October 9 Blog Review

It’s a short blog review today because I still have lots of packing to do for CRMUG Summit! I’m looking forward to the week out in Reno connecting with so many great CRM professionals! My goals this year are to learn how to successfully upgrade from CRM 2011 to (hopefully) 2016 with minimal loss of … Continue reading October 9 Blog Review

October 2 Blog Review

Suddenly it is very apparent that fall is upon us! It is dark, cloudy and rainy. But it is only a week until I escape to sunny Reno for CRMUG Summit!Let’s quickly catch up on some blogs this week so all of us east-coasters can get back to preparing for the hurricane.CRM Tip of the … Continue reading October 2 Blog Review

September 18 Blog Review

 With CRMUG Summit quickly coming up, let’s start this review with an article from Microsoft – the Do’s and Don’t for Striking up Conversation. This gives some quick networking tips and ideas to consider.The CRM Team Blog posted an update to the Scalable Security Modeling White Paper. This includes new information about hierarchy security modeling … Continue reading September 18 Blog Review

September 11 Blog Review

We have lots of CRM tips and news to catch up on from the last 2 weeks. First of all, the big news is the CRM 2016 was officially announced. Check out the press release, videoand release preview guide for all the information. This is scheduled to be available at the end of the year … Continue reading September 11 Blog Review

August 28 Blog Review

It was very exciting this week that CRMUG announced the CRMUG All Star Nominations! I am so honored to be nominated. I can’t believe I am even in the same league as the rest of those awesome people. Make sure you check out the surveyand vote!Let’s jump right in to the blog review!Ledgeview Partners talked … Continue reading August 28 Blog Review

August 14 Blog Review

It seems like a quiet week in the CRM world but we did have the CRMUG Washington, DC chapter meeting! If you are a CRMUG member, make sure you check out the Blog Recap from our presentations on Customer Service.PowerObjects posted about Adding JavaScript to Quick Create forms in CRM 2015. This talks about how … Continue reading August 14 Blog Review

August 5 Blog Review

Due to busy summer schedules we have a quick, early blog review this week.Most importantly, make sure you register for next week’s Washington, DC CRMUG Chapter meeting. We will be discussing Customer Service with presentations from a customer using Parature and AdxStudio.Microsoft made an interesting announcement this week – Microsoft Acquired FantasySalesTeam, an innovative sales … Continue reading August 5 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 17 Blog Review

Welcome to this week’s blog review! The most important takeaway today is that all of you should join me at the Nationals Game tomorrow (July 18). This is a meet up for the Washington, DC area CRMUG chapters. It will be a great way to meet other CRM users and learn a bit more about … Continue reading July 17 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