Welcome to May everyone! Let’s hop right in to this week’s blog review.
As promised last week Adam Vero published a couple articles on charting within CRM. Check out Highlighting Contribution using conditional formatting in CRM Charts and Conditional Formatting in CRM Leaderboard Charts.
The CRM Team blog posted some great documentation on Microsoft Dynamics Marketing Update 1, Microsoft Social Engagement 2015 Update 1 and Parature. They also posted on the New Form Rendering Engine with CRM Online 2015. This provides performance benefits to the users as well as some changes for developers working with the form.
Sonoma Partners blogged on CRM Online Spring 2015 Immersive Excel. This describes how you can use Excel Online directly through CRM. You can edit records using this method or just work with them and close out.
A common limitation with Advanced Find is that you cannot search for say Accounts without any Activities. CRM Tip of the Day solves this with NOT IN for the Rest of Us. This presents the option of using a Rollup Field to calculate the number of child records which you can use in Advanced Find.
That’s all for today folks. Have a great day!