4×4 Series: Security Suggestions for the New Administrator

I was asked to participate in the CRMUG 4x4 webinar series. These are quick webinars with multiple speakers sharing tips and answering questions. I also wanted to document my tips here for future reference.There are so many tasks for a new CRM administrator. Security is a key area to focus on. The administrator needs to … Continue reading 4×4 Series: Security Suggestions for the New Administrator

December 18 Blog Review

This will be the last blog review before my holiday time so let’s make sure it is interesting.I must start by reminding you that the CRMUGDC 2016 Chapter Launch Party was just announced! This will be a fun networking event on Thursday January 21st. It will feature eating, drinking and question-answering. Come out to learn … Continue reading December 18 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

Summit 2015: Day 2 Takeaways

It's a bit late but it's always good to learn more Summit takeaways. Here is what was discussed on Day 2 of Summit 2015.UpgradingBetween 2011 and 2015 there are over 1500 updates so there are many reasons to upgrade. Keep in mind that the longer you wait to upgrade the more difficult it will be. … Continue reading Summit 2015: Day 2 Takeaways

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

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

May 15 Blog Review

The most important CRM News this week was (of course!) the Washington, DC CRMUG Chapter Meeting on Wednesday May 13! If you are a CRMUG member, you can view all the notes in the DC Chapter blog. If you are not a member, check out the CRM Lady’s Blog from that day as she captured … Continue reading May 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

March 20 Blog Review

This has been a very exciting week because it was Microsoft Convergence! Lots of exciting things were discussed and announced so let’s cover that first.The big announcement of course was the CRM 2015 Spring Release. The CRM Team blog posted the Official Pre-Release Content for you to check out.Hitachi Solutions posted some great summaries of … Continue reading March 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