April 4 Blog Review

It seems so quiet this week after last week’s review of all of March! Here is what has been going on in the CRM community this week.
Dynamics Café posted Connor Marsden’s recap of Convergence – New Solutions and Excited Fans Come together at Convergence 2014. This is a high level overview of the announcements in the areas of Social Listening, Parature, Marketing and Unified Service Desk.
PowerObjects presented some Tips for Using Mail Merge in CRM 2013. This includes when to use it and how to change fields to Date Only within the Microsoft Word Template. Mail Merge is a very powerful tool, just remember to always print a sample of your letters to verify before distributing it to users. Also remind them to always check the letters for issues in case one of the fields being pulled in is blank on the record or incorrect.
The big news from CustomerEffective is that they were Acquired by Hitachi Solutions. This gives Hitachi Solutions access to CustomerEffective’s custom work as well as all the employees which will now work for Hitachi.
Leon Tribe wrote a great blog, Case Study: Pet CRM – Valuable Community Service vs Big Brother. If you read this, make sure you read all the way to the end. Very interesting (bizarre?) concept but …
Jukka Niiranen discusses Configuring Outlook Contact Synchronization Settings on Behalf of Your Users. This discusses a bit about how the synchronization between Outlook and CRM works (including Server Side Sync in CRM 2013) and a tool available to help you manage the sync filters for your users.

That’s all the news for today. Have a nice weekend!

Leave a Reply