To get started, Microsoft released a new Dynamics 365 Documentation site. This makes sure all the training and information you need is front and center. Also check out Ledgeview Partners Overview of the site.Ledgeview Partners also posted on Planning for CRM Success: 4 Key Characteristics of a Successful Project. This talks about the important areas … Continue reading July 2017 Blog Review
Tag: Ledgeview partners
June 2017 Blog Review
There were lots of great posts shared in June but first a quick reminder to check out your local CRMUG events! CRMUGDC (Washington, DC Chapter) will be hosting a combined event with the Reston, VA chapter. This Summit Preview will be a full day event with 6 speakers! We will discuss a variety of topics … Continue reading June 2017 Blog Review
April 2017 Blog Review
Let's run through some interesting CRM blogs posted over the last month.Ledgeview Partners posted a quick tip on Custom Coloring Dynamics 365/CRM Dashboards which shows how to set colors for different options in an option set.Hitachi Solutions teaches the basics of entity creation through an example in Dynamics 365 Roadmap: A complete guide to Dynamics … Continue reading April 2017 Blog Review
March 2017 Blog Review
Let's jump right in and catch up on all the CRM News and Training that has been floating around this month!PowerObjects shared several great how to articles:Creating a Bookmark that Shows the Schema Name for a CRM Field - this allows you to quickly click a favorite and change all the display names on a form … Continue reading March 2017 Blog Review
February 2017 Blog Review
Let's quickly catch up on the CRM news floating around this past month.First of all, the December 2016 update for Dynamics 365 is available so you should check out the release notes and podcast. Keep in mind this is just version 8.2 so more like a 2016 update then any kind of upgrade.PowerObjects posted a … Continue reading February 2017 Blog Review
January 2017 Blog Review
Welcome back to another exciting year with Microsoft Dynamics CRM!I hope all of you are already involved in your local CRM User Group. For those in the DC, Maryland, Virginia area please check out the groups in Richmond, Reston and Chevy Chase (DC). At the DC Chapter, we have scheduled all of our 2017 meetings … Continue reading January 2017 Blog Review
December 2016 Blog Review
I hope all of you have been warm and enjoyed this holiday season! Let's catch up on all the CRM news from the past few weeks so we are ready to start the New Year off right!Ledgeview Partners shared a list of their Top 10 Tips of 2016. These are some great tips to be … Continue reading December 2016 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
October 2016 Blog Review
October has been a very busy month for CRM. We have had the announcement for Dynamics 365 and of course CRMUG Summit (my recap coming soon, see Sonoma's right now). Let's jump right in to all the blogs that have been flying around throughout the month.Ledgeview Partners showed us how to create mappings in Auto-Populate … Continue reading October 2016 Blog Review
August 2016 Blog Review
Let's start the month of August off right with some CRM Tip of the Day:Tale of a Small Change - great example showing the work that goes into "small" changesRecord Merge fails when assignee has insufficient privileges - merge issues when reparenting records owned by administrative access usersGet your Tab order in order - a … Continue reading August 2016 Blog Review