December 19 Blog Review

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!