The past few weeks have been very busy it seems – work and vacations and family and all kinds of stuff. So this is not really a weekly review but basically the whole month of March review. It has been a busy month in the CRM world with Convergence and all of the news from there. Make sure you check out Virtual Convergence. There are many sessions you can watch online for free so you can learn some of what those that attended learned.
This month Microsoft released the Scalable Security Modeling with CRM 2013. This is an expansion on the 2011 document including the new information on Access teams.
Since we have so much to cover I will try to hit the highlights quickly:
Lookup Types and Customizing Lookups in CRM – this describes how to resolve the issue where a lookup only looks at a team instead of user and team.
Preventing Users from Going Back with Child Dialogs – Neat trick on how to prevent duplicate actions from users using the previous button within a Dialog in CRM 2011
Unwanted Activity Types in CRM – Options on handling Activity types you do not want users to use
Adjusting CRM 2013 Field label sizes – tips on how to make your forms look the way you want them to in CRM 2013
Customer Effective: CRM 2013 Update Rollup 2 – Recap on the changes with the CRM 2013 UR 2 release. Also check out the PFE CRM in the Field Overview
Donna Edwards: Update Rollups – Should I or Should I Not, that is the Question – a look at how to know if you should install Rollups and how to plan for that
CRM in the Field:
Useful Tools and Features – a list of tools that they are using from CRM 2011 and 2013 that you may find useful as well
CRM 2013 Form Upgrade Experience – this discusses what to keep in mind when upgrading your forms for CRM 2013
Dynamics CRM Team Blog: CRM Online Sandbox Instances – some changes for CRM Online customers for non-production instances
Mitch Milam: KnowledgeBits– Make sure you sign up for Mitch’s newest tips and tricks newsletter
Salentica: CRM 2013 Form for Every User Error – how to deal with the “There must be at least one form for every user” in CRM 2013
Convergence Recap – Part 1, Part 2: Unified Service Desk and Part 3: Sonoma Partners Booth – check out everything you may have missed at Convergence
CRM 2013 Upgrade Considerations – things to keep in mind as you plan and execute your upgrade to CRM 2013
Spring Cleaning for your CRM System – how to find which fields are not on your forms or which fields do not have data and what to do
Synchronization vs. Tracking: Understanding Activity Management Options in CRM – Understanding the differences between syncing and tracking and determining how you should handle your activities
2014 CRM Roadmap – a look at the 2014 roadmap as presented at convergence
Power User Tips for CRM 2013 – learn how to use CRM like a power user and be productive
That’s all for today. Have a great weekend!