News about CRM 2013 is starting to be released. Earlier this week the Release Preview Guide came out. Now partners are starting to talk about some of the features we should expect. Let’s talk about the CRM 2013 posts first.PowerObjects talked to us about two new features in CRM 2013: Quick View Forms and Portable … Continue reading September 13 Blog Review
Tag: CustomerEffective
August 2 & 9 Blog Review
I have been a very bad blogger. My blog for two Fridays ago was just posted and my blog for last Friday is obviously not here. So here we have a two week blog review.Biggest news from last week was the Rollup 11 Critical Update. To find out what you need to know check out … Continue reading August 2 & 9 Blog Review
July 26 Blog Review
The CRM world is starting to recover from the flurry of news a few weeks ago. Here are the top stories this week:Everyone is getting excited/nervous for the Orion upgrade. PowerObjects is helping us with their blog Preparing for Microsoft Dynamics CRM 2013. If you are fully up to 2011 standards and compatible with the … Continue reading July 26 Blog Review
July 12 Blog Review
It has been far too long since my last “weekly” blog review. Lots of interesting things have been happening in the CRM world.Most importantly, the new version of CRM was officially announced as CRM 2013. We have some news from the Partner Conference as well as Update Rollup 14. Let’s cover the other notable topics … Continue reading July 12 Blog Review
June 21 Blog Review
This episode should be filled with valuable information since I missed last week’s edition. I have been very busy with different events and things. All the while wondering what these places use to track those involved. I am usually disappointed when I arrive to see that they simply highlight my name on a list. When … Continue reading June 21 Blog Review
May 24 Blog Review
PowerObjects provides a great blog on how to use Query Strings to populate data on a form.CustomerEffective describes how to create meaningful charts to show campaign ROI. First, track your campaign costs on the campaign form and relate them to Opportunities where you capture revenue. On your Opportunity form add a “Source Campaign Cost” field … Continue reading May 24 Blog Review
May 17 Blog Review
Here is my overview of some of the interesting blogs and news in the Microsoft Dynamics CRM 2011 World this week: This week PowerObjects keeps the daily tips coming with Out of the Box Repoty: Dynamics CRM User Summary. If you haven’t already seen this feature you should check it out. Consider the situation where … Continue reading May 17 Blog Review
May 10 Blog Review
Here is a summary of the most interesting happenings this week in the world of CRM.CustomerEffective: Everybody has bad data – People interact with data so it is not perfect. It naturally is grouped into silos and separate systems. When we try to gather this together into one system it can be very daunting. Plan … Continue reading May 10 Blog Review