July 2017 Blog Review

To get started, Microsoft released a new Dynamics 365 Documentation site. This makes sure all the training and information you need is front and center. Also check out Ledgeview Partners Overview of the site.

Ledgeview Partners also posted on Planning for CRM Success: 4 Key Characteristics of a Successful Project. This talks about the important areas to focus on when releasing a new CRM or even doing an upgrade to ensure the project is a success.

On a related note, Sonoma Partners discussing Driving Project Value through Change Management and Project Management integration. These tips are helpful in the initial implementation of CRM but also in the on-going product support and CRM expansion within your organization.

PowerObjects shared a tutorial on Auto Capturing Emails. Learn why you would want to automatically capture emails and how this will display for users.

PowerObjects also walked us through how to capture audit data using Real-Time Workflow: Capturing Pre and Post Values. Keep in mind that out of the box audit records do not allow for Advanced Finds or Workflow interaction so solutions like they demonstrate are necessary if you want to act on Audit changes.

The Microsoft Dynamics 365 Team Blog shared Predicting Business Outcomes with Customer Insights. This gives us a look into how Customer Insights can be used to drive business.

As always, make sure you check out the new tips on CRM Tip of the Day before getting back to your summer fun!

June 2017 Blog Review

There were lots of great posts shared in June but first a quick reminder to check out your local CRMUG events! CRMUGDC (Washington, DC Chapter) will be hosting a combined event with the Reston, VA chapter. This Summit Preview will be a full day event with 6 speakers! We will discuss a variety of topics from How to Use CRM to Drive Success to Extending Workflows; from Administrator Tips to Virtual Entities and Odata consumption. This is going to be a great event for all experience levels and job roles. To learn more and register check out the chapter page at CRMUG.com/Washington!

Ledgeview Partners shared Using Advanced Find in Microsoft Dynamics 365/CRM. This article walks through the information needed to get started on your first Advanced Find. This is a powerful skill that helps you understand more about CRM and how your data is related.

System Administrators often need to add new fields to their CRM implementation. There are several articles to check out on this topic:

• 5 Tips for Creating New Fields: My post on CRMUG
• Exploring Field Types - Rollup Fields: PowerObjects
• Exploring Field Types - Calculated Fields: PowerObjects

PowerObjects also shared Custom Action Quick Tips. Check this out to learn how to create a simple Action that can be used to do more complex logic without code. Refresher: Custom Workflow steps are code pieces that can be called by a workflow to do more complex steps, Actions are additional steps built inside CRM that can be called from code or workflows. Actions allow for the input of parameters as well.

Sonoma Partners worked to help with a very confusing topic in Best Practices for Microsoft Security Settings: Append vs. Append To. This discusses the differences between and meanings of the Append privileges as well as some tips to keep in mind.

This month details were also released on the July 2017 release for Dynamics 365. To learn more check out Jukka Niiranen's All You Need to Know About Dynamics 365 v9.0 (For Now) and Chris Cognetta's Dynamics 365 Spring Release: 5 Takeaways from a Business Solutions MVP.

As always, keep an eye on the CRM Tip of the Day to see if there is anything relating to your organization. This month I was particularly interested in:

• Pets are Dangerous
• Start Planning around Deprecated Features
• Developers, Start planning for New Features

That's all for today. Back to summer CRM enhancements!

May 2017 Blog Review

Let's jump right in to this short summer recap!

PowerObjects shared about Searching Relevantly in Microsoft Dynamics 365. This discusses the Relevance Search in Dynamic 365 which allows you to use filtering in your regular CRM searches.

Great reminder from Mitch Milam to Always Maintain Control of your Dynamics CRM/365 Assets. It is very important to have a structured release process that is followed and maintain the details/solutions from these releases.

Sonoma Partners also introduced us to Learning Paths with Learning Path Authoring Basics and Learning Path Authoring Guided Tasks. Learning Paths allow administrators to provide more contextual help to users. One of the tools for this is Guided Tasks which walk users through specific steps within the application.

Jukka Niiranen is keeping us up to date on new things in this CRM Life with Spring in the Dynamics 365 World.

