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
Tag: Sonoma Partners
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
June 12 Blog Review
Welcome everyone! Let us quickly review the CRM news this week so you can get back to enjoying your summer!The CRM Tip of the Day posted several great tips this week:Some things are Irreversible – Keep in mind anytime you create a currency function the system will create transactioncurrencyid and exchangerate fields. These will not … Continue reading June 12 Blog Review
May 29 Blog Review
Let’s jump right in to the CRM news of the week!PowerObjects posted Preparing for CRM Upgrades. This is a great quick reference guide about what you need to know for all types of upgrades from simpler cases (2013 to 2015) to the bigger ordeals (4.0 to 2015).Sonoma Partners talks about Avoiding Form Script Errors with … Continue reading May 29 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
May 1 Blog Review
Welcome to May everyone! Let’s hop right in to this week’s blog review.As promised last week Adam Vero published a couple articles on charting within CRM. Check out Highlighting Contribution using conditional formatting in CRM Charts and Conditional Formatting in CRM Leaderboard Charts.The CRM Team blog posted some great documentation on Microsoft Dynamics Marketing Update … Continue reading May 1 Blog Review
April 17 Blog Review
Welcome everyone! It is a lovely spring day here and I hope all of you are enjoying the same luxury. Just take a few quick minutes to catch up on your CRM news and then you can go outside and frolic. That’s probably what I will be doing.So we have 3 very important things to … Continue reading April 17 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
April 2 Blog Review
This week’s blog recap is a bit early with the long weekend. Still lots of news coming in from Convergence and the Spring 2015 release. Let’s take a quick look.Most importantly (of course) it was April Fool’s this week. To celebrate, Leon Tribe created CRM: Corpse Relationship Management. If you ever need to customize CRM … Continue reading April 2 Blog Review
March 27 Blog Review
It has been another busy week in the CRM world. Everyone is catching up from Convergence last week and spreading all the information. So let’s take a look.If you missed Convergence in Atlanta, here is all the information you need:Video Library Now Available! Thanks for sharing Ledgeview Partners!PowerObject’s Convergence 2015 TakeawaysJukka Niiranen posted A Few … Continue reading March 27 Blog Review