May 8 Blog Review

Clearly the blog has been a bit delayed so we have a bit of catching up to do. Let’s jump right in!

CRMUG has lots of exciting things happening over the next few weeks. CRMUG European Congress is next week so be on the lookout for news from that. Also the Momentum Chapter Series! The DC Chapter meeting is on Tuesday, May 10. We will feature deep dive content straight from Microsoft on top of our usual programming. Plus there’s lunch! Get registered for the CRMUGDC Meeting or see if there is a similar meeting coming up in your city! As always you can stay up to date on all of the DC Chapter activities by joining our community at

Ledgeview Partners shared a quick tip in Getting CRM Columns Sorted Out. This shows users how to sort by multiple columns in a view.

PowerObjects posted a deep dive into One Click Document Generation in CRM 2016. They walk through how to create a table in the template to pull in multiple lines of data – such as multiple products from an Opportunity.

Hitachi Solutions explains how to Use Real-Time Workflows for Data Validation. Real-Time workflows allow an error message to be returned to the user when they try to complete a certain action. This logic will fire from the web version, Outlook and even the tablet app.

A quick tip from Mitch Milam – Repurposing CRM Fields, Just Say No! Do not change out of the box fields to something else for your use. Keep in mind that they were created for a reason and future versions might make use of them in different ways.

Finally, I always recommend you keep up to date with the CRM Tip of the Day. If you are a bit behind I would recommend checking out Teach our users to type-ahead and 
The Forgotten Three.

That’s all I have for today. Let me know if I am missing anything!

Leave a Reply