February 27 Blog Review

Let’s get right to the CRM news of the last week of February.PowerObjects gave a quick tutorial on Creating Monthly Goals in Bulk via Importing. Goals can be a great feature but there is no way to copy a goal. So to overcome this you can import your goals to create a large number at … Continue reading February 27 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 23 Blog Review

Let’s take a quick look at the CRM news that came out this week.PowerObjects gave a few quick tutorials to help with CRM 2013. First check out, What to do when: The ‘Set As Default’ button for Dashboards Disappears in CRM. This talks about how to resolve an issue that occurs when your Homepage is … Continue reading January 23 Blog Review

July 18 Blog Review

Let’s jump right in to the CRM news for this week!Hitachi Solutions presented an innovated way to keep users up to date with Sending Text Message Alerts from CRM 2013. This explains how to use regular CRM email to send texts to your users. Use this to notify them of alerts, things that require their … Continue reading July 18 Blog Review

July 11 Blog Review

Today is such a busy day here in America – free Slurpees at 7-11 and Cow Appreciation Day at Chick-Fil-A. Why isn’t it a holiday? How do they expect us to work under these conditions?Moving on. Let’s take a look at the CRM news this week.Hitachi Solutions posted New Shoes and Dynamics CRM Upgrades. This … Continue reading July 11 Blog Review

May 9 Blog Review

PowerObjects posted Moving CRM 2013 Business Rules with Static Values from Dev to Production. This describes what to do if you cannot activate one of your solution components due to a reference to the item in a development instance which has a different GUID than the production instance.CustomerEffective wrote a handy blog on Retrieving a … Continue reading May 9 Blog Review

April 11 Blog Review

It was not too busy in the CRM world this week.Biggest news was that Microsoft released the Spring 2014 Preview Guide. This highlights Marketing enhancements and the new Unified Service Desk. There are many great features on the horizon!Sonoma Partners featured Clogged Sync? Call the Plummer. This describes the resolution to several issues with the … Continue reading April 11 Blog Review

March 28 Blog Review

The past few weeks have been very busy it seems - work and vacations and family and all kinds of stuff. So this is not really a weekly review but basically the whole month of March review. It has been a busy month in the CRM world with Convergence and all of the news from … Continue reading March 28 Blog Review

February 21 Blog Review

It’s time to start enjoying the weekend! So let’s cover this week quickly. PowerObject’s Creating If Then Else Logic in CRM 2013 Business Rules – Tutorial on how to handle AND and OR conditions in your Business rules.CustomerEffective’s A Better Way to Control User Synchronization Settings in CRM – this describes a new tool that … Continue reading February 21 Blog Review

CRMUG Summit Day 1 Key Takeaways

Making your CRM Case and Designing your Process Roundtable Gretchen Opferkew (MVP, PowerObjects)   User Adoption   Work to solve problems and look for quick wins. Look for pain points that can be addressed. Some easy quick wins can include views, dashboards and simplifying the form.   Be careful to avoid having too much customization … Continue reading CRMUG Summit Day 1 Key Takeaways