January 9 Blog Review

It’s time for the first blog review for 2015!PowerObjects gave us some insight into The Art of Campaign Design: Marketing Automation in Microsoft Dynamics Marketing. This shows a little bit about how to set up campaigns in MDM and how to set up some automation.PowerObjects also talked about Key Considerations for Writing Scripts for CRM … Continue reading January 9 Blog Review

December 12 Blog

Keep warm by the fire tonight and read up on the CRM blogs of the week.PowerObjects had a good tip in Setting Visibility of a Business Process Flow with JavaScript in CRM 2015. This allows you to show and hide the Business Process Flow ribbon by using a yes/no field.PowerObejcts also gave on overview of … Continue reading December 12 Blog

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 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

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

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