Before everyone runs off for Thanksgiving, we can take a few moments to be thankful for all the CRM blogs in the world and the knowledge that they bring us. I am so thankful for CRMUG and how much I have learned over the years. This past year I was stretched and presented in webinars and at CRMUG Summit. It was such a great experience and I hope to present even more in 2017!
Now let’s catch up on the news from the past few weeks.
Speaking of CRMUG Summit – check out Ledgeview Partners post: CRMUG Summit ’16 Highlights Dynamics 365 Announcement.
PowerObjects was sharing lots of great content here are a few I recommend you take a look at:
- Everything you need to know about Task Flows – Task flows allow you to configure a process that users can walk through on a mobile app. This can be used the simplify data entry and focus on the function. This article walks through what you need to know and how to set up
- How to Use Workflows to Find Cases Not Yet Assigned to a Queue – This walks you through how to create the necessary fields and workflows to effectively monitor cases that need to be assigned
- Dynamics 365 Q&A with Our Sales Team – Read the answers to all of your Dynamics 365 questions
RSM shared Fully Utilizing the Business Process Flow in CRM. This shows some ideas for how to combine Business Process Flows with Workflows, custom fields and other out of the box customization to make a more robust solution. Your Business Process Flow can do more than just show users which fields to fill out when.
Sonoma Partners shared Activity Feeds are Made of This. There may be some confusion about Activity Feeds vs Yammer vs Activities so this blog walks through what entities are involved in Activity Feeds and how to use them effectively.
Jukka Niiranen also posted about 365 in Reflecting on Dynamics 365. This talks about the change in CRM technology and how Microsoft is changing with the introduction of PowerApps and Flow.
As always, I encourage you to stay up to date with CRM Tip of the Day!
That’s all for today! Have a great Thanksgiving!