October 24 Blog Review

Everything is settling back in after the excitement of CRMUG Summit last week. If you were not able to be there, make sure you check out my recap blogs (Day 1, Day 2, and Day 3). Let’s see what happened over the last few weeks in CRM.

PowerObjects talked about CRM 2013 Data Import Templates. This walks through how to export the desired import template and import it back into CRM. This is a great way to get data into your system quickly and easily.

PowerObjects also posted about Assigning System Views Based on Security Roles. This talks about a codeplex toll that allows you to set which views are visible by Security Role.

CRM Tip of the Day asked Where do you see Advanced Find View? A commonly forgotten system view is the “Advanced Find View”. This is used to customize what is see when a user opens up Advanced Find for that entity (if not opening from an existing view of course). This can be a great way to help users save time when they are building their views.

Jukka Niianen posted this blog – Don’t Merge your Forms in CRM 2013. This discusses the issues with the Merge form features and encourages you to use this opportunity to optimize your forms for 2013 instead of just matching your old forms.

C5 Insight wrote about their white paper: 4 Reasons your CRM is Failing. This describes the common reasons CRM projects fail and what to do about it.

Have a great weekend folks!