February 27 Blog Review

Let’s get right to the CRM news of the last week of February.

PowerObjects gave a quick tutorial on Creating Monthly Goals in Bulk via Importing. Goals can be a great feature but there is no way to copy a goal. So to overcome this you can import your goals to create a large number at one time.

PowerObjects also discussed Customizable Help Now Available in CRM 2015. This describes how to set up custom help for the system and entity specific within CRM 2015.

Hitachi Solutions posted Great FetchXML Tool for CRM. This talks about the “Download FetchXML” button in Advanced Find and how you can use the XRMToolbox to work with the results.

Hitachi Solutions has also been working on a series about the Social Pane in CRM. Check it out to learn what posts are and how to use workflows to create and intact with them. It consists of Part 1, Part 2, and Part 3.

The Microsoft Dynamics Team announced this week that there is a new CRM for Outlook ebook. This talks about everything you need to get started with using CRM for Outlook.

Mitch Milam discussed System-Wide Alerts in CRM 2015. This is a new feature in CRM 2015 that allows the user to see new alerts that can be triggered from things such as an import finishing. Still not much is known about this feature but it could be very powerful because it is viewable in Advanced Find and accessible via code.

I think that is all I have for today. Have a great weekend!

February 20 Blog Review

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

Microsoft Convergence is coming up in less than a month! To get prepared check out Chris Cognetta’s Countdown to Convergence 2015 which covers everything you will need to know to attend.  You can also review Jamie Miley’s Convergence Party List so you can plan your free time.

PowerObjects demonstrated a new feature in CRM 2015 Introduces Nested Quick Create Forms. This shows how you can quickly create a linked record from another Quick Create Form.

CRM in the Field talked about CRM 2015 Upgrade: A few Things you can Prepare Ahead of Time. This discusses the steps you can be taking now to be ready for your next upgrade.

Leon Tribe discussed Setting up Handy Links in Dynamics CRM 2013/2015. This describes how to use test fields with a URL format to add quick clickable links to your CRM forms.

CRM Tip of the Day posted How Rollup Fields make Charts Better. This introduces the idea of using Rollup fields on parent records to get around the 50,000 record limit on charts.

CRM Tip of the Day also discussed How to Open a Record Using Just ID. This shows you the developer-approved way of opening a record using just the entity name and GUID.

That’s all I have for tonight. Stay warm this weekend!

February 13 Blog Review

I’m sure everyone has big romantic plans for the weekend so I will try to run through the news quickly.

At the end of last week, Rollup 2 for CRM 2013 SP 1 was released. So here is the KB Article and the Premier Field Engineers Overview.

PowerObjects posted Access Is Denied: How to Identify and Fix a Security Role Issue. This walks through some approaches for dealing with access issues and gives some helpful things to keep in mind.

Sonoma Partners talked about Custom Help Content in CRM 2015. This describes how to set up global and entity-specific help pages for your users.

Jukka Niiranen discusses CRM 2015 Rollup Fields: The Gotchas. This talks about the schedule on which rollup fields are calculated and the interesting fact that rollup field changes cannot trigger workflows.

CRM for Outlook is always an exciting adventure. CRM Tip of the Day discusses how to deal with duplicate contact issues in When Outlook Attacks.

CRM Tip of the Day also posted Qualify Lead – CRM 2011 vs CRM 2015. This walks you through what occurs when a lead is qualified in 2011 and 2015.

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

February 6 Blog Review

Welcome everyone to this week’s recap of everything in the world of CRM. Let’s see what we have to talk about today!

Of course the most exciting news this week was I hosted my first CRMUG Chapter Meeting. You can review all the details here! Also make sure you mark your calendar for our next DC Chapter meeting on May 13^th.

PowerObjects talked about Setting Field Values vs. Setting Default Values in Business Rules. This describes how you can use Business Rules to set default values for numeric, text and lookup fields and compares it to using logic to set certain field values.

Adam Vero discusses Special Privileges in CRM Security Role. This talks about privileges that can be set to User and those that can only be set to user as well as deletion access considerations for those permissions.

Hitachi Solutions blogged about The 3 Steps of CRM Success. This discusses the steps of defining the outcome, defining the success factors and execution.

Leon Tribe wrote about Faking JavaScript Codelessly which discusses how you can use Real-Time Workflows and Business Rules to replace your JavaScript with configuration.

Ledgeview Partners posted the list of Featured Speakers at Microsoft Convergence 2015. If you are planning or considering heading to Atlanta for convergence in just a few weeks, take a look at this to see what to expect.

CRM Tip of the Day commanded Don’t Hack the Button! This presents all the reasons for creating new custom ribbon buttons instead of modifying existing buttons.

CRM Tip of the Day also talked about Once Upon a Time this Rollup Field was Recalculated. This talks about how Rollup fields are calculated and how to check the updated time on a per-field basis.

That’s all for today folks. Have a great day!