January 2017 Blog Review

Welcome back to another exciting year with Microsoft Dynamics CRM!

I hope all of you are already involved in your local CRM User Group. For those in the DC, Maryland, Virginia area please check out the groups in Richmond, Reston and Chevy Chase (DC). At the DC Chapter, we have scheduled all of our 2017 meetings and these dates/links are below. Please come out and join us for our first meeting of the year on February 22. We will have a presentation on Power BI and a user upgrade success story.

CRMUGDC 2017 Meetings:

Let’s jump into the CRM blogs and news from the last month.

Leon Tribe posted on Actions: The New Workflow Function. Actions are steps designed in a workflow but called from code. This allows business-side administrators to control some steps or logic in a larger coded effort. Now in Dynamics 365 these can be called from workflows with the added benefit of accepting and returning values.

Sonoma Partners shared Driving CRM Adoption through Effective Communication. This discusses the need to determine where the business is and where you want it to be and then building a strategy to bring you there.

The Dynamics 365 Team blog discusses how to Make Business Recommendations Based on Business Intelligence with Dynamics 365. This gives some examples of how you can guide users and help provide recommendations using Portable Business Logic.

Everyone has been super excited for Editable Grids in CRM. PowerObjects takes this opportunity to show you 2 Rockin’ Ways to Enable Editable Grids with Dynamics 365.

Ledgeview Partners shared Dynamics CRM workflow: Mapping Data between Fields. This is a quick walk through of how to create your first workflow and set up dynamic field updates.

As always, be sure to review the CRM Tip of the Day to make sure you didn’t miss anything. Have a great day!

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