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 their 12 Days of
CRMas discussing CRM 2015 features. Here are a few days to check out:
Stop
Sync Grinch – In CRM 2015 you can configure the sync pipe so you can
control which fields sync between CRM and exchange. This can prevent CRM data
from being overwritten by incorrect phone data. Keep in mind that with Server
Side Sync, changes to the appointment will automatically be sent out to the
customer. That means your notes could be sent out, even those recorded after
the meeting. This is also discussed in the CRM Tip of the Day (Prevent
meeting notes from going to customers).
Business
Process Flows: The Gift that keeps on Giving! – this talks about the
enhancements to Business Process Flows including improved look and feel,
branching, and being able to loop back to entities multiple times.
Rollups
Help Santa with Naughty/Nice Conundrum – This works through an example of
using Rollup fields to compare the number of good things you did this year to
the number of bad things. You can continue to learn about Rollup Fields in
Jukka Niiranen’s Analyzing
Customer Behavior Data with CRM 2015 Rollup Fields.
Related to Rollup fields are Calculated Fields. To learn
more check out Leon Tribe’s MVP Blog – CRM
2015 Calculated Fields.
PowerObjects released a good tip – Email
Attachments Related to an Opportunity Record in Dynamics CRM. This walks through
how to use the Sales Literature area to store documents at the Opportunity
level.
CRM Tip of the Day posted a few good tips as well. Check
out Security
Needed to Pick and Route Queue items which discusses the change in 2015
from “Work On” to “Pick”. Pick does not just changed the Worked By field but
also updates the Assignment of the item. Also take a look at Going
Personal with Microsoft Dynamics Marketing which talks about the MDM
product and data security.
The Microsoft CRM Team Blog released the CRM
Basic Training ebook this week. This is a downloadable ebook that quickly
teaches users what they need to know. You can download this and customize to
fit your business needs.
For those upgrading to CRM 2015, be sure to read Sonoma
Partners’ blog on Unsupported
Customizations in CRM 2015. This gives you some things to check for in your
system before you upgrade.
That’s all for today. Have a great weekend and happy
holidays!