September 26 Blog Review

I feel there are so many versions of CRM being discussed currently, we need to break up all news by version.

Applies to All Versions

CRM Tip of the Day discusses how to keep your users from becoming Overwhelmed with Reminders when first setting up CRM for Outlook.

CRM Tip of the Day also talked about how to use Privileges to Hide Site Map areas. This can be used to hide a particular entity from the Site Map, or a whole area (such as Settings).

CRM 2011 News

Rollup 18 was announced for CRM 2011. Please review the Knowledgebase, Download Page, and Blog.

CRM in the Field discusses Troubleshooting Workflows. This gives an overview of processes in CRM 2011 and then lists the steps to work through when you are having issues.

CRM 2013 News

Rollup 1 for CRM 2013 Service Pack 1 was announced. Check out the Knowledgebase, Download Page,

and Blog.

CRM 2015 News

PowerObjects discusses SLA Enhancements for CRM 2015 focusing on the ability to pause the SLA when the case is put on hold

PowerObjects also posted CRM 2015 to Feature Improved Search Capabilities. This goes over the new Multi-entity search which will be available in the web client (not just mobile as before).

CRM Team blogs talks about Creating Custom Help for your Users. In CRM 2015, instead of linking to the Microsoft help we can link directly to internal help sites allowing users to see what to do within our business processes.

Sonoma Partners shows of the CRM 2015 Calculated and Rollup Fields. Quick Note before you get too excited is that the field type of simple (regular), Calculated or Rollup must be set when the field is created. So if you want to migrate some existing code to use this instead you may need to migrate some data as well. There is a great list of limitations at the bottom of the blog to help give you a well-rounded view of the feature.

Sonoma Partners also discussed the CRM 2015 Enhanced Business Processes. This goes over the changes and also the limitations to keep in mind.

There was lots of news this week as the CRM 2015 announcement began to sink in. Hopefully I captured the highlights today. Have a great weekend everyone!