We are now almost less than a month away from CRMUG Summit. My CRM Nerd self has been already reviewing the Agendaand planning the sessions I will attend. You do not need to register for each session but you can mark the ones you plan on attending for future reference. It looks like a good … Continue reading September 12 Blog Review
Tag: CRM 2011
September 5 Blog Review
Apparently it is September. So now it is back busy fall work, even though I believe the summer was just as busy but more sunny. Let’s see what was happening in the CRM world this week.PowerObjects posted Create a List of Values for Workflow Check Conditions in CRM 2013. This talks through the different options … Continue reading September 5 Blog Review
August 22 Blog Review
Let’s check out the CRM news from this week!CRM Tip of the Day had a series of blogs this week about the Spring ’14 features. They compiled some great videos on: Mobile, Sandbox Instances, Developer Features, Service and Cases, and Other Stuff.Hitachi Solutions walked through How to Change the Tiles on the Menu using the … Continue reading August 22 Blog Review
August 8 Blog Review
Two weeks to review this week. Let’s take a quick look at the tips and tricks that have been floating around about CRM.PowerObjects posted a great tip to help you tell the difference between your DEV and LIVE environments. Check out How-to: Change the Default Blue Color in CRM.CRM Tip of the Day had several … Continue reading August 8 Blog Review
July 25 Blog Review
Let’s jump right in to the CRM tips and tricks from the past week.PowerObjects gave some productivity tips in Tracking Records from Outlook to Dynamics CRM. They talk about how to track, CRM features you can use in your reply and the conversion options.PowerObjects also wrote Performing Form Merges Like a Pro in CRM 2013. … Continue reading July 25 Blog Review
July 18 Blog Review
Let’s jump right in to the CRM news for this week!Hitachi Solutions presented an innovated way to keep users up to date with Sending Text Message Alerts from CRM 2013. This explains how to use regular CRM email to send texts to your users. Use this to notify them of alerts, things that require their … Continue reading July 18 Blog Review
July 11 Blog Review
Today is such a busy day here in America – free Slurpees at 7-11 and Cow Appreciation Day at Chick-Fil-A. Why isn’t it a holiday? How do they expect us to work under these conditions?Moving on. Let’s take a look at the CRM news this week.Hitachi Solutions posted New Shoes and Dynamics CRM Upgrades. This … Continue reading July 11 Blog Review
May 16 Blog Review
Now that I caught up and the backlog of blogs earlier this week, I am hopefully back on schedule. Here are the top blogs this week.Adam Vero wrote a great blog called, Why Use Access Teams in Dynamics CRM 2013. This describes the reasons to use Access Teams and the benefits they can provide to … Continue reading May 16 Blog Review
May 9 Blog Review
PowerObjects posted Moving CRM 2013 Business Rules with Static Values from Dev to Production. This describes what to do if you cannot activate one of your solution components due to a reference to the item in a development instance which has a different GUID than the production instance.CustomerEffective wrote a handy blog on Retrieving a … Continue reading May 9 Blog Review
April 25 Blog Review
In CRM 2013 Business Rules: Allowing Users to Change Their Mind PowerObjects discusses the concept of converse Business Rules. Anytime you create a Business Rule to show/hide fields or set fields required you should always have a rule that does the opposite in case that situation no longer applies. The easiest way to do this … Continue reading April 25 Blog Review