November 2016 Blog Review

Before everyone runs off for Thanksgiving, we can take a few moments to be thankful for all the CRM blogs in the world and the knowledge that they bring us. I am so thankful for CRMUG and how much I have learned over the years. This past year I was stretched and presented in webinars and at CRMUG Summit. It was such a great experience and I hope to present even more in 2017!

Now let's catch up on the news from the past few weeks.

Speaking of CRMUG Summit - check out Ledgeview Partners post: CRMUG Summit '16 Highlights Dynamics 365 Announcement. 

PowerObjects was sharing lots of great content here are a few I recommend you take a look at:

• Everything you need to know about Task Flows - Task flows allow you to configure a process that users can walk through on a mobile app. This can be used the simplify data entry and focus on the function. This article walks through what you need to know and how to set up
• How to Use Workflows to Find Cases Not Yet Assigned to a Queue - This walks you through how to create the necessary fields and workflows to effectively monitor cases that need to be assigned
• Dynamics 365 Q&A with Our Sales Team - Read the answers to all of your Dynamics 365 questions

RSM shared Fully Utilizing the Business Process Flow in CRM. This shows some ideas for how to combine Business Process Flows with Workflows, custom fields and other out of the box customization to make a more robust solution. Your Business Process Flow can do more than just show users which fields to fill out when.

Sonoma Partners shared Activity Feeds are Made of This. There may be some confusion about Activity Feeds vs Yammer vs Activities so this blog walks through what entities are involved in Activity Feeds and how to use them effectively.

 Jukka Niiranen also posted about 365 in Reflecting on Dynamics 365. This talks about the change in CRM technology and how Microsoft is changing with the introduction of PowerApps and Flow.

As always, I encourage you to stay up to date with CRM Tip of the Day!

That's all for today! Have a great Thanksgiving!

May 16 Blog Review

Now that I caught up and the backlog of blogs earlier this week, I am hopefully back on schedule. Here are the top blogs this week.

Adam Vero wrote a great blog called, Why Use Access Teams in Dynamics CRM 2013. This describes the reasons to use Access Teams and the benefits they can provide to your system. He also links to some other great resources on the topic.

CustomerEffective taught us about design in Form Style in Dynamics CRM: Tips from the Fashion Industry. Some of the tips are: make sure important things are easy to access, make sure the order follows your process, and to update regularly with input from other people. There are also several great style ideas included.

CRM in the Field wrote a how to article to deal with Sitemap Issues after CRM 2011 Import into CRM 2013. Read carefully and take note of the disclaimer before proceeding.

The CRM Team Blog released Important Information about supported Configurations in the next release for CRM. This describes what you need to know for the next major release of CRM.

Sonoma Partners posted about an Activity Feed Quirk when customizing “Follow” Views. This describes an issue when out of the box entities have been renamed and the view names are not correctly renamed in the import.

Jukka Niiranen also taught us this week in Visualizing Your Progress with CRM Goals. One idea brought up in the post is to use a long continuous goal that is limited in the rollup query instead of creating a new goal for each month. Also make sure that your goals are always visible to users where they can be analyzed and acted upon.

Have a great weekend!