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!

October 24 Blog Review

Everything is settling back in after the excitement of CRMUG Summit last week. If you were not able to be there, make sure you check out my recap blogs (Day 1, Day 2, and Day 3). Let’s see what happened over the last few weeks in CRM.

PowerObjects talked about CRM 2013 Data Import Templates. This walks through how to export the desired import template and import it back into CRM. This is a great way to get data into your system quickly and easily.

PowerObjects also posted about Assigning System Views Based on Security Roles. This talks about a codeplex toll that allows you to set which views are visible by Security Role.

CRM Tip of the Day asked Where do you see Advanced Find View? A commonly forgotten system view is the “Advanced Find View”. This is used to customize what is see when a user opens up Advanced Find for that entity (if not opening from an existing view of course). This can be a great way to help users save time when they are building their views.

Jukka Niianen posted this blog – Don’t Merge your Forms in CRM 2013. This discusses the issues with the Merge form features and encourages you to use this opportunity to optimize your forms for 2013 instead of just matching your old forms.

C5 Insight wrote about their white paper: 4 Reasons your CRM is Failing. This describes the common reasons CRM projects fail and what to do about it.

Have a great weekend folks!