Friday, May 16, 2014

May 16 Blog Review

Now that I caught up and the backlog of blogs earlier this week, I am hopefully back on schedule. Here are the top blogs this week.

Adam Vero wrote a great blog called, Why Use Access Teams in Dynamics CRM 2013. This describes the reasons to use Access Teams and the benefits they can provide to your system. He also links to some other great resources on the topic.

CustomerEffective taught us about design in Form Style in Dynamics CRM: Tips from the Fashion Industry. Some of the tips are: make sure important things are easy to access, make sure the order follows your process, and to update regularly with input from other people. There are also several great style ideas included.

CRM in the Field wrote a how to article to deal with Sitemap Issues after CRM 2011 Import into CRM 2013. Read carefully and take note of the disclaimer before proceeding.

The CRM Team Blog released Important Information about supported Configurations in the next release for CRM. This describes what you need to know for the next major release of CRM.

Sonoma Partners posted about an Activity Feed Quirk when customizing “Follow” Views. This describes an issue when out of the box entities have been renamed and the view names are not correctly renamed in the import.

Jukka Niiranen also taught us this week in Visualizing Your Progress with CRM Goals. One idea brought up in the post is to use a long continuous goal that is limited in the rollup query instead of creating a new goal for each month. Also make sure that your goals are always visible to users where they can be analyzed and acted upon.


Have a great weekend!

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