Real life Tales of Server Side Sync

The idea of Server Side Synchronization for Microsoft Dynamics 365 is very exciting. It can enable the syncing you know and love to run even when Outlook (with CRM for Outlook) is not running. In my organization, we have teams who are scheduling appointments for other users. So it is important that Outlook reflects the most … Continue reading Real life Tales of Server Side Sync

Microsoft Dynamics 365 Upgrade from 8.1 to 8.2.2

Recently my organization upgraded our 8.1 on-premise instance of Dynamics 365/CRM to version 8.2.2. This went very successfully and we had no major issues when testing or on go-live. The front-end changes are minimal so users were able to use the new version without needing re-training.However, there were a few things that popped up and … Continue reading Microsoft Dynamics 365 Upgrade from 8.1 to 8.2.2

March 11 Blog Review

Let's jump right in to the blogs posted this week!CRM Tip of the Day shared The "Silent Observer" Custom Activity. This talks about how you can set Custom Activities to not appear in Activity Menus. This allows you to hide them from users but still use them for tracking of certain communication or events.Jukkan Niiranen … Continue reading March 11 Blog Review

February 19 Blog Review

The most important news you need to remember this week is that the CRMUGDC Q1 Chapter Meeting takes place on Wednesday, February 24th from 8:30-12:30 at the Microsoft Office in Chevy Chase, MD. We will be focused on reporting and talking about the importance of having good data. Make sure you check out the details … Continue reading February 19 Blog Review

December 18 Blog Review

This will be the last blog review before my holiday time so let’s make sure it is interesting.I must start by reminding you that the CRMUGDC 2016 Chapter Launch Party was just announced! This will be a fun networking event on Thursday January 21st. It will feature eating, drinking and question-answering. Come out to learn … Continue reading December 18 Blog Review

December 4 Blog Review

Welcome to the first blog review of December! 2015 is quickly slipping away from us but don’t get too melancholy – CRM 2016 has been released!Here are all the blogs to check out about the CRM 2016 announcement:Microsoft Dynamics CRM 2016 Now Available: ushering in a New Era of Intelligent Customer engagement (Microsoft)First Glance at … Continue reading December 4 Blog Review

November 20 Blog Review

Let’s jump right in to the CRM news of the past few weeks!Update 0.2 for CRM 2015 On-Premise has been released. For all the information review CRM in the Field’s Overview Blog. PowerObjects shared Manipulating the Value of Days Remaining between Today and the Expiration Date in Calculated Fields. This shows you how to modify … Continue reading November 20 Blog Review

October 30 Blog Review

Happy Halloween!Unfortunately (or maybe fortunately) I do not have any spooky CRM Stories for you other than users saying they didn’t do something the system says they did. Instead I have a quick blog review touching on the highlights of the last few weeks while I was busy with Summit and such. Let’s jump right … Continue reading October 30 Blog Review

September 25 Blog Review

Let’s jump right in to this week’s blog review.First of all, it’s always good to see what is going on at the CRM Tip of the Day. This week they talked about troubleshooting the mobile client (part 1and part 2) as well as had a video, Tipster Guide to CRM Themes.Ben Hosk talked about What’s … Continue reading September 25 Blog Review