It is a beautiful day! Really makes you want to go to a baseball game!Let’s quickly jump in to the news of the day!CRM Tip of the day posed a video: Tipsters Guide to Folder Level Tracking for End Users. This shows users how to set up folder level tracking when you are using Server … Continue reading July 10 Blog Review
Tag: Hitachi Solutions
July 19 Blog Review
Let’s jump right into our CRM news of the week!This is a bit more technical than I usually include but you should check out Hosk’s Don’t let bugs get into Production Environments. This stresses the importance of making sure you look for issues throughout the whole design and release process. It will be harder to … Continue reading July 19 Blog Review
April 2 Blog Review
This week’s blog recap is a bit early with the long weekend. Still lots of news coming in from Convergence and the Spring 2015 release. Let’s take a quick look.Most importantly (of course) it was April Fool’s this week. To celebrate, Leon Tribe created CRM: Corpse Relationship Management. If you ever need to customize CRM … Continue reading April 2 Blog Review
March 20 Blog Review
This has been a very exciting week because it was Microsoft Convergence! Lots of exciting things were discussed and announced so let’s cover that first.The big announcement of course was the CRM 2015 Spring Release. The CRM Team blog posted the Official Pre-Release Content for you to check out.Hitachi Solutions posted some great summaries of … Continue reading March 20 Blog Review
March 13 Blog Review
Happy Friday the 13th and almost St. Patrick’s Day! It may be tempting to get lost in the excitement but I need you to focus for just a few minutes on the CRM blogs that came out this week.Hitachi Solutions posted CRM Business Rules + Calculated Fields = Amazing. This discusses how to use Business … Continue reading March 13 Blog Review
March 6 Blog Review
It is our first opportunity to catch up on the CRM News of March. Let’s see what has been going on.Hitachi Solutions posted an extension of a post we looked at last week in Dynamics CRM Mission Advanced Find Impossible? This discusses how you can edit the FetchXML of an Advanced Find view to accomplish … Continue reading March 6 Blog Review
February 27 Blog Review
Let’s get right to the CRM news of the last week of February.PowerObjects gave a quick tutorial on Creating Monthly Goals in Bulk via Importing. Goals can be a great feature but there is no way to copy a goal. So to overcome this you can import your goals to create a large number at … Continue reading February 27 Blog Review
February 6 Blog Review
Welcome everyone to this week’s recap of everything in the world of CRM. Let’s see what we have to talk about today!Of course the most exciting news this week was I hosted my first CRMUG Chapter Meeting. You can review all the details here! Also make sure you mark your calendar for our next DC … Continue reading February 6 Blog Review
January 30 Blog Review
It looks like there are lots of great posts to talk about this week. Before I do, a quick reminder, if you are in the Washington, DC area you should check out the DC CRMUG Chapter Meeting happening next week – Wednesday February 4th.Alight now on to the news of the week.David Yack posted a … Continue reading January 30 Blog Review
January 23 Blog Review
Let’s take a quick look at the CRM news that came out this week.PowerObjects gave a few quick tutorials to help with CRM 2013. First check out, What to do when: The ‘Set As Default’ button for Dashboards Disappears in CRM. This talks about how to resolve an issue that occurs when your Homepage is … Continue reading January 23 Blog Review