Friday, December 18, 2015

December 18 Blog Review

This will be the last blog review before my holiday time so let’s make sure it is interesting.

I must start by reminding you that the CRMUGDC 2016 Chapter Launch Party was just announced! This will be a fun networking event on Thursday January 21st. It will feature eating, drinking and question-answering. Come out to learn more about all the user groups in DC, Maryland, and Virginia and talk with CRM users in your area. For more details, read the Blog or get Registered.

Within the last few weeks Microsoft announced the release of CRM 2016. This week they announced the acquisition of Metanautix, a data analytics company. No information is given about CRM integration but it will be interesting to see how this develops in the increasingly connected Microsoft product catalog. (Although Salesforce is mentioned in the announcement. Odd.)

With 2016 in mind, check out CRM Tip of the Day’s post on CRM 2016 Postponed Features. This talks about some items that were originally expected in CRM 2016 that have been pushed out to upcoming releases.

PowerObjects was very aware that most of the population was distracted with Star Wars this week and so their blogs reflect that. Be sure to read The Force is Strong with this Version: Top New Features in Microsoft Dynamics CRM 2016 Online and Light Side or Dark Side? Personalize Dynamics CRM 2015 with Themes.

Adam Vero posted Figuring Out Shares in the PrincipleObjectAccess POA table in CRM. Take a close look at this if you are experiencing any odd access issue and need to dig in to all the sharing going on in your organization.

That’s all for today folks. Happy Holidays!

Thursday, December 17, 2015

Announcing: CRMUGDC 2016 Chapter Launch Party

Save the date for the January 21, 2016 CRMUGDC Chapter Launch Party!

The fun will start at 7pm at Higher Logic in Arlington.

This will be a great time to meet other CRM users in the DMV and learn more about the user group. We will have lots of food and drink as well as great networking. We will also have an Ask-It Basket where you can submit your questions and experts will answer them right then! Questions that are not answered may be used as topics for future meetings.

Come see the value of CRMUG - networking and getting answers to your questions!

Learn more about all the chapters in the DMV - DC, Baltimore, Richmond, and Reston (coming soon!)!

This is a great event for regular attendees of the local chapter meetings to meet up with old friends. It’s also a great time for new members so you can learn what the local meetings are all about and make connections before attending the regular quarterly meetings. Looking forward to seeing everyone there!

Location: Higher Logic, 1600 Wilson Blvd, Suite 400, Arlington, VA

Register here!

Post any questions in the comments!

Friday, December 11, 2015

December 11 Blog Review

This time of year is very busy with parties and gifts. So we will keep this quick so you can rush off to your cookie exchange.

Microsoft sent us the gift of CRM 2016 last week. This week came all of the documentation and more information about new features. The CRM Team shared the CRM 2016 Product Wave Documentation. This has links to many different documents and videos to help you prepare and transition to 2016.

The CRM Team also shared information about the new Task Flows feature. Check out, What are Task Flows and how do they compare to other tools in CRM? 

Then, when you are ready to build your own you should read, Creating and Customizing Task Flows.

Lastly for today, if you are looking to make a change in the new year you can review Sonoma Partner's Infographic on Resume Tips from the Recruiting Desk.

That's all for today folks. Have a lovely weekend!

Friday, December 4, 2015

December 4 Blog Review

Welcome to the first blog review of December! 2015 is quickly slipping away from us but don’t get too melancholy – CRM 2016 has been released!

Here are all the blogs to check out about the CRM 2016 announcement:

Lots of new and enhanced features to look for. I’m sure there will be many more blogs about CRM 2016 in the coming weeks!

Let’s check out a couple other interesting blogs posted this week.

PowerObjects shared Take your Disk Space to the MAX: Automatically Delete Completed Workflow Jobs in CRM 2015. This walks you though how to set up your workflows to be removed when they complete. This is great to save space by removing the completed system jobs for workflows that have been fully tested and are running smoothly.

Leon Tribe posted an interesting article on Calculating the Day of the Week Without Code. This shows you how to use Business Rules to have a field show “Friday” when “12/4/2015” is entered in the trigger field.

That’s all for today folks. Enjoy your weekend!