Calculation details

Alert for Old Cases: Calculated and Rollup Fields

Today, I continue to answer the question 'what was the best way to use a workflow to send an email when a case had not been modified in 5 days?' by discussing a potential solution using Calculated and Rollup Fields! We are talking about potential solutions for dealing with Cases that have been sitting in … Continue reading Alert for Old Cases: Calculated and Rollup Fields

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Case Study: Alert for Old Cases

I was recently approached at a conference about a unique question on the best way to do something in Dynamics365. The question led to a very interesting discussion because I realized that there were actually many possible ways that the objective could be achieved. So today I'm launching a new recurring Case Study mini-series where I … Continue reading Case Study: Alert for Old Cases

June 2017 Blog Review

There were lots of great posts shared in June but first a quick reminder to check out your local CRMUG events! CRMUGDC (Washington, DC Chapter) will be hosting a combined event with the Reston, VA chapter. This Summit Preview will be a full day event with 6 speakers! We will discuss a variety of topics … Continue reading June 2017 Blog Review

November 20 Blog Review

Let’s jump right in to the CRM news of the past few weeks!Update 0.2 for CRM 2015 On-Premise has been released. For all the information review CRM in the Field’s Overview Blog. PowerObjects shared Manipulating the Value of Days Remaining between Today and the Expiration Date in Calculated Fields. This shows you how to modify … Continue reading November 20 Blog Review

March 13 Blog Review

Happy Friday the 13th and almost St. Patrick’s Day! It may be tempting to get lost in the excitement but I need you to focus for just a few minutes on the CRM blogs that came out this week.Hitachi Solutions posted CRM Business Rules + Calculated Fields = Amazing. This discusses how to use Business … Continue reading March 13 Blog Review

February 20 Blog Review

Welcome everyone! Let’s jump right in to the CRM news of the week.Microsoft Convergence is coming up in less than a month! To get prepared check out Chris Cognetta’s Countdown to Convergence 2015 which covers everything you will need to know to attend.  You can also review Jamie Miley’s Convergence Party List so you can … Continue reading February 20 Blog Review

February 13 Blog Review

I’m sure everyone has big romantic plans for the weekend so I will try to run through the news quickly. At the end of last week, Rollup 2 for CRM 2013 SP 1 was released. So here is the KB Article and the Premier Field Engineers Overview. PowerObjects posted Access Is Denied: How to Identify … Continue reading February 13 Blog Review

February 6 Blog Review

Welcome everyone to this week’s recap of everything in the world of CRM. Let’s see what we have to talk about today!Of course the most exciting news this week was I hosted my first CRMUG Chapter Meeting. You can review all the details here! Also make sure you mark your calendar for our next DC … Continue reading February 6 Blog Review

September 26 Blog Review

I feel there are so many versions of CRM being discussed currently, we need to break up all news by version.Applies to All VersionsCRM Tip of the Day discusses how to keep your users from becoming Overwhelmed with Reminders when first setting up CRM for Outlook.CRM Tip of the Day also talked about how to … Continue reading September 26 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