Welcome to May everyone! Let’s hop right in to this week’s
blog review.
As promised last week Adam Vero published a couple
articles on charting within CRM. Check out Highlighting
Contribution using conditional formatting in CRM Charts and Conditional
Formatting in CRM Leaderboard Charts.
The CRM Team blog posted some great documentation on Microsoft
Dynamics Marketing Update 1, Microsoft
Social Engagement 2015 Update 1 and Parature.
They also posted on the New
Form Rendering Engine with CRM Online 2015. This provides performance
benefits to the users as well as some changes for developers working with the
form.
Sonoma Partners blogged on CRM
Online Spring 2015 Immersive Excel. This describes how you can use Excel
Online directly through CRM. You can edit records using this method or just
work with them and close out.
A common limitation with Advanced Find is that you cannot
search for say Accounts without any Activities. CRM Tip of the Day solves this
with NOT
IN for the Rest of Us. This presents the option of using a Rollup Field to
calculate the number of child records which you can use in Advanced Find.
That’s all for today folks. Have a great day!
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