This was a lovely week for CRM because it was the Washington, DC Chapter meeting! We had a full house to talk about Marketing. See all of the notes on DC Chapter Community Blog.If those notes don’t give you enough information about the topic, also check out Sonoma Partner’s Microsoft Dynamics Marketing: A Few Tips … Continue reading November 6 Blog Review
Tag: CRM Tip of the Day
October 9 Blog Review
It’s a short blog review today because I still have lots of packing to do for CRMUG Summit! I’m looking forward to the week out in Reno connecting with so many great CRM professionals! My goals this year are to learn how to successfully upgrade from CRM 2011 to (hopefully) 2016 with minimal loss of … Continue reading October 9 Blog Review
October 2 Blog Review
Suddenly it is very apparent that fall is upon us! It is dark, cloudy and rainy. But it is only a week until I escape to sunny Reno for CRMUG Summit!Let’s quickly catch up on some blogs this week so all of us east-coasters can get back to preparing for the hurricane.CRM Tip of the … Continue reading October 2 Blog Review
September 25 Blog Review
Let’s jump right in to this week’s blog review.First of all, it’s always good to see what is going on at the CRM Tip of the Day. This week they talked about troubleshooting the mobile client (part 1and part 2) as well as had a video, Tipster Guide to CRM Themes.Ben Hosk talked about What’s … Continue reading September 25 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 28 Blog Review
It was very exciting this week that CRMUG announced the CRMUG All Star Nominations! I am so honored to be nominated. I can’t believe I am even in the same league as the rest of those awesome people. Make sure you check out the surveyand vote!Let’s jump right in to the blog review!Ledgeview Partners talked … Continue reading August 28 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
July 31 Blog Review
Let’s finish off July with a great blog review! Check out the CRM news from the last few weeks.PowerObjects posted a how-to article about Changing the Color of Custom and Out-of-the-box Entities in CRM 2015. This explains how to change the background color of the tiles in CRM 2015 Update 1.PowerObjects also posted Exporting Data … Continue reading July 31 Blog Review
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