Let’s get right to the CRM news of the last week of February.
PowerObjects gave a quick tutorial on Creating Monthly Goals in Bulk via Importing. Goals can be a great feature but there is no way to copy a goal. So to overcome this you can import your goals to create a large number at one time.
PowerObjects also discussed Customizable Help Now Available in CRM 2015. This describes how to set up custom help for the system and entity specific within CRM 2015.
Hitachi Solutions posted Great FetchXML Tool for CRM. This talks about the “Download FetchXML” button in Advanced Find and how you can use the XRMToolbox to work with the results.
Hitachi Solutions has also been working on a series about the Social Pane in CRM. Check it out to learn what posts are and how to use workflows to create and intact with them. It consists of Part 1, Part 2, and Part 3.
The Microsoft Dynamics Team announced this week that there is a new CRM for Outlook ebook. This talks about everything you need to get started with using CRM for Outlook.
Mitch Milam discussed System-Wide Alerts in CRM 2015. This is a new feature in CRM 2015 that allows the user to see new alerts that can be triggered from things such as an import finishing. Still not much is known about this feature but it could be very powerful because it is viewable in Advanced Find and accessible via code.
I think that is all I have for today. Have a great weekend!