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

June 2016 Blog Review

Clearly summer schedules got the best of me this year. So let's quickly get caught up on all the CRM news.I always recommend you stay up to date with CRM Tip of the Day, here are a few to start with: Don't give users and teams the same role - spoiler alert: this can cause unexpected … Continue reading June 2016 Blog Review

May 20 Blog Review

Let's jump into a quick blog review for your Friday afternoon.PowerObjects posted Solving Security Headaches: Display Rules Based on Security Roles. This walks through how to use the Ribbon Workbench to modify the security of your forms.CRM Tip of the Day shared the Illustrated guide to entity creation in Dynamics CRM. This walks through what … Continue reading May 20 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

April 1 Blog Review

Let's jump right in to the CRM news from the past week.PowerObjects shared Filtered Lookups vs. Dependent Option Sets. This shows you how to create similar functionality to a code-driven dependent option set using lookups.CRM in the Field posted about What does a Dynamics CRM Administrator Do? The role of an Administrator can vary greatly … Continue reading April 1 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

March 18 Blog Review

Welcome to this week's blog review. We are going to jump right in to avoid rambling about the pitiful mess my March Maddness bracket has become.Microsoft announced a new Voice of the Customer Survey feature. Check out this article for more information about the information available and answers to your most common questions.PowerObjects posted about … Continue reading March 18 Blog Review

March 11 Blog Review

Let's jump right in to the blogs posted this week!CRM Tip of the Day shared The "Silent Observer" Custom Activity. This talks about how you can set Custom Activities to not appear in Activity Menus. This allows you to hide them from users but still use them for tracking of certain communication or events.Jukkan Niiranen … Continue reading March 11 Blog Review

March 4 Blog Review

Let’s dive right in with Microsoft’s announcement of the CRM Spring 2016 Wave. The focus of this release is the integration of FieldOne and AdxStudio. There is a large focus on the everything-as-a-service model and many exciting new fatures. There is a quick video that showcases these features as well as a new CRM Roadmap … Continue reading March 4 Blog Review