To get started, Microsoft released a new Dynamics 365 Documentation site. This makes sure all the training and information you need is front and center. Also check out Ledgeview Partners Overview of the site.Ledgeview Partners also posted on Planning for CRM Success: 4 Key Characteristics of a Successful Project. This talks about the important areas … Continue reading July 2017 Blog Review
Tag: CRM Team Blog
January 2017 Blog Review
Welcome back to another exciting year with Microsoft Dynamics CRM!I hope all of you are already involved in your local CRM User Group. For those in the DC, Maryland, Virginia area please check out the groups in Richmond, Reston and Chevy Chase (DC). At the DC Chapter, we have scheduled all of our 2017 meetings … Continue reading January 2017 Blog Review
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
September 2016 Blog Review
One of the big events of September was Microsoft Ignite. There are lots of highlight blogs available for you to check out or you can even watch the recordings of the key sessions. I did not watch all the sessions but I particularly enjoyed this Demo of HoloLens with Lowes. So many amazing possibilities in … Continue reading September 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
February 3 Blog Review
This blog review will encompass the updates for the weeks of January 29th and February 5th. Let's jump right in to it!PowerObjects posted about Business Process Flows: Conditional AND Statements in Branching Logic. This explains how to properly use branching logic in Business Process Flows.PowerObjects also shared Who Wore it Best: System Views vs. Personal Views. This … Continue reading February 3 Blog Review
December 11 Blog Review
This time of year is very busy with parties and gifts. So we will keep this quick so you can rush off to your cookie exchange.Microsoft sent us the gift of CRM 2016 last week. This week came all of the documentation and more information about new features. The CRM Team shared the CRM 2016 … Continue reading December 11 Blog Review
September 18 Blog Review
With CRMUG Summit quickly coming up, let’s start this review with an article from Microsoft – the Do’s and Don’t for Striking up Conversation. This gives some quick networking tips and ideas to consider.The CRM Team Blog posted an update to the Scalable Security Modeling White Paper. This includes new information about hierarchy security modeling … Continue reading September 18 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 14 Blog Review
It seems like a quiet week in the CRM world but we did have the CRMUG Washington, DC chapter meeting! If you are a CRMUG member, make sure you check out the Blog Recap from our presentations on Customer Service.PowerObjects posted about Adding JavaScript to Quick Create forms in CRM 2015. This talks about how … Continue reading August 14 Blog Review