February 28 Blog Review

Most of the CRM news this week relates to Convergence next week. It should be a great event with lots of CRM MVPs and other superstars there to report back on the news. Let’s take a quick look at the other news this week.

CustomerEffective wrote about a solution to a customer’s CRM 2013 SubGrid to Associated View button. Basically the issue is that a sub grid on your form may not have the button to see the associated view for that record. The issue results from removing that related record from the main record type’s navigation.

CustomerEffective also wrote about Design and Scalability Considerations when using Access Teams in CRM 2013. This compares traditional owner access with sharing to Access Teams. Both access methods have their advantages but must be used in moderation. Using sharing as the primary method for access can result in slow performance especially in organizations with a large number of records.

McGladrey wrote an interesting blog on Export Limitations from CRM to Excel. As you probably know, there is a limit to the number of records you can export (for good reason because you don’t want people exporting all your data, perhaps accidentally, and causing performance to go down). However, you can get around this either by changing the export limit or through a changing the parameters of a dynamic Excel workbook.

The CRM Team posted the Integration Guide: CRM Online and Office 365 to help our CRM Online readers.

Sonoma Partners posted two blogs this week about dealing with vendors – Six Questions to Ask Before you Sign your CRM Contract and CRM Software RFPs – When Good Ideas go Wrong.

Sonoma Partners also posted about What’s New in CRM 2013 for End Users: Quick Create. Quick Create is a great new feature that allows users to create records without needing to leave what they are working on.

Scott Durow posted Real Time Workflow or Plugin? There are advantages to both options. Two principles discussed are that you should use plugins if there are already plugins on an entity, or if you know that it will need a very high throughput. However the advantage of Real-Time Workflows is that they can be created by end users.

“It is true that Plugins will out perform RTWs in terms of through-put but if the frequency of the transactions are going to be low then this usually will not be an issue. If you have logic that is going to be firing at a high frequency by many concurrent users then this is the time consider selecting a plugin over a RTWF.”

That’s all for today folks. Have a great weekend!