Richard Knudson
Richard Knudson
Richard Knudson is a Dynamics CRM consultant and instructor, and has a special interest in cloud computing and helping organizations realize the potential of social CRM. His company, IMG, specializes in helping businesses implement and customize the Dynamics CRM platform.
CRMUG Summit 2012 Wrap-Up
October 24, 2012, Chevy Chase MD – A week ago, as I was leaving the Washington State Convention Center and CRMUG Summit 2012, I...
Greetings from Las Vegas
Extreme CRM 2012 Wrapup October 3, 2012 – Another October, another Extreme CRM. This was my third Extreme, and their best attended conference yet with...
The Importance of Analytics
When I first started doing marketing automation integrated within Dynamics CRM, the only thing I cared about was email tracking. That is, after sending...
Convergence 2012: It’s a Wrap
This year I planned ahead, so even as Convergence 2012 goes down the home stretch, I wrote up my CRM-centric summary of the proceedings...
Advanced Processes in CRM 2011
February 7, 2012 – Today I had the pleasure of presenting a session at the February meeting of the XRM Virtual User Group, on...
Microsoft Dynamics CRM Anywhere Coming in Q2 2012
February 6, 2012 – Microsoft announced today the Q2 2012 Service Update for Dynamics CRM, and the fact that it's branded as the Microsoft...
Use Microsoft Connect to Drive Product Improvement
A long time ago I wrote an article, My Dynamics CRM 5 Wish-List, on some of the features I most wanted to see in...
Marketing Automation in Dynamics CRM
I'm not happy with the title of this article. But I'm less unhappy with it than any of the alternatives I could come up...
What’s New in Dynamics CRM 2011 R7? What’s New’s What’s New!
I've said it before and I'll say it again: gotta love the cloud, where important new features just kind of … show up, from...
Building Business Processes in Dynamics CRM 2011: Installment 11
I often encounter a situation where I've got a workflow or dialog process and want to create another one similar to it. There are...
Building Business Processes in Dynamics CRM 2011: Installment 10
Custom Dialog Process to Resolve Cases Previously, I characterized three broad scenarios for which dialog processes can be particularly useful: Creating records Converting records Closing…
Targeting Custom Forms to Business Units in Dynamics CRM 2011
I recently received this question from a reader: I'm working with an on premise 2011 client. I've created one parent and three child BU's. I...
Building Business Processes in Dynamics CRM 2011: Installment 9
Variables are used for temporary data storage during the lifetime of a dialog. One of the most common reasons to use variables is to...
Building Business Processes in Dynamics CRM 2011: Installment 6
Creating Records The standard user experience in Dynamics CRM is form-centric: to create a new record, navigate to the appropriate data grid, click the New...
Microsoft Dynamics Convergence 2011: it’s a Wrap
April 13, 2011 – Another year, another excellent Convergence. With no ado whatsoever, here's my Dynamics CRM-centric summary, as pithy as I can make...
Big Improvements to Opportunities in Dynamics CRM 2011
Most organizations implementing Dynamics CRM use the sales functionality. And when you use Dynamics CRM for sales, you generally start with the Opportunity record...
Dynamics CRM 2011 on a Roll: Team Eyes Branded Bundles with Hot Devices
April 1, 2011 – The Dynamics CRM 2011 upgrade is a juggernaut, partly because it's a great product at a significantly lower price point...
The Brad Wilson Chronicles
One of my favorite web sites is Software Advice, and one of my favorite analysts is Lauren Carlson, CRM Analyst for Software Advice. ...
Adieu iPhone
I don’t think I’ve ever had an electronic device I’ve loved as much as my iPhone. Since the day I picked it up two...
Find More by Searching Less in Dynamics CRM 2011
Dynamics CRM Advanced Find is great, but it can be a little intimidating for new users. As one of them said to me in...