I interact with baseball by meeting the presidents. Today on the Power Baseball League we talk Interactive Dashboards which let us use our charts to filter other components of a dashboard. In our second Dashboard focused session on the Power Baseball League, we scratch the surface on Interactive Dashboards. What a cool addition to the … Continue reading Power Baseball League: Interactive Dashboards
Dashboards are like scoreboards. They show you all the important information you need to know quickly. This is great if you have been distracted eating your peanuts. It's time for the Power Baseball League to tackle Dashboards! Over our last couple of sessions we've spent time building out views and charts! Views give us the … Continue reading Power Baseball League: 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
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
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
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
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
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
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
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