August 2016 Blog Review

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

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

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 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

March 11 Blog Review

Let's jump right in to the blogs posted this week!CRM Tip of the Day shared The "Silent Observer" Custom Activity. This talks about how you can set Custom Activities to not appear in Activity Menus. This allows you to hide them from users but still use them for tracking of certain communication or events.Jukkan Niiranen … Continue reading March 11 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

November 6 Blog Review

This was a lovely week for CRM because it was the Washington, DC Chapter meeting! We had a full house to talk about Marketing. See all of the notes on DC Chapter Community Blog.If those notes don’t give you enough information about the topic, also check out Sonoma Partner’s Microsoft Dynamics Marketing: A Few Tips … Continue reading November 6 Blog Review

October 30 Blog Review

Happy Halloween!Unfortunately (or maybe fortunately) I do not have any spooky CRM Stories for you other than users saying they didn’t do something the system says they did. Instead I have a quick blog review touching on the highlights of the last few weeks while I was busy with Summit and such. Let’s jump right … Continue reading October 30 Blog Review