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

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

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

November 20 Blog Review

Let’s jump right in to the CRM news of the past few weeks!Update 0.2 for CRM 2015 On-Premise has been released. For all the information review CRM in the Field’s Overview Blog. PowerObjects shared Manipulating the Value of Days Remaining between Today and the Expiration Date in Calculated Fields. This shows you how to modify … Continue reading November 20 Blog Review

October 30 Blog Review

Happy Halloween!Unfortunately (or maybe fortunately) I do not have any spooky CRM Stories for you other than users saying they didn’t do something the system says they did. Instead I have a quick blog review touching on the highlights of the last few weeks while I was busy with Summit and such. Let’s jump right … Continue reading October 30 Blog Review

August 21 Blog Review

Lots of tips, tricks and news to share with you this week!First check out the DynamicsCafe post – Start-up Trupanion and Microsoft Dynamics CRM Help Ease the Minds and Hearts of Pet-Owners. I clicked on this mainly because of the picture of the puppy but I was pleasantly surprised. The video describes how this pet … Continue reading August 21 Blog Review

July 31 Blog Review

Let’s finish off July with a great blog review! Check out the CRM news from the last few weeks.PowerObjects posted a how-to article about Changing the Color of Custom and Out-of-the-box Entities in CRM 2015. This explains how to change the background color of the tiles in CRM 2015 Update 1.PowerObjects also posted Exporting Data … Continue reading July 31 Blog Review

July 1 Blog Review

This week’s blog review is a bit early due to the Holiday but the CRM news-machine is still running. Lots of great tips and tricks to share with you today.PowerObjects posted two great how-to articles. How to Hide the Lead Qualify Button without Coding talks about how you can remove the Account and Contact create … Continue reading July 1 Blog Review

June 26 Blog Review

Apparently everyone is off on vacation except for me. I just have a few quick posts to highlight for you this week.First of all, several weeks ago we talked about the importance of people in your CRM deployment. This week Leon Tribe talked about the Top Ten Secrets to a Successful CRM Deployment: Part two … Continue reading June 26 Blog Review

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