoft Dynamics CRM and the wonderful is not slowing down.

    Now is the time to "Work Like a Network"

    The latest Taste of Premier episode is now LIVE!  

    About this Video:

    Lex Thomas welcomes Jackie Nichols and Chris Gideon to the show as they discuss how businesses can unleash the power of “working like a network” through internal social media tools that can help organizations better communicate and collaborate with each other to drive better business results which impact customer satisfaction and your bottom line.   

    • [1:10]      What is Enterprise Social?
    • [4:15]      What role does Yammer play in this?
    • [4:48]      What should our expectations be around Social Media?
    • [6:38]      Define “Work like a Network”?
    • [8:01]      How does it work?
    • [9:50]      How do you measure the success of Enterprise Social?
    • [12:31]      Can you see what topics are trending internally?

    Visitors, The Globe, Perspectives

    I just reset my Globe so as the days of 2014 accumulate, and people continue to read this blog the touch pinpoints will grow again. 

    To date I have had ~237,000 visitors and it is a thrill to know that I can keep helping the world to master Microsoft Dynamics CRM. The release of v2013 KEEPS the great and adds more! A framework, a product, a solution set and a platform for integrating to so many other solutions. Make 2014 the year you eliminate all those random Access Databases, and reduce all those way too sophisticated and often redundant Excel Spreadsheets.

    "Think Microsoft CRM"


    Jump Start your MS CRM 2013 Understanding #crm2013

    Microsoft Dynamics CRM v2013 has so much to offer and one of the best ways to start getting your head around what is being offered is to regularly attend some great either 100 or 300 level webinars.

    Luckily Microsoft is offering such webinars for partners, customers and prospects.

    You can find the whole series here:

    Or if you want to just sign up for tomorrow's session, here is the link:

    Promote via LinkedIn/Twitter as well!  Thanks!

    A Bold New World: Even more choices #CRM2013

    As we move into this bold new world of many different devices, we are also opening the door for many different options for accessing our central Dynamics CRM store of data. When learning about all the different options keep in mind the differences between an application that is built to work in different OS environments such as the new Tablet access to Dynamics CRM and an application that is built for a more specific set of criteria such as a specific Windows 8 CRM Phone applications. Key areas of slight shift are items such as on a phone you are usually talking about the "phone" focus and providers like Verizon and AT&T whereas on a tablet your focus on phone might be Skype or Lync.

    It is easy to get confused and Dynamics CRM v2013 offers so much!! I have to admit I am excited.

    The Tablet access offers cross browser, but also many different tablet centric features like touch, pinning and choice of surfacing what you want to see where.

    The Mobile access offers the really tiny form factor (for those small phones) as well as consideration for offline.

    We also continue to have the Outlook Client which leverages all that is Dynamics CRM and all the great features within Outlook and the Web Client Access offering the application from your choice of a set of browsers.

    In this brave new world you need to figure out how to best communicate all of the power of choice to your customers, peers and team members. As much as we are One Microsoft and One OS across many different devices, there are certain features and options that are very relavant for some devices and not important to others. Given this the technology you are using and the choices it offers does make a difference.

    Choice is also not limited to technologies, it is also all about business culture, department process and individual working styles. The convergence of business and information technology is now!

    What is amazing about Microsoft is that they offer so many incredible choices without nickel and diming their customers. They help customers use what they need where from their deep pockets of choice.

    Are you ready for some Dynamics CRM v2013 Videos from YouTube?

    Rollup 15 MS Dynamics CRM v2011

    Microsoft has posted CRM v2011 Update Rollup 15.

    Do you have a lot of other OutLook Integrations? CRM Outlook Client causing you grief on just one machine? 

    This  rollup includes “process isolation” to split the Outlook Client out from the core Outlook process, an upgrade to SQL CE 4.0, and reductions in isolated performance issues with a large address books (among other things, it’s all in the KB)


    Microsoft Dynamics CRM v2013

    Look out! It is a whole new and old CRM world!

    Take a huge amount of depth and years of development (Dynamics CRM v2011) and add onto it a whole new way of working. Shake out a few of the old features, park a couple of items for just a bit and add some much very cool new. Now mix well, test and release.

    Oh and hold onto your hat, because although change is constant it always has an impact.



    Dynamics CRM v2011 Rollup 14 Released

    General best practice for OnPremise users is to stay within two roll-ups. Just consider the large team of developers writing code, fixing any issues (reported by the millions of users) and continuing to make Dynamics CRM the absolute best CRM product on the market.

    Microsoft Dynamics CRM v2011 Roll-up 14 has just been officially released. Learn more here.

    Dynamics CRM SDK v5.0.16 Release

    In our busy lives, this one might have slipped by your Excellent Dynamics CRM Extension Team.

     A new Microsoft Dynamics CRM SDK Update was released in June

    To Read More From the Field, Check out these two great writeups ...


