March 13 Blog Review

Happy Friday the 13th and almost St. Patrick’s Day! It may be tempting to get lost in the excitement but I need you to focus for just a few minutes on the CRM blogs that came out this week.

Hitachi Solutions posted CRM Business Rules + Calculated Fields = Amazing. This discusses how to use Business Rules to set a default value for all of the fields that you want to rollup. This will ensure you do not run into any issues because fields don’t have values or things like that.

Jukka Niiranen also talked about Rollup Fields in Monitoring Rollup Field Values with Workflows. This describes how you can use a workflow batch process to check for certain conditions and send out notifications if the rollup fields have hit a certain threshold.

PowerObjects wrote How to: Open Quick Create from a Sub Grid. This talks about a few options to make the + icon when filling in a lookup open up the Quick Create form.

McGladrey walked through Using Marketing Lists to bypass the limitations of Advanced Find functionality. Often people are asking for how can I find Accounts without contacts or similar requests, this blog walks through how to do that using Marketing Lists. Keep in mind this can only be used if the record set you are looking for is Accounts, Contacts, or Leads.

A few weeks ago the CRM Team Blog announced a new CRM for Outlook ebook. This week they posed the new CRM for Outlook User’s Guide Page. This is a place to send users for generic training or get some customizable trainings that you can personalize for your organization.

CRM Tip of the Day posted several tips to take a look at:

Also for those of you shipping off to Convergence next week, be sure to check out Ledgeview Partners Hitchhikers Guide to Microsoft Convergence 2015. Then make sure you review PFE Dynamics @ Convergence 2015. This talks about the sessions that the Premier Field Engineers will be leading meaning they will be packed with excellent content.

That’s all for tonight. Have a great weekend folks! Please share all your news from Convergence so we can look at it next week!

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