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
Tag: CRM
August 21 Blog Review
Lots of tips, tricks and news to share with you this week!First check out the DynamicsCafe post – Start-up Trupanion and Microsoft Dynamics CRM Help Ease the Minds and Hearts of Pet-Owners. I clicked on this mainly because of the picture of the puppy but I was pleasantly surprised. The video describes how this pet … Continue reading August 21 Blog Review
August 5 Blog Review
Due to busy summer schedules we have a quick, early blog review this week.Most importantly, make sure you register for next week’s Washington, DC CRMUG Chapter meeting. We will be discussing Customer Service with presentations from a customer using Parature and AdxStudio.Microsoft made an interesting announcement this week – Microsoft Acquired FantasySalesTeam, an innovative sales … Continue reading August 5 Blog Review
Two Year Blogaversary!
Today, May 3rd, is my Two Year Blogaversary! I am so happy for this opportunity to have a small voice in the CRM Community. Over the past few years I have come a long way. I have gone from no certifications to five with another one in the works. I used to just attend CRMUG … Continue reading Two Year Blogaversary!
Tools for your CRM Success
I am often asked two questions “how do I learn about CRM?” and “how do I study for the CRM certifications?”. I figured it’s time to write down the answers!If you are completely new to CRM start with the Microsoft Virtual Academy’s Introduction to CRM 2013. This is a great way to get a broad … Continue reading Tools for your CRM Success
November 21 Blog Review
It was a fairly quiet week in the CRM world. Everyone is busy working to be done before the holidays. Let’s take a look at some of the top posts.PowerObjects taught us about Calculated Fields in Dynamics CRM 2015. This walks through an example to show you how to set up Calculated Fields.Adam Vero posted … Continue reading November 21 Blog Review
October 31 Blog Review
Happy Halloween! It’s time for some CRM Treats and hopefully no tricks.PowerObjects posted about What’s New for Marketing in CRM: Fall 2014. Read to learn about the new CRM features coming for marketers.CRM Tip of the Day wrote a tip about Updating Fields on Disabled Records. This describes how you can update disabled records using … Continue reading October 31 Blog Review
October 24 Blog Review
Everything is settling back in after the excitement of CRMUG Summit last week. If you were not able to be there, make sure you check out my recap blogs (Day 1, Day 2, and Day 3). Let’s see what happened over the last few weeks in CRM.PowerObjects talked about CRM 2013 Data Import Templates. This … Continue reading October 24 Blog Review
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 3 Blog Review
Somehow it has become fall. Even though it is getting colder, the CRM news keeps coming. Let’s take a look at the news and blogs from this past week.PowerObjects discusses Importing and Updating Records in CRM 2013. This talks about how to update records if you cannot use the Export/re-import functionality.Hitachi Solutions also talked about … Continue reading October 3 Blog Review