    Dynamics CRM 2011 Rollup 13 has been released

    There are some great posts summarizing this wonderful development effort of updates, features, fixes and new!

    Bullets of Interest



    Links for More

    Convergence: It is that time of year again! #CONV2013

    I won't be at Convergence this year, but I wanted to go ahead and share some getting the most out of the event tips and tricks. because Convergence isn't just about great sessions and learning, but it is also about


    1)      Networking

    2)      Meeting the Third Party Providers and ISVs who partner with Microsoft on Dynamics CRM
    and add value add

    3)      Meeting the Microsoft CRM Support Team and technical resources (bring your questions)

    4)      Meeting the Microsoft CRM Developers and development team (there are new faces to watch for)

    5)      Meeting other Microsoft team members

    6)      Communicating with other CRM users (Look for CRMUG)

    7)      Listening and learning from Authors, Field Experts and great consultants


    So In my many years going to and presenting at Convergence I offer you the following



    1)  Know which sessions you want to go to before you go and have a backup option
    (sometimes sessions are sold out)

    2)  Know who the speakers are: Ask or search the net or read their blogs, being great at what you know doesn't mean you are a great speaker. Look for both!

    3) Use Twitter during the conference to keep up with the live session buzz and to connect with other CRM tweeters. My guess is the tweet tag will be #conv2013 or #conv13

    4) Know the level of the session: They can range from 100 to 400 and have a lot to do
    with presenter and audience. Convergence has both sales sessions to show what is new and deep technical sessions to get you up to speed fast so you have to know how to pick them.

    5) Go to the parties and don’t stay at one. Roam from one party to the next and check out the culture, the mood, the tone, the side talks, the buzz

    6) Talk to Strangers

    7) Eat with people you don’t know and when you sit down, talk to them

    8) Make time to visit the bookstore (even if to just see what CRM books are available)

    9) Make time to visit the booths (I have had more great technical talks with CEOs at
    trade shows than anywhere else)

    10)  Go to some non-CRM Sessions such as Office, SharePoint and BI – products that work
    great together with CRM

    11) Go to some business sessions – they have some incredible leaders presenting on
    leadership, change management, etc. Many are well recognized business book
    writers. (loved hearing Malcolm Gladwell a few years back)

    12)  Setup a Meet the Expert Connect session and have a one on one with a developer,
    business leader, or other resource. A few years back I met with the development team working on a key feature in the newest version of CRM. What a blast to get their perspective.

    13)  Attend the Pre-Convergence CRMUG Day, the sessions are smaller and the content incredible.

    14) Bring business cards, share your business cards, collect business cards AND schedule time when you get home to follow up. Not just the week after, but again two weeks after and a again after 2 months, etc. Networking is about meeting and then building relationships that offer win/win value to both people.

    15) Share what you know! Evaluations make a HUGE Difference in the world of Microsoft. Peer to Peer sharing makes a HUGE difference in the success of Dynamics CRM.

    16) Attend the last session of the day and the event. Those speakers are sometimes the best, because they draw out the day.


    Social Tips

    1) It is New Orleans! Get up on the balcony and share the fun of throwing beads at people.

    2) Plan to eat incredible food.

    3) Don't plan on sleeping too much, but don't burn up all the brain cells so you don't have time to learn.



    What happened at Convergence 2012? Twitter happened!

    The fastest way for you to find out about the hot trending topics from Microsoft Convergence is to go on over to Twitter and to search on #conv12, #conv2012 and (to get a few missed items) #con12. You can also search on #CRMLady (that is me) and #msdyncrm.

    The buzz during the event was hot, fast, real time and enlightening. I can't tell you how many times I smiled while reading 140 characters. A quick glance, a smile and back to 100% listening to content.

    What was great was to post a thought and then to see all the reviberating thoughts on the speakers while the speaker was still speaking.

    In fact at one of my presentations. Someone TWEETED a question, I read it (yes, while speaking) and responded to the entire group. How did I do that? Well there were two of us presenting so the back and forth gave me a chance for a quick peek.

    Talk about an entirely different way to present to geeks and introverts - Look out future tomorrows, the power of the introverts enabled!  

    You like how Dynamics CRM is working: Why Change, Why Upgrade?

    There's a Talk for That!

    The Microsoft Dynamics landscape is changing quickly – new technology, new platforms, new implementation strategies, new partner challenges—and the changes mean major new opportunities, and major new risks. Decisions that you make now about your Dynamics solution will have implications for years to come.

    Who Should Attend Decisions Fall 2011?

    Decisions Fall 2011 is a virtual event for...

    • Business decision makers seeking expert advice on implementation strategy
    • IT managers looking for technical insight and advice
    • Power users who want to learn more from the experts and share their knowledge
    • New users making the switch or contemplating the switch to Microsoft Dynamics.
    • Dynamics professionals who want to learn, network, and investigate ISV solutions
    • Anyone in the Microsoft Dynamics community looking for an exciting new platform to network and learn!