It seemed to be a quiet week in the CRM world. Let’s jump right in!
CRM in the Field posted Customers’ choices… The most popular “Dynamics CRM in the Field” technical blog posted from Premier Field Engineering! This reviews the top posts over the last few years. These are full of great information so make sure you check them out.
Leon Tribe discussed Tools for an Awesome CRM Demo. This gives tips to make sure that your demo wows! This includes setting up a portal demo and using a workflow to make emails appear to have been sent.
Jukka Niiranen has been working through a series on customizing 2015 sales processes. This week he talks about Using CRM 2015 Calculated Fields for Opportunity Estimated Revenue. This gives a basic overview and how-to for calculated fields and also talks about some limitations to be aware of.
CRM Tip of the Day posted an interesting tip on creating Mandatory Fields in Dialogs. Although this is not technically possible you can use conditions and logic to force the user to enter a value before proceeding.
CRM Tip of the Day was also busy instructing everyone on SLAs. Check out all 3 parts – Part 1: Fields, Part 2: SLA, and Part 3: FAQ.
That’s all I have for this week!