It has been a very busy week for me because I have been finalizing the CRMUG DC Chapter Meeting. This is going to be a great year for the DC Chapter so all of you should plan to attend!
Now let’s take a look at what was going on in the world of CRM this week.
PowerObjects posted a great tutorial for new users on Modifying a View in CRM 2013 to Create a Personal View. This shows you how to take existing Advanced Find views and create your own copy with columns and filters that are exactly what you need.
Hitachi Solutions blogged about Using Goals as Rollup Tables in CRM. This talks about how you can use the Goals functionality to replace custom reports you might have created long ago to track progress and distance from a target. Goals recalculate every 24 hours so your numbers will be fresh each morning and will not need to be calculated when you run a report.
Donna Edwards posted about CRM Online Licensing Highlights which goes over a few key takeaways from the CRM Online licensing and pricing guide. As CRM continues to have more attached products (Marketing, Social, etc.) licensing becomes more complex, so any extra help understanding is beneficial.
The CRM Team Blog shared a list of the new CRM 2015 videos. Check these out to learn more about the CRM 2015 offering and the benefits it can bring to your organization.
Finally from CRM Tip of the Day remember to Name your Relationships. If you just set up Relationships with default names the left hand navigation of the related entity could show the same name multiple times. So edit this name on the relationship properties or completely remove it.
That’s all for this week. Have a nice weekend!