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

July 3 Blog Review

Let’s take a look at the CRM news on this short holiday week. Actually it was a holiday week for several countries – Canada Day on Tuesday and the 4th of July on Friday!PowerObjects is still blogging away about the Spring ’14 wave. They talked to us this week about setting up Server-Based SharePoint Integration … Continue reading July 3 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

April 18 Blog Review

In Smart Ways to Use CRM Technology Tools Across the Company, DynamicsCafe discusses how technology has evolved over time and how everything is becoming more digital. Examples are given of how to fit CRM into all areas of your business.PowerObjects posted, How to Expand the Email Description field in CRM this describes how to expand … Continue reading April 18 Blog Review

April 11 Blog Review

It was not too busy in the CRM world this week.Biggest news was that Microsoft released the Spring 2014 Preview Guide. This highlights Marketing enhancements and the new Unified Service Desk. There are many great features on the horizon!Sonoma Partners featured Clogged Sync? Call the Plummer. This describes the resolution to several issues with the … Continue reading April 11 Blog Review

April 4 Blog Review

It seems so quiet this week after last week’s review of all of March! Here is what has been going on in the CRM community this week.Dynamics Café posted Connor Marsden’s recap of Convergence - New Solutions and Excited Fans Come together at Convergence 2014. This is a high level overview of the announcements in … Continue reading April 4 Blog Review