June 2016 Blog Review

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!

August 28 Blog Review

It was very exciting this week that CRMUG announced the CRMUG All Star Nominations! I am so honored to be nominated. I can’t believe I am even in the same league as the rest of those awesome people. Make sure you check out the survey and vote!

Let’s jump right in to the blog review!

Ledgeview Partners talked about Hierarchical Security with Dynamics CRM. This describes the CRM 2015 feature that allows you to configure security to respect records owned by people you manage.

PowerObjects posted A Day in the Life of a CRM Admin. This talks about the general tasks, how to learn, and what to do to become a CRM Admin.

CRM Tip of the Day posted a Friday video – Tipster Guide to Immersive Excel. This shows you how to use Excel within CRM 2015.

McGladrey shared Four Top CRM End User Training Tips. This talks about the importance of power users, training materials and other things you need to keep in mind when you are training your user base.

The CRM Team also announced a new white paper: Dynamics CRM Synchronization: How it Works. This walks through the architecture of the Outlook Synchronization in CRM 2015.

That’s all I have for today. Have a great weekend!