As always, it's a good idea to keep an eye on the CRM Tip of the Day to see which of your issues they are solving.

That's all for today!

March 2017 Blog Review

Let's jump right in and catch up on all the CRM News and Training that has been floating around this month!

PowerObjects shared several great how to articles:

• Creating a Bookmark that Shows the Schema Name for a CRM Field - this allows you to quickly click a favorite and change all the display names on a form to show the schema names. This can also be done using Sonoma's CRM Dev Tools which is a great chrome extension!
• A Study in Editable Grids in Three Parts - Walks through setting up Editable grids in your environment
• A Must Know Shortcut: Adding Hyperlinks to an Email Template in Dynamics 365 - this is for anyone who has created an email template in an HTML editor, opened it in IE, copied and pasted into a CRM Template just to get a link to show up correctly.

Ledgeview Partners shared how to Turn your Report into a Dashboard in Dynamics 365/CRM. Take all your beautiful reports and make them easily visible within the dashboards your team is accessing.

For those interested in getting certifications, be sure to check out Hosk's post containing Dynamics 365 Certification Study links.

Sonoma Partners posted Bulkify Bulk Edit which walks through several ways to improve the out of the box Bulk Edit functionality with the help of workflows and plugins. In addition it gives some great background information on Bulk Edit.

Sonoma also shared Dynamics 365: Miscellaneous Security Permissions. This explains what those extra permissions actually control in your system.

And of course you should check out the CRM Tip of the Day!

February 2017 Blog Review

Let's quickly catch up on the CRM news floating around this past month.

First of all, the December 2016 update for Dynamics 365 is available so you should check out the release notes and podcast. Keep in mind this is just version 8.2 so more like a 2016 update then any kind of upgrade.

PowerObjects posted a great resource on Troubleshooting Solution Import Failures. This walks through common error scenarios as well as gives some general customization tips to avoid these issues.

Ledgeview partners shared 10 tips to Improve User Adoption. This has some great tips for your training and keeping your team informed. Also remember to have strong executive buy in and ensure managers are involved so they can keep their people accountable.

Hitachi Solutions shared What is the Dynamics 365 Common Data Model? The article explains what the Common Data Model is and how you can use it as an Admin or Developer.

As always, you should keep an eye on the CRM Tip of the Day for help with all kinds of issues and questions.

Any articles I missed? What topics are you interested in about CRM right now?

January 2017 Blog Review

Welcome back to another exciting year with Microsoft Dynamics CRM!

I hope all of you are already involved in your local CRM User Group. For those in the DC, Maryland, Virginia area please check out the groups in Richmond, Reston and Chevy Chase (DC). At the DC Chapter, we have scheduled all of our 2017 meetings and these dates/links are below. Please come out and join us for our first meeting of the year on February 22. We will have a presentation on Power BI and a user upgrade success story.

CRMUGDC 2017 Meetings:

• February 22
• May 17
• August 2
• November 15

Let's jump into the CRM blogs and news from the last month.

Leon Tribe posted on Actions: The New Workflow Function. Actions are steps designed in a workflow but called from code. This allows business-side administrators to control some steps or logic in a larger coded effort. Now in Dynamics 365 these can be called from workflows with the added benefit of accepting and returning values.

Sonoma Partners shared Driving CRM Adoption through Effective Communication. This discusses the need to determine where the business is and where you want it to be and then building a strategy to bring you there.

The Dynamics 365 Team blog discusses how to Make Business Recommendations Based on Business Intelligence with Dynamics 365. This gives some examples of how you can guide users and help provide recommendations using Portable Business Logic.

Everyone has been super excited for Editable Grids in CRM. PowerObjects takes this opportunity to show you 2 Rockin' Ways to Enable Editable Grids with Dynamics 365.

Ledgeview Partners shared Dynamics CRM workflow: Mapping Data between Fields. This is a quick walk through of how to create your first workflow and set up dynamic field updates.

As always, be sure to review the CRM Tip of the Day to make sure you didn't miss anything. Have a great day!

