I feel there are so many versions of CRM being discussed currently, we need to break up all news by version.Applies to All VersionsCRM Tip of the Day discusses how to keep your users from becoming Overwhelmed with Reminders when first setting up CRM for Outlook.CRM Tip of the Day also talked about how to … Continue reading September 26 Blog Review
Tag: CRM
September 19 Blog Review
Welcome to another CRM Blog Review. Remember today is International Talk Like a Pirate Day so read up and then go get your Free Donuts!The biggest news this week was the announcement that CRM 2015 will be available early next year! To get all the information you can read the Announcement, Blogand read the Release … Continue reading September 19 Blog Review
September 12 Blog Review
We are now almost less than a month away from CRMUG Summit. My CRM Nerd self has been already reviewing the Agendaand planning the sessions I will attend. You do not need to register for each session but you can mark the ones you plan on attending for future reference. It looks like a good … Continue reading September 12 Blog Review
September 5 Blog Review
Apparently it is September. So now it is back busy fall work, even though I believe the summer was just as busy but more sunny. Let’s see what was happening in the CRM world this week.PowerObjects posted Create a List of Values for Workflow Check Conditions in CRM 2013. This talks through the different options … Continue reading September 5 Blog Review
August 22 Blog Review
Let’s check out the CRM news from this week!CRM Tip of the Day had a series of blogs this week about the Spring ’14 features. They compiled some great videos on: Mobile, Sandbox Instances, Developer Features, Service and Cases, and Other Stuff.Hitachi Solutions walked through How to Change the Tiles on the Menu using the … Continue reading August 22 Blog Review
August 8 Blog Review
Two weeks to review this week. Let’s take a quick look at the tips and tricks that have been floating around about CRM.PowerObjects posted a great tip to help you tell the difference between your DEV and LIVE environments. Check out How-to: Change the Default Blue Color in CRM.CRM Tip of the Day had several … Continue reading August 8 Blog Review
July 25 Blog Review
Let’s jump right in to the CRM tips and tricks from the past week.PowerObjects gave some productivity tips in Tracking Records from Outlook to Dynamics CRM. They talk about how to track, CRM features you can use in your reply and the conversion options.PowerObjects also wrote Performing Form Merges Like a Pro in CRM 2013. … Continue reading July 25 Blog Review
July 18 Blog Review
Let’s jump right in to the CRM news for this week!Hitachi Solutions presented an innovated way to keep users up to date with Sending Text Message Alerts from CRM 2013. This explains how to use regular CRM email to send texts to your users. Use this to notify them of alerts, things that require their … Continue reading July 18 Blog Review
July 11 Blog Review
Today is such a busy day here in America – free Slurpees at 7-11 and Cow Appreciation Day at Chick-Fil-A. Why isn’t it a holiday? How do they expect us to work under these conditions?Moving on. Let’s take a look at the CRM news this week.Hitachi Solutions posted New Shoes and Dynamics CRM Upgrades. This … Continue reading July 11 Blog Review
July 3 Blog Review
Let’s take a look at the CRM news on this short holiday week. Actually it was a holiday week for several countries – Canada Day on Tuesday and the 4th of July on Friday!PowerObjects is still blogging away about the Spring ’14 wave. They talked to us this week about setting up Server-Based SharePoint Integration … Continue reading July 3 Blog Review