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
Tag: CRM Team Blog
July 1 Blog Review
This week’s blog review is a bit early due to the Holiday but the CRM news-machine is still running. Lots of great tips and tricks to share with you today.PowerObjects posted two great how-to articles. How to Hide the Lead Qualify Button without Coding talks about how you can remove the Account and Contact create … Continue reading July 1 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
May 15 Blog Review
The most important CRM News this week was (of course!) the Washington, DC CRMUG Chapter Meeting on Wednesday May 13! If you are a CRMUG member, you can view all the notes in the DC Chapter blog. If you are not a member, check out the CRM Lady’s Blog from that day as she captured … Continue reading May 15 Blog Review
May 1 Blog Review
Welcome to May everyone! Let’s hop right in to this week’s blog review.As promised last week Adam Vero published a couple articles on charting within CRM. Check out Highlighting Contribution using conditional formatting in CRM Charts and Conditional Formatting in CRM Leaderboard Charts.The CRM Team blog posted some great documentation on Microsoft Dynamics Marketing Update … Continue reading May 1 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 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
January 30 Blog Review
It looks like there are lots of great posts to talk about this week. Before I do, a quick reminder, if you are in the Washington, DC area you should check out the DC CRMUG Chapter Meeting happening next week – Wednesday February 4th.Alight now on to the news of the week.David Yack posted a … Continue reading January 30 Blog Review