Visible Chart and Case View

Alert for Old Cases: Charts, Views, and Dashboards

Today, I continue to answer the question 'what was the best way to use a workflow to send an email when a case had not been modified in 5 days?' by discussing a potential solution using Charts, Views and Dashboards, oh my! Lets continue to work on comparing a few solutions to alert a case … Continue reading Alert for Old Cases: Charts, Views, and Dashboards

May 8 Blog Review

Clearly the blog has been a bit delayed so we have a bit of catching up to do. Let's jump right in!CRMUG has lots of exciting things happening over the next few weeks. CRMUG European Congress is next week so be on the lookout for news from that. Also the Momentum Chapter Series! The DC … Continue reading May 8 Blog Review

August 28 Blog Review

It was very exciting this week that CRMUG announced the CRMUG All Star Nominations! I am so honored to be nominated. I can’t believe I am even in the same league as the rest of those awesome people. Make sure you check out the surveyand vote!Let’s jump right in to the blog review!Ledgeview Partners talked … Continue reading August 28 Blog Review

June 12 Blog Review

Welcome everyone! Let us quickly review the CRM news this week so you can get back to enjoying your summer!The CRM Tip of the Day posted several great tips this week:Some things are Irreversible – Keep in mind anytime you create a currency function the system will create transactioncurrencyid and exchangerate fields. These will not … Continue reading June 12 Blog Review

May 1 Blog Review

Welcome to May everyone! Let’s hop right in to this week’s blog review.As promised last week Adam Vero published a couple articles on charting within CRM. Check out Highlighting Contribution using conditional formatting in CRM Charts and Conditional Formatting in CRM Leaderboard Charts.The CRM Team blog posted some great documentation on Microsoft Dynamics Marketing Update … Continue reading May 1 Blog Review

April 24 Blog Review

Good afternoon everyone! Let’s take a quick look at the CRM information that was posted this week.First of all, there was a new Rollup released for CRM 2013. This is update Rollup 3 for CRM 2013 Service pack 1 (6.01.0003 for those keeping track). Check out the Blog, Knowledgebase and download page for more information.Another … Continue reading April 24 Blog Review

December 12 Blog

Keep warm by the fire tonight and read up on the CRM blogs of the week.PowerObjects had a good tip in Setting Visibility of a Business Process Flow with JavaScript in CRM 2015. This allows you to show and hide the Business Process Flow ribbon by using a yes/no field.PowerObejcts also gave on overview of … Continue reading December 12 Blog

Summit 2014: Day 3 Takeaways

Last day! So much information! There is no way to capture all the important information (especially since I can only be in one place at a time), so be sure to review the slides if you have access and watch the encore webinars when they occur.Charting you Can’t do out of the Box – Adam … Continue reading Summit 2014: Day 3 Takeaways

September 20 Blog Review

More and more news is beginning to surface about CRM 2013. Today we start with a success story and some CRM 2011 tips. Then we move on to learn a bit more about CRM 2013. DynamicsCafe featured the Success Story of New Belgium Brewing. This is to drive interest in the upcoming webinar featuring the … Continue reading September 20 Blog Review