May 2017 Blog Review

Let's jump right in to this short summer recap!PowerObjects shared about Searching Relevantly in Microsoft Dynamics 365. This discusses the Relevance Search in Dynamic 365 which allows you to use filtering in your regular CRM searches.Great reminder from Mitch Milam to Always Maintain Control of your Dynamics CRM/365 Assets. It is very important to have … Continue reading May 2017 Blog Review

November 2016 Blog Review

Before everyone runs off for Thanksgiving, we can take a few moments to be thankful for all the CRM blogs in the world and the knowledge that they bring us. I am so thankful for CRMUG and how much I have learned over the years. This past year I was stretched and presented in webinars … Continue reading November 2016 Blog Review

March 11 Blog Review

Let's jump right in to the blogs posted this week!CRM Tip of the Day shared The "Silent Observer" Custom Activity. This talks about how you can set Custom Activities to not appear in Activity Menus. This allows you to hide them from users but still use them for tracking of certain communication or events.Jukkan Niiranen … Continue reading March 11 Blog Review

February 12 Blog Review

In honor of Valentine’s Day let’s start out with a list of things to love about CRM:1.       It is a great way to organize all your customer data and manage your business processes2.       It is extremely extensible for all your integration and customization needs3.       It allows non-developer types (such as myself) to easily modify the … Continue reading February 12 Blog Review

December 4 Blog Review

Welcome to the first blog review of December! 2015 is quickly slipping away from us but don’t get too melancholy – CRM 2016 has been released!Here are all the blogs to check out about the CRM 2016 announcement:Microsoft Dynamics CRM 2016 Now Available: ushering in a New Era of Intelligent Customer engagement (Microsoft)First Glance at … Continue reading December 4 Blog Review

August 28 Blog Review

It was very exciting this week that CRMUG announced the CRMUG All Star Nominations! I am so honored to be nominated. I can’t believe I am even in the same league as the rest of those awesome people. Make sure you check out the surveyand vote!Let’s jump right in to the blog review!Ledgeview Partners talked … Continue reading August 28 Blog Review

July 10 Blog Review

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

June 5 Blog Review

I cannot believe it is June already and summer is in full swing! Unfortunately I am not at the beach but we can make the most of it by looking at the CRM posts from this week.CRM in the Field posted Improve CRM query performance using Compatibility version 120 with SQL 2014. This describes how … Continue reading June 5 Blog Review

May 21 Blog Review

It seemed to be a quiet week in the CRM world. Let’s jump right in!CRM in the Field posted Customers’ choices… The most popular “Dynamics CRM in the Field” technical blog posted from Premier Field Engineering! This reviews the top posts over the last few years. These are full of great information so make sure … Continue reading May 21 Blog Review

May 15 Blog Review

The most important CRM News this week was (of course!) the Washington, DC CRMUG Chapter Meeting on Wednesday May 13! If you are a CRMUG member, you can view all the notes in the DC Chapter blog. If you are not a member, check out the CRM Lady’s Blog from that day as she captured … Continue reading May 15 Blog Review