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!

August 21 Blog Review

Lots of tips, tricks and news to share with you this week!

First check out the DynamicsCafe post – Start-up Trupanion and Microsoft Dynamics CRM Help Ease the Minds and Hearts of Pet-Owners. I clicked on this mainly because of the picture of the puppy but I was pleasantly surprised. The video describes how this pet insurance company uses CRM to better serve their customers. They use CRM to route the call to the most appropriate agent based on if they own the same kind of dog or live in the same city. They also use Unified Service Desk to make sure everything they need is right at their fingertips.

PowerObjects did not post and puppy pictures but did share Utilizing Alternate Keys in Dynamics CRM Integrations. Creating an Alternate Key can allow you to interact with records through the API without having the GUID of the record. Keep in mind that adding an Alternate Key will create a new database index on that field.

Be sure to check out How to Ensure a Successful CRM Implementation and Adoption also from PowerObjects. This goes over the important things you need for your CRM rollout to go well including formalizing your business processes before setting up CRM and getting management support and buy-in.

Ms. Dynamics CRM shared Social Engagement (formerly known as Social Listening) Trial. This shows screenshots from the Social Engagement tool and gives instructions on how to try it out yourself!

Finally, let’s check out the tips shared on CRM Tip of the Day:

• Windows 10 Support for CRM – CRM 2015 will be supported on the Edge browser with the upcoming release in September
• Smart Contact Filtering – Filter synced Outlook contacts using a Last Contact Date so that you only see contacts you are currently working with
• Get your Icons here – Check out these free sites to download icons for your CRM system
• Tipsters guide to Dynamics CRM App for Outlook – Video walkthrough of the CRM App for Outlook

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