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

August 21 Blog Review

Lots of tips, tricks and news to share with you this week!First check out the DynamicsCafe post – Start-up Trupanion and Microsoft Dynamics CRM Help Ease the Minds and Hearts of Pet-Owners. I clicked on this mainly because of the picture of the puppy but I was pleasantly surprised. The video describes how this pet … Continue reading August 21 Blog Review

Tools for your CRM Success

I am often asked two questions “how do I learn about CRM?” and “how do I study for the CRM certifications?”. I figured it’s time to write down the answers!If you are completely new to CRM start with the Microsoft Virtual Academy’s Introduction to CRM 2013. This is a great way to get a broad … Continue reading Tools for your CRM Success

December 5 Blog Review

Welcome back to the CRM Blog Review. Only a few more editions until the end of the year!While all of us were away eating turkey CRM 2015 was released here are all the blogs to tell you what to do:First, get all the links and information from either Hitachi Solutions (CRM Server 2015 Released and … Continue reading December 5 Blog Review

November 21 Blog Review

It was a fairly quiet week in the CRM world. Everyone is busy working to be done before the holidays. Let’s take a look at some of the top posts.PowerObjects taught us about Calculated Fields in Dynamics CRM 2015. This walks through an example to show you how to set up Calculated Fields.Adam Vero posted … Continue reading November 21 Blog Review

November 14 Blog Review

Let’s jump right in to the CRM news of the week!PowerObjects posted Keeping Afloat with CRM System Requirements for Dynamics CRM. This goes through the dynamics related products and the support dates that you need to be aware of.PowerObjects also blogged about Understanding Global Option Sets. This describes what Global Option Sets are and how … Continue reading November 14 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