February 14, 2012 - When do you need to use rollup queries? In part 2 of a series on building product unit sales goals in CRM 2011, I illustrate how rollup queries can be used in combination with other goal criteria, to both narrow and broaden the set of records that roll up to a goal.

February 14, 2012 - Revenue goals are probably the most commonly encountered kind of sales goals, but there are other ways you can define them as well. For example, using the goal management features of Dynamics CRM 2011 you can define a goal for the number of product units sold, and that's the topic of this article.

February 7, 2012 – Today I had the pleasure of presenting a session at the February meeting of the XRM Virtual User Group, on Advanced Processes in CRM 2011. XRM impressaria Julie Yack kicked off the session with an overview of upcoming CRM events, a summary of what we can look forward to in the CRM Q2 2012 Service Update, and a gracious introduction. The introductee took it from there. Here's his…