Jerry Weinstock

Jerry Weinstock, President and CEO, has the energy and vision of a true entrepreneur. His 20+ years’ experience includes a broad mix of business development, sales and sales management, hardware and software technical competency, and marketing know how. Jerry has successfully launched three companies based on new economy principles.

• In 2010 Jerry was recognized for his contributions to the the Microsoft Dynamics CRM community and has been recognized as a Microsoft MVP for Dynamics CRM.

• In 2008 he became the President of the Kansas City Chapter of the International Association of Microsoft Channel Partners, an international organization. Jerry is one of the founding members of the chapter.

• In 2004 he formed the Kansas City Chief Marketing Officers Group which is based on exchanging ideas and driving results. The KCCMO has now gone web 3.0 and is a Linkedin group.

• In 2002 Jerry became the first and ultimately only Kansas resident to successfully file 12 lawsuits against bulk mailers that spammed iBizInitiatives with unsolicited mail. To chronicle the successful lawsuits and educate other people, he created the Web site – KansasNoSpam.com.

• Jerry has been recognized for his professional contributions and served on the Board of Directors of the American Marketing Association - Kansas City Chapter as the President and VP of Interactive Services from 2001 through 2005.

• At the height of the dot-com craze in 2000, he sold a permission-based e-mail newsletter business (AutoIdeas.com) for a niche market for the rate of $33 per name – a rate that was previously unthinkable.

• In 1996 Jerry was one of the first to develop a for-profit HTML based e-mail newsletter targeting a niche marketplace.

• The Power of Choice and the Firewall

  • Microsoft Dynamics CRM Team Blog
  • January 28, 2010
  Authors: Jerry Weinstock

  In 2010 owners of Microsoft Dynamics CRM On Premise installations will be inclined to re-visit how they are managing their Firewall configuration and access to their CRM system. Why haven’t I included the other implementation scenarios? Because they already ‘Got it, so they Get it’.

• Using CRM Error Codes to Enhance Customer Support

  • Microsoft Dynamics CRM Team Blog
  • July 21, 2010
  Authors: Jerry Weinstock

  As a developer of CRM ISV solutions our users are sometimes presented with rather cryptic error codes that don’t shed a lot of light on the corrective action they should take.

• Marketing Lists – Newly Discovered Attributes

  • Microsoft Dynamics CRM Team Blog
  • December 28, 2009
  Authors: Jerry Weinstock

  There are many attributes that come with the CRM system. Most of them have been published on the forms from the get go when you open up the application. The remaining ones have been created in the schema and await our use in customizing an entity form. While doing some work for a new project I happened across 3 attributes in the Marketing List entity I didn’t realize existed. I immediately put one of them to use – Members Count.

• A Plethora of Phone Attributes

  • Microsoft Dynamics CRM Team Blog
  • September 9, 2009
  Authors: Jerry Weinstock

  Right out of the box Microsoft Dynamics CRM 4.0 provides a wealth of phone attributes to use in tuning the application to the user's environment. There hasn't been a single CRM implementation I have been involved with where one of the first things users latched onto was modifying or removing phone fields displayed on an entity form. On each of these occasions I have often said to myself - After this project I am going to put together a reference document that I can use for the next project. Well the time has come and it has been done.

• Marketing 24/7

  • ChannelPro Magazine
  • July 1, 2007
  Authors: Jerry Weinstock

  If you're in business, your'e already marketing. So you may as well give some thought as to how you're doing it.

• Should You Jump Into CRM?

  • Redmond Channel Partner
  • June 1, 2007
  Authors: Jerry Weinstock

  Customer relationship management (CRM) generates some pretty impressive numbers. Overall, Forrester Research Inc. estimates that worldwide revenue for CRM solution providers, which hit $8.4 billion in 2006, will reach nearly $11 billion by 2010. Meanwhile, Microsoft Dynamics CRM now has more than 10,000 customers and 400,000 users, and adoption is growing at nearly a triple-digit annual rate.
  
  The resulting financial opportunities for Microsoft classic partners may sound too good to pass up. So should you join the CRM parade? Here are some factors to consider before you decide.