December 2016 Blog Review

I hope all of you have been warm and enjoyed this holiday season! Let's catch up on all the CRM news from the past few weeks so we are ready to start the New Year off right!

Ledgeview Partners shared a list of their Top 10 Tips of 2016. These are some great tips to be an effective CRM user.

PowerObjects posted Make Your Own Custom Shortcuts on a CRM Dashboard in Microsoft Dynamcis 365. This is a step-by-step guide showing you how to add a list of shortcuts to a section of a dashboard.

PowerObjects also walked us through how to Change Business Process Flows Using a Workflow. This will allow administrators to automatically switch processes based on certain conditions so that users do not need to click Switch Process.

Hitachi Solutions had some holiday fun while helping us learn more about Dynamics 365:

• Santa Trains the Reindeer with Dynamics 365 Learning Paths
• The Eighth Day of Christmas: Yes Virginia there is a Common Data Model
• The Grinch's Heart Grows with a Little Help from the Dynamics 365 Relationship Assistant

Hosk shared Dynamics 365 - What does Include entity Metadata do. For those building solutions and curious about this little checkbox this should give you the information you need.

Sonoma Partners also talked about Dynamics 365 and posted Updates to Business Rules and Actions. This discusses changes and new features you can start using.

Mitch Milam shared a great article on Always Maintaining control of your Dynamics CRM/365 Assets. This discusses the need to have control of your system and awareness of what is going on in which environments. Also be sure to keep backups of all solutions and use Source Control for any code.

As always, make sure you look at the recent posts from CRM Tip of the Day to see if this can help with any questions or issues you are having now.

That's all for this December day. Have a Happy New Year and a CRM-filled 2017!

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!

October 2016 Blog Review

October has been a very busy month for CRM. We have had the announcement for Dynamics 365 and of course CRMUG Summit (my recap coming soon, see Sonoma's right now). Let's jump right in to all the blogs that have been flying around throughout the month.

Ledgeview Partners showed us how to create mappings in Auto-Populate Opportunities with lead Data in CRM.

PowerObjects walks through a workflow example in Using Workflows to Switch Between Business Process Flows Automatically.

Hitachi wants to keep everyone's CRM systems running smoothly and shared 15 tips and Safegurards to Speed up your CRM Server.

Sonoma Partners also posted performance tips this month in Dynamics CRM Performance Considerations. This focuses on changes inside of CRM (security, views, etc.) whereas Hitachi focuses a bit more on server and more technical items.

Also check out RSM's Two Easy Ways to Improve CRM Forms. This shows some ways to use web resources to quickly make changes such as moving check boxes to the other side or adding instruction boxes.

Everyone struggles with CRM for Outlook troubleshooting. To assist with this the Microsoft support blog posted a multi-part series giving information and troubleshooting tips. Here are a few parts I would recommend:

• Settings that affect Synchronization and Tracking
• Highlights and Simple Methodology for Troubleshooting
• Simple list of Troubleshooting Tools

Of course we should also talk about Dynamics 365. So start off with PowerObjects' What is Dynamics 365? and then for more information read Hitachi Solution's Understanding Dynamics 365: What you Need to Know and How it Affects your Business.

That's all I have to share. Anything I missed? What exciting news have you been following?

September 2016 Blog Review

One of the big events of September was Microsoft Ignite. There are lots of highlight blogs available for you to check out or you can even watch the recordings of the key sessions. I did not watch all the sessions but I particularly enjoyed this Demo of HoloLens with Lowes. So many amazing possibilities in the future!

Let's jump into other blog news with some articles shared by PowerObjects:

• How We Get Marketing and Sales to Play Nice - with CRM as the parent in Charge - this reviews the common arguments from both sides and how CRM can help by providing transparent data and ways to better define the transition between marketing and sales as well as identify issues.
• Make a Field Required in a CRM Dialog - Use check conditions and child dialogs to effectively make a field required in this examle
• Color me CRM: Matching Theme and Logo Colors in CRM - This shows you how to quickly determine the right color for your navigation bar

Server-Side Sync is still relatively new so Microsoft produced a white paper on how it works. Check this out to gain a better understanding of the ins and outs of how your data is syncing.

