December 2016 Blog Review

I hope all of you have been warm and enjoyed this holiday season! Let’s catch up on all the CRM news from the past few weeks so we are ready to start the New Year off right!

Ledgeview Partners shared a list of their Top 10 Tips of 2016. These are some great tips to be an effective CRM user.

PowerObjects posted Make Your Own Custom Shortcuts on a CRM Dashboard in Microsoft Dynamcis 365. This is a step-by-step guide showing you how to add a list of shortcuts to a section of a dashboard.

PowerObjects also walked us through how to Change Business Process Flows Using a Workflow. This will allow administrators to automatically switch processes based on certain conditions so that users do not need to click Switch Process.

Hitachi Solutions had some holiday fun while helping us learn more about Dynamics 365:

Hosk shared Dynamics 365 – What does Include entity Metadata do. For those building solutions and curious about this little checkbox this should give you the information you need.

Sonoma Partners also talked about Dynamics 365 and posted Updates to Business Rules and Actions. This discusses changes and new features you can start using.

Mitch Milam shared a great article on Always Maintaining control of your Dynamics CRM/365 Assets. This discusses the need to have control of your system and awareness of what is going on in which environments. Also be sure to keep backups of all solutions and use Source Control for any code.

As always, make sure you look at the recent posts from CRM Tip of the Day to see if this can help with any questions or issues you are having now.

That’s all for this December day. Have a Happy New Year and a CRM-filled 2017!

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