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

February 13 Blog Review

I’m sure everyone has big romantic plans for the weekend so I will try to run through the news quickly. At the end of last week, Rollup 2 for CRM 2013 SP 1 was released. So here is the KB Article and the Premier Field Engineers Overview. PowerObjects posted Access Is Denied: How to Identify … Continue reading February 13 Blog Review

November 7 Blog Review

It was a busy week in the CRM world so let’s jump right in.First of all, Microsoft published the CRM 2015 Prerelease content. This will give you all the information you need to start planning your 2015 update.Hitatchi Solutions was also talking about CRM 2015. They blogged about the CRM for your Business ad which … Continue reading November 7 Blog Review

October 31 Blog Review

Happy Halloween! It’s time for some CRM Treats and hopefully no tricks.PowerObjects posted about What’s New for Marketing in CRM: Fall 2014. Read to learn about the new CRM features coming for marketers.CRM Tip of the Day wrote a tip about Updating Fields on Disabled Records. This describes how you can update disabled records using … Continue reading October 31 Blog Review

October 24 Blog Review

Everything is settling back in after the excitement of CRMUG Summit last week. If you were not able to be there, make sure you check out my recap blogs (Day 1, Day 2, and Day 3). Let’s see what happened over the last few weeks in CRM.PowerObjects talked about CRM 2013 Data Import Templates. This … Continue reading October 24 Blog Review

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

Summit 2014: Day 2 Takeaways

Sorry for the delay in Day 2 and 3 takeaways, I determined sleep was slightly more important. So let’s get caught back up.BPM and Process Automation in CRM 2013 – Gus GonzalezAlways keep in mind the following: (Admin rule #1) keep it simple and (Admin rule #2) check if something already exists before creating a … Continue reading Summit 2014: Day 2 Takeaways

October 3 Blog Review

Somehow it has become fall. Even though it is getting colder, the CRM news keeps coming. Let’s take a look at the news and blogs from this past week.PowerObjects discusses Importing and Updating Records in CRM 2013. This talks about how to update records if you cannot use the Export/re-import functionality.Hitachi Solutions also talked about … Continue reading October 3 Blog Review

September 26 Blog Review

I feel there are so many versions of CRM being discussed currently, we need to break up all news by version.Applies to All VersionsCRM Tip of the Day discusses how to keep your users from becoming Overwhelmed with Reminders when first setting up CRM for Outlook.CRM Tip of the Day also talked about how to … Continue reading September 26 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