It seems so quiet this week after last week’s review of
all of March! Here is what has been going on in the CRM community this week.
Dynamics Café posted Connor Marsden’s recap of
Convergence - New
Solutions and Excited Fans Come together at Convergence 2014. This is a
high level overview of the announcements in the areas of Social Listening,
Parature, Marketing and Unified Service Desk.
PowerObjects presented some Tips
for Using Mail Merge in CRM 2013. This includes when to use it and how to
change fields to Date Only within the Microsoft Word Template. Mail Merge is a
very powerful tool, just remember to always print a sample of your letters to
verify before distributing it to users. Also remind them to always check the letters
for issues in case one of the fields being pulled in is blank on the record or
incorrect.
The big news from CustomerEffective is that they were Acquired
by Hitachi Solutions. This gives Hitachi Solutions access to
CustomerEffective’s custom work as well as all the employees which will now
work for Hitachi.
Leon Tribe wrote a great blog, Case
Study: Pet CRM – Valuable Community Service vs Big Brother. If you read
this, make sure you read all the way to the end. Very interesting (bizarre?)
concept but …
Jukka Niiranen discusses Configuring
Outlook Contact Synchronization Settings on Behalf of Your Users. This
discusses a bit about how the synchronization between Outlook and CRM works
(including Server Side Sync in CRM 2013) and a tool available to help you
manage the sync filters for your users.
That’s all the news for today. Have a nice weekend!
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