I apologize for the late blog due to the overwhelming busyness that has arisen. I am still working on compiling all my notes from CRMUG Summit and my mind is still exploding from all the information. I have compiled and posted myDay 1 Takeaways but there is much more to come. This week was busy … Continue reading November 4 Blog Review
Tag: CRM 2013
CRMUG Summit Day 1 Key Takeaways
Making your CRM Case and Designing your Process Roundtable Gretchen Opferkew (MVP, PowerObjects) User Adoption Work to solve problems and look for quick wins. Look for pain points that can be addressed. Some easy quick wins can include views, dashboards and simplifying the form. Be careful to avoid having too much customization … Continue reading CRMUG Summit Day 1 Key Takeaways
October 25 Blog Review
This week was extremely busy for me soaking up knowledge at CRMUG Summit in Tampa. It was a great conference with lots of information. I had hoped to be posting all week but due to an unforeseen computer dropping incident needed to be postponed. I hope to get all my notes posed very soon. When … Continue reading October 25 Blog Review
October 18 Blog Review
Relatively quiet in the blog world this week. Everyone is beginning to use CRM 2013 and posting about its features. Of course everyone is also getting ready for CRMUG Summit next week! I will be there and hope to be posting about all the knowledge I acquire.In CRM 2011, you could set a default view … Continue reading October 18 Blog Review
October 11 Blog Review
This week was extremely busy for me. It also was busy in the CRM world. The latest Rollup for CRM 2011 was released and CRM 2013 became available as well. Check out this week’s top stories and blogs.Update Rollup 15 has been released for CRM 2011. You can get all the details from CRM in … Continue reading October 11 Blog Review
October 4 Blog Review
It was a quiet week in the blog world this week. I think everyone is busy getting their systems and solutions ready for CRM 2013. Here are this week’s top stories:CRM 2011CustomerEffective was posting this week about integrating your CRM system with your phone system. The specific example was CRM Integration with Avaya one-X. They … Continue reading October 4 Blog Review
September 27 Blog Review
As we approach the impending release of CRM 2013 I suspect that this review will continue to be divided. Half is for the future, half is for the past. Let us begin.News about CRM 2013:PowerObjects describes the new Inline Lookup Controls in CRM 2013. When clicking the search button on the lookup, records will display … Continue reading September 27 Blog Review
September 20 Blog Review
More and more news is beginning to surface about CRM 2013. Today we start with a success story and some CRM 2011 tips. Then we move on to learn a bit more about CRM 2013. DynamicsCafe featured the Success Story of New Belgium Brewing. This is to drive interest in the upcoming webinar featuring the … Continue reading September 20 Blog Review
September 13 Blog Review
News about CRM 2013 is starting to be released. Earlier this week the Release Preview Guide came out. Now partners are starting to talk about some of the features we should expect. Let’s talk about the CRM 2013 posts first.PowerObjects talked to us about two new features in CRM 2013: Quick View Forms and Portable … Continue reading September 13 Blog Review
Q3 CRMUG DC Recap – CRM 2013 Demo
The DC CRMUG chapter also had the privilege of welcoming MVP Chris Cognetta from Tribridge via WebEx for a quick Demo of CRM 2013. Personally, I am extremely excited for CRM 2013. There are so many awesome new features and many new ways to eliminate code. This will make future upgrades easier because everything is … Continue reading Q3 CRMUG DC Recap – CRM 2013 Demo