Here is a summary of my main takeaways from CRMUG Summit 2013. You can checkout the full review of each day if you like as well. 10/22 Key Takeaways Use CRM 2013 as an opportunity to "re-launch" and set up CRM's position in the organization. Make it exciting!Do not over-customize2011 endpoints will be supported at … Continue reading CRMUG Summit 2013 Main Takeaways
Tag: CRMUG Summit 2013
Summit Day 3 Takeaways
Reporting 201: DashboardsMike Hammons Why?“If you can’t measure it, you can’t manage it” Executives want analytics and business intelligence. Dashboards can assist with adoption and get executives to begin using the system. Other OptionsPower BI for Office 365ExcelSharePointSQL Server (many good features in SQL server 2012) Dashboards in 2013In CRM 2013, Dashboards now can have Security Roles associated with … Continue reading Summit Day 3 Takeaways
Summit Day 2 Takeaways
Ask the MVP’s: System AdministrationA Panel of MVPS’s This was another great session. It is impossible to record, retail and pass on all the information. Good news – they are working on a CRM 2013 Field Guide so that may contain a lot of this information. How can I encrypt a field in the database?You can use … Continue reading Summit Day 2 Takeaways
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