• Microsoft Dynamics CRM 2011 ~ Book Club

  • Microsoft Dynamics CRM Team Blog
  • February 1, 2011
  Authors: Jerry Weinstock

  I am looking across my office right now at a bookshelf and I see that it is time to do a refresh of our Microsoft Dynamics CRM Library. I have six CRM 4.0 books that need to be replaced by the new materials coming out from independent authors. I can tell your first hand that the information in these books has proven to be absolutely invaluable in our work with the Microsoft Dynamics CRM product. Even at $25 to $50 or so each they have given our team members an incalculable return on investment.

• The CRM TechNet Wiki – one person’s perspective

  • Microsoft Dynamics CRM Team Blog
  • May 11, 2011
  Authors: Jerry Weinstock

  In March a fellow MVP – George Doubinski reached out to the CRM MVP Community to inquire about our interests in supporting a Microsoft Dynamics CRM TechNet Wiki. Julie Yack introduced the Wiki last month on this blog post.
  
  Here is why I decided to become a contributor and why you should consider supporting it also.

• Microsoft Dynamics CRM "Building Consistency into Free Form Text Fields" - September 9, 2011

  • Microsoft CRM Team Blog
  • September 9, 2011
  Authors: Jerry Weinstock

  In Microsoft Dynamics CRM there are in a few core entities where the Primary Attribute field is a nvarchar Text field that the user must complete. These fields are system required and you are unable to edit them to change their type. Additionally, since they are required fields the record cannot be saved until it contains some data. The fields do not lend themselves to a consistent data entry format due to the nature of them being free form text fields.

• How to Avoid Human Induced Catastrophe in CRM

  • Microsoft TechNet CRM Wiki
  • January 26, 2012
  Authors: Jerry Weinstock

  Often the weakest link in protecting the security of the CRM system is the user and not the technology infrastructure. There are some basic steps you can take immediately after installing CRM 2011 or signing up for the CRM Online service to protect your users from themselves. It is all about adjusting the security roles in CRM and taking some other basic precautions to minimize the risk of user induced catastrophe to the CRM system.

1. Microsoft Dynamics CRM
2. Microsoft CRM
3. Microsoft Dynamics
4. Email Marketing
5. Software Marketing
6. Software Product Management
7. Strategic Consulting
8. Customer Relations
9. Software Implementation
10. Marketing Automation
11. Business Process
12. Solution Selling
13. Business Analysis

Websites:

• Microsoft Dynamics CRM MVP

Interests:

waterskiing, Microsoft Dynamics CRM, Microsoft Dynamics CRM add-ins, business strategy, fighting spammers

Groups and Associations:

Microsoft Dynamics CRM MVP, International Association of Microsoft Channel Partners (IAMCP) - Kansas City, President, American Marketing Association - KC Chapter, Past President

• 
  Barefoot Waterskiers
• 
  CEO/Owners/Executives of Microsoft Dynamics Partners - Network
• 
  CRM Innovation LLC
• 
  Dynamics CRM 2011 Experts
• 
  Dynamics CRM Add Ons
• 
  Eagle's Nest--Eagle Scout Award Recipients
• 
  IAMCP - Kansas City
• 
  IAMCP Family & Friends
• 
  IAMCP United States (International Association of Microsoft Channel Partners)
• 
  ISV Developer Community
• 
  ISV Solutions for Dynamics CRM
• 
  Kansas City Chief Marketing Officers
• 
  Kansas City Cloud Intelligence Conference
• 
  MS Dynamics (3000+)
• 
  Microsoft Dynamics (AX NAV CRM ) Add+Ons
• 
  Microsoft Dynamics CRM - Kansas, Missouri, & Nebraska
• 
  Microsoft Dynamics CRM MVPs
• 
  Microsoft Dynamics CRM Sales Professionals
• 
  Microsoft Dynamics CRM for Non Profits
• 
  Microsoft Dynamics CRM.
• 
  Microsoft Dynamics Consultants
• 
  Microsoft MVP - Professional Group
• 
  Microsoft Small Business Specialist Community
• 
  Sigma Phi Epsilon
• 
  Small Business Marketing with VerticalResponse
• 
  University of Arizona Alumni

Honors and Awards:

* Microsoft Dynamics CRM MVP 2011, 2010
* Eagle Scout