Sunday, April 10, 2016

April 8 Blog Review

Let's jump right in to the CRM news that was shared this week.

As you probably know, Microsoft Envision was going on this past week. This replaced Convergence in some ways as a business focused Dynamics conference. Ledgeview Partners shares their quick recap and some helpful links in Microsoft Envision 2016 Sessions Available On-Demand.

CRM Tip of the Day shared two tips about Server Side Synchronization. First read User Experience Differences between Outlook and Server-Side Synchronization. This will give you some things to keep in mind as you decide if you want to take advantage of this feature. Then you can read Duplicate Activities in Outlook with Server Side Synchronization. If you have issues with Server Side Synchronization this gives you some ideas on where to begin your troubleshooting.

Finally, EMEA Dynamics CRM Support shared Dynamics CRM Document Generation. This shares the functionality available, quick details on how to set up and answers some common questions.

Also keep in mind that the CRMUG Summit early bird deadline is quickly approaching! You can also check out these tips for convincing your boss to let you go. I hope to see you there!

That's all for today folks!

Monday, April 4, 2016

April 1 Blog Review

Let's jump right in to the CRM news from the past week.

PowerObjects shared Filtered Lookups vs. Dependent Option Sets. This shows you how to create similar functionality to a code-driven dependent option set using lookups.

CRM in the Field posted about What does a Dynamics CRM Administrator Do? The role of an Administrator can vary greatly from setting up users to writing JavaScript to configuring servers. This article lists some of the key functions that you need someone in your organization to handle.

CRM Tip of the Day wrote about Missing Entitlement Permissions. This describes how to solve the mystery of getting errors on Entitlement access when Entitlements are not even in use.

Sonoma Partners posted on CRM 2016 Excel Templates. This explains what Excel templates are and how you can set them up.

That's all for this week. Have a great day!