Monday, February 22, 2016

February 19 Blog Review

The most important news you need to remember this week is that the CRMUGDC Q1 Chapter Meeting takes place on Wednesday, February 24th from 8:30-12:30 at the Microsoft Office in Chevy Chase, MD. We will be focused on reporting and talking about the importance of having good data. Make sure you check out the details and register here!

These events are great for everyone so you can network and get answers to your questions! If you can't make it on Feb 24, the next meeting is May 11th and will be focused on Service. Get a preview by reading Ledgeview Partner's blog Spotlighting Service in CRM 2016.

PowerObjects shared - Developers Rejoice! Solution Enhancements in CRM 2016. This walks through solution creation in CRM 2016 and shows how you can add specific components from an entity instead of the whole entity. This allows you to separate projects that have involve the same entity so they do not need to be released at the same time!

PowerObjects also posted Start Stretching! It's Dynamics CRM Training Time. Check this out to get more information on what you should be thinking about as you plan your CRM training. It talks about when users should get involved, how long the training should last, etc.

For those who are working to upgrade to 2016, take a look at Chris Cognetta's blog CRM 2016 Available but not Ready for Production. He talks about some items you need to be aware of as you look at 2016 and why you may want to consider waiting for Rollup 1.

That's all for today folks! Have a great day!

Friday, February 12, 2016

February 12 Blog Review

In honor of Valentine’s Day let’s start out with a list of things to love about CRM:
1.       It is a great way to organize all your customer data and manage your business processes
2.       It is extremely extensible for all your integration and customization needs
3.       It allows non-developer types (such as myself) to easily modify the system and build process automation
4.       Lastly and most importantly – the COMMUNITY! The CRM community is awesome because everyone is sharing their knowledge through blogs and CRMUG. You are never alone in any issue or struggle! (And don’t forget the CRMUG Chapter meetings, come out to CRMUGDC on Feb 24)

Note: If anyone can think of a good way to tie President’s day to CRM please let me know so I can have a cheesy tweet for Monday J

The CRM MVP’s are particularly great members of the CRM Community. I want to quickly congratulate Mitch Milam on his 10th year as a CRM MVP. Keep up the good work!

Now let’s look at the other posts from this week.

The CRM Support blog shared Dynamics CRM Support with Windows 10, Edge Browser, and Office 2016. This discusses which versions of CRM are compatible with the newest Microsoft technologies.

PowerObjects talked about CRM 2016: What’s New for Unified Service Desk? This talks about some of the new features for USD as well as some of the basics and how to get it set up.

Jukka Niiranen shared CRM 2016 Solution Segmentation for The Rest of Us. This describes how you can now package specific components of an entity. He also walks through what this means and looks like.

CRM Tip of the Day posted Unable to publish solution with calculated fields. This explains the error message you could see publishing a solution and how to get around it. Spoiler alert: you need to include all entities that are referenced in your calculated field.

CRM Tip of the day also directed us to the CRM 2016 Online vs. On-Premise FAQs. Review this list to see which features are supported in which CRM set up.

Finally, if you are thinking new year, new CRM check out RSM’s blog – Are you prepared for Microsoft Dynamics CRM 2016 Upgrade? This will provide a few points to consider and think about as you plan your upgrade.

That’s all folks. Have a great weekend!

Wednesday, February 3, 2016

February 3 Blog Review

This blog review will encompass the updates for the weeks of January 29th and February 5th. Let's jump right in to it!

PowerObjects posted about Business Process Flows: Conditional AND Statements in Branching Logic. This explains how to properly use branching logic in Business Process Flows.

PowerObjects also shared Who Wore it Best: System Views vs. Personal Views. This gives some comparison information about the types of views and where they can be used and accessed.

Adam Vero added a post on the Exams for Dynamics CRM 2016 and 2015 Update 1. This talks about the exams that are available and some information about each.

CRM Tip of the Day posted Avoid Cherry-Picking in the Queues. This discusses some solutions for people grabbing easy items out of queues. This talks about several routing and automation ideas.

For those using the Social components in CRM please check out the CRM Team's blog video: Exciting New Features in Microsoft Social Engagement 2016 Update 1.2.

That's all for today folks. Enjoy!