This week’s blog review is a bit early due to the Holiday but the CRM news-machine is still running. Lots of great tips and tricks to share with you today.
PowerObjects posted two great how-to articles. How to Hide the Lead Qualify Button without Coding talks about how you can remove the Account and Contact create permissions to prevent some users from being able to qualify their leads.
Also see Aging using the ‘Older Than’ Clause with Advanced Find. This talks about the new “Older Than” option in Advanced Find with CRM 2015 Update 1. This will allow you to look at calls that are older than 24 hours or even Leads that were created 5 minutes ago. The possibilities are endless!
There are also a few CRM Tip of the Day posts that you should read. If your Child Workflow needs more than One Entity describes two options for getting the information to the child workflow. In CRM 2015 Update 1 you can create a process as global or you can use an intermediate entity to pass all the data (don’t forget to clean these records up!).
No email Without Activity reminds us that if you enable an entity for email you also need to enable it for Activities.
We have looked at Leon Tribe’s Secrets to a Successful CRM Deployment over the last few weeks. This week he released Part Three – Technology. This includes embracing and using the new features CRM offers such as Hierarchical views, Business Process Rules and Business Process Flows. All of the improvements in CRM 2015 (especially update 1) make CRM a very appealing product which will help make your project a success.
Finally, the CRM Team is continually working on providing better training and documentation for CRM customers. This week they announced a CRM eBooks and Videos Page. This is a great tool for finding the resources you need.
That’s all for today. Have a great holiday weekend!