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
Tag: Mitch Milam
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
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
May 20 Blog Review
Let's jump into a quick blog review for your Friday afternoon.PowerObjects posted Solving Security Headaches: Display Rules Based on Security Roles. This walks through how to use the Ribbon Workbench to modify the security of your forms.CRM Tip of the Day shared the Illustrated guide to entity creation in Dynamics CRM. This walks through what … Continue reading May 20 Blog Review
May 14 Blog Review
Let's jump right in to this week's blog review!PowerObjects shared No More Whoops: Preventing Accidental CRM Emails in a Non-Production Environment. Learn from other people's mistakes and take some time to make sure your test environments cannot send emails. It is not a fun issue to deal with. Also make sure you can easilly identify … Continue reading May 14 Blog Review
March 4 Blog Review
Let’s dive right in with Microsoft’s announcement of the CRM Spring 2016 Wave. The focus of this release is the integration of FieldOne and AdxStudio. There is a large focus on the everything-as-a-service model and many exciting new fatures. There is a quick video that showcases these features as well as a new CRM Roadmap … Continue reading March 4 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
January 22 Blog Review
The snow is coming down hard (for some of us), so that means you have lots of time to read up on all the CRM news of the last week.Of course, you should start with a recap of last night’s 2016 DMV CRMUG Chapter Launch Party. We had a very good turnout especially considering the … Continue reading January 22 Blog Review
January 15 Blog Review
Let’s jump right in to the news of the week with Microsoft announcing Microsoft Envision. This is replacing Convergence and will focus on strategic leadership and Microsoft Dynamics. If you want focused learning on the Microsoft Dynamics Products you should look into the CRM User Group Summit.David Yack talks about Making the Most of your … Continue reading January 15 Blog Review
April 10 Blog Review
Welcome everyone! Let’s jump right in with the CRM News from this week.There is still lots of news coming out about the CRM 2015 Spring Release.Mitch Milam had an interesting tidbit in Delete Plug-in Trace Log Records. As we learned last week, you can now view plugin trace data from within CRM. Interestingly enough, there … Continue reading April 10 Blog Review