September 25 Blog Review

Let’s jump right in to this week’s blog review.

First of all, it’s always good to see what is going on at the CRM Tip of the Day. This week they talked about troubleshooting the mobile client (part 1 and part 2) as well as had a video, Tipster Guide to CRM Themes.

Ben Hosk talked about What’s New in CRM 2016 and Why you should read the Preview Guide. This discusses what to expect from the preview guide, the importance of being aware of the upcoming changes and gives you an overview of the announcements.

PowerObjects also talked about CRM 2016 in Microsoft Dynamics CRM 2016 is coming – Get a first look at What’s New! This gives some quick information about the top feature changes/updates.

In addition, PowerObjects shared a quick tutorial on Dynamic CRM Alert and Notification JavaScript Methods. This walks you through the JavaScript for different types of alerts.

That’s all for today. Have a great day!

September 18 Blog Review

 With CRMUG Summit quickly coming up, let’s start this review with an article from Microsoft – the Do’s and Don’t for Striking up Conversation. This gives some quick networking tips and ideas to consider.

The CRM Team Blog posted an update to the Scalable Security Modeling White Paper. This includes new information about hierarchy security modeling and optimizing your design for security.

Ledgeview Partners shared – Lookup Field vs Option Sets in Dynamics CRM. This talks about option sets, global option sets, and lookup fields and the values for each type.

PowerObjects posted about Enhanced Field-Level Security Features in CRM 2015. System Fields are now available with field level security and there are several other enhancements to look into.

PowerObjects also shared 10 Data Export and Import Redesign Features in Dynamics CRM Online 2015 Update 1. This talks about improvements with the export functionality as well as new features like being able to update through Excel Online.

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

September 11 Blog Review

We have lots of CRM tips and news to catch up on from the last 2 weeks. First of all, the big news is the CRM 2016 was officially announced. Check out the press release, video and release preview guide for all the information. This is scheduled to be available at the end of the year as a new version for online and on-premise. It appears that Microsoft is working hard to improve the integrations with other Microsoft offerings like Outlook, Excel and Cortana. It will be exciting to see what is to come!

Ledgeview Partners posted about Using Calculated fields in CRM 2015. This walks through the different formulas available for different field types and how to set up the calculation.

In the last blog I shared the Outlook Synchronization in CRM 2015 white paper. If that was too long to read, check out the EMEA Support Blog’s Recap of Outlook Synchronization. This talks about what happens when you hit Track or Set Regarding, what happens if you delete an email or appointment, etc.

The CRM Team shared my favorite feature of TechNet – Finding you way around CRM topics on TechNet and MSDN or how to be a CRM Technical Documentation Zen Master in 5 minutes. This was one of my top takeaways from CRMUG Summit last year. When viewing an article there is a version drop down you can use to switch between versions. So if your search takes you to 2015 but you need the 2011 article you can find it in just a few clicks!

The CRM Lady tackled the Easy and Hard Questions to consider as we think about Managed and Unmanaged Solutions. Understanding how different solutions interact is one of the hardest parts of CRM. This blog is a great way to build the foundation for that understanding.

PowerObjects talked about Customizing Entity Icons in CRM 2013 and 2015. This goes through step-by-step how to update your icons and everything you need to know.

PowerObjects also walked through Expanding the Field Label Widths in CRM 2015. This is something to look into if your field labels are being cut off on the form.

Finally, there are always great tips on the CRM Tip of the Day. Check it out this week to learn more about Unified Service Desk and OneNote integration.

That’s all for today folks. Have a great weekend!