Let’s get right to the CRM news of the last week of
February.
PowerObjects gave a quick tutorial on Creating
Monthly Goals in Bulk via Importing. Goals can be a great feature but there
is no way to copy a goal. So to overcome this you can import your goals to
create a large number at one time.
PowerObjects also discussed Customizable
Help Now Available in CRM 2015. This describes how to set up custom help
for the system and entity specific within CRM 2015.
Hitachi Solutions posted Great
FetchXML Tool for CRM. This talks about the “Download FetchXML” button in
Advanced Find and how you can use the XRMToolbox to work with the results.
Hitachi Solutions has also been working on a series about
the Social Pane in CRM. Check it out to learn what posts are and how to use
workflows to create and intact with them. It consists of Part
1, Part
2, and Part
3.
The Microsoft Dynamics Team announced this week that there
is a new
CRM for Outlook ebook. This talks about everything you need to get started
with using CRM for Outlook.
Mitch Milam discussed System-Wide
Alerts in CRM 2015. This is a new feature in CRM 2015 that allows the user
to see new alerts that can be triggered from things such as an import
finishing. Still not much is known about this feature but it could be very
powerful because it is viewable in Advanced Find and accessible via code.
I think that is all I have for today. Have a great
weekend!
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