CRMUG Summit 2016 Recap

CRM MVPs at the Medic booth just hanging out with CRMUGDCAnother awesome year of CRMUG Summit has come and gone. It was a great event!If you attended, be sure to download the slides from the Summit Community. If you did not attend, be on the lookout for the "Best of Summit" Webinar series open to … Continue reading CRMUG Summit 2016 Recap

May 8 Blog Review

Clearly the blog has been a bit delayed so we have a bit of catching up to do. Let's jump right in!CRMUG has lots of exciting things happening over the next few weeks. CRMUG European Congress is next week so be on the lookout for news from that. Also the Momentum Chapter Series! The DC … Continue reading May 8 Blog Review

4×4 Series: Training Your Users

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.Training is an integral part to any implementation because you cannot have user adoption if they do not know what to do! … Continue reading 4×4 Series: Training Your Users

February 19 Blog Review

The most important news you need to remember this week is that the CRMUGDC Q1 Chapter Meeting takes place on Wednesday, February 24th from 8:30-12:30 at the Microsoft Office in Chevy Chase, MD. We will be focused on reporting and talking about the importance of having good data. Make sure you check out the details … Continue reading February 19 Blog Review

January 8 Blog Review

Welcome back! It is time to recap all the CRM blogs and such that were missed while so many of us were enjoying time with family and enjoying over-eating.Most importantly of course is the upcoming CRMUGDC Chapter Launch Party on January 21. This is going to be a casual event for people in the DC, … Continue reading January 8 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

April 24 Blog Review

Good afternoon everyone! Let’s take a quick look at the CRM information that was posted this week.First of all, there was a new Rollup released for CRM 2013. This is update Rollup 3 for CRM 2013 Service pack 1 (6.01.0003 for those keeping track). Check out the Blog, Knowledgebase and download page for more information.Another … Continue reading April 24 Blog Review

Tools for your CRM Success

I am often asked two questions “how do I learn about CRM?” and “how do I study for the CRM certifications?”. I figured it’s time to write down the answers!If you are completely new to CRM start with the Microsoft Virtual Academy’s Introduction to CRM 2013. This is a great way to get a broad … Continue reading Tools for your CRM Success

December 19 Blog Review

Welcome everyone! This is the last Blog Review of 2015! Where did the year go??To start off, everyone must be sure to check out the Q4 CRMUG Magazine (look at page 33 especially)! I was honored to have been chosen as the volunteer of the quarter because of this very blog!This week Hitachi Solutions continued … Continue reading December 19 Blog Review