January 15 Blog Review

Let’s jump right in to the news of the week with Microsoft announcing Microsoft Envision. This is replacing Convergence and will focus on strategic leadership and Microsoft Dynamics. If you want focused learning on the Microsoft Dynamics Products you should look into the CRM User Group Summit.

David Yack talks about Making the Most of your CRM Trial by using the reset feature to go back to the base organization or to look at past versions.

PowerObjects shared about Color Themes in Dynamics CRM 2016. This specifically talks about how your color schemes impact the CRM mobile experience.

PowerObjects also posted The Great Debate: Dynamics CRM Connections vs Lookups. This shows the benefits of using connections including keeping your forms cleaner and eliminating the need for multiple relationships between entities.

Donna Edwards blogged about the CRM 2016 Task Flow. This walks through the new Task Flow feature – how to create and run in the web and via mobile. Task Flows allow you to provide a wizard for your users that can walk through multiple entities to help them finish all the steps for a particular task.

CRM Tip of the Day shared Recently Visited Items in Outlook Client. The Recently Visited button is a great timesaver in the web version of CRM, check this post out to see how to do the same thing when accessing CRM through Outlook.

Finally, Mitch Milam posted about Read Only Fields and the Dynamics CRM Workflow Editor. This describes ways to allow your workflows to update Read Only fields. You can remove the Read-Only condition on your fields while you edit the workflow or you can try one of his more elegant solutions.

Also, for those in DC, Maryland and Virginia don’t forget to plan to come to the CRMUGDC 2016 Chapter Launch Party! This will be a fun event to get to know CRM users in the area and learn more about all the local chapters in the DMV. Register Here!

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