The big news this week is that Microsoft announced their new CEO, Satya Nadella. The Dynamics community was excited because he has experience with the Dynamics Product line. Now that could mean we can expect more focus on Dynamics or it could just mean he worked at Microsoft for a long time and is well-rounded. … Continue reading February 7 Blog Review
Tag: CRM
January 31 Blog Review
This week appears to be relatively quiet. Most of the news is for those just getting started with CRM 2013.If you only look at one link this week it should be the CRM Team Blog Handy Links for CRM 2013. This compiles all the blogs you will need as you implement, upgrade and get started … Continue reading January 31 Blog Review
January 24 Blog Review
The big news this week was the release of Rollup 16. There are 3 places you need to look for all the details: CRM in the Field Blog, KB Article, and of course the Download Page. The list of fixes is huge in this rollup. Many issues that were introduced with Rollup 12 are listed … Continue reading January 24 Blog Review
January 17 Blog Review
Seems quiet in the CRM blog world this week after so much to cover last week. Let’s jump right into it.PowerObjects is always working to instruct and train new users. This week they came out with 13 CRM 2013 How-To Videos. This can be a great way to start learning and spend some time looking … Continue reading January 17 Blog Review
January 10 Blog Review
I have been a horrible blogger. The holiday seasons got the best of me. My last recap was November 21, so I guess we are talking about all the news from the last 7 weeks. PowerObjects has been busy blogging away. Here is a recap of the top articles:Creating Dialogs in CRM 2013 – walkthroughs … Continue reading January 10 Blog Review
November 15 Blog Review
This week was fairly informative with some helpful tips for real life as well as some ideas for the future. PowerObjects had a very helpful blog this week – How to Mass Send Emails in Draft Status. When working with E-mail records via workflow there are two actions: Send E-mail (a new E-mail) and Create … Continue reading November 15 Blog Review
November 4 Blog Review
I apologize for the late blog due to the overwhelming busyness that has arisen. I am still working on compiling all my notes from CRMUG Summit and my mind is still exploding from all the information. I have compiled and posted myDay 1 Takeaways but there is much more to come. This week was busy … Continue reading November 4 Blog Review
CRMUG Summit Day 1 Key Takeaways
Making your CRM Case and Designing your Process Roundtable Gretchen Opferkew (MVP, PowerObjects) User Adoption Work to solve problems and look for quick wins. Look for pain points that can be addressed. Some easy quick wins can include views, dashboards and simplifying the form. Be careful to avoid having too much customization … Continue reading CRMUG Summit Day 1 Key Takeaways
October 25 Blog Review
This week was extremely busy for me soaking up knowledge at CRMUG Summit in Tampa. It was a great conference with lots of information. I had hoped to be posting all week but due to an unforeseen computer dropping incident needed to be postponed. I hope to get all my notes posed very soon. When … Continue reading October 25 Blog Review
October 18 Blog Review
Relatively quiet in the blog world this week. Everyone is beginning to use CRM 2013 and posting about its features. Of course everyone is also getting ready for CRMUG Summit next week! I will be there and hope to be posting about all the knowledge I acquire.In CRM 2011, you could set a default view … Continue reading October 18 Blog Review