If you are looking to migrate to CRM Online check out these Tips and Tricks from Dynamics CRM in the Field blog.

How to pick a partner is always a hot topic. There are so many factors to consider and things to keep in mind. Sonoma Partners offered some guidance in 5 questions to Ask When Evaluating CRM Consulting Firms.

Let's finish things off with a few notes from CRM Tip of the Day:

• Add Variables to you workflows - this is a great tip to remove explicit references from your workflows by using a custom action to set a variable
• You can now use timezone in your appointments - you can now build logic to mimic timezones in Outlook
• Add the number to your phone call records - great usability tip to display the phone number in your phone calls and then use a workflow to append this to the subject to make it even easier

That's all folks!

August 2016 Blog Review

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!

July 2016 Blog Review

Let's catch up on the CRM blogs of the lovely month of July.

For those who love to pursue certifications - check out Hosk's overview of Tips on Passing the MB2-712 Customizations and Config exam.

Ledgeview Partners shared a quick tip on Removing an Entity from Quick Create in Dynamics CRM. Remember that Activity types cannot be removed from Quick Create.

Ledgeview Partners also shared: On-Demand Workflows for Closed Opportunities in Dynamics CRM. Closed Opportunities can still be edited via workflow so this can be a good way to populate the necessary data points.

PowerObjects shared some great content this month:

• Don't Delete Your Configuration Data! Use Real-Time workflows Instead - Walks you through using synchronous workflows to prevent the deletion of key data
• Setting Up Recurring Workflows in Dynamics CRM 2016 - Use child workflows and waits to create a recurring workflow system
• Boolean Blitz: When Two Options Are Actually Three - Don't forget about that pesky NULL value

Finally, Sonoma Partners shared Microsoft Announces Dynamics 365 Integrated Cloud Platform. This gives a quick overview of the announcement. There is still lots of information to come.

Thanks for tuning in!

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!

May 20 Blog Review

Let's jump into a quick blog review for your Friday afternoon.

PowerObjects posted Solving Security Headaches: Display Rules Based on Security Roles. This walks through how to use the Ribbon Workbench to modify the security of your forms.

CRM Tip of the Day shared the Illustrated guide to entity creation in Dynamics CRM. This walks through what to do when creating a new entity and some questions to keep in mind. Most important tips from my point of view are PLAN (all potential users, future impact) and don't turn on anything you don't need right now (most can be turned on later if needed).

Mitch Milam expanded on this TechNet Article with What's New for Administrators and Customizers in CRM 2016 and CRM Online. Check this out to be prepared for the updates.

That's all for today. Have a great weekend!

May 14 Blog Review

Let's jump right in to this week's blog review!

PowerObjects shared No More Whoops: Preventing Accidental CRM Emails in a Non-Production Environment. Learn from other people's mistakes and take some time to make sure your test environments cannot send emails. It is not a fun issue to deal with. Also make sure you can easilly identify test records in your live environment so you don't use a real record as a test. (I feel so bad for people whose actual last name is "Test".)

PowerObjects also posted So Many Shortcuts: Reducing Clicks in CRM 2015. This is a handy reference for all the keyboard shortcuts you need to be aware of.

Mitch Milam shared a cautionary tale in Bad Design: A Tale of De-Architecture and De-Engineering. This walks through a very common scenario where a system is over-customized and this causes problems in the future. Be aware of the custom code you are adding and document well. Be ready to test thoroughly with an upgrade and know it may break. Also remember that out-of-the-box pieces were made that way for a reason. Maybe there is a chance to simplify your business process instead of complicating the system.

That's all for today. Did I miss anything?

Have a great weekend! 

May 8 Blog Review

Clearly the blog has been a bit delayed so we have a bit of catching up to do. Let's jump right in!

CRMUG has lots of exciting things happening over the next few weeks. CRMUG European Congress is next week so be on the lookout for news from that. Also the Momentum Chapter Series! The DC Chapter meeting is on Tuesday, May 10. We will feature deep dive content straight from Microsoft on top of our usual programming. Plus there's lunch! Get registered for the CRMUGDC Meeting or see if there is a similar meeting coming up in your city! As always you can stay up to date on all of the DC Chapter activities by joining our community at CRMUG.com/Washington.

