November 21 Blog Review

It was a fairly quiet week in the CRM world. Everyone is busy working to be done before the holidays. Let’s take a look at some of the top posts.

PowerObjects taught us about Calculated Fields in Dynamics CRM 2015. This walks through an example to show you how to set up Calculated Fields.

Adam Vero posted a blog about his experience as a CRMUG member. Take a look if you are interested in what it means to be involved with CRMUG, lead a chapter meeting, and be an MVP at Summit.

CRM Tip of the Day also posted several helpful tips:

• Beware of the implications of “non searchable” fields – this discusses the implications and considerations to keep in mind when setting a field to searchable = no (also check out my blog on the topic comparing non searchable to field level security)
• Server Side Sync and View in CRM – there is a known issue that the View in CRM button does not work when using Server Side Sync
• Close Appointments from Outlook – It is easy to use Outlook to close CRM tasks but the same thing does not exist for appointments. Check out this tip to learn a potential workaround.

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

November 14 Blog Review

Let’s jump right in to the CRM news of the week!

PowerObjects posted Keeping Afloat with CRM System Requirements for Dynamics CRM. This goes through the dynamics related products and the support dates that you need to be aware of.

PowerObjects also blogged about Understanding Global Option Sets. This describes what Global Option Sets are and how to create them.

Several new videos were highlighted this week. Adam Vero takes a look at CRM 2015 videos from the MS Product Team. These are more technical videos focusing on new functionality available in CRM 2015. Hitachi Solutions also highlighted a video, CRM 2015: Every Interaction Matters. This is an ad from Microsoft showing the value of using the integrated Microsoft products and what we can expect in the future.

Adam Vero also blogged about Modifying Dashboard properties in CRM 2015. In CRM 2013 the properties button was removed when editing dashboards so you could not change the description once the dashboard was initially created. This is corrected in 2015 and you have the option to enable multiple dashboards for tablets.

Jukka Niiranen recapped his top 2013 blogs in CRM 2013 in Retrospect. This is a great way to remember the most-exciting features of 2013 before our focus shifts to 2015.

Let’s finish off with some CRM Tips of the day:

• How can Administrators update read-only fields?
• Google took me to the 2013 documentation when I want 2011, what do I do? (This is so helpful – it was part of my 6.92 Summit Takeaways)
• What happens when I delete tracked Outlook tasks?

Thanks for reading. Have a great weekend!

November 7 Blog Review

It was a busy week in the CRM world so let’s jump right in.

First of all, Microsoft published the CRM 2015 Prerelease content. This will give you all the information you need to start planning your 2015 update.

Hitatchi Solutions was also talking about CRM 2015. They blogged about the CRM for your Business ad which shows how you will be able to use CRM along with the social listening and marketing components in the future.

Hitachi Solutions also showed us how to create Duration Calculations in CRM with Little or No Customizations. This utilizes a new custom entity and a workflow to calculate the days or minutes between two dates.

PowerObjects highlighted Marketing features in What’s New for Marketing in CRM: Fall 2014 – Part 2. (We looked at Part 1 last week.) This looks at Microsoft Dynamics Marketing and Microsoft Social Listening.

McGladrey discussed CRM 2013 errors in Google Chrome. This is related to Google Chrome no longer supporting the JavaScript method showModalDialog(). Their recommendation – “when in doubt, user Internet Explorer.” I tend to agree.

Finally, CRM Tip of the Day posted a few great tips to keep in mind. Globally Manage User Setting in CRM discusses how to use the XRM Toolbox to easily manage user settings all in one place. Prevent Export to Excel By Entity talked about using the Ribbon Workbench to essentially prevent users from Exporting to Excel for specific entities.

Have a great weekend everyone!