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
Tag: PowerObjects
July 2016 Blog Review
Let's catch up on the CRM blogs of the lovely month of July.For those who love to pursue certifications - check out Hosk's overview of Tips on Passing the MB2-712 Customizations and Config exam.Ledgeview Partners shared a quick tip on Removing an Entity from Quick Create in Dynamics CRM. Remember that Activity types cannot be … Continue reading July 2016 Blog Review
June 2016 Blog Review
Clearly summer schedules got the best of me this year. So let's quickly get caught up on all the CRM news.I always recommend you stay up to date with CRM Tip of the Day, here are a few to start with: Don't give users and teams the same role - spoiler alert: this can cause unexpected … Continue reading June 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
April 1 Blog Review
Let's jump right in to the CRM news from the past week.PowerObjects shared Filtered Lookups vs. Dependent Option Sets. This shows you how to create similar functionality to a code-driven dependent option set using lookups.CRM in the Field posted about What does a Dynamics CRM Administrator Do? The role of an Administrator can vary greatly … Continue reading April 1 Blog Review
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
March 18 Blog Review
Welcome to this week's blog review. We are going to jump right in to avoid rambling about the pitiful mess my March Maddness bracket has become.Microsoft announced a new Voice of the Customer Survey feature. Check out this article for more information about the information available and answers to your most common questions.PowerObjects posted about … Continue reading March 18 Blog Review
February 26 Blog Review
Let’s jump right in to this blog review!PowerObjects shared Five Awesome Benefits of Parature, from Microsoft. This talks about some of the features of Parature so you can figure out if it would work for your organization.CRM Tip of the Day answered a great question – Why don’t I get all of my characters? This … Continue reading February 26 Blog Review
February 19 Blog Review
The most important news you need to remember this week is that the CRMUGDC Q1 Chapter Meeting takes place on Wednesday, February 24th from 8:30-12:30 at the Microsoft Office in Chevy Chase, MD. We will be focused on reporting and talking about the importance of having good data. Make sure you check out the details … Continue reading February 19 Blog Review