It’s hard to believe that CRMUG Summit Nashville was already a month ago! The 2017 event was amazing! Full of live music, great content, and lots of networking! Of course, the #CRMUGDCMonkey was hanging around and we even had a party for all the DC, Virginia, and Maryland Attendees. If you didn’t make it out … Continue reading CRMUG Summit 2017 Recap
Tag: CRM for Outlook
October 2016 Blog Review
October has been a very busy month for CRM. We have had the announcement for Dynamics 365 and of course CRMUG Summit (my recap coming soon, see Sonoma's right now). Let's jump right in to all the blogs that have been flying around throughout the month.Ledgeview Partners showed us how to create mappings in Auto-Populate … Continue reading October 2016 Blog Review
August 2016 Blog Review
Let's start the month of August off right with some CRM Tip of the Day:Tale of a Small Change - great example showing the work that goes into "small" changesRecord Merge fails when assignee has insufficient privileges - merge issues when reparenting records owned by administrative access usersGet your Tab order in order - a … Continue reading August 2016 Blog Review
May 8 Blog Review
Clearly the blog has been a bit delayed so we have a bit of catching up to do. Let's jump right in!CRMUG has lots of exciting things happening over the next few weeks. CRMUG European Congress is next week so be on the lookout for news from that. Also the Momentum Chapter Series! The DC … Continue reading May 8 Blog Review
April 8 Blog Review
Let's jump right in to the CRM news that was shared this week.As you probably know, Microsoft Envision was going on this past week. This replaced Convergence in some ways as a business focused Dynamics conference. Ledgeview Partners shares their quick recap and some helpful links in Microsoft Envision 2016 Sessions Available On-Demand.CRM Tip of … Continue reading April 8 Blog Review
March 25 Blog Review
Let's jump right in to all the exciting CRM posts this week.This is the time of year that I start to daydream about summer vacation plans. If you are in the same boat check out this post from Microsoft about how Royal Caribbean Navigates the High Seas of Customer Experience.CRM Tip of the Day shared … Continue reading March 25 Blog Review
January 15 Blog Review
Let’s jump right in to the news of the week with Microsoft announcing Microsoft Envision. This is replacing Convergence and will focus on strategic leadership and Microsoft Dynamics. If you want focused learning on the Microsoft Dynamics Products you should look into the CRM User Group Summit.David Yack talks about Making the Most of your … Continue reading January 15 Blog Review
September 11 Blog Review
We have lots of CRM tips and news to catch up on from the last 2 weeks. First of all, the big news is the CRM 2016 was officially announced. Check out the press release, videoand release preview guide for all the information. This is scheduled to be available at the end of the year … Continue reading September 11 Blog Review
August 28 Blog Review
It was very exciting this week that CRMUG announced the CRMUG All Star Nominations! I am so honored to be nominated. I can’t believe I am even in the same league as the rest of those awesome people. Make sure you check out the surveyand vote!Let’s jump right in to the blog review!Ledgeview Partners talked … Continue reading August 28 Blog Review
July 31 Blog Review
Let’s finish off July with a great blog review! Check out the CRM news from the last few weeks.PowerObjects posted a how-to article about Changing the Color of Custom and Out-of-the-box Entities in CRM 2015. This explains how to change the background color of the tiles in CRM 2015 Update 1.PowerObjects also posted Exporting Data … Continue reading July 31 Blog Review