Let's start the month of August off right with some CRM Tip of the Day:
- Tale of a Small Change - great example showing the work that goes into "small" changes
- Record Merge fails when assignee has insufficient privileges - merge issues when reparenting records owned by administrative access users
- Get your Tab order in order - a few quick tips to help users tab through fields and enter data in your system
Ledgeview Partners posted Setting Up a Sales Follow-up Workflow in Dynamics CRM. This walks through a workflow example showing the planning and final logic.
Ledgeview also shared Customize Color of Dynamics CRM Icon Backgrounds. Use these steps to theme your entity icons to match the rest of your system.
If you are interested in testing out a portal solution check out Donna Edward's CRM Online Portal Trial - Step by Step Installation.
Sonoma Partners was busy this month and shared:
- How to Use CRM Business Process Flows: The Checklist Strategy - Pros and Cons of using Business Process Flows and what it means for your system and users. Major takeaway: Have a clear, defined process and report on usage of it.
- Troubleshooting the Dynamics CRM Outlook Addin - everyone has issues with CRM for Outlook so Microsoft has provided some new diagnostic tools to assist. This article walks you through how to get started with this tool.
- What did Johnny Cash know about CRM? - this discusses the importance of planning your CRM implementation and working with a good team to make that a reality.
Hitachi Solutions posted How to Create a Voice of the Customer Survey in Dynamics CRM. Walk through these steps to create surveys that you can send to your customers directly from CRM.
Mitch Milam shared Dynamics CRM Security: Crossing Your I's and Dotting Your T's. This is a great example of the need to double check everything and never make assumptions in your system.
Speaking of security, you can also check out Leon Tribe's post on Securing Records by a Field Value in CRM. This gives an overview of how to handle a complex security situation.
PowerObjects also shared several posts this month for you to check out:
- Best Practices for Business Process Flows - this gives tips to keep in mind during the design and build phase for BPFs
- How to Disable Exporting or Printing Reports in CRM 2016 - you always want to be careful with dangerous permissions in your system. This post shows you how to turn off Export to Excel and Print access for a particular security role. Be sure to ensure that it is removed from all roles that the user has.
- Using Security Roles to Disable Custom and System Dashboards - you can now limit dashboards to only certain security roles. In this way, you can hide unnecessary dashboards from certain user groups.
That’s all for August!