Author Archives: stephenvnoe

About stephenvnoe

CRM & XRM solution architect and project lead. I provide CRM design, services, mentoring & support to all manner of front office solutions and CRM projects.

A Dynamics 365 MCSE in Salesforce Land

What happens when a Dynamics 365 architect gets a change to learn Continue reading

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Posted in Certification, Salesforce | Leave a comment

Building My.Future 2.0 for kids

Friday Sept 29, 2017, I finished my contribution to the My.Future project for the Boys & Girls Clubs of America that for me, started in October 2016.  The team is there finishing up the details, but the site went live … Continue reading

Posted in Database Design, Development, Dynamics CRM, Uncategorized | Leave a comment

Free DEVOPS Course

I’d thought I would share this DEVOPS link for those developers that might be interested.  If you were wondering where development might be headed beyond agile, this is a strong possibility.   Steve Noe DevOps is a cultural shift that … Continue reading

Posted in Development | Leave a comment

Entity & Field Design for charts in Microsoft Dynamics 2015

CRM entity or table design has evolved substantially overt the last few years, so I wanted to take a moment to illustrate how the CRM 2013/2015 releases have impacted how I design entities in Dynamics CRM 2015. When I am … Continue reading

Posted in Database Design, Dynamics CRM | Leave a comment

Tracking Certification Activities using a Rules Engine

In our last project for a medical certifying board, one of the challenges was to design a replacement for the legacy code that tracked the activities candidates were required to successfully perform to become certified. Certification related activities included many … Continue reading

Posted in Certification, Dynamics CRM, Rules Engine | Tagged | Leave a comment

Lessons learned: Legacy Software Replacement using Dynamics CRM

Background: For the last four or so years, I have been involved in a legacy (existing) systems replacement project for a certifying board. The legacy  software managed a database of information collected about constituent training, examinations, certification, re-certification and licensure. … Continue reading

Posted in Uncategorized | Leave a comment