Q3 CRMUG DC Recap – CRM 2013 Demo

The DC CRMUG chapter also had the privilege of welcoming MVP Chris Cognetta from Tribridge via WebEx for a quick Demo of CRM 2013. Personally, I am extremely excited for CRM 2013. There are so many awesome new features and many new ways to eliminate code. This will make future upgrades easier because everything is … Continue reading Q3 CRMUG DC Recap – CRM 2013 Demo

August 29 Blog Review

It’s another short week with the Labor Day long weekend. Let’s see what the blog world holds for us today.PowerObjects posted a Tutorial for Including Case History on the Account. This is good for whenever you want to add a sub-grid to a form. They also posted several blogs about Installing, Configuringand checking your version … Continue reading August 29 Blog Review

July 26 Blog Review

The CRM world is starting to recover from the flurry of news a few weeks ago. Here are the top stories this week:Everyone is getting excited/nervous for the Orion upgrade. PowerObjects is helping us with their blog Preparing for Microsoft Dynamics CRM 2013. If you are fully up to 2011 standards and compatible with the … Continue reading July 26 Blog Review

July 12 Blog Review

It has been far too long since my last “weekly” blog review. Lots of interesting things have been happening in the CRM world.Most importantly, the new version of CRM was officially announced as CRM 2013. We have some news from the Partner Conference as well as Update Rollup 14. Let’s cover the other notable topics … Continue reading July 12 Blog Review

June 21 Blog Review

This episode should be filled with valuable information since I missed last week’s edition. I have been very busy with different events and things. All the while wondering what these places use to track those involved. I am usually disappointed when I arrive to see that they simply highlight my name on a list. When … Continue reading June 21 Blog Review

May 24 Blog Review

PowerObjects provides a great blog on how to use Query Strings to populate data on a form.CustomerEffective describes how to create meaningful charts to show campaign ROI. First, track your campaign costs on the campaign form and relate them to Opportunities where you capture revenue. On your Opportunity form add a “Source Campaign Cost” field … Continue reading May 24 Blog Review

May 10 Blog Review

Here is a summary of the most interesting happenings this week in the world of CRM.CustomerEffective: Everybody has bad data – People interact with data so it is not perfect. It naturally is grouped into silos and separate systems. When we try to gather this together into one system it can be very daunting. Plan … Continue reading May 10 Blog Review