Ledgeview Partners shared a quick tip in Getting CRM Columns Sorted Out. This shows users how to sort by multiple columns in a view.

PowerObjects posted a deep dive into One Click Document Generation in CRM 2016. They walk through how to create a table in the template to pull in multiple lines of data - such as multiple products from an Opportunity.

Hitachi Solutions explains how to Use Real-Time Workflows for Data Validation. Real-Time workflows allow an error message to be returned to the user when they try to complete a certain action. This logic will fire from the web version, Outlook and even the tablet app.

A quick tip from Mitch Milam - Repurposing CRM Fields, Just Say No! Do not change out of the box fields to something else for your use. Keep in mind that they were created for a reason and future versions might make use of them in different ways.

Finally, I always recommend you keep up to date with the CRM Tip of the Day. If you are a bit behind I would recommend checking out Teach our users to type-ahead and 
The Forgotten Three.

That's all I have for today. Let me know if I am missing anything!

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! 

March 25 Blog Review

Let's jump right in to all the exciting CRM posts this week.

This is the time of year that I start to daydream about summer vacation plans. If you are in the same boat check out this post from Microsoft about how Royal Caribbean Navigates the High Seas of Customer Experience.

CRM Tip of the Day shared a quick tip on Where to Find Quick Campaigns in Advanced Find. They also talked about Birthday Reminders. This deals with some questions around why users could be getting reminders in Outlook for upcoming birthdays for their contacts in CRM.

CRM in the Field announced "Workflows and Dialogs" Upper Limit has been removed. Now there is no limit in CRM Online to the number of processes you can create!

Finally, PowerObjects shared, What is Microsoft Sway and How Can I Use it? This gives information about the new presentation tool, Sway and some of their favorite features. Something to keep in mind the next time you have to present.

That's all for today. Have a great day!

March 18 Blog Review

Welcome to this week's blog review. We are going to jump right in to avoid rambling about the pitiful mess my March Maddness bracket has become.

Microsoft announced a new Voice of the Customer Survey feature. Check out this article for more information about the information available and answers to your most common questions.

PowerObjects posted about How to Use Dependent Lookups for Dynamics CRM 2013/2015/2016 Like a Pro. This walks through how to use two related entities and business rules to create dependent lists without code.

CRM Tip of the day shared the Illustrated Tipster Guide to CRM Forms. They feature a great chart that describes the use of each type of form and the features it supports.

Salentica blogged about CRM Full-Text Search and the Mysterious Case of Mr. Way. This describes an interesting issue where certain records were not pulling up when full text searching was in use.

Sonoma Partners asked How well do you Delegate? They provide a solution for when one user want's to delegate visibility of certain records to another user.

That's all for today folks. Have a great weekend!

February 26 Blog Review

Let’s jump right in to this blog review!

PowerObjects shared Five Awesome Benefits of Parature, from Microsoft. This talks about some of the features of Parature so you can figure out if it would work for your organization.

CRM Tip of the Day answered a great question – Why don’t I get all of my characters? This explains why large text fields do not hold the number of characters you expect them to.

For those who have ever been curious about what a being a CRM MVP means check out Jamie Miley’s post – An Insider’s Overview of Microsoft’s MVP Program. This talks about what you need to do to become an MVP and the benefits of that status.

Sonoma Partners shared several great blogs that should be discussed. First of all, Performance Considerations for Creating Custom Reports in CRM. This talks about some things to keep in mind when creating SSRS reports to ensure they have optimal performance. Side note: if you want to learn how to create SSRS Reports, check out the CRMUGDC Presentation from February 24.

Secondly, they posted on How to Get Your Executives to Pay Attention to CRM. This is crucial because you need your executives to support CRM so that they can mandate and drive user adoption!

Finally, check out Microsoft Convergence Morphs into Two Conferences. This helps clear up any confusion about the changes and let you know your options when choosing which events to attend in the future.

That’s all for today!