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

Summit 2014: Day 1 Takeaways

I am going to try my best to summarize what I learned on Day 1 of Summit. There was so much more information but I could not possibly process it let alone try to put it into coherent sentences. (But of course the most important piece to note is that Tony Stein called me out … Continue reading Summit 2014: Day 1 Takeaways

October 10 Blog Review

There are only a few more days before CRMUG Summit so next week will be full of news! Let’s see what has been going on this week.The CRM Team posted – Looking for help for the CRM product family. This has lots of links to help, information and blogs about the different Dynamics CRM products … Continue reading October 10 Blog Review

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

September 12 Blog Review

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

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