We have lots of CRM tips and news to catch up on from the last 2 weeks. First of all, the big news is the CRM 2016 was officially announced. Check out the press release, videoand release preview guide for all the information. This is scheduled to be available at the end of the year as a new version for online and on-premise. It appears that Microsoft is working hard to improve the integrations with other Microsoft offerings like Outlook, Excel and Cortana. It will be exciting to see what is to come!
Ledgeview Partners posted about Using Calculated fields in CRM 2015. This walks through the different formulas available for different field types and how to set up the calculation.
In the last blog I shared the Outlook Synchronization in CRM 2015 white paper. If that was too long to read, check out the EMEA Support Blog’s Recap of Outlook Synchronization. This talks about what happens when you hit Track or Set Regarding, what happens if you delete an email or appointment, etc.
The CRM Team shared my favorite feature of TechNet – Finding you way around CRM topics on TechNet and MSDN or how to be a CRM Technical Documentation Zen Master in 5 minutes. This was one of my top takeaways from CRMUG Summit last year. When viewing an article there is a version drop down you can use to switch between versions. So if your search takes you to 2015 but you need the 2011 article you can find it in just a few clicks!
The CRM Lady tackled the Easy and Hard Questions to consider as we think about Managed and Unmanaged Solutions. Understanding how different solutions interact is one of the hardest parts of CRM. This blog is a great way to build the foundation for that understanding.
PowerObjects talked about Customizing Entity Icons in CRM 2013 and 2015. This goes through step-by-step how to update your icons and everything you need to know.
PowerObjects also walked through Expanding the Field Label Widths in CRM 2015. This is something to look into if your field labels are being cut off on the form.
Finally, there are always great tips on the CRM Tip of the Day. Check it out this week to learn more about Unified Service Desk and OneNote integration.
That’s all for today folks. Have a great weekend!