Welcome everyone! Let us quickly review the CRM news this week so you can get back to enjoying your summer!
The CRM Tip of the Day posted several great tips this week:
- Some things are Irreversible – Keep in mind anytime you create a currency function the system will create transactioncurrencyid and exchangerate fields. These will not be deleted even if you delete the currency field.
- The Mysteries of Sync – this discusses a few interesting behaviors of the CRM for Outlook sync
- Convert your SQL to FetchXML the Easy Way – this talks about using the SQL2Fetch Converter to change your CRM on-premise SQL to FetchXML statements for CRM Online
PowerObjects posted Product Bundles with Variable Product Quantities. This walks through how to create the Product Bundle and how to use this on an Opportunity.
The CRM Team announced this week that there is a new Web API for CRM Online 2015 Update 1. Make sure you check out the available documentation and samples.
The CRM Lady shared Time for Graphics, Easy Graphics from CRM with Excel PowerBI. This walks you through how to export data and plot it on a map using Excel PowerMap. This is a very cool feature to play with!
Finally who doesn’t love a good infographic? Check out, Somoma Partners INFOGRAPHIC: 2015 State of Knowledge for Customer Service. This reviews some stats about customer service about things that customers are expecting and employee challenges. This points out how important it is to have a robust, user-friendly CRM system to help your employees get the information they need quickly.
Don’t forget – the CRMUG Chapters for DC and Baltimore will be meeting up for a summer networking event at the July 18thNationals game. You can register here and buy tickets from the Nationals directly. Meet us at the Red Loft Bar anytime during the game!
That’s all for today folks!