Suddenly it is very apparent that fall is upon us! It is
dark, cloudy and rainy. But it is only a week until I escape to sunny Reno for CRMUG Summit!
Let’s quickly catch up on some blogs this week so all of
us east-coasters can get back to preparing for the hurricane.
CRM Tip of the Day shared Why can’t I set
the Default Dashboard? This talks about the difference between your home
dashboard and default sales or marketing dashboard.
We have looked at lots of items from the PowerObjects
blog so you should check out Behind
the Scenes with the PowerObjects Blog: A Dynamics CRM Workflow in Motion.
This walks through how they use workflows inside CRM to review and approve blog
articles before they are posted.
One of the pieces that went through this workflow is How
to Find MS CRM Records without Activities using Advanced Find. This gives a
step by step guide on how to use Marketing lists combined with Advanced Find to
find records without a certain associated record. Keep in mind Marketing lists
can only have Accounts, Leads, or Contacts as members so you can only use this
method when you are looking for one of those 3 record types.
Lastly, if you have ever wondered about what CRM
consultants really do check out Sonoma Partner’s Day
in the life: Meet Melanie. This walks through a day for one of their
consultants.
That’s all for today folks. Have a nice (hopefully
flood-free) weekend!
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