CRMUG Summit 2017 Recap

It’s hard to believe that CRMUG Summit Nashville was already a month ago! The 2017 event was amazing! Full of live music, great content, and lots of networking! Of course, the #CRMUGDCMonkey was hanging around and we even had a party for all the DC, Virginia, and Maryland Attendees. If you didn’t make it out … Continue reading CRMUG Summit 2017 Recap

March 25 Blog Review

Let's jump right in to all the exciting CRM posts this week.This is the time of year that I start to daydream about summer vacation plans. If you are in the same boat check out this post from Microsoft about how Royal Caribbean Navigates the High Seas of Customer Experience.CRM Tip of the Day shared … Continue reading March 25 Blog Review

November 6 Blog Review

This was a lovely week for CRM because it was the Washington, DC Chapter meeting! We had a full house to talk about Marketing. See all of the notes on DC Chapter Community Blog.If those notes don’t give you enough information about the topic, also check out Sonoma Partner’s Microsoft Dynamics Marketing: A Few Tips … Continue reading November 6 Blog Review

May 29 Blog Review

Let’s jump right in to the CRM news of the week!PowerObjects posted Preparing for CRM Upgrades. This is a great quick reference guide about what you need to know for all types of upgrades from simpler cases (2013 to 2015) to the bigger ordeals (4.0 to 2015).Sonoma Partners talks about Avoiding Form Script Errors with … Continue reading May 29 Blog Review

May 1 Blog Review

Welcome to May everyone! Let’s hop right in to this week’s blog review.As promised last week Adam Vero published a couple articles on charting within CRM. Check out Highlighting Contribution using conditional formatting in CRM Charts and Conditional Formatting in CRM Leaderboard Charts.The CRM Team blog posted some great documentation on Microsoft Dynamics Marketing Update … Continue reading May 1 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 9 Blog Review

It’s time for the first blog review for 2015!PowerObjects gave us some insight into The Art of Campaign Design: Marketing Automation in Microsoft Dynamics Marketing. This shows a little bit about how to set up campaigns in MDM and how to set up some automation.PowerObjects also talked about Key Considerations for Writing Scripts for CRM … Continue reading January 9 Blog Review

December 19 Blog Review

Welcome everyone! This is the last Blog Review of 2015! Where did the year go??To start off, everyone must be sure to check out the Q4 CRMUG Magazine (look at page 33 especially)! I was honored to have been chosen as the volunteer of the quarter because of this very blog!This week Hitachi Solutions continued … Continue reading December 19 Blog Review

November 21 Blog Review

It was a fairly quiet week in the CRM world. Everyone is busy working to be done before the holidays. Let’s take a look at some of the top posts.PowerObjects taught us about Calculated Fields in Dynamics CRM 2015. This walks through an example to show you how to set up Calculated Fields.Adam Vero posted … Continue reading November 21 Blog Review

November 7 Blog Review

It was a busy week in the CRM world so let’s jump right in.First of all, Microsoft published the CRM 2015 Prerelease content. This will give you all the information you need to start planning your 2015 update.Hitatchi Solutions was also talking about CRM 2015. They blogged about the CRM for your Business ad which … Continue reading November 7 Blog Review