CRMUG is continuing it's Panel Discussions series where community members spend 30 minutes giving their tips and best practices plus answering attendee questions. This week Ashley Steiner, Seth Bacon, Gus Gonzalez and I led a panel talking about system design. I wanted to share some of my highlights plus you can watch the recording on … Continue reading Panel: System Design for Administrators
Tag: Administration
CRMUG Summit 2016 Recap
CRM MVPs at the Medic booth just hanging out with CRMUGDCAnother awesome year of CRMUG Summit has come and gone. It was a great event!If you attended, be sure to download the slides from the Summit Community. If you did not attend, be on the lookout for the "Best of Summit" Webinar series open to … Continue reading CRMUG Summit 2016 Recap
April 1 Blog Review
Let's jump right in to the CRM news from the past week.PowerObjects shared Filtered Lookups vs. Dependent Option Sets. This shows you how to create similar functionality to a code-driven dependent option set using lookups.CRM in the Field posted about What does a Dynamics CRM Administrator Do? The role of an Administrator can vary greatly … Continue reading April 1 Blog Review
July 10 Blog Review
It is a beautiful day! Really makes you want to go to a baseball game!Let’s quickly jump in to the news of the day!CRM Tip of the day posed a video: Tipsters Guide to Folder Level Tracking for End Users. This shows users how to set up folder level tracking when you are using Server … Continue reading July 10 Blog Review
January 30 Blog Review
It looks like there are lots of great posts to talk about this week. Before I do, a quick reminder, if you are in the Washington, DC area you should check out the DC CRMUG Chapter Meeting happening next week – Wednesday February 4th.Alight now on to the news of the week.David Yack posted a … Continue reading January 30 Blog Review
September 19 Blog Review
Welcome to another CRM Blog Review. Remember today is International Talk Like a Pirate Day so read up and then go get your Free Donuts!The biggest news this week was the announcement that CRM 2015 will be available early next year! To get all the information you can read the Announcement, Blogand read the Release … Continue reading September 19 Blog Review
August 15 Blog Review
Let’s take a quick look at the CRM news and blogs that came out this week.Dynamics Café posted 7 Social Listening Tips for Customer Service. Fred Studer talks through tips on how to keep your organization’s social strategy on track including empowering employees and creating a social media policy.A common trouble administrators have is ensuring … Continue reading August 15 Blog Review
August 8 Blog Review
Two weeks to review this week. Let’s take a quick look at the tips and tricks that have been floating around about CRM.PowerObjects posted a great tip to help you tell the difference between your DEV and LIVE environments. Check out How-to: Change the Default Blue Color in CRM.CRM Tip of the Day had several … Continue reading August 8 Blog Review
July 18 Blog Review
Let’s jump right in to the CRM news for this week!Hitachi Solutions presented an innovated way to keep users up to date with Sending Text Message Alerts from CRM 2013. This explains how to use regular CRM email to send texts to your users. Use this to notify them of alerts, things that require their … Continue reading July 18 Blog Review