It was not too busy in the CRM world this week.
Biggest news was that Microsoft released the Spring
2014 Preview Guide. This highlights Marketing enhancements and the new
Unified Service Desk. There are many great features on the horizon!
Sonoma Partners featured Clogged
Sync? Call the Plummer. This describes the resolution to several issues
with the Server Side Sync in CRM 2013. Some of the issues were resolved with
Update Rollup 1 but if you are still having issues you should check out their
other recommendations.
Mitch Miliam featured a blog on How to
Find What Does Not Exist. This describes how to use a Marketing List to
find a subset of records that does not possess a certain quality. The
limitations of this method is that it can only be used to find Accounts, Contacts
and Leads. Also keep in mind that you will need to rebuild the Marketing List
each time you want to get this list. So if this is data you need to gather once
a week, it is not the best long term solution.
CustomerEffective posted Security
Role Specific Dashboards in CRM 2013. In CRM 2013, System Dashboards no
longer need to be visible organization wide. Now you can grant different security
roles access to specific dashboards similar to how it is done for forms. This
blog goes through that process.
PowerObjects described Hiding
a Tab using Portable Business Logic. CRM 2013’s Portable Business Logic is
a powerful tool that allows end users to create rules on the form that used to
require JavaScript. Unfortunately there isn’t a “Hide Tab” rule but if you hide
all the fields within a tab then the tab will disappear. Keep in mind you will
need an opposite rule to un-hide the fields.
Jukka Niiranen posted about Accessing Special ActivityTypes with the CRM Report Wizard. If you have ever tried to use Advanced Find to
view the information from an Opportunity Close or Case Resolution record you
probably found it very difficult. However, you can access this information
through the Report Wizard. Jukka walks through how to set that up.
That’s all for tonight.
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