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
Tag: CRM for Outlook
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
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
July 25 Blog Review
Let’s jump right in to the CRM tips and tricks from the past week.PowerObjects gave some productivity tips in Tracking Records from Outlook to Dynamics CRM. They talk about how to track, CRM features you can use in your reply and the conversion options.PowerObjects also wrote Performing Form Merges Like a Pro in CRM 2013. … Continue reading July 25 Blog Review
June 27 Blog Review
The summer busyness continues to take a toll on my blogging. This will be a review of basically the last month of CRM news. Let’s get started with all the Spring Wave news and then we will go through the other blogs over the last few weeks.Spring Wave CRM 2013 UpdatesA hot topic these past … Continue reading June 27 Blog Review
May 9 Blog Review
PowerObjects posted Moving CRM 2013 Business Rules with Static Values from Dev to Production. This describes what to do if you cannot activate one of your solution components due to a reference to the item in a development instance which has a different GUID than the production instance.CustomerEffective wrote a handy blog on Retrieving a … Continue reading May 9 Blog Review
April 11 Blog Review
It was not too busy in the CRM world this week.Biggest news was that Microsoft released the Spring 2014 Preview Guide. This highlights Marketing enhancements and the new Unified Service Desk. There are many great features on the horizon!Sonoma Partners featured Clogged Sync? Call the Plummer. This describes the resolution to several issues with the … Continue reading April 11 Blog Review
April 4 Blog Review
It seems so quiet this week after last week’s review of all of March! Here is what has been going on in the CRM community this week.Dynamics Café posted Connor Marsden’s recap of Convergence - New Solutions and Excited Fans Come together at Convergence 2014. This is a high level overview of the announcements in … Continue reading April 4 Blog Review
March 28 Blog Review
The past few weeks have been very busy it seems - work and vacations and family and all kinds of stuff. So this is not really a weekly review but basically the whole month of March review. It has been a busy month in the CRM world with Convergence and all of the news from … Continue reading March 28 Blog Review
February 21 Blog Review
It’s time to start enjoying the weekend! So let’s cover this week quickly. PowerObject’s Creating If Then Else Logic in CRM 2013 Business Rules – Tutorial on how to handle AND and OR conditions in your Business rules.CustomerEffective’s A Better Way to Control User Synchronization Settings in CRM – this describes a new tool that … Continue reading February 21 Blog Review