Author Archives for Bill Caldwell

About Bill Caldwell

Bill Caldwell is a director and lead Microsoft Dynamics CRM consultant in the Denver, Colorado practice.  Bill is a certified Microsoft Dynamics CRM consultant and specializes in customizations, reports, customized queries and integrations.  Bill is an active member of the Dynamics community since joining RSM in 2007.  Bill is also experienced with the Microsoft development suites, which includes SQL Server, Visual Studio.Net and SQL Server Reporting Services.  Prior to this, Bill spent five years working in industry as an accountant and financial analyst.

Contact Information:

Email: Bill.Caldwell@rsmus.com
Phone: 303.298.6465

Follow Bill on Google+

Microsoft Convergence recap from a Dynamics CRM Perspective – Part 1: opening keynote, Microsoft Dynamics Marketing and unified user experiences

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Microsoft Convergence recap from a Dynamics CRM Perspective – Part 1: opening keynote, Microsoft Dynamics Marketing and unified user experiences

- March 21, 2015

After almost a week at Microsoft Convergence 2015, Microsoft’s premiere event for Microsoft Dynamics users, here are my key take-a-ways...

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Microsoft Convergence recap – Part 2: “Microsoft Dynamics CRM Suite”

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Microsoft Convergence recap – Part 2: “Microsoft Dynamics CRM Suite”

- March 20, 2015

As a Microsoft Dynamics CRM consultants, there were three topics at Microsoft Convergence that I was most interested, Microsoft Dynamics...

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Killer app for dialogs – Extend customer addresses in Microsoft Dynamics CRM without code

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Killer app for dialogs – Extend customer addresses in Microsoft Dynamics CRM without code

- December 19, 2014

The address (AKA customer address) entity is an important entity in Microsoft Dynamics CRM.  However, one major frustration is that...

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Video: Microsoft Dynamics ERP and CRM Connector

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Video: Microsoft Dynamics ERP and CRM Connector

- June 10, 2013

This 9 minute video demonstrates a common scenario for the Dynamics CRM Connector for Dynamics GP.   I demonstrate the qualification of...

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Dynamics CRM 2011 Build Unmatch query SSRS report using FetchXML

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Dynamics CRM 2011 Build Unmatch query SSRS report using FetchXML

- March 11, 2013

One of the limitations of the Advanced Find feature of Microsoft Dynamics CRM and by extension, Fetch XML using the...

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Microsoft Dynamics CRM 2011 UR12 – Report cannot be displayed

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Microsoft Dynamics CRM 2011 UR12 – Report cannot be displayed

- March 7, 2013

There are many reasons why you might get the “Report cannot be displayed” error message  for custom reports and/or out...

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Microsoft Dynamics CRM 2011 Online with Office 365 – Plug-In Registration and Scribe Adapter – an unsecured or incorrectly secured fault was received – Solved

Microsoft Dynamics CRM 2011 Online with Office 365 – Plug-In Registration and Scribe Adapter – an unsecured or incorrectly secured fault was received – Solved

- September 26, 2012

Microsoft is now moving the 30 day trial versions of Microsoft Dynamics CRM 2011 Online to its Office 365 platform. ...

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CRM 2011 UR9 Q2 Service Update Release date guess

CRM 2011 UR9 Q2 Service Update Release date guess

- June 27, 2012

The latest release date that I’ve seen for Microsoft Dynamics CRM Q2 is July 19th. I’m sure we’ll all find out...

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CRM User Adoption

CRM User Adoption

- February 22, 2012

A few years ago, I performed a CRM assessment for a company that was using Dynamics CRM 4.0 (implemented by...

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Why Choose Microsoft Dynamics CRM over Salesforce.com

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Why Choose Microsoft Dynamics CRM over Salesforce.com

- February 21, 2012

Below is a recent article on win for Microsoft Dynamics CRM over Salesforce and Oracle. In my world, this is...

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