April 17 Blog Review

Welcome everyone! It is a lovely spring day here and I hope all of you are enjoying the same luxury. Just take a few quick minutes to catch up on your CRM news and then you can go outside and frolic. That’s probably what I will be doing.

So we have 3 very important things to cover and then some other blogs and tips.

First of all, Microsoft has updated their naming policy see New Naming Conventions for CRM Updates on the CRM Team blog. The goal of this is to help the update numbers and the version numbers line up better and be easier to understand.

Second CRM 2015 Update 0.1 has been released see the Knowledgebase, Download Page and Blog. Note this is not the 2015 spring release, this is just the on-premise rollup. The spring online release is update 1. It looks like there are a lot of small fixes in here so make sure you review the list and determine if you want to look at doing the update.

Lastly, the 2013 CRM Field Guide is now available! This is a book written by a group of MVPs to provide you with everything you need to know to ensure your CRM system is set up in the best way possible.

The last few weeks we have been talking about the CRM Online Spring Release (CRM 2015 Update 1) and there were a few more blogs published about that this week.

PowerObjects discusses the CRM Spring Wave Update 1: Folder Level Tracking. This allows users to set up a new folder in their Outlook where the emails will always track to a specific Household. The user does not even need to have CRM for Outlook installed! It utilizes Server Side Sync and personal options within CRM.

Sonoma Partners talked about the CRM Online Spring 2015 – OneNote Integration. We have seen a few other blogs on this topic but this lists all the features as well as best practices to keep in mind.

A big topic of conversation in my CRMUG Chapter meetings is always certifications. This week Leon Tribe talked about Passing MB5-705: Managing Microsoft Dynamics Implementations. This goes over things to keep in mind for that exam but also some general tips for preparing for any of the Microsoft certifications.

Last but not least, CRM Tip of the Day posed Date Field Options in CRM Online 2015 Update 1. Now there will be new options for date and Time fields – User Local (takes into account time zone), Date Only (always the same), and Time-zone independent (includes time but always shows the same time).

That’s all I have to share today. Have a lovely weekend!