App in a Day Training Recap

I was recently able to attend the App in a Day training at the Hitachi Customer Conference. This was a great day of learning and I would definitely recommend it to others. The course walks through everything you need to know in order to build a Canvas App, a Model Driven App with a Business … Continue reading App in a Day Training Recap

Processes: Types of Processes in Microsoft Dynamics 365

It can be overwhelming when getting started using workflows and other processes in Dynamics 365. So let's start by breaking down the types of processes that are available and how you might use these. When creating a Process from the Settings -> Processes area you have 4 options: Action - An Action is a set … Continue reading Processes: Types of Processes in Microsoft Dynamics 365

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 … Continue reading December 2016 Blog Review

November 2016 Blog Review

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 … Continue reading November 2016 Blog Review

August 2016 Blog Review

Let's start the month of August off right with some CRM Tip of the Day:Tale of a Small Change - great example showing the work that goes into "small" changesRecord Merge fails when assignee has insufficient privileges - merge issues when reparenting records owned by administrative access usersGet your Tab order in order - a … Continue reading August 2016 Blog Review

March 11 Blog Review

Let's jump right in to the blogs posted this week!CRM Tip of the Day shared The "Silent Observer" Custom Activity. This talks about how you can set Custom Activities to not appear in Activity Menus. This allows you to hide them from users but still use them for tracking of certain communication or events.Jukkan Niiranen … Continue reading March 11 Blog Review

February 3 Blog Review

This blog review will encompass the updates for the weeks of January 29th and February 5th. Let's jump right in to it!PowerObjects posted about Business Process Flows: Conditional AND Statements in Branching Logic. This explains how to properly use branching logic in Business Process Flows.PowerObjects also shared Who Wore it Best: System Views vs. Personal Views. This … Continue reading February 3 Blog Review

June 26 Blog Review

Apparently everyone is off on vacation except for me. I just have a few quick posts to highlight for you this week.First of all, several weeks ago we talked about the importance of people in your CRM deployment. This week Leon Tribe talked about the Top Ten Secrets to a Successful CRM Deployment: Part two … Continue reading June 26 Blog Review

April 10 Blog Review

Welcome everyone! Let’s jump right in with the CRM News from this week.There is still lots of news coming out about the CRM 2015 Spring Release.Mitch Milam had an interesting tidbit in Delete Plug-in Trace Log Records. As we learned last week, you can now view plugin trace data from within CRM. Interestingly enough, there … Continue reading April 10 Blog Review

April 2 Blog Review

This week’s blog recap is a bit early with the long weekend. Still lots of news coming in from Convergence and the Spring 2015 release. Let’s take a quick look.Most importantly (of course) it was April Fool’s this week. To celebrate, Leon Tribe created CRM: Corpse Relationship Management. If you ever need to customize CRM … Continue reading April 2 Blog Review