I cannot believe it is June already and summer is in full swing! Unfortunately I am not at the beach but we can make the most of it by looking at the CRM posts from this week.
CRM in the Field posted Improve CRM query performance using Compatibility version 120 with SQL 2014. This describes how some users saw performance issues in CRM for Outlook after upgrading from 2011 to 2015. To resolve check the Compatibility level of your SQL server to ensure it is set to SQL 2014.
Leon Tribe wrote Upgrade vs Rebuild, Interest vs Responsibility. This is a case study on the options available to upgrade from v3 to CRM 2015 and the implications of each method.
You should also check out Jukka Niiranen’s Tracking Pipeline Development Over Time in CRM 2015. This is the third article in his Smarter Sales Processes series.
A quick tip that is easily forgotten is that you can hold the Shift key to sort on multiple columns while in Advanced Find. Review Ledgeview Partner’s post on Sorting Multiple Columns in CRM for more details and screenshots.
The CRM Team announced this week the Dynamics CRM Dynamic Help Feature. This allows you to get help on an error within CRM for Outlook (CRM 2015) and be directed to an article for that specific issue. To get this all set up, they need assistance from users! So if you encounter an issue send them the error details and the redirect link so they can develop the necessary KB article.
Finally, here are a few quick tips from CRM Tip of the Day:
- My form Script Changes Aren’t Working – if your script changes did not take effect, try clearing your cache or using ctrl+F5
- Calculate the Difference Between Two Dates – With the CRM 2015 Update 1 you can now use the DiffinDays function to use a calculated field to show you how long an opportunity has been open
That’s all for today. Have a great weekend!