Clearly summer schedules got the best of me this year. So let's quickly get caught up on all the CRM news.
I always recommend you stay up to date with CRM Tip of the Day, here are a few to start with:
- Don't give users and teams the same role - spoiler alert: this can cause unexpected consequences
- You may be an Enterprise - understand the nuances of licensing and changes
- If Activities disappear, take the pill - some solutions to odd Outlook issues
Sonoma Partners shared Get ready, Dynamics is about to get "Linked" in. This talks about the Microsoft acquisition of LinkedIn and what it could mean for the future.
PowerObjects shared tips for dealing with workflow email errors in Workflow Generated Email stuck in "Pending Send" - Get it sent!
EMEA Dynamics CRM Support posted a great overview of Workflows in Dynamics CRM. This talks about the different kinds of processes and what you need to get started.
Workflows were very popular this month and Ledgeview Partners also shared Using Dynamics CRM Workflows to Create Tasks Automatically. Follow along in their example to better understand automating activities via CRM.
One of the cool new features in CRM 2016 is Excel Templates! To learn more reach Hitachi Solutions' 5 Tips for using Excel Templates in Dynamics CRM.
That's all for June!