July 17 Blog Review

Welcome to this week’s blog review! The most important takeaway today is that all of you should join me at the Nationals Game tomorrow (July 18). This is a meet up for the Washington, DC area CRMUG chapters. It will be a great way to meet other CRM users and learn a bit more about … Continue reading July 17 Blog Review

July 10 Blog Review

It is a beautiful day! Really makes you want to go to a baseball game!Let’s quickly jump in to the news of the day!CRM Tip of the day posed a video: Tipsters Guide to Folder Level Tracking for End Users. This shows users how to set up folder level tracking when you are using Server … Continue reading July 10 Blog Review

June 12 Blog Review

Welcome everyone! Let us quickly review the CRM news this week so you can get back to enjoying your summer!The CRM Tip of the Day posted several great tips this week:Some things are Irreversible – Keep in mind anytime you create a currency function the system will create transactioncurrencyid and exchangerate fields. These will not … Continue reading June 12 Blog Review

June 5 Blog Review

I cannot believe it is June already and summer is in full swing! Unfortunately I am not at the beach but we can make the most of it by looking at the CRM posts from this week.CRM in the Field posted Improve CRM query performance using Compatibility version 120 with SQL 2014. This describes how … Continue reading June 5 Blog Review

April 17 Blog Review

Welcome everyone! It is a lovely spring day here and I hope all of you are enjoying the same luxury. Just take a few quick minutes to catch up on your CRM news and then you can go outside and frolic. That’s probably what I will be doing.So we have 3 very important things to … Continue reading April 17 Blog Review

March 27 Blog Review

It has been another busy week in the CRM world. Everyone is catching up from Convergence last week and spreading all the information. So let’s take a look.If you missed Convergence in Atlanta, here is all the information you need:Video Library Now Available! Thanks for sharing Ledgeview Partners!PowerObject’s Convergence 2015 TakeawaysJukka Niiranen posted A Few … Continue reading March 27 Blog Review

March 13 Blog Review

Happy Friday the 13th and almost St. Patrick’s Day! It may be tempting to get lost in the excitement but I need you to focus for just a few minutes on the CRM blogs that came out this week.Hitachi Solutions posted CRM Business Rules + Calculated Fields = Amazing. This discusses how to use Business … Continue reading March 13 Blog Review

February 27 Blog Review

Let’s get right to the CRM news of the last week of February.PowerObjects gave a quick tutorial on Creating Monthly Goals in Bulk via Importing. Goals can be a great feature but there is no way to copy a goal. So to overcome this you can import your goals to create a large number at … Continue reading February 27 Blog Review

February 13 Blog Review

I’m sure everyone has big romantic plans for the weekend so I will try to run through the news quickly. At the end of last week, Rollup 2 for CRM 2013 SP 1 was released. So here is the KB Article and the Premier Field Engineers Overview. PowerObjects posted Access Is Denied: How to Identify … Continue reading February 13 Blog Review

January 23 Blog Review

Let’s take a quick look at the CRM news that came out this week.PowerObjects gave a few quick tutorials to help with CRM 2013. First check out, What to do when: The ‘Set As Default’ button for Dashboards Disappears in CRM. This talks about how to resolve an issue that occurs when your Homepage is … Continue reading January 23 